Beverly Hills Private Wealth, LLC Portfolio Holdings

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q4 2024

Beverly Hills Private Wealth, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $495 Billion distributed in 1036 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.9B, Microsoft Corp with a value of $19.2B, Nvidia Corp with a value of $13.8B, Jpmorgan Chase & CO with a value of $13B, and Amazon Com Inc with a value of $12.6B.

Examining the 13F form we can see an increase of $188M in the current position value, from $495B to 495B.

Beverly Hills Private Wealth, LLC is based out at Beverly Hills, CA

Below you can find more details about Beverly Hills Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $495 Billion
Technology: $106 Billion
Financial Services: $85.2 Billion
ETFs: $63.8 Billion
Healthcare: $38.4 Billion
Consumer Cyclical: $35.8 Billion
Consumer Defensive: $32 Billion
Communication Services: $31.4 Billion
Industrials: $30.5 Billion
Other: $48.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.49T
$28.9 Billion 5.83% of portfolio
115,347
Q4 2024 Added 0.29%
$2.86T
$19.2 Billion 3.88% of portfolio
45,546
Q4 2024 Added 0.63%
$288B
$13.8 Billion 2.79% of portfolio
102,854
Q4 2024 Reduced 1.88%
$668B
$13 Billion 2.63% of portfolio
54,315
Q4 2024 Added 17.85%
$2.03T
$12.6 Billion 2.55% of portfolio
57,483
Q4 2024 Added 1.17%
$646B
$12.5 Billion 2.52% of portfolio
27,578
Q4 2024 Added 5.76%
$235B
$8.03 Billion 1.62% of portfolio
66,720
Q4 2024 Reduced 0.22%
$1.36T
$7.58 Billion 1.53% of portfolio
12,948
Q4 2024 Added 2.83%
$78.7B
$7.02 Billion 1.42% of portfolio
30,292
Q4 2024 Reduced 16.06%
$1.03T
$6.36 Billion 1.29% of portfolio
33,409
Q4 2024 Added 4.95%
$135B
$6.31 Billion 1.28% of portfolio
85,310
Q4 2024 Added 7.29%
$919B
$5.69 Billion 1.15% of portfolio
28,803
Q4 2024 Added 5.56%
$155B
$5.22 Billion 1.06% of portfolio
139,175
Q4 2024 Added 3.13%
$450B
$5.11 Billion 1.03% of portfolio
10,108
Q4 2024 Added 9.39%
$544B
$4.69 Billion 0.95% of portfolio
14,825
Q4 2024 Added 5.7%
$101B
$4.35 Billion 0.88% of portfolio
11,797
Q4 2024 Added 26.33%
$204B
$4.31 Billion 0.87% of portfolio
28,325
Q4 2024 Added 5.43%
$46.5B
$4.16 Billion 0.84% of portfolio
68,094
Q4 2024 Added 11.2%
$142B
$4.14 Billion 0.84% of portfolio
16,763
Q4 2024 Reduced 1.86%
$299B
$3.76 Billion 0.76% of portfolio
25,928
Q4 2024 Reduced 3.51%
$426B
$3.66 Billion 0.74% of portfolio
25,309
Q4 2024 Reduced 3.28%
$177B
$3.55 Billion 0.72% of portfolio
18,923
Q4 2024 Reduced 3.86%
$220B
$3.51 Billion 0.71% of portfolio
12,115
Q4 2024 Added 10.58%
$11.2B
$3.47 Billion 0.7% of portfolio
176,713
Q4 2024 Added 10.28%
$914M
$3.49 Billion 0.7% of portfolio
118,583
Q4 2024 Added 21.15%
$56.8B
$3.32 Billion 0.67% of portfolio
169,256
Q4 2024 Added 0.78%
$10.1B
$3.33 Billion 0.67% of portfolio
31,417
Q4 2024 Added 4.61%
$455B
$3.1 Billion 0.63% of portfolio
28,797
Q4 2024 Reduced 0.55%
$169B
$3.11 Billion 0.63% of portfolio
36,155
Q4 2024 Added 20.7%
$231B
$3.11 Billion 0.63% of portfolio
34,368
Q4 2024 Reduced 2.28%
$6.01B
$3.07 Billion 0.62% of portfolio
100,793
Q4 2024 Added 6.06%
$248B
$3.05 Billion 0.62% of portfolio
51,494
Q4 2024 Reduced 3.06%
$0
$3.03 Billion 0.61% of portfolio
147,253
Q4 2024 Added 6.97%
$162B
$2.89 Billion 0.58% of portfolio
12,071
Q4 2024 Reduced 3.36%
$0
$2.79 Billion 0.56% of portfolio
248,947
Q4 2024 Added 146.65%
$0
$2.73 Billion 0.55% of portfolio
214,795
Q4 2024 Reduced 1.64%
$48.8B
$2.66 Billion 0.54% of portfolio
74,653
Q4 2024 Added 4.75%
$65.4B
$2.66 Billion 0.54% of portfolio
9,183
Q4 2024 Reduced 2.57%
-
$2.62 Billion 0.53% of portfolio
-
Q4 2024 Added 14.01%
$375B
$2.62 Billion 0.53% of portfolio
14,732
Q4 2024 Added 2.01%
$236B
$2.56 Billion 0.52% of portfolio
25,781
Q4 2024 Reduced 13.93%
$68.9B
$2.44 Billion 0.49% of portfolio
5,277
Q4 2024 Reduced 6.14%
$114B
$2.43 Billion 0.49% of portfolio
26,575
Q4 2024 Reduced 8.45%
$1.35B
$2.32 Billion 0.47% of portfolio
255,451
Q4 2024 Added 10.85%
$980B
$2.23 Billion 0.45% of portfolio
11,769
Q4 2024 Added 2.5%
$195B
$2.23 Billion 0.45% of portfolio
7,521
Q4 2024 Reduced 2.87%
$500B
$2.23 Billion 0.45% of portfolio
4,229
Q4 2024 Reduced 0.8%
$73.1B
$2.22 Billion 0.45% of portfolio
4,738
Q4 2024 Reduced 0.84%
$25.5B
$2.18 Billion 0.44% of portfolio
143,885
Q4 2024 Added 10.74%

Summary

  • Portfolio
  • No. of Stocks 1,036
  • Current Value $495 Billion
  • Prior Value $495 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 191 stocks
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