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
$122B
$425 Million 0.09% of portfolio
5,324
Q4 2024 Reduced 4.05%
$23.5B
$459 Million 0.09% of portfolio
990
Q4 2024 Reduced 14.66%
$17.2B
$423 Million 0.09% of portfolio
5,580
Q4 2024 Added 179.28%
$8.51B
$447 Million 0.09% of portfolio
7,175
Q4 2024 Reduced 1.23%
$237B
$450 Million 0.09% of portfolio
6,867
Q4 2024 Reduced 1.84%
$128B
$444 Million 0.09% of portfolio
7,849
Q4 2024 Reduced 0.25%
$46.1B
$431 Million 0.09% of portfolio
1,236
Q4 2024 Reduced 2.68%
$123B
$432 Million 0.09% of portfolio
890
Q4 2024 Reduced 0.67%
$46.7B
$406 Million 0.08% of portfolio
6,826
Q4 2024 Reduced 26.09%
$49.9B
$414 Million 0.08% of portfolio
2,678
Q4 2024 Added 44.44%
$74.1B
$382 Million 0.08% of portfolio
1,897
Q4 2024 Reduced 11.69%
$159B
$399 Million 0.08% of portfolio
3,310
Q4 2024 Reduced 7.1%
$4.98B
$412 Million 0.08% of portfolio
4,260
Q4 2024 Reduced 7.73%
$29.5B
$391 Million 0.08% of portfolio
1,777
Q4 2024 Reduced 34.04%
$45.3B
$373 Million 0.08% of portfolio
2,666
Q4 2024 Reduced 13.92%
$66.1B
$380 Million 0.08% of portfolio
3,912
Q4 2024 Added 71.88%
$66.5B
$388 Million 0.08% of portfolio
3,130
Q4 2024 Reduced 3.13%
$8.58B
$387 Million 0.08% of portfolio
5,671
Q4 2024 Reduced 13.5%
$20.8B
$402 Million 0.08% of portfolio
6,161
Q4 2024 Reduced 2.78%
$143B
$381 Million 0.08% of portfolio
1,058
Q4 2024 Reduced 0.84%
$47.1B
$375 Million 0.08% of portfolio
2,860
Q4 2024 Added 0.11%
$183B
$399 Million 0.08% of portfolio
3,580
Q4 2024 Reduced 0.61%
$23B
$364 Million 0.07% of portfolio
1,952
Q4 2024 Reduced 11.39%
$7.06B
$345 Million 0.07% of portfolio
1,126
Q4 2024 Reduced 10.42%
$4.39B
$354 Million 0.07% of portfolio
11,188
Q4 2024 Reduced 11.85%
$73.6B
$329 Million 0.07% of portfolio
1,248
Q4 2024 Reduced 2.95%
$138B
$346 Million 0.07% of portfolio
4,913
Q4 2024 Reduced 2.36%
$0
$330 Million 0.07% of portfolio
17,990
Q4 2024 Added 0.39%
$91.9B
$334 Million 0.07% of portfolio
3,102
Q4 2024 Reduced 3.33%
$2.78B
$328 Million 0.07% of portfolio
4,700
Q4 2024 Reduced 32.86%
$6.26B
$329 Million 0.07% of portfolio
1,001
Q4 2024 Reduced 11.42%
$70.2B
$338 Million 0.07% of portfolio
1,752
Q4 2024 Added 9.77%
$21.6B
$350 Million 0.07% of portfolio
8,422
Q4 2024 Reduced 8.49%
$4.23B
$352 Million 0.07% of portfolio
4,008
Q4 2024 Reduced 1.09%
$2.57B
$325 Million 0.07% of portfolio
21,466
Q3 2024 Added 6.45%
$18.9B
$359 Million 0.07% of portfolio
5,700
Q4 2024 Reduced 20.82%
$4.74B
$345 Million 0.07% of portfolio
3,783
Q4 2024 Reduced 10.14%
$51.4B
$362 Million 0.07% of portfolio
5,726
Q4 2024 Reduced 26.16%
$54.7B
$327 Million 0.07% of portfolio
6,841
Q4 2024 Added 51.85%
$29.6B
$366 Million 0.07% of portfolio
618
Q4 2024 Reduced 24.08%
$8.35B
$355 Million 0.07% of portfolio
2,619
Q4 2024 Reduced 14.05%
$5.65B
$330 Million 0.07% of portfolio
3,316
Q4 2024 Reduced 14.27%
$47B
$329 Million 0.07% of portfolio
24,823
Q4 2024 Reduced 3.55%
$8.84B
$342 Million 0.07% of portfolio
1,854
Q4 2024 Reduced 8.89%
$300B
$345 Million 0.07% of portfolio
5,543
Q4 2024 Added 4.33%
$427B
$347 Million 0.07% of portfolio
389
Q4 2024 Reduced 2.02%
$15.3B
$360 Million 0.07% of portfolio
4,993
Q4 2024 Reduced 14.28%
$129B
$344 Million 0.07% of portfolio
3,471
Q4 2024 Reduced 0.57%
$28.1B
$352 Million 0.07% of portfolio
1,045
Q4 2024 Reduced 13.49%

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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