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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$320B
$1.29 Billion 0.26% of portfolio
29,302
Q4 2024 Reduced 19.67%
$102B
$1.22 Billion 0.25% of portfolio
40,123
Q4 2024 Added 11.31%
$156B
$1.23 Billion 0.25% of portfolio
2,474
Q4 2024 Reduced 3.17%
$68.1B
$1.22 Billion 0.25% of portfolio
22,866
Q4 2024 Reduced 34.0%
$0
$1.19 Billion 0.24% of portfolio
54,206
Q4 2024 Reduced 11.51%
$781B
$1.14 Billion 0.23% of portfolio
1,480
Q4 2024 Reduced 14.0%
$75.7B
$1.09 Billion 0.22% of portfolio
6,705
Q4 2024 Added 7.71%
$0
$1.09 Billion 0.22% of portfolio
21,667
Q4 2024 New
$164B
$1.1 Billion 0.22% of portfolio
14,600
Q1 2024 Reduced 0.3%
$89.1B
$1.1 Billion 0.22% of portfolio
18,495
Q4 2024 Added 0.25%
$41.3B
$1.07 Billion 0.22% of portfolio
11,820
Q4 2024 Reduced 7.35%
$0
$1.1 Billion 0.22% of portfolio
45,374
Q4 2024 New
$96.2B
$1.07 Billion 0.22% of portfolio
5,840
Q4 2024 Reduced 3.55%
$146B
$1.06 Billion 0.21% of portfolio
4,665
Q4 2024 Reduced 4.5%
$410B
$1.03 Billion 0.21% of portfolio
1,122
Q4 2024 Added 0.63%
$37.4B
$1.05 Billion 0.21% of portfolio
15,052
Q4 2024 Added 1.37%
$167B
$1.02 Billion 0.21% of portfolio
1,619
Q4 2024 Reduced 2.59%
Gsk PLC
-
$994 Million 0.2% of portfolio
-
Q4 2024 Added 94.57%
$183B
$980 Million 0.2% of portfolio
43,028
Q4 2024 Added 102.93%
$128B
$944 Million 0.19% of portfolio
5,807
Q4 2024 Added 7.92%
$68.4B
$928 Million 0.19% of portfolio
6,655
Q4 2024 Added 1.16%
$79.1B
$932 Million 0.19% of portfolio
3,343
Q4 2024 Added 9.03%
$0
$947 Million 0.19% of portfolio
8,598
Q4 2024 Added 1.58%
$224B
$943 Million 0.19% of portfolio
4,289
Q4 2024 Reduced 2.37%
$234B
$951 Million 0.19% of portfolio
9,769
Q4 2024 Reduced 8.43%
$172B
$931 Million 0.19% of portfolio
6,059
Q4 2024 Added 0.85%
$179B
$889 Million 0.18% of portfolio
2,450
Q4 2024 Added 0.41%
$82.4B
$907 Million 0.18% of portfolio
2,526
Q4 2024 Reduced 17.59%
$29.3B
$828 Million 0.17% of portfolio
39,118
Q4 2024 Added 440.68%
$71.7B
$863 Million 0.17% of portfolio
27,521
Q4 2024 Reduced 17.83%
$145B
$797 Million 0.16% of portfolio
16,525
Q4 2024 Reduced 11.63%
$407B
$792 Million 0.16% of portfolio
4,754
Q4 2024 Added 2.9%
$173B
$808 Million 0.16% of portfolio
14,829
Q4 2024 Reduced 6.53%
$86.1B
$810 Million 0.16% of portfolio
19,099
Q4 2024 Reduced 3.96%
$50.8B
$719 Million 0.15% of portfolio
5,212
Q4 2024 Reduced 55.28%
$0
$723 Million 0.15% of portfolio
24,775
Q4 2024 Reduced 27.74%
$144B
$677 Million 0.14% of portfolio
25,508
Q4 2024 Reduced 12.5%
$106B
$689 Million 0.14% of portfolio
3,241
Q4 2024 Reduced 3.63%
$3.81B
$677 Million 0.14% of portfolio
27,217
Q4 2024 Reduced 13.71%
$0
$703 Million 0.14% of portfolio
9,999
Q4 2024 Added 5.26%
$188B
$669 Million 0.14% of portfolio
5,778
Q4 2024 Reduced 3.46%
$0
$626 Million 0.13% of portfolio
1,560
Q4 2024 Reduced 1.08%
$40.9B
$653 Million 0.13% of portfolio
4,974
Q4 2024 Reduced 10.89%
$1.19B
$652 Million 0.13% of portfolio
59,975
Q4 2024 Added 16.97%
$7.79B
$654 Million 0.13% of portfolio
3,766
Q4 2024 Reduced 17.36%
$115B
$659 Million 0.13% of portfolio
6,193
Q4 2024 Reduced 1.76%
$2.29B
$652 Million 0.13% of portfolio
11,896
Q4 2024 Reduced 52.2%
$59.1B
$625 Million 0.13% of portfolio
2,596
Q4 2024 Reduced 2.44%
$15.5B
$597 Million 0.12% of portfolio
7,002
Q4 2024 Reduced 11.03%

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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