Beverly Hills Private Wealth, LLC Portfolio Holdings

Beverly Hills Private Wealth, LLC

  • $506 Billion
  • Q1 2025

Beverly Hills Private Wealth, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $506 Billion distributed in 1046 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.2B, Microsoft Corp with a value of $17.3B, Berkshire Hathaway Inc Class B with a value of $14.4B, Jpmorgan Chase & CO with a value of $13.3B, and Amazon Com Inc with a value of $11.3B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $495B to 506B.

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 $506 Billion
Technology: $95.2 Billion
Financial Services: $90.3 Billion
ETFs: $68 Billion
Healthcare: $40.6 Billion
Consumer Defensive: $37.3 Billion
Consumer Cyclical: $34.6 Billion
Communication Services: $33.4 Billion
Industrials: $30.8 Billion
Other: $51.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.6B
$1.31 Billion 0.26% of portfolio
44,235
Q1 2025 New
$97.9B
$1.31 Billion 0.26% of portfolio
42,830
Q1 2025 Added 6.75%
$92.9B
$1.28 Billion 0.25% of portfolio
18,855
Q1 2025 Added 1.95%
$8.55B
$1.26 Billion 0.25% of portfolio
27,276
Q1 2025 Reduced 24.84%
$104B
$1.25 Billion 0.25% of portfolio
5,755
Q1 2025 Reduced 1.46%
Gsk PLC
-
$1.28 Billion 0.25% of portfolio
-
Q1 2025 Added 12.59%
$69.7B
$1.27 Billion 0.25% of portfolio
11,576
Q1 2025 Added 1.21%
$330B
$1.22 Billion 0.24% of portfolio
29,299
Q1 2025 Reduced 0.01%
$46.3B
$1.23 Billion 0.24% of portfolio
11,774
Q1 2025 Reduced 0.39%
$781B
$1.21 Billion 0.24% of portfolio
1,471
Q1 2025 Reduced 0.61%
$165B
$1.22 Billion 0.24% of portfolio
2,395
Q1 2025 Reduced 3.19%
$74B
$1.14 Billion 0.23% of portfolio
6,937
Q1 2025 Added 3.46%
$449B
$1.09 Billion 0.22% of portfolio
1,155
Q1 2025 Added 2.94%
$0
$1.13 Billion 0.22% of portfolio
50,921
Q1 2025 Reduced 6.06%
$0
$1.13 Billion 0.22% of portfolio
45,315
Q1 2025 Reduced 0.13%
$98.3B
$1.12 Billion 0.22% of portfolio
1,648
Q1 2025 Reduced 0.3%
$31.3B
$1.04 Billion 0.21% of portfolio
41,005
Q1 2025 Added 4.82%
$133B
$1.04 Billion 0.21% of portfolio
4,418
Q1 2025 Reduced 5.29%
$223B
$1.02 Billion 0.2% of portfolio
4,116
Q1 2025 Reduced 4.03%
$0
$1.01 Billion 0.2% of portfolio
17,664
Q1 2025 Added 54.72%
$47.7B
$995 Million 0.2% of portfolio
15,169
Q1 2025 Added 0.78%
$243B
$968 Million 0.19% of portfolio
8,687
Q1 2025 Reduced 11.08%
$71.5B
$982 Million 0.19% of portfolio
6,739
Q1 2025 Added 1.26%
$173B
$982 Million 0.19% of portfolio
15,186
Q1 2025 Added 2.41%
$178B
$959 Million 0.19% of portfolio
1,562
Q1 2025 Reduced 3.52%
$137B
$944 Million 0.19% of portfolio
17,023
Q1 2025 Added 3.01%
$189B
$914 Million 0.18% of portfolio
6,901
Q1 2025 Added 19.44%
$65.3B
$929 Million 0.18% of portfolio
27,208
Q1 2025 Reduced 1.14%
$73.5B
$916 Million 0.18% of portfolio
2,295
Q1 2025 Reduced 9.14%
$133B
$888 Million 0.18% of portfolio
6,117
Q1 2025 Added 5.34%
$80.3B
$835 Million 0.17% of portfolio
3,504
Q1 2025 Added 4.82%
$171B
$835 Million 0.17% of portfolio
2,531
Q1 2025 Added 3.31%
$94.3B
$835 Million 0.17% of portfolio
18,843
Q1 2025 Reduced 1.34%
$157B
$866 Million 0.17% of portfolio
5,635
Q1 2025 Reduced 7.0%
$243B
$815 Million 0.16% of portfolio
9,656
Q1 2025 Reduced 33.86%
$3.72B
$734 Million 0.15% of portfolio
27,955
Q1 2025 Added 2.71%
$0
$774 Million 0.15% of portfolio
24,775
Q4 2024 Reduced 27.74%
$0
$773 Million 0.15% of portfolio
6,999
Q1 2025 Reduced 18.6%
$0
$700 Million 0.14% of portfolio
9,248
Q1 2025 Reduced 7.51%
$134B
$719 Million 0.14% of portfolio
28,363
Q1 2025 Added 11.19%
$403B
$640 Million 0.13% of portfolio
4,580
Q1 2025 Reduced 3.66%
$0
$662 Million 0.13% of portfolio
16,788
Q1 2025 Added 76.72%
$40.5B
$663 Million 0.13% of portfolio
5,067
Q1 2025 Added 1.87%
$41.1B
$651 Million 0.13% of portfolio
7,482
Q1 2025 Reduced 2.43%
$370B
$601 Million 0.12% of portfolio
1,641
Q1 2025 Added 3.14%
$5.18B
$591 Million 0.12% of portfolio
3,805
Q1 2025 Added 3.14%
$117B
$592 Million 0.12% of portfolio
6,203
Q1 2025 Added 0.16%
$150B
$602 Million 0.12% of portfolio
1,932
Q1 2025 Added 2.33%
Granite Real Estate Invt Tr
-
$591 Million 0.12% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,046
  • Current Value $506 Billion
  • Prior Value $495 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 169 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 133 stocks
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