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
$44.7B
$373 Million 0.08% of portfolio
2,666
Q4 2024 Reduced 13.92%
$65.4B
$380 Million 0.08% of portfolio
3,912
Q4 2024 Added 71.88%
$43.6B
$413 Million 0.08% of portfolio
689
Q2 2024 Reduced 7.64%
$65.5B
$388 Million 0.08% of portfolio
3,130
Q4 2024 Reduced 3.13%
$8.33B
$387 Million 0.08% of portfolio
5,671
Q4 2024 Reduced 13.5%
Kenvue Inc
-
$394 Million 0.08% of portfolio
-
Q4 2024 Reduced 6.49%
$20.4B
$402 Million 0.08% of portfolio
6,161
Q4 2024 Reduced 2.78%
$138B
$381 Million 0.08% of portfolio
1,058
Q4 2024 Reduced 0.84%
$0
$393 Million 0.08% of portfolio
2,972
Q4 2024 Added 79.79%
$47.2B
$375 Million 0.08% of portfolio
2,860
Q4 2024 Added 0.11%
$180B
$399 Million 0.08% of portfolio
3,580
Q4 2024 Reduced 0.61%
$23.2B
$364 Million 0.07% of portfolio
1,952
Q4 2024 Reduced 11.39%
$6.98B
$345 Million 0.07% of portfolio
1,126
Q4 2024 Reduced 10.42%
$4.41B
$354 Million 0.07% of portfolio
11,188
Q4 2024 Reduced 11.85%
$0
$357 Million 0.07% of portfolio
11,185
Q4 2024 Reduced 0.27%
$71.4B
$329 Million 0.07% of portfolio
1,248
Q4 2024 Reduced 2.95%
$0
$330 Million 0.07% of portfolio
17,990
Q4 2024 Added 0.39%
$89.8B
$334 Million 0.07% of portfolio
3,102
Q4 2024 Reduced 3.33%
$2.71B
$328 Million 0.07% of portfolio
4,700
Q4 2024 Reduced 32.86%
$6.19B
$329 Million 0.07% of portfolio
1,001
Q4 2024 Reduced 11.42%
$69.1B
$338 Million 0.07% of portfolio
1,752
Q4 2024 Added 9.77%
$0
$361 Million 0.07% of portfolio
5,510
Q4 2024 Reduced 24.51%
$21.3B
$350 Million 0.07% of portfolio
8,422
Q4 2024 Reduced 8.49%
$4.48B
$352 Million 0.07% of portfolio
4,008
Q4 2024 Reduced 1.09%
$2.49B
$325 Million 0.07% of portfolio
21,466
Q3 2024 Added 6.45%
$18.6B
$359 Million 0.07% of portfolio
5,700
Q4 2024 Reduced 20.82%
$4.57B
$345 Million 0.07% of portfolio
3,783
Q4 2024 Reduced 10.14%
$50.6B
$362 Million 0.07% of portfolio
5,726
Q4 2024 Reduced 26.16%
$53.4B
$327 Million 0.07% of portfolio
6,841
Q4 2024 Added 51.85%
$0
$333 Million 0.07% of portfolio
3,438
Q4 2024 Reduced 11.71%
$0
$340 Million 0.07% of portfolio
6,471
Q4 2024 Reduced 11.91%
$27.4B
$366 Million 0.07% of portfolio
618
Q4 2024 Reduced 24.08%
$8.2B
$355 Million 0.07% of portfolio
2,619
Q4 2024 Reduced 14.05%
$5.48B
$330 Million 0.07% of portfolio
3,316
Q4 2024 Reduced 14.27%
$46.4B
$329 Million 0.07% of portfolio
24,823
Q4 2024 Reduced 3.55%
$8.68B
$342 Million 0.07% of portfolio
1,854
Q4 2024 Reduced 8.89%
$302B
$345 Million 0.07% of portfolio
5,543
Q4 2024 Added 4.33%
$409B
$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%
$124B
$344 Million 0.07% of portfolio
3,471
Q4 2024 Reduced 0.57%
$27.6B
$352 Million 0.07% of portfolio
1,045
Q4 2024 Reduced 13.49%
$52.9B
$367 Million 0.07% of portfolio
3,978
Q4 2024 Reduced 3.02%
$15.8B
$332 Million 0.07% of portfolio
9,026
Q4 2024 New
$309B
$279 Million 0.06% of portfolio
1,134
Q4 2024 Added 1.16%
$10.4B
$318 Million 0.06% of portfolio
4,275
Q4 2024 Reduced 10.17%
Cenovus Energy Inc
-
$274 Million 0.06% of portfolio
-
Q4 2024 Added 2.48%
$21.5B
$291 Million 0.06% of portfolio
21,492
Q4 2024 Added 9.7%
$0
$311 Million 0.06% of portfolio
531
Q4 2024 Added 17.22%
$11.1B
$289 Million 0.06% of portfolio
3,161
Q4 2024 Reduced 11.63%

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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