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 Market Cap. of $2 Billions to $10 Billions
