Beverly Hills Private Wealth, LLC Q1 2023 Filing
Filed May 4, 2023
Portfolio Value
$322.5M
Holdings
277
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (277 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $19.5M |
MSFTMICROSOFT CORP | $12.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.8M |
GBILGOLDMAN SACHS ETF TR | $6.4M |
TXNTEXAS INSTRS INC | $6.1M |
CVXCHEVRON CORP NEW | $5.8M |
CSCOCISCO SYS INC | $5.3M |
JNJJOHNSON & JOHNSON | $5.1M |
JPMJPMORGAN CHASE & CO | $5.0M |
LOWLOWES COS INC | $4.9M |
AVGOBROADCOM INC | $4.4M |
MRKMERCK & CO INC | $4.3M |
4I1PHILIP MORRIS INTL INC | $4.2M |
UNHUNITEDHEALTH GROUP INC | $4.1M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $3.7M |
CMCSACOMCAST CORP NEW | $3.7M |
UPSUNITED PARCEL SERVICE INC | $3.6M |
PFEPFIZER INC | $3.6M |
PGRPROGRESSIVE CORP | $3.4M |
NVDANVIDIA CORPORATION | $3.4M |
MCDMCDONALDS CORP | $3.3M |
AMZNAMAZON COM INC | $3.3M |
SBUXSTARBUCKS CORP | $3.2M |
APDAIR PRODS & CHEMS INC | $3.1M |
LINLINDE PLC | $3.1M |
FISFIDELITY NATL INFORMATION SV | $3.0M |
BLKCHFBLACKROCK INC | $2.9M |
ABBVABBVIE INC | $2.9M |
BACVERIZON COMMUNICATIONS INC | $2.9M |
DEODIAGEO PLC | $2.7M |
IVVISHARES TR | $2.7M |
8CWCROWN CASTLE INC | $2.7M |
SCHWSCHWAB CHARLES CORP | $2.7M |
NEENEXTERA ENERGY INC | $2.6M |
MSIMOTOROLA SOLUTIONS INC | $2.5M |
DYHTARGET CORP | $2.5M |
ACNACCENTURE PLC IRELAND | $2.4M |
WMTWALMART INC | $2.4M |
PLDPROLOGIS INC. | $2.3M |
WECWEC ENERGY GROUP INC | $2.3M |
PEPPEPSICO INC | $2.3M |
PAYXPAYCHEX INC | $2.2M |
ETNEATON CORP PLC | $2.1M |
ETENERGY TRANSFER L P | $2.1M |
FASTFASTENAL CO | $2.1M |
MOALTRIA GROUP INC | $2.0M |
MAMASTERCARD INCORPORATED | $2.0M |
DDOMINION ENERGY INC | $2.0M |
XOMEXXON MOBIL CORP | $1.9M |
HONHONEYWELL INTL INC | $1.9M |
GDXVANECK ETF TRUST | $1.9M |
TJXTJX COS INC NEW | $1.8M |
NSCNORFOLK SOUTHN CORP | $1.8M |
KYNKAYNE ANDERSON ENERGY INFRST | $1.8M |
AXPAMERICAN EXPRESS CO | $1.7M |
MRSHMARSH & MCLENNAN COS INC | $1.7M |
CINFCINCINNATI FINL CORP | $1.6M |
TTTRANE TECHNOLOGIES PLC | $1.6M |
ELVELEVANCE HEALTH INC | $1.6M |
NVSNNOVARTIS AG | $1.5M |
NBXGNEUBERGER BERMAN NEXT GENERA | $1.5M |
ABTABBOTT LABS | $1.5M |
UNPUNION PAC CORP | $1.5M |
CBCHUBB LIMITED | $1.5M |
MDLZMONDELEZ INTL INC | $1.5M |
TTENTOTALENERGIES SE | $1.3M |
BACBANK AMERICA CORP | $1.3M |
PSXPHILLIPS 66 | $1.3M |
ONON SEMICONDUCTOR CORP | $1.3M |
ARCCARES CAPITAL CORP | $1.3M |
DGDOLLAR GEN CORP NEW | $1.3M |
IUSBISHARES TR | $1.3M |
SNYSANOFI | $1.2M |
FTAIFTAI AVIATION LTD | $1.2M |
BMTABRITISH AMERN TOB PLC | $1.2M |
DWXSPDR INDEX SHS FDS | $1.2M |
ADIANALOG DEVICES INC | $1.1M |
QUALISHARES TR | $1.1M |
IBMINTERNATIONAL BUSINESS MACHS | $1.1M |
PKGPACKAGING CORP AMER | $1.0M |
ENBENBRIDGE INC | $1.0M |
EPDENTERPRISE PRODS PARTNERS L | $1.0M |
SHVISHARES TR | $1.0M |
GOOGALPHABET INC | $995K |
MPCMARATHON PETE CORP | $990K |
NVONOVO-NORDISK A S | $959K |
IFFINTERNATIONAL FLAVORS&FRAGRA | $953K |
AZNASTRAZENECA PLC | $931K |
DFAIDIMENSIONAL ETF TRUST | $924K |
EFGISHARES TR | $921K |
NOCNORTHROP GRUMMAN CORP | $917K |
CCEPCOCA-COLA EUROPACIFIC PARTNE | $902K |
RINGISHARES INC | $894K |
QCOMQUALCOMM INC | $851K |
MDTMEDTRONIC PLC | $836K |
RTXRAYTHEON TECHNOLOGIES CORP | $818K |
ALBALBEMARLE CORP | $814K |
GOOGLALPHABET INC | $814K |
CFCF INDS HLDGS INC | $801K |
DIODDIODES INC | $795K |
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