Beverly Hills Private Wealth, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$505.6B
Holdings
336
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (336 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 113,559 | $25.2B | 4.99% | |
| 2 | MSFTMICROSOFT CORP | 46,051 | $17.3B | 3.42% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 26,998 | $14.4B | 2.84% | |
| 4 | JPMJPMORGAN CHASE & CO. | 54,080 | $13.3B | 2.62% | |
| 5 | AMZNAMAZON COM INC | 59,171 | $11.3B | 2.23% | |
| 6 | VGITVANGUARD SCOTTSDALE FDS | 183,807 | $10.9B | 2.16% | |
| 7 | 4I1PHILIP MORRIS INTL INC | 67,907 | $10.8B | 2.13% | |
| 8 | VGSHVANGUARD SCOTTSDALE FDS | 179,852 | $10.6B | 2.09% | |
| 9 | NVDANVIDIA CORPORATION | 95,553 | $10.4B | 2.05% | |
| 10 | METAMETA PLATFORMS INC | 13,300 | $7.7B | 1.52% | |
| 11 | SCHWSCHWAB CHARLES CORP | 96,843 | $7.6B | 1.50% | Call |
| 12 | GBILGOLDMAN SACHS ETF TR | 65,667 | $6.6B | 1.30% | |
| 13 | BACVERIZON COMMUNICATIONS INC | 134,651 | $6.1B | 1.21% | |
| 14 | ELVELEVANCE HEALTH INC | 13,552 | $5.9B | 1.17% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 10,655 | $5.6B | 1.10% | |
| 16 | CMCSACOMCAST CORP NEW | 147,249 | $5.4B | 1.07% | |
| 17 | VVISA INC | 15,218 | $5.3B | 1.05% | |
| 18 | JAAAJANUS DETROIT STR TR | 99,630 | $5.1B | 1.00% | |
| 19 | GOOGALPHABET INC | 32,270 | $5.0B | 1.00% | |
| 20 | PEPPEPSICO INC | 33,418 | $5.0B | 0.99% | |
| 21 | KRKROGER CO | 72,660 | $4.9B | 0.97% | |
| 22 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 29,478 | $4.9B | 0.97% | |
| 23 | AVGOBROADCOM INC | 28,630 | $4.8B | 0.95% | |
| 24 | VMBSVANGUARD SCOTTSDALE FDS | 94,647 | $4.4B | 0.87% | |
| 25 | CVXCHEVRON CORP NEW | 26,013 | $4.4B | 0.86% | |
| 26 | GNMAISHARES TR | 98,695 | $4.3B | 0.86% | |
| 27 | ACIALBERTSONS COS INC | 196,880 | $4.3B | 0.86% | |
| 28 | JNJJOHNSON & JOHNSON | 25,519 | $4.2B | 0.84% | |
| 29 | BLKBLACKROCK INC | 4,088 | $3.9B | 0.77% | |
| 30 | IVVISHARES TR | 6,860 | $3.9B | 0.76% | |
| 31 | LOWLOWES COS INC | 16,197 | $3.8B | 0.75% | |
| 32 | MCDMCDONALDS CORP | 12,051 | $3.8B | 0.74% | |
| 33 | SWSMURFIT WESTROCK PLC | 83,146 | $3.7B | 0.74% | |
| 34 | BTTBLACKROCK MUN TARGET TERM TR | 173,181 | $3.7B | 0.73% | |
| 35 | 0HQKCBL & ASSOC PPTYS INC | 129,344 | $3.4B | 0.68% | |
| 36 | DTFDTF TAX-FREE INCOME 2028 TER | 306,088 | $3.4B | 0.68% | |
| 37 | TXNTEXAS INSTRS INC | 18,562 | $3.3B | 0.66% | |
| 38 | XOMEXXON MOBIL CORP | 27,793 | $3.3B | 0.65% | |
| 39 | NWSNEWS CORP NEW | 108,562 | $3.3B | 0.65% | |
| 40 | SFSTIFEL FINL CORP | 34,683 | $3.3B | 0.65% | |
| 41 | ETENERGY TRANSFER L P | 171,226 | $3.2B | 0.63% | |
| 42 | CSCOCISCO SYS INC | 51,310 | $3.2B | 0.63% | |
| 43 | KMI 4.75 03/31/28EL PASO ENERGY CAP TR I | 64,924 | $3.2B | 0.62% | |
| 44 | PGRPROGRESSIVE CORP | 10,914 | $3.1B | 0.61% | |
| 45 | NVONOVO-NORDISK A S | 43,203 | $3.0B | 0.59% | |
| 46 | ABBVABBVIE INC | 13,716 | $2.9B | 0.57% | |
| 47 | WMTWALMART INC | 32,454 | $2.8B | 0.56% | |
| 48 | EDVVANGUARD WORLD FD | 39,225 | $2.8B | 0.55% | |
| 49 | SUSUNCOR ENERGY INC NEW | 68,420 | $2.6B | 0.52% | |
| 50 | APDAIR PRODS & CHEMS INC | 8,858 | $2.6B | 0.52% | |
| 51 | SBUXSTARBUCKS CORP | 26,559 | $2.6B | 0.52% | |
| 52 | GDXVANECK ETF TRUST | 55,498 | $2.6B | 0.50% | |
| 53 | KYNKAYNE ANDERSON ENERGY INFRST | 195,310 | $2.5B | 0.50% | |
| 54 | LINLINDE PLC | 5,301 | $2.5B | 0.49% | |
| 55 | AIVAPARTMENT INVT & MGMT CO | 275,594 | $2.4B | 0.48% | |
| 56 | GOOGLALPHABET INC | 15,643 | $2.4B | 0.48% | |
| 57 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.4B | 0.47% | |
| 58 | AERAERCAP HOLDINGS NV | 23,203 | $2.4B | 0.47% | |
| 59 | NOCNORTHROP GRUMMAN CORP | 4,621 | $2.4B | 0.47% | |
| 60 | PAYXPAYCHEX INC | 15,330 | $2.4B | 0.47% | |
| 61 | CVECENOVUS ENERGY INC | 169,173 | $2.4B | 0.47% | |
| 62 | BABAALIBABA GROUP HLDG LTD | 17,469 | $2.3B | 0.46% | |
| 63 | MAMASTERCARD INCORPORATED | 4,189 | $2.3B | 0.45% | |
| 64 | WEXWEX INC | 14,395 | $2.3B | 0.45% | |
| 65 | CLIPGLOBAL X FDS | 22,155 | $2.2B | 0.44% | |
| 66 | MSIMOTOROLA SOLUTIONS INC | 5,050 | $2.2B | 0.44% | |
| 67 | BDXBECTON DICKINSON & CO | 9,482 | $2.2B | 0.43% | |
| 68 | NSCNORFOLK SOUTHN CORP | 9,022 | $2.1B | 0.42% | |
| 69 | AXPAMERICAN EXPRESS CO | 7,503 | $2.0B | 0.40% | |
| 70 | PHGKONINKLIJKE PHILIPS N V | 79,162 | $2.0B | 0.40% | |
| 71 | FASTFASTENAL CO | 25,784 | $2.0B | 0.40% | |
| 72 | DEODIAGEO PLC | 18,932 | $2.0B | 0.39% | |
| 73 | MOALTRIA GROUP INC | 32,461 | $1.9B | 0.39% | |
| 74 | ABTABBOTT LABS | 14,679 | $1.9B | 0.39% | |
| 75 | MCKMCKESSON CORP | 2,845 | $1.9B | 0.38% | |
| 76 | FISFIDELITY NATL INFORMATION SV | 25,612 | $1.9B | 0.38% | |
| 77 | PYPLPAYPAL HLDGS INC | 28,508 | $1.9B | 0.37% | |
| 78 | WECWEC ENERGY GROUP INC | 17,043 | $1.9B | 0.37% | |
| 79 | NEENEXTERA ENERGY INC | 25,470 | $1.8B | 0.36% | |
| 80 | MRSHMARSH & MCLENNAN COS INC | 7,146 | $1.7B | 0.34% | |
| 81 | OPYOPPENHEIMER HLDGS INC | 29,030 | $1.7B | 0.34% | |
| 82 | ACNACCENTURE PLC IRELAND | 5,497 | $1.7B | 0.34% | |
| 83 | PCARPACCAR INC | 17,501 | $1.7B | 0.34% | |
| 84 | TJXTJX COS INC NEW | 13,567 | $1.7B | 0.33% | |
| 85 | 7HPHP INC | 58,113 | $1.6B | 0.32% | |
| 86 | DDOMINION ENERGY INC | 28,511 | $1.6B | 0.32% | |
| 87 | RINGISHARES INC | 40,928 | $1.6B | 0.31% | |
| 88 | ETNEATON CORP PLC | 5,767 | $1.6B | 0.31% | |
| 89 | BKBANK NEW YORK MELLON CORP | 18,543 | $1.6B | 0.31% | |
| 90 | TELTE CONNECTIVITY PLC | 10,690 | $1.5B | 0.30% | |
| 91 | PLDPROLOGIS INC. | 13,287 | $1.5B | 0.29% | |
| 92 | PKGPACKAGING CORP AMER | 7,495 | $1.5B | 0.29% | |
| 93 | CINFCINCINNATI FINL CORP | 9,939 | $1.5B | 0.29% | |
| 94 | NBXGNEUBERGER BERMAN NEXT GENERA | 117,533 | $1.4B | 0.28% | |
| 95 | ALXALEXANDERS INC | 6,632 | $1.4B | 0.27% | |
| 96 | TTTRANE TECHNOLOGIES PLC | 4,016 | $1.4B | 0.27% | |
| 97 | GLWCORNING INC | 29,362 | $1.3B | 0.27% | |
| 98 | DWDMORGAN STANLEY | 11,344 | $1.3B | 0.26% | |
| 99 | UBSUBS GROUP AG | 42,830 | $1.3B | 0.26% | |
| 100 | MGMMGM RESORTS INTERNATIONAL | 44,235 | $1.3B | 0.26% |
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