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 |
|---|---|---|---|---|---|
| 101 | TAT&T INC | 46,335 | $1.3B | 0.26% | |
| 102 | HONHONEYWELL INTL INC | 6,112 | $1.3B | 0.26% | |
| 103 | GSKGSK PLC | 33,098 | $1.3B | 0.25% | |
| 104 | MDLZMONDELEZ INTL INC | 18,855 | $1.3B | 0.25% | |
| 105 | UPSUNITED PARCEL SERVICE INC | 11,576 | $1.3B | 0.25% | |
| 106 | EMBJEMBRAER S.A. | 27,276 | $1.3B | 0.25% | |
| 107 | AMTAMERICAN TOWER CORP NEW | 5,755 | $1.3B | 0.25% | |
| 108 | 8CWCROWN CASTLE INC | 11,774 | $1.2B | 0.24% | |
| 109 | BACBANK AMERICA CORP | 29,299 | $1.2B | 0.24% | |
| 110 | SPGIS&P GLOBAL INC | 2,395 | $1.2B | 0.24% | |
| 111 | LLYELI LILLY & CO | 1,471 | $1.2B | 0.24% | |
| 112 | ZTSZOETIS INC | 6,937 | $1.1B | 0.23% | |
| 113 | ARCCARES CAPITAL CORP | 50,921 | $1.1B | 0.22% | |
| 114 | SCHRSCHWAB STRATEGIC TR | 45,315 | $1.1B | 0.22% | |
| 115 | KLACKLA CORP | 1,648 | $1.1B | 0.22% | |
| 116 | COSTCOSTCO WHSL CORP NEW | 1,155 | $1.1B | 0.22% | |
| 117 | VTEBVANGUARD MUN BD FDS | 21,611 | $1.1B | 0.21% | |
| 118 | UNPUNION PAC CORP | 4,418 | $1.0B | 0.21% | |
| 119 | SONYSONY GROUP CORP | 41,005 | $1.0B | 0.21% | |
| 120 | IBMINTERNATIONAL BUSINESS MACHS | 4,116 | $1.0B | 0.20% | |
| 121 | GDXJVANECK ETF TRUST | 17,664 | $1.0B | 0.20% | |
| 122 | APHAMPHENOL CORP NEW | 15,169 | $995.0M | 0.20% | |
| 123 | TTENTOTALENERGIES SE | 15,186 | $982.4M | 0.19% | |
| 124 | MPCMARATHON PETE CORP | 6,739 | $981.9M | 0.19% | |
| 125 | NVSNNOVARTIS AG | 8,687 | $968.3M | 0.19% | |
| 126 | INTUINTUIT | 1,562 | $958.8M | 0.19% | |
| 127 | SNYSANOFI | 17,023 | $944.1M | 0.19% | |
| 128 | EPDENTERPRISE PRODS PARTNERS L | 27,208 | $928.9M | 0.18% | |
| 129 | AONAON PLC | 2,295 | $915.9M | 0.18% | |
| 130 | RTXRTX CORPORATION | 6,901 | $914.1M | 0.18% | |
| 131 | AMATAPPLIED MATLS INC | 6,117 | $887.8M | 0.18% | |
| 132 | QCOMQUALCOMM INC | 5,635 | $865.6M | 0.17% | |
| 133 | ENBENBRIDGE INC | 18,843 | $835.0M | 0.17% | |
| 134 | CATCATERPILLAR INC | 2,531 | $834.7M | 0.17% | |
| 135 | MARMARRIOTT INTL INC NEW | 3,504 | $834.7M | 0.17% | |
| 136 | PLTRPALANTIR TECHNOLOGIES INC | 9,656 | $815.0M | 0.16% | |
| 137 | DFAIDIMENSIONAL ETF TRUST | 24,775 | $773.7M | 0.15% | |
| 138 | SHVISHARES TR | 6,999 | $773.1M | 0.15% | |
| 139 | AROCARCHROCK INC | 27,955 | $733.5M | 0.15% | |
| 140 | PFEPFIZER INC | 28,363 | $718.7M | 0.14% | |
| 141 | AQLTISHARES TR | 9,248 | $699.6M | 0.14% | |
| 142 | CBRECBRE GROUP INC | 5,067 | $662.7M | 0.13% | |
| 143 | SILGLOBAL X FDS | 16,788 | $662.3M | 0.13% | |
| 144 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 7,482 | $651.2M | 0.13% | |
| 145 | ORCLORACLE CORP | 4,580 | $640.3M | 0.13% | |
| 146 | MLB1MERCADOLIBRE INC | 318 | $620.4M | 0.12% | |
| 147 | FTAIFTAI AVIATION LTD | 5,556 | $616.9M | 0.12% | |
| 148 | VSTVISTRA CORP | 5,150 | $604.9M | 0.12% | |
| 149 | AMGNAMGEN INC | 1,932 | $601.9M | 0.12% | |
| 150 | HDHOME DEPOT INC | 1,641 | $601.1M | 0.12% | |
| 151 | SHELSHELL PLC | 8,152 | $597.4M | 0.12% | |
| 152 | SHOPSHOPIFY INC | 6,203 | $592.3M | 0.12% | |
| 153 | GRT-UGRANITE REAL ESTATE INVT TR | 12,623 | $591.0M | 0.12% | |
| 154 | GATXGATX CORP | 3,805 | $590.8M | 0.12% | |
| 155 | ADIANALOG DEVICES INC | 2,857 | $576.3M | 0.11% | |
| 156 | ULUNILEVER PLC | 9,548 | $568.6M | 0.11% | |
| 157 | IWFISHARES TR | 1,560 | $563.3M | 0.11% | |
| 158 | HLIHOULIHAN LOKEY INC | 3,485 | $562.8M | 0.11% | |
| 159 | MRKMERCK & CO INC | 6,257 | $561.7M | 0.11% | |
| 160 | CFCF INDS HLDGS INC | 7,163 | $559.8M | 0.11% | |
| 161 | RGAREINSURANCE GRP OF AMERICA I | 2,824 | $556.0M | 0.11% | |
| 162 | PGPROCTER AND GAMBLE CO | 3,242 | $552.5M | 0.11% | |
| 163 | IEURISHARES TR | 9,114 | $548.2M | 0.11% | |
| 164 | WWDWOODWARD INC | 2,966 | $541.3M | 0.11% | |
| 165 | METMETLIFE INC | 6,709 | $538.6M | 0.11% | |
| 166 | MOG/AMOOG INC | 3,083 | $534.4M | 0.11% | |
| 167 | RRYDER SYS INC | 3,693 | $531.1M | 0.11% | |
| 168 | RJFRAYMOND JAMES FINL INC | 3,804 | $528.4M | 0.10% | |
| 169 | TRVTRAVELERS COMPANIES INC | 1,985 | $525.0M | 0.10% | |
| 170 | ETRENTERGY CORP NEW | 6,105 | $521.9M | 0.10% | |
| 171 | TDYTELEDYNE TECHNOLOGIES INC | 1,028 | $511.6M | 0.10% | |
| 172 | SHYISHARES TR | 6,152 | $508.9M | 0.10% | |
| 173 | VTIVANGUARD INDEX FDS | 1,832 | $503.4M | 0.10% | |
| 174 | ARESARES MANAGEMENT CORPORATION | 3,416 | $500.8M | 0.10% | |
| 175 | AZNASTRAZENECA PLC | 6,768 | $497.5M | 0.10% | |
| 176 | SNASNAP ON INC | 1,475 | $497.1M | 0.10% | |
| 177 | NFLXNETFLIX INC | 529 | $493.3M | 0.10% | |
| 178 | EPR 9 PERP EEPR PPTYS | 16,175 | $485.4M | 0.10% | |
| 179 | MDTMEDTRONIC PLC | 5,396 | $484.9M | 0.10% | |
| 180 | QUALISHARES TR | 2,831 | $483.8M | 0.10% | |
| 181 | INDAISHARES TR | 9,395 | $483.7M | 0.10% | |
| 182 | BMYBRISTOL-MYERS SQUIBB CO | 7,928 | $483.5M | 0.10% | |
| 183 | TRPTC ENERGY CORP | 10,201 | $481.6M | 0.10% | |
| 184 | MFCMANULIFE FINL CORP | 15,449 | $481.2M | 0.10% | |
| 185 | RSGREPUBLIC SVCS INC | 1,975 | $478.3M | 0.09% | |
| 186 | GMGENERAL MTRS CO | 10,055 | $472.9M | 0.09% | |
| 187 | KVUEKENVUE INC | 19,254 | $461.7M | 0.09% | |
| 188 | NDQINVESCO QQQ TR | 978 | $458.6M | 0.09% | |
| 189 | CRMSALESFORCE INC | 1,677 | $450.1M | 0.09% | |
| 190 | ENVXENOVIX CORPORATION | 61,075 | $448.3M | 0.09% | |
| 191 | DWXSPDR INDEX SHS FDS | 11,633 | $446.2M | 0.09% | |
| 192 | RSPINVESCO EXCHANGE TRADED FD T | 2,564 | $444.2M | 0.09% | |
| 193 | NGGNATIONAL GRID PLC | 6,637 | $435.4M | 0.09% | |
| 194 | AEPAMERICAN ELEC PWR CO INC | 3,963 | $433.0M | 0.09% | |
| 195 | IVWISHARES TR | 4,657 | $432.3M | 0.09% | |
| 196 | KMBKIMBERLY-CLARK CORP | 3,030 | $430.9M | 0.09% | |
| 197 | LMTLOCKHEED MARTIN CORP | 955 | $426.8M | 0.08% | |
| 198 | DRIDARDEN RESTAURANTS INC | 2,024 | $420.5M | 0.08% | |
| 199 | IRMIRON MTN INC DEL | 4,887 | $420.5M | 0.08% | |
| 200 | MBBISHARES TR | 4,353 | $408.2M | 0.08% |