Beverly Hills Private Wealth, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$533.5B
Holdings
337
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (337 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 45,972 | $22.9B | 4.29% | |
| 2 | AAPLAPPLE INC | 106,613 | $21.9B | 4.10% | |
| 3 | JPMJPMORGAN CHASE & CO. | 53,737 | $15.6B | 2.92% | |
| 4 | NVDANVIDIA CORPORATION | 91,045 | $14.4B | 2.70% | |
| 5 | AMZNAMAZON COM INC | 59,425 | $13.0B | 2.44% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 24,714 | $12.0B | 2.25% | |
| 7 | METAMETA PLATFORMS INC | 15,017 | $11.1B | 2.08% | |
| 8 | 4I1PHILIP MORRIS INTL INC | 60,297 | $11.0B | 2.06% | |
| 9 | VGSHVANGUARD SCOTTSDALE FDS | 176,334 | $10.4B | 1.94% | |
| 10 | VGITVANGUARD SCOTTSDALE FDS | 161,758 | $9.7B | 1.81% | |
| 11 | SCHWSCHWAB CHARLES CORP | 105,403 | $9.6B | 1.80% | Call |
| 12 | AVGOBROADCOM INC | 27,422 | $7.6B | 1.42% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 29,381 | $6.7B | 1.25% | |
| 14 | JAAAJANUS DETROIT STR TR | 129,059 | $6.5B | 1.23% | |
| 15 | BACVERIZON COMMUNICATIONS INC | 147,820 | $6.4B | 1.20% | |
| 16 | GBILGOLDMAN SACHS ETF TR | 61,577 | $6.2B | 1.16% | |
| 17 | ELVELEVANCE HEALTH INC | 14,546 | $5.7B | 1.06% | |
| 18 | GOOGALPHABET INC | 28,722 | $5.1B | 0.96% | |
| 19 | VVISA INC | 14,284 | $5.1B | 0.95% | |
| 20 | 0HQKCBL & ASSOC PPTYS INC | 191,577 | $4.9B | 0.91% | |
| 21 | GNMAISHARES TR | 110,423 | $4.9B | 0.91% | |
| 22 | PEPPEPSICO INC | 35,482 | $4.7B | 0.88% | |
| 23 | CMCSACOMCAST CORP NEW | 126,119 | $4.5B | 0.84% | |
| 24 | ACIALBERTSONS COS INC | 208,586 | $4.5B | 0.84% | |
| 25 | VMBSVANGUARD SCOTTSDALE FDS | 94,392 | $4.4B | 0.82% | |
| 26 | BLKBLACKROCK INC | 4,100 | $4.3B | 0.81% | |
| 27 | MGMMGM RESORTS INTERNATIONAL | 124,606 | $4.3B | 0.80% | Call |
| 28 | KRKROGER CO | 58,374 | $4.2B | 0.78% | |
| 29 | ALXALEXANDERS INC | 17,954 | $4.0B | 0.76% | |
| 30 | NWSNEWS CORP NEW | 112,846 | $3.9B | 0.73% | |
| 31 | SWSMURFIT WESTROCK PLC | 89,177 | $3.8B | 0.72% | |
| 32 | JNJJOHNSON & JOHNSON | 24,983 | $3.8B | 0.72% | |
| 33 | IVVISHARES TR | 6,122 | $3.8B | 0.71% | |
| 34 | SFSTIFEL FINL CORP | 36,582 | $3.8B | 0.71% | |
| 35 | TXNTEXAS INSTRS INC | 18,040 | $3.7B | 0.70% | |
| 36 | CVXCHEVRON CORP NEW | 25,488 | $3.6B | 0.68% | |
| 37 | BTTBLACKROCK MUN TARGET TERM TR | 164,879 | $3.6B | 0.68% | |
| 38 | KMI 4.75 03/31/28EL PASO ENERGY CAP TR I | 72,522 | $3.5B | 0.66% | |
| 39 | GOOGLALPHABET INC | 19,935 | $3.5B | 0.66% | |
| 40 | DTFDTF TAX-FREE INCOME 2028 TER | 313,043 | $3.5B | 0.66% | |
| 41 | MCDMCDONALDS CORP | 11,984 | $3.5B | 0.66% | |
| 42 | LOWLOWES COS INC | 15,569 | $3.5B | 0.65% | |
| 43 | CSCOCISCO SYS INC | 49,115 | $3.4B | 0.64% | |
| 44 | UNHUNITEDHEALTH GROUP INC | 10,141 | $3.2B | 0.59% | |
| 45 | AERAERCAP HOLDINGS NV | 27,012 | $3.2B | 0.59% | |
| 46 | EDVVANGUARD WORLD FD | 46,832 | $3.2B | 0.59% | |
| 47 | ETENERGY TRANSFER L P | 172,696 | $3.1B | 0.59% | |
| 48 | NVONOVO-NORDISK A S | 44,882 | $3.1B | 0.58% | |
| 49 | XOMEXXON MOBIL CORP | 27,559 | $3.0B | 0.56% | |
| 50 | GDXVANECK ETF TRUST | 55,062 | $2.9B | 0.54% | |
| 51 | WMTWALMART INC | 28,989 | $2.8B | 0.53% | |
| 52 | PGRPROGRESSIVE CORP | 10,585 | $2.8B | 0.53% | |
| 53 | SUSUNCOR ENERGY INC NEW | 72,752 | $2.7B | 0.51% | |
| 54 | NSCNORFOLK SOUTHN CORP | 10,472 | $2.7B | 0.50% | |
| 55 | AIVAPARTMENT INVT & MGMT CO | 299,995 | $2.6B | 0.49% | |
| 56 | ABBVABBVIE INC | 13,781 | $2.6B | 0.48% | |
| 57 | KYNKAYNE ANDERSON ENERGY INFRST | 195,455 | $2.5B | 0.47% | |
| 58 | AXPAMERICAN EXPRESS CO | 7,752 | $2.5B | 0.46% | |
| 59 | APDAIR PRODS & CHEMS INC | 8,383 | $2.4B | 0.44% | |
| 60 | LINLINDE PLC | 5,030 | $2.4B | 0.44% | |
| 61 | MAMASTERCARD INCORPORATED | 4,149 | $2.3B | 0.44% | |
| 62 | SBUXSTARBUCKS CORP | 25,272 | $2.3B | 0.43% | |
| 63 | CVECENOVUS ENERGY INC | 162,235 | $2.2B | 0.41% | |
| 64 | 7HPHP INC | 89,927 | $2.2B | 0.41% | |
| 65 | NOCNORTHROP GRUMMAN CORP | 4,377 | $2.2B | 0.41% | |
| 66 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.2B | 0.41% | |
| 67 | BKBANK NEW YORK MELLON CORP | 23,349 | $2.1B | 0.40% | |
| 68 | PAYXPAYCHEX INC | 14,576 | $2.1B | 0.40% | |
| 69 | BABAALIBABA GROUP HLDG LTD | 18,378 | $2.1B | 0.39% | |
| 70 | FASTFASTENAL CO | 49,283 | $2.1B | 0.39% | |
| 71 | PYPLPAYPAL HLDGS INC | 27,631 | $2.1B | 0.38% | |
| 72 | MSIMOTOROLA SOLUTIONS INC | 4,800 | $2.0B | 0.38% | |
| 73 | PHGKONINKLIJKE PHILIPS N V | 83,736 | $2.0B | 0.38% | |
| 74 | FISFIDELITY NATL INFORMATION SV | 24,398 | $2.0B | 0.37% | |
| 75 | ETNEATON CORP PLC | 5,537 | $2.0B | 0.37% | |
| 76 | ABTABBOTT LABS | 14,079 | $1.9B | 0.36% | |
| 77 | DEODIAGEO PLC | 18,676 | $1.9B | 0.35% | |
| 78 | PCARPACCAR INC | 19,593 | $1.9B | 0.35% | |
| 79 | WECWEC ENERGY GROUP INC | 17,587 | $1.8B | 0.34% | |
| 80 | MOALTRIA GROUP INC | 31,126 | $1.8B | 0.34% | |
| 81 | DDOMINION ENERGY INC | 32,266 | $1.8B | 0.34% | |
| 82 | BDXBECTON DICKINSON & CO | 10,392 | $1.8B | 0.34% | |
| 83 | CLIPGLOBAL X FDS | 17,230 | $1.7B | 0.32% | |
| 84 | TELTE CONNECTIVITY PLC | 10,240 | $1.7B | 0.32% | |
| 85 | NBXGNEUBERGER BERMAN NEXT GENERA | 117,403 | $1.7B | 0.32% | |
| 86 | GLWCORNING INC | 32,138 | $1.7B | 0.32% | |
| 87 | NEENEXTERA ENERGY INC | 24,326 | $1.7B | 0.32% | |
| 88 | RINGISHARES INC | 38,298 | $1.7B | 0.31% | |
| 89 | TTTRANE TECHNOLOGIES PLC | 3,794 | $1.7B | 0.31% | |
| 90 | TJXTJX COS INC NEW | 12,970 | $1.6B | 0.30% | |
| 91 | DWDMORGAN STANLEY | 11,313 | $1.6B | 0.30% | |
| 92 | EMBJEMBRAER S.A. | 27,199 | $1.5B | 0.29% | |
| 93 | ACNACCENTURE PLC IRELAND | 5,120 | $1.5B | 0.29% | |
| 94 | MRSHMARSH & MCLENNAN COS INC | 6,945 | $1.5B | 0.28% | |
| 95 | SCHRSCHWAB STRATEGIC TR | 60,253 | $1.5B | 0.28% | |
| 96 | APHAMPHENOL CORP NEW | 14,641 | $1.4B | 0.27% | |
| 97 | GSKGSK PLC | 37,562 | $1.4B | 0.27% | |
| 98 | KLACKLA CORP | 1,599 | $1.4B | 0.27% | |
| 99 | CBCHUBB LIMITED | 4,909 | $1.4B | 0.27% | |
| 100 | CINFCINCINNATI FINL CORP | 9,546 | $1.4B | 0.27% |
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