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 |
|---|---|---|---|---|---|
| 101 | OPYOPPENHEIMER HLDGS INC | 21,038 | $1.4B | 0.26% | |
| 102 | HONHONEYWELL INTL INC | 5,802 | $1.4B | 0.25% | |
| 103 | PLDPROLOGIS INC. | 12,837 | $1.3B | 0.25% | |
| 104 | PKGPACKAGING CORP AMER | 7,061 | $1.3B | 0.25% | |
| 105 | PLTRPALANTIR TECHNOLOGIES INC | 9,672 | $1.3B | 0.25% | |
| 106 | INTUINTUIT | 1,668 | $1.3B | 0.25% | |
| 107 | BACBANK AMERICA CORP | 27,623 | $1.3B | 0.25% | |
| 108 | GDXJVANECK ETF TRUST | 19,310 | $1.3B | 0.24% | |
| 109 | UBSUBS GROUP AG | 38,192 | $1.3B | 0.24% | |
| 110 | TAT&T INC | 44,561 | $1.3B | 0.24% | |
| 111 | AMTAMERICAN TOWER CORP NEW | 5,474 | $1.2B | 0.23% | |
| 112 | MDLZMONDELEZ INTL INC | 17,923 | $1.2B | 0.23% | |
| 113 | AMATAPPLIED MATLS INC | 6,582 | $1.2B | 0.23% | |
| 114 | SPGIS&P GLOBAL INC | 2,278 | $1.2B | 0.23% | |
| 115 | EPR 9 PERP EEPR PPTYS | 37,687 | $1.2B | 0.22% | |
| 116 | SILGLOBAL X FDS | 24,020 | $1.2B | 0.22% | |
| 117 | 8CWCROWN CASTLE INC | 11,100 | $1.1B | 0.21% | |
| 118 | MCKMCKESSON CORP | 1,551 | $1.1B | 0.21% | |
| 119 | MPCMARATHON PETE CORP | 6,775 | $1.1B | 0.21% | |
| 120 | ARCCARES CAPITAL CORP | 50,584 | $1.1B | 0.21% | |
| 121 | COSTCOSTCO WHSL CORP NEW | 1,107 | $1.1B | 0.21% | |
| 122 | IBMINTERNATIONAL BUSINESS MACHS | 3,696 | $1.1B | 0.20% | |
| 123 | LLYELI LILLY & CO | 1,376 | $1.1B | 0.20% | |
| 124 | VTEBVANGUARD MUN BD FDS | 21,611 | $1.1B | 0.20% | |
| 125 | NVSNNOVARTIS AG | 8,562 | $1.0B | 0.19% | |
| 126 | ZTSZOETIS INC | 6,460 | $1.0B | 0.19% | |
| 127 | MARMARRIOTT INTL INC NEW | 3,667 | $1.0B | 0.19% | |
| 128 | UNPUNION PAC CORP | 4,267 | $981.8M | 0.18% | |
| 129 | CATCATERPILLAR INC | 2,524 | $979.7M | 0.18% | |
| 130 | ORCLORACLE CORP | 4,449 | $972.7M | 0.18% | |
| 131 | ARESARES MANAGEMENT CORPORATION | 5,475 | $948.3M | 0.18% | |
| 132 | SONYSONY GROUP CORP | 36,325 | $945.5M | 0.18% | |
| 133 | RTXRTX CORPORATION | 6,343 | $926.3M | 0.17% | |
| 134 | QCOMQUALCOMM INC | 5,549 | $883.7M | 0.17% | |
| 135 | AONAON PLC | 2,442 | $871.2M | 0.16% | |
| 136 | VSTVISTRA CORP | 4,423 | $857.3M | 0.16% | |
| 137 | DFAIDIMENSIONAL ETF TRUST | 24,675 | $853.0M | 0.16% | |
| 138 | EPDENTERPRISE PRODS PARTNERS L | 27,343 | $847.9M | 0.16% | |
| 139 | NFLXNETFLIX INC | 616 | $824.9M | 0.15% | |
| 140 | ENBENBRIDGE INC | 17,960 | $814.0M | 0.15% | |
| 141 | MLB1MERCADOLIBRE INC | 309 | $807.6M | 0.15% | |
| 142 | SNYSANOFI | 16,460 | $795.2M | 0.15% | |
| 143 | GRT-UGRANITE REAL ESTATE INVT TR | 15,323 | $776.8M | 0.15% | |
| 144 | AQLTISHARES TR | 9,250 | $772.2M | 0.14% | |
| 145 | ENVXENOVIX CORPORATION | 68,125 | $704.4M | 0.13% | |
| 146 | TTENTOTALENERGIES SE | 11,172 | $685.8M | 0.13% | |
| 147 | WWDWOODWARD INC | 2,738 | $671.1M | 0.13% | |
| 148 | PFEPFIZER INC | 27,534 | $667.4M | 0.13% | |
| 149 | IWFISHARES TR | 1,560 | $662.3M | 0.12% | |
| 150 | CBRECBRE GROUP INC | 4,719 | $661.2M | 0.12% | |
| 151 | AROCARCHROCK INC | 25,991 | $645.4M | 0.12% | |
| 152 | SNOWSNOWFLAKE INC | 2,873 | $642.9M | 0.12% | |
| 153 | FTAIFTAI AVIATION LTD | 5,556 | $639.1M | 0.12% | |
| 154 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 6,696 | $620.8M | 0.12% | |
| 155 | SHOPSHOPIFY INC | 5,347 | $616.8M | 0.12% | |
| 156 | ADIANALOG DEVICES INC | 2,588 | $616.2M | 0.12% | |
| 157 | CFCF INDS HLDGS INC | 6,633 | $610.3M | 0.11% | |
| 158 | ULUNILEVER PLC | 9,663 | $591.1M | 0.11% | |
| 159 | HDHOME DEPOT INC | 1,549 | $567.7M | 0.11% | |
| 160 | VTIVANGUARD INDEX FDS | 1,832 | $556.7M | 0.10% | |
| 161 | GATXGATX CORP | 3,596 | $552.2M | 0.10% | |
| 162 | SHELSHELL PLC | 7,821 | $550.6M | 0.10% | |
| 163 | AMGNAMGEN INC | 1,969 | $549.8M | 0.10% | |
| 164 | HLIHOULIHAN LOKEY INC | 3,049 | $548.7M | 0.10% | |
| 165 | NDQINVESCO QQQ TR | 978 | $539.5M | 0.10% | |
| 166 | RRYDER SYS INC | 3,393 | $539.5M | 0.10% | |
| 167 | —KIMCO RLTY CORP | 8,878 | $537.5M | 0.10% | |
| 168 | RJFRAYMOND JAMES FINL INC | 3,485 | $534.5M | 0.10% | |
| 169 | METMETLIFE INC | 6,533 | $525.3M | 0.10% | |
| 170 | INDAISHARES TR | 9,396 | $523.2M | 0.10% | |
| 171 | QUALISHARES TR | 2,826 | $516.6M | 0.10% | |
| 172 | RGAREINSURANCE GRP OF AMERICA I | 2,600 | $515.7M | 0.10% | |
| 173 | IEURISHARES TR | 7,774 | $514.6M | 0.10% | |
| 174 | VRNAVERONA PHARMA PLC | 5,437 | $514.2M | 0.10% | |
| 175 | SHYISHARES TR | 6,152 | $509.7M | 0.10% | |
| 176 | MOG/AMOOG INC | 2,814 | $509.3M | 0.10% | |
| 177 | JMSTJ P MORGAN EXCHANGE TRADED F | 9,708 | $494.3M | 0.09% | |
| 178 | PGPROCTER AND GAMBLE CO | 3,092 | $492.6M | 0.09% | |
| 179 | NGGNATIONAL GRID PLC | 6,567 | $488.6M | 0.09% | |
| 180 | DWXSPDR INDEX SHS FDS | 11,389 | $480.0M | 0.09% | |
| 181 | TDYTELEDYNE TECHNOLOGIES INC | 936 | $479.5M | 0.09% | |
| 182 | GOVZISHARES TR | 48,826 | $468.7M | 0.09% | |
| 183 | CRMSALESFORCE INC | 1,716 | $468.0M | 0.09% | |
| 184 | MRKMERCK & CO INC | 5,892 | $466.5M | 0.09% | |
| 185 | RSPINVESCO EXCHANGE TRADED FD T | 2,564 | $466.1M | 0.09% | |
| 186 | TRVTRAVELERS COMPANIES INC | 1,738 | $465.0M | 0.09% | |
| 187 | TRPTC ENERGY CORP | 9,510 | $464.0M | 0.09% | |
| 188 | IVWISHARES TR | 4,207 | $463.2M | 0.09% | |
| 189 | EFVISHARES TR | 7,222 | $458.5M | 0.09% | |
| 190 | HPEHEWLETT PACKARD ENTERPRISE C | 22,337 | $456.8M | 0.09% | |
| 191 | MFCMANULIFE FINL CORP | 14,261 | $455.8M | 0.09% | |
| 192 | DELLDELL TECHNOLOGIES INC | 3,634 | $445.5M | 0.08% | |
| 193 | RSGREPUBLIC SVCS INC | 1,800 | $443.9M | 0.08% | |
| 194 | STEWSRH TOTAL RETURN FUND INC | 24,766 | $437.9M | 0.08% | |
| 195 | IRMIRON MTN INC DEL | 4,265 | $437.4M | 0.08% | |
| 196 | ETRENTERGY CORP NEW | 5,210 | $433.0M | 0.08% | |
| 197 | GEGE AEROSPACE | 1,676 | $431.5M | 0.08% | |
| 198 | LMTLOCKHEED MARTIN CORP | 920 | $426.3M | 0.08% | |
| 199 | AZNASTRAZENECA PLC | 6,089 | $425.5M | 0.08% | |
| 200 | MBBISHARES TR | 4,530 | $425.3M | 0.08% |