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 |
|---|---|---|---|---|---|
| 201 | MPWRMONOLITHIC PWR SYS INC | 581 | $425.1M | 0.08% | |
| 202 | KMBKIMBERLY-CLARK CORP | 3,281 | $422.9M | 0.08% | |
| 203 | SNASNAP ON INC | 1,348 | $419.5M | 0.08% | |
| 204 | CVSCVS HEALTH CORP | 6,065 | $418.4M | 0.08% | |
| 205 | DISDISNEY WALT CO | 3,374 | $418.4M | 0.08% | |
| 206 | SYKSTRYKER CORPORATION | 1,055 | $417.4M | 0.08% | |
| 207 | MDTMEDTRONIC PLC | 4,783 | $417.0M | 0.08% | |
| 208 | DYNFBLACKROCK ETF TRUST | 7,506 | $408.8M | 0.08% | |
| 209 | TRVCCITIGROUP INC | 4,782 | $407.0M | 0.08% | |
| 210 | IPINTERNATIONAL PAPER CO | 8,675 | $406.3M | 0.08% | Put |
| 211 | SHVISHARES TR | 3,664 | $404.6M | 0.08% | |
| 212 | BMOBANK MONTREAL QUE | 3,636 | $402.2M | 0.08% | |
| 213 | DRIDARDEN RESTAURANTS INC | 1,841 | $401.3M | 0.08% | |
| 214 | SESEA LTD | 2,505 | $400.6M | 0.08% | |
| 215 | RYROYAL BK CDA | 3,025 | $397.9M | 0.07% | |
| 216 | MSCIMSCI INC | 689 | $397.4M | 0.07% | |
| 217 | AEPAMERICAN ELEC PWR CO INC | 3,656 | $379.4M | 0.07% | |
| 218 | CMICUMMINS INC | 1,151 | $377.1M | 0.07% | |
| 219 | IBBISHARES TR | 2,971 | $375.9M | 0.07% | |
| 220 | IVEISHARES TR | 1,920 | $375.2M | 0.07% | |
| 221 | IUSBISHARES TR | 8,087 | $373.9M | 0.07% | |
| 222 | CMCANADIAN IMPERIAL BK COMM | 5,247 | $371.6M | 0.07% | |
| 223 | QSRRESTAURANT BRANDS INTL INC | 5,572 | $369.4M | 0.07% | |
| 224 | FTSFORTIS INC | 7,708 | $367.9M | 0.07% | |
| 225 | BOXBOX INC | 10,637 | $363.5M | 0.07% | |
| 226 | IEMGISHARES INC | 6,026 | $361.7M | 0.07% | |
| 227 | FCFSFIRSTCASH HOLDINGS INC | 2,665 | $360.1M | 0.07% | |
| 228 | GFRGREENFIRE RES LTD NEW | 79,902 | $356.4M | 0.07% | |
| 229 | HIIHUNTINGTON INGALLS INDS INC | 1,456 | $351.6M | 0.07% | |
| 230 | TAKTAKEDA PHARMACEUTICAL CO LTD | 22,704 | $351.0M | 0.07% | |
| 231 | BMTABRITISH AMERN TOB PLC | 7,383 | $349.4M | 0.07% | |
| 232 | AOSSMITH A O CORP | 5,312 | $348.3M | 0.07% | |
| 233 | GGALGRUPO FINANCIERO GALICIA S.A | 6,869 | $346.1M | 0.06% | |
| 234 | MIDDMIDDLEBY CORP | 2,400 | $345.6M | 0.06% | |
| 235 | VMIVALMONT INDS INC | 1,058 | $345.5M | 0.06% | |
| 236 | PDIPIMCO DYNAMIC INCOME FD | 18,099 | $343.3M | 0.06% | |
| 237 | AKXANSYS INC | 971 | $341.0M | 0.06% | |
| 238 | KOCOCA COLA CO | 4,811 | $340.4M | 0.06% | |
| 239 | EMREMERSON ELEC CO | 2,551 | $340.2M | 0.06% | |
| 240 | DUKDUKE ENERGY CORP NEW | 2,857 | $337.2M | 0.06% | |
| 241 | GQ9SPDR GOLD TR | 1,101 | $335.6M | 0.06% | |
| 242 | GDGENERAL DYNAMICS CORP | 1,146 | $334.3M | 0.06% | |
| 243 | GVAGRANITE CONSTR INC | 3,560 | $332.9M | 0.06% | |
| 244 | AVBAVALONBAY CMNTYS INC | 1,628 | $331.3M | 0.06% | |
| 245 | VICIVICI PPTYS INC | 10,087 | $328.8M | 0.06% | |
| 246 | DHID R HORTON INC | 2,548 | $328.5M | 0.06% | |
| 247 | INFYINFOSYS LTD | 17,727 | $328.5M | 0.06% | |
| 248 | SPYSPDR S&P 500 ETF TR | 531 | $328.1M | 0.06% | |
| 249 | KVUEKENVUE INC | 15,675 | $328.1M | 0.06% | |
| 250 | CRUSCIRRUS LOGIC INC | 3,124 | $325.7M | 0.06% | |
| 251 | QGENQIAGEN NV | 6,724 | $323.2M | 0.06% | |
| 252 | NINISOURCE INC | 8,001 | $322.8M | 0.06% | |
| 253 | SAPSAP SE | 1,061 | $322.7M | 0.06% | |
| 254 | HOLXHOLOGIC INC | 4,899 | $319.2M | 0.06% | |
| 255 | BOTZGLOBAL X FDS | 9,776 | $319.2M | 0.06% | |
| 256 | PNCPNC FINL SVCS GROUP INC | 1,696 | $316.3M | 0.06% | |
| 257 | FQALFIDELITY COVINGTON TRUST | 4,532 | $315.5M | 0.06% | |
| 258 | BBVABANCO BILBAO VIZCAYA ARGENTA | 20,513 | $315.3M | 0.06% | |
| 259 | RELXRELX PLC | 5,767 | $313.4M | 0.06% | |
| 260 | MUFGMITSUBISHI UFJ FINL GROUP IN | 22,287 | $305.8M | 0.06% | |
| 261 | SBACSBA COMMUNICATIONS CORP NEW | 1,302 | $305.8M | 0.06% | |
| 262 | ARWARROW ELECTRS INC | 2,388 | $304.3M | 0.06% | |
| 263 | MSMMSC INDL DIRECT INC | 3,578 | $304.2M | 0.06% | |
| 264 | WMBWILLIAMS COS INC | 4,812 | $302.2M | 0.06% | |
| 265 | HAMHARMONY GOLD MINING CO LTD | 21,594 | $301.7M | 0.06% | |
| 266 | YPFYPF SOCIEDAD ANONIMA | 9,586 | $301.5M | 0.06% | |
| 267 | KMIKINDER MORGAN INC DEL | 10,154 | $298.5M | 0.06% | |
| 268 | ZTRVIRTUS TOTAL RETURN FD INC | 47,904 | $298.4M | 0.06% | |
| 269 | IYWISHARES TR | 1,720 | $298.0M | 0.06% | |
| 270 | QFINQIFU TECHNOLOGY INC | 6,831 | $296.2M | 0.06% | |
| 271 | WBSWEBSTER FINL CORP | 5,308 | $289.8M | 0.05% | |
| 272 | HASHASBRO INC | 3,906 | $288.3M | 0.05% | |
| 273 | BMABANCO MACRO SA | 4,070 | $285.8M | 0.05% | |
| 274 | GBDCGOLUB CAP BDC INC | 19,316 | $283.0M | 0.05% | |
| 275 | ADPAUTOMATIC DATA PROCESSING IN | 914 | $282.1M | 0.05% | |
| 276 | MCHPMICROCHIP TECHNOLOGY INC. | 3,975 | $279.8M | 0.05% | |
| 277 | BXPBXP INC | 4,067 | $274.4M | 0.05% | |
| 278 | ONON SEMICONDUCTOR CORP | 5,221 | $273.6M | 0.05% | |
| 279 | AVEMAMERICAN CENTY ETF TR | 3,978 | $272.7M | 0.05% | |
| 280 | HXLHEXCEL CORP NEW | 4,819 | $272.2M | 0.05% | |
| 281 | NTAPNETAPP INC | 2,530 | $269.6M | 0.05% | |
| 282 | BCSBARCLAYS PLC | 14,439 | $268.4M | 0.05% | |
| 283 | RDNTRADNET INC | 4,700 | $267.5M | 0.05% | |
| 284 | CBTCABOT CORP | 3,556 | $266.7M | 0.05% | |
| 285 | EWBCEAST WEST BANCORP INC | 2,630 | $265.6M | 0.05% | |
| 286 | FOURSHIFT4 PMTS INC | 2,670 | $264.6M | 0.05% | |
| 287 | VTVVANGUARD INDEX FDS | 1,488 | $263.1M | 0.05% | |
| 288 | CRLCHARLES RIV LABS INTL INC | 1,728 | $262.2M | 0.05% | |
| 289 | WF2WINTRUST FINL CORP | 2,102 | $260.6M | 0.05% | |
| 290 | BSXBOSTON SCIENTIFIC CORP | 2,420 | $259.9M | 0.05% | |
| 291 | TFCTRUIST FINL CORP | 6,039 | $259.6M | 0.05% | |
| 292 | HSYHERSHEY CO | 1,564 | $259.5M | 0.05% | |
| 293 | USBUS BANCORP DEL | 5,723 | $259.0M | 0.05% | |
| 294 | PAMPAMPA ENERGIA S A | 3,731 | $258.9M | 0.05% | |
| 295 | ROSTROSS STORES INC | 2,015 | $257.1M | 0.05% | |
| 296 | OREALTY INCOME CORP | 4,445 | $256.1M | 0.05% | |
| 297 | BMYBRISTOL-MYERS SQUIBB CO | 5,496 | $254.4M | 0.05% | |
| 298 | COPCONOCOPHILLIPS | 2,833 | $254.3M | 0.05% | |
| 299 | LYGLLOYDS BANKING GROUP PLC | 59,450 | $252.7M | 0.05% | |
| 300 | TIGRUP FINTECH HLDG LTD | 25,799 | $249.0M | 0.05% |