Beverly Hills Private Wealth, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$566.8B
Holdings
340
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (340 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 101,835 | $25.9B | 4.57% | |
| 2 | MSFTMICROSOFT CORP | 45,498 | $23.6B | 4.16% | |
| 3 | NVDANVIDIA CORPORATION | 90,931 | $17.0B | 2.99% | |
| 4 | JPMJPMORGAN CHASE & CO. | 51,077 | $16.1B | 2.84% | |
| 5 | AMZNAMAZON COM INC | 60,126 | $13.2B | 2.33% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 23,833 | $12.0B | 2.11% | |
| 7 | VGITVANGUARD SCOTTSDALE FDS | 182,836 | $11.0B | 1.94% | |
| 8 | SCHWSCHWAB CHARLES CORP | 107,405 | $10.3B | 1.81% | Call |
| 9 | METAMETA PLATFORMS INC | 13,536 | $9.9B | 1.75% | |
| 10 | VGSHVANGUARD SCOTTSDALE FDS | 165,352 | $9.7B | 1.72% | |
| 11 | 4I1PHILIP MORRIS INTL INC | 58,825 | $9.5B | 1.68% | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 28,650 | $8.0B | 1.41% | |
| 13 | AVGOBROADCOM INC | 23,459 | $7.7B | 1.37% | |
| 14 | BACVERIZON COMMUNICATIONS INC | 165,980 | $7.3B | 1.29% | |
| 15 | 0HQKCBL & ASSOC PPTYS INC | 207,193 | $6.3B | 1.12% | |
| 16 | JAAAJANUS DETROIT STR TR | 119,456 | $6.1B | 1.07% | |
| 17 | ELVELEVANCE HEALTH INC FORMERLY | 18,346 | $5.9B | 1.05% | |
| 18 | GBILGOLDMAN SACHS ETF TR | 58,971 | $5.9B | 1.04% | |
| 19 | GOOGALPHABET INC | 24,047 | $5.9B | 1.03% | |
| 20 | GNMAISHARES TR | 120,869 | $5.4B | 0.95% | |
| 21 | VVISA INC | 15,495 | $5.3B | 0.93% | |
| 22 | PEPPEPSICO INC | 37,505 | $5.3B | 0.93% | |
| 23 | ALXALEXANDERS INC | 20,286 | $4.8B | 0.84% | |
| 24 | KRKROGER CO | 68,495 | $4.6B | 0.81% | |
| 25 | GDXVANECK ETF TRUST | 60,307 | $4.6B | 0.81% | |
| 26 | MGMMGM RESORTS INTERNATIONAL | 132,927 | $4.6B | 0.81% | Call |
| 27 | JMTGJ P MORGAN EXCHANGE TRADED F | 87,856 | $4.5B | 0.79% | |
| 28 | GOOGLALPHABET INC | 18,214 | $4.4B | 0.78% | |
| 29 | VMBSVANGUARD SCOTTSDALE FDS | 93,405 | $4.4B | 0.77% | |
| 30 | JNJJOHNSON & JOHNSON | 23,549 | $4.4B | 0.77% | |
| 31 | BLKBLACKROCK INC | 3,627 | $4.2B | 0.75% | |
| 32 | ACIALBERTSONS COS INC | 237,679 | $4.2B | 0.73% | |
| 33 | IVVISHARES TR | 6,050 | $4.0B | 0.71% | |
| 34 | KMI 4.75 03/31/28EL PASO ENERGY CAP TR I | 81,086 | $4.0B | 0.71% | |
| 35 | CMCSACOMCAST CORP NEW | 123,934 | $3.9B | 0.69% | |
| 36 | SFSTIFEL FINL CORP | 34,088 | $3.9B | 0.68% | |
| 37 | CVXCHEVRON CORP NEW | 24,818 | $3.9B | 0.68% | |
| 38 | SWSMURFIT WESTROCK PLC | 88,735 | $3.8B | 0.67% | |
| 39 | LOWLOWES COS INC | 14,986 | $3.8B | 0.66% | |
| 40 | BTTBLACKROCK MUN TARGET TERM TR | 160,942 | $3.6B | 0.64% | |
| 41 | EDVVANGUARD WORLD FD | 52,581 | $3.6B | 0.64% | |
| 42 | MCDMCDONALDS CORP | 11,725 | $3.6B | 0.63% | |
| 43 | DTFDTF TAX-FREE INCOME 2028 TER | 308,598 | $3.5B | 0.62% | |
| 44 | AERAERCAP HOLDINGS NV | 28,513 | $3.5B | 0.61% | |
| 45 | BABAALIBABA GROUP HLDG LTD | 19,112 | $3.4B | 0.60% | |
| 46 | UNHUNITEDHEALTH GROUP INC | 9,693 | $3.3B | 0.59% | |
| 47 | CSCOCISCO SYS INC | 47,939 | $3.3B | 0.58% | |
| 48 | SUSUNCOR ENERGY INC NEW | 75,508 | $3.2B | 0.56% | |
| 49 | TXNTEXAS INSTRS INC | 17,082 | $3.1B | 0.55% | |
| 50 | ABBVABBVIE INC | 13,397 | $3.1B | 0.55% | |
| 51 | XOMEXXON MOBIL CORP | 27,074 | $3.1B | 0.54% | |
| 52 | NSCNORFOLK SOUTHN CORP | 9,913 | $3.0B | 0.53% | |
| 53 | ETENERGY TRANSFER L P | 172,696 | $3.0B | 0.52% | |
| 54 | SILGLOBAL X FDS | 40,387 | $2.9B | 0.51% | |
| 55 | WMTWALMART INC | 27,349 | $2.8B | 0.50% | |
| 56 | CVECENOVUS ENERGY INC | 164,584 | $2.8B | 0.49% | |
| 57 | ACWIISHARES TR | 20,213 | $2.8B | 0.49% | |
| 58 | GLWCORNING INC | 33,687 | $2.8B | 0.49% | |
| 59 | NOCNORTHROP GRUMMAN CORP | 4,338 | $2.6B | 0.47% | |
| 60 | NWSNEWS CORP NEW | 75,745 | $2.6B | 0.46% | |
| 61 | AIVAPARTMENT INVT & MGMT CO | 325,116 | $2.6B | 0.45% | |
| 62 | NVONOVO-NORDISK A S | 45,901 | $2.5B | 0.45% | |
| 63 | BDXBECTON DICKINSON & CO | 13,529 | $2.5B | 0.45% | |
| 64 | 7HPHP INC | 92,632 | $2.5B | 0.45% | |
| 65 | GDXJVANECK ETF TRUST | 25,290 | $2.5B | 0.44% | |
| 66 | PGRPROGRESSIVE CORP | 10,103 | $2.5B | 0.44% | |
| 67 | RINGISHARES INC | 38,298 | $2.5B | 0.44% | |
| 68 | KYNKAYNE ANDERSON ENERGY INFRST | 194,265 | $2.4B | 0.42% | |
| 69 | AXPAMERICAN EXPRESS CO | 7,223 | $2.4B | 0.42% | |
| 70 | MAMASTERCARD INCORPORATED | 4,188 | $2.4B | 0.42% | |
| 71 | PHGKONINKLIJKE PHILIPS N V | 86,635 | $2.4B | 0.42% | |
| 72 | FASTFASTENAL CO | 47,357 | $2.3B | 0.41% | |
| 73 | LINLINDE PLC | 4,841 | $2.3B | 0.41% | |
| 74 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3B | 0.40% | |
| 75 | CLIPGLOBAL X FDS | 22,201 | $2.2B | 0.39% | |
| 76 | APDAIR PRODS & CHEMS INC | 7,888 | $2.2B | 0.38% | |
| 77 | TELTE CONNECTIVITY PLC | 9,638 | $2.1B | 0.37% | |
| 78 | MSIMOTOROLA SOLUTIONS INC | 4,561 | $2.1B | 0.37% | |
| 79 | BKBANK NEW YORK MELLON CORP | 18,458 | $2.0B | 0.35% | |
| 80 | ETNEATON CORP PLC | 5,332 | $2.0B | 0.35% | |
| 81 | WECWEC ENERGY GROUP INC | 17,146 | $2.0B | 0.35% | |
| 82 | MOALTRIA GROUP INC | 29,723 | $2.0B | 0.35% | |
| 83 | PCARPACCAR INC | 19,952 | $2.0B | 0.35% | |
| 84 | APHAMPHENOL CORP NEW | 15,819 | $2.0B | 0.35% | |
| 85 | DDOMINION ENERGY INC | 31,161 | $1.9B | 0.34% | |
| 86 | PYPLPAYPAL HLDGS INC | 28,366 | $1.9B | 0.34% | |
| 87 | TJXTJX COS INC NEW | 12,803 | $1.9B | 0.33% | |
| 88 | ABTABBOTT LABS | 13,667 | $1.8B | 0.32% | |
| 89 | NBXGNEUBERGER BERMAN NEXT GENERA | 117,403 | $1.8B | 0.32% | |
| 90 | PAYXPAYCHEX INC | 14,085 | $1.8B | 0.32% | |
| 91 | PLTRPALANTIR TECHNOLOGIES INC | 9,679 | $1.8B | 0.31% | |
| 92 | NEENEXTERA ENERGY INC | 22,969 | $1.7B | 0.31% | |
| 93 | KLACKLA CORP | 1,566 | $1.7B | 0.30% | |
| 94 | EPR 9 PERP EEPR PPTYS | 53,465 | $1.7B | 0.30% | |
| 95 | GSKGSK PLC | 39,021 | $1.7B | 0.30% | |
| 96 | SBUXSTARBUCKS CORP | 19,228 | $1.6B | 0.29% | |
| 97 | EMBJEMBRAER S.A. | 26,158 | $1.6B | 0.28% | |
| 98 | DEODIAGEO PLC | 16,524 | $1.6B | 0.28% | |
| 99 | PKGPACKAGING CORP AMER | 7,100 | $1.5B | 0.27% | |
| 100 | FISFIDELITY NATL INFORMATION SV | 23,047 | $1.5B | 0.27% |
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