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 |
|---|---|---|---|---|---|
| 101 | TTTRANE TECHNOLOGIES PLC | 3,454 | $1.5B | 0.26% | |
| 102 | OPYOPPENHEIMER HLDGS INC | 19,433 | $1.4B | 0.25% | |
| 103 | PLDPROLOGIS INC. | 12,525 | $1.4B | 0.25% | |
| 104 | CINFCINCINNATI FINL CORP | 9,034 | $1.4B | 0.25% | |
| 105 | TAT&T INC | 50,453 | $1.4B | 0.25% | |
| 106 | BACBANK AMERICA CORP | 27,514 | $1.4B | 0.25% | |
| 107 | AMATAPPLIED MATLS INC | 6,862 | $1.4B | 0.25% | |
| 108 | MRSHMARSH & MCLENNAN COS INC | 6,719 | $1.4B | 0.24% | |
| 109 | DWDMORGAN STANLEY | 8,491 | $1.3B | 0.24% | |
| 110 | UBSUBS GROUP AG | 32,792 | $1.3B | 0.24% | |
| 111 | MPCMARATHON PETE CORP | 6,668 | $1.3B | 0.23% | |
| 112 | ORCLORACLE CORP | 4,522 | $1.3B | 0.22% | |
| 113 | SCHRSCHWAB STRATEGIC TR | 50,323 | $1.3B | 0.22% | |
| 114 | MCKMCKESSON CORP | 1,583 | $1.2B | 0.22% | |
| 115 | CBCHUBB LIMITED | 4,186 | $1.2B | 0.21% | |
| 116 | HONHONEYWELL INTL INC | 5,606 | $1.2B | 0.21% | |
| 117 | INTUINTUIT | 1,655 | $1.1B | 0.20% | |
| 118 | MDLZMONDELEZ INTL INC | 17,385 | $1.1B | 0.19% | |
| 119 | CATCATERPILLAR INC | 2,274 | $1.1B | 0.19% | |
| 120 | SPGIS&P GLOBAL INC | 2,175 | $1.1B | 0.19% | |
| 121 | SONYSONY GROUP CORP | 36,461 | $1.0B | 0.19% | |
| 122 | NVSNNOVARTIS AG | 8,141 | $1.0B | 0.18% | |
| 123 | ACNACCENTURE PLC IRELAND | 4,201 | $1.0B | 0.18% | |
| 124 | ARCCARES CAPITAL CORP | 50,503 | $1.0B | 0.18% | |
| 125 | IBMINTERNATIONAL BUSINESS MACHS | 3,632 | $1.0B | 0.18% | |
| 126 | AMTAMERICAN TOWER CORP NEW | 5,262 | $1.0B | 0.18% | |
| 127 | LLYELI LILLY & CO | 1,313 | $1.0B | 0.18% | |
| 128 | GRT-UGRANITE REAL ESTATE INVT TR | 17,964 | $1.0B | 0.18% | |
| 129 | 8CWCROWN CASTLE INC | 10,134 | $977.8M | 0.17% | |
| 130 | MARMARRIOTT INTL INC NEW | 3,698 | $963.1M | 0.17% | |
| 131 | UNPUNION PAC CORP | 4,013 | $948.7M | 0.17% | |
| 132 | RTXRTX CORPORATION | 5,639 | $943.5M | 0.17% | |
| 133 | QCOMQUALCOMM INC | 5,572 | $927.0M | 0.16% | |
| 134 | AQLTISHARES TR | 10,376 | $905.9M | 0.16% | |
| 135 | DFAIDIMENSIONAL ETF TRUST | 24,675 | $896.9M | 0.16% | |
| 136 | ENBENBRIDGE INC | 17,546 | $885.4M | 0.16% | |
| 137 | FTAIFTAI AVIATION LTD | 5,256 | $877.0M | 0.15% | |
| 138 | AONAON PLC | 2,414 | $860.8M | 0.15% | |
| 139 | EPDENTERPRISE PRODS PARTNERS L | 27,484 | $859.4M | 0.15% | |
| 140 | ARESARES MANAGEMENT CORPORATION | 5,301 | $847.5M | 0.15% | |
| 141 | COSTCOSTCO WHSL CORP NEW | 907 | $839.9M | 0.15% | |
| 142 | VSTVISTRA CORP | 3,998 | $783.3M | 0.14% | |
| 143 | SHOPSHOPIFY INC | 5,224 | $776.3M | 0.14% | |
| 144 | —KIMCO RLTY CORP | 12,861 | $765.6M | 0.14% | |
| 145 | ENVXENOVIX CORPORATION | 73,980 | $737.6M | 0.13% | |
| 146 | CBRECBRE GROUP INC | 4,552 | $717.2M | 0.13% | |
| 147 | PFEPFIZER INC | 27,955 | $712.3M | 0.13% | |
| 148 | IWFISHARES TR | 1,520 | $712.0M | 0.13% | |
| 149 | ZTSZOETIS INC | 4,845 | $709.0M | 0.13% | |
| 150 | NFLXNETFLIX INC | 590 | $707.4M | 0.12% | |
| 151 | MLB1MERCADOLIBRE INC | 302 | $705.8M | 0.12% | |
| 152 | DHRDANAHER CORPORATION | 3,382 | $670.5M | 0.12% | |
| 153 | TTENTOTALENERGIES SE | 11,107 | $663.0M | 0.12% | |
| 154 | SNOWSNOWFLAKE INC | 2,935 | $662.0M | 0.12% | |
| 155 | WWDWOODWARD INC | 2,599 | $656.8M | 0.12% | |
| 156 | AROCARCHROCK INC | 24,794 | $652.3M | 0.12% | |
| 157 | ADIANALOG DEVICES INC | 2,640 | $648.7M | 0.11% | |
| 158 | SNYSANOFI SA | 13,595 | $641.7M | 0.11% | |
| 159 | HDHOME DEPOT INC | 1,538 | $622.9M | 0.11% | |
| 160 | RRYDER SYS INC | 3,212 | $605.9M | 0.11% | |
| 161 | XEVMXEATON VANCE CALIF MUN BD FD | 63,400 | $601.7M | 0.11% | |
| 162 | HPEHEWLETT PACKARD ENTERPRISE C | 24,183 | $593.9M | 0.10% | |
| 163 | HLIHOULIHAN LOKEY INC | 2,872 | $589.7M | 0.10% | |
| 164 | NDQINVESCO QQQ TR | 978 | $587.2M | 0.10% | |
| 165 | DELLDELL TECHNOLOGIES INC | 4,125 | $584.7M | 0.10% | |
| 166 | CFCF INDS HLDGS INC | 6,499 | $583.0M | 0.10% | |
| 167 | RJFRAYMOND JAMES FINL INC | 3,364 | $580.6M | 0.10% | |
| 168 | CVSCVS HEALTH CORP | 7,534 | $568.0M | 0.10% | |
| 169 | AMGNAMGEN INC | 1,981 | $559.1M | 0.10% | |
| 170 | ULUNILEVER PLC | 9,378 | $555.9M | 0.10% | |
| 171 | MOG/AMOOG INC | 2,662 | $552.8M | 0.10% | |
| 172 | TDYTELEDYNE TECHNOLOGIES INC | 928 | $543.8M | 0.10% | |
| 173 | GATXGATX CORP | 3,101 | $542.1M | 0.10% | |
| 174 | SHELSHELL PLC | 7,547 | $539.8M | 0.10% | |
| 175 | ZTRVIRTUS TOTAL RETURN FD INC | 83,446 | $538.2M | 0.09% | |
| 176 | BMTABRITISH AMERN TOB PLC | 10,115 | $536.9M | 0.09% | |
| 177 | METMETLIFE INC | 6,443 | $530.8M | 0.09% | |
| 178 | IEURISHARES TR | 7,740 | $527.2M | 0.09% | |
| 179 | SPYSPDR S&P 500 ETF TR | 782 | $521.0M | 0.09% | |
| 180 | MPWRMONOLITHIC PWR SYS INC | 562 | $517.6M | 0.09% | |
| 181 | SHYISHARES TR | 6,152 | $510.3M | 0.09% | |
| 182 | STEWSRH TOTAL RETURN FUND INC | 27,455 | $498.6M | 0.09% | |
| 183 | TRPTC ENERGY CORP | 9,112 | $495.8M | 0.09% | |
| 184 | INDAISHARES TR | 9,395 | $489.1M | 0.09% | |
| 185 | RSPINVESCO EXCHANGE TRADED FD T | 2,564 | $486.5M | 0.09% | |
| 186 | TRVCCITIGROUP INC | 4,782 | $485.4M | 0.09% | |
| 187 | TRVTRAVELERS COMPANIES INC | 1,737 | $485.0M | 0.09% | |
| 188 | RGAREINSURANCE GRP OF AMERICA I | 2,519 | $484.0M | 0.09% | |
| 189 | DWXSPDR INDEX SHS FDS | 11,298 | $482.4M | 0.09% | |
| 190 | MRKMERCK & CO INC | 5,722 | $480.2M | 0.08% | |
| 191 | ETRENTERGY CORP NEW | 5,138 | $478.8M | 0.08% | |
| 192 | PGPROCTER AND GAMBLE CO | 3,083 | $473.7M | 0.08% | |
| 193 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 5,221 | $472.0M | 0.08% | |
| 194 | GEGE AEROSPACE | 1,543 | $464.2M | 0.08% | |
| 195 | SNASNAP ON INC | 1,335 | $462.6M | 0.08% | |
| 196 | NGGNATIONAL GRID PLC | 6,365 | $462.5M | 0.08% | |
| 197 | LMTLOCKHEED MARTIN CORP | 924 | $461.5M | 0.08% | |
| 198 | AZNASTRAZENECA PLC | 5,942 | $455.9M | 0.08% | |
| 199 | RYROYAL BK CDA | 3,024 | $445.6M | 0.08% | |
| 200 | CMICUMMINS INC | 1,054 | $445.4M | 0.08% |