Beverly Hills Private Wealth, LLC Q4 2023 Filing

Filed January 30, 2024

Portfolio Value

$383.0B

Holdings

333

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (333 positions)

#StockSharesValue% PortfolioType
101
IUSBISHARES TR
19,017$876.1M0.23%
102
ONON SEMICONDUCTOR CORP
10,470$874.6M0.23%
103
MMM3M CO
7,815$854.3M0.22%
104
QUALISHARES TR
5,724$842.2M0.22%
105
VVISA INC
3,205$834.4M0.22%
106
HDHOME DEPOT INC
2,386$826.7M0.22%
107
CFCF INDS HLDGS INC
10,222$812.6M0.21%
108
UBSUBS GROUP AG
26,127$807.3M0.21%
109
DWDMORGAN STANLEY
8,417$784.9M0.20%
110
MPWRMONOLITHIC PWR SYS INC
1,226$773.5M0.20%
111
HLIHOULIHAN LOKEY INC
6,425$770.4M0.20%
112
BTTBLACKROCK MUN TARGET TERM TR
35,805$744.7M0.19%
113
RINGISHARES INC
30,274$744.1M0.19%
114
EFVISHARES TR
14,278$743.9M0.19%
115
AMGNAMGEN INC
2,578$742.6M0.19%
116
AOSSMITH A O CORP
8,957$738.4M0.19%
117
QSRRESTAURANT BRANDS INTL INC
9,323$728.4M0.19%
118
TDYTELEDYNE TECHNOLOGIES INC
1,625$725.2M0.19%
119
COSTCOSTCO WHSL CORP NEW
1,087$717.7M0.19%
120
GSKGSK PLC
19,311$715.6M0.19%
121
CBRECBRE GROUP INC
7,622$709.5M0.19%
122
IBTHISHARES TR
30,868$691.1M0.18%
123
JBBBJANUS DETROIT STR TR
14,308$686.1M0.18%
124
TRVTRAVELERS COMPANIES INC
3,598$685.4M0.18%
125
GATXGATX CORP
5,675$682.3M0.18%
126
RGAREINSURANCE GRP OF AMERICA I
4,213$681.6M0.18%
127
NGGNATIONAL GRID PLC
9,995$679.6M0.18%
128
PGPROCTER AND GAMBLE CO
4,602$674.3M0.18%
129
CATCATERPILLAR INC
2,257$667.2M0.17%
130
AROCARCHROCK INC
43,013$662.4M0.17%
131
IGIBISHARES TR
12,678$659.3M0.17%
132
AQLTISHARES TR
9,331$656.4M0.17%
133
DHID R HORTON INC
4,228$642.6M0.17%
134
MOG/AMOOG INC
4,408$638.2M0.17%
135
AZNASTRAZENECA PLC
9,408$633.6M0.17%
136
SNASNAP ON INC
2,183$630.6M0.16%
137
IWFISHARES TR
2,070$627.6M0.16%
138
IGSBISHARES TR
11,937$612.1M0.16%
139
AKXANSYS INC
1,684$611.1M0.16%
140
SHOPSHOPIFY INC
7,835$610.3M0.16%
141
RRYDER SYS INC
5,296$609.4M0.16%
142
RTXRTX CORPORATION
7,142$600.9M0.16%
143
HXLHEXCEL CORP NEW
8,118$598.7M0.16%
144
NWSNEWS CORP NEW
23,196$596.6M0.16%
145
RJFRAYMOND JAMES FINL INC
5,233$583.5M0.15%
146
HOLXHOLOGIC INC
8,085$577.7M0.15%
147
WWDWOODWARD INC
4,212$573.4M0.15%
148
FMFFORMFACTOR INC
13,667$570.0M0.15%
149
MDTMEDTRONIC PLC
6,841$563.6M0.15%
150
ENBENBRIDGE INC
15,437$556.0M0.15%
151
IRMIRON MTN INC DEL
7,878$551.3M0.14%
152
PCARPACCAR INC
5,598$546.7M0.14%
153
AKAMAKAMAI TECHNOLOGIES INC
4,543$537.7M0.14%
154
KRKROGER CO
11,737$536.5M0.14%
155
VIVTELEFONICA BRASIL SA
48,434$529.9M0.14%
156
KMI 4.75 03/31/28EL PASO ENERGY CAP TR I
11,205$527.8M0.14%
157
BABOEING CO
2,018$526.0M0.14%
158
INTCINTEL CORP
10,426$523.9M0.14%
159
ULUNILEVER PLC
10,802$523.7M0.14%
160
KOFCOCA-COLA FEMSA SAB DE CV
5,533$523.6M0.14%
161
CRLCHARLES RIV LABS INTL INC
2,191$518.0M0.14%
162
CNMDCONMED CORP
4,692$513.8M0.13%
163
DIODDIODES INC
6,366$512.6M0.13%
164
SHELSHELL PLC
7,706$507.0M0.13%
165
ARWARROW ELECTRS INC
4,125$504.3M0.13%
166
DRIDARDEN RESTAURANTS INC
3,062$503.1M0.13%
167
KVUEKENVUE INC
23,347$502.7M0.13%
168
SBACSBA COMMUNICATIONS CORP NEW
1,966$498.8M0.13%
169
RSGREPUBLIC SVCS INC
2,974$490.4M0.13%
170
MFCMANULIFE FINL CORP
22,165$489.9M0.13%
171
METMETLIFE INC
7,385$488.4M0.13%
172
TFLOISHARES TR
9,586$483.8M0.13%
173
NKENIKE INC
4,445$482.6M0.13%
174
CBTCABOT CORP
5,719$477.5M0.12%
175
DUKDUKE ENERGY CORP NEW
4,913$476.7M0.12%
176
MSMMSC INDL DIRECT INC
4,684$474.3M0.12%
177
ALBALBEMARLE CORP
3,266$471.8M0.12%
178
BMYBRISTOL-MYERS SQUIBB CO
9,171$470.6M0.12%
179
COPCONOCOPHILLIPS
4,028$467.5M0.12%
180
ACIALBERTSONS COS INC
20,095$462.2M0.12%
181
HIIHUNTINGTON INGALLS INDS INC
1,779$461.9M0.12%
182
BCEBCE INC
11,687$460.2M0.12%
183
GDGENERAL DYNAMICS CORP
1,765$458.3M0.12%
184
ORCLORACLE CORP
4,341$457.6M0.12%
185
FCFSFIRSTCASH HOLDINGS INC
4,184$453.5M0.12%
186
BDXBECTON DICKINSON & CO
1,860$453.5M0.12%
187
ESGUISHARES TR
4,317$452.9M0.12%
188
PXDEURPIONEER NAT RES CO
2,003$450.4M0.12%
189
WBSWEBSTER FINL CORP
8,864$450.0M0.12%
190
IBTEISHARES TR
18,844$449.6M0.12%
191
BOTZGLOBAL X FDS
15,618$445.1M0.12%
192
VTIVANGUARD INDEX FDS
1,853$439.5M0.11%
193
CRUSCIRRUS LOGIC INC
5,276$438.9M0.11%
194
EFGISHARES TR
4,501$435.9M0.11%
195
MLB1MERCADOLIBRE INC
276$433.7M0.11%
196
MSCIMSCI INC
753$425.9M0.11%
197
RYROYAL BK CDA
4,162$420.9M0.11%
198
EMREMERSON ELEC CO
4,307$419.3M0.11%
199
NSPINSPERITY INC
3,567$418.1M0.11%
200
DISDISNEY WALT CO
4,589$414.3M0.11%
PreviousPage 2 of 4Next