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
201
TMTOYOTA MOTOR CORP
2,257$413.8M0.11%
202
SRCLSTERICYCLE INC
8,297$411.2M0.11%
203
LMTLOCKHEED MARTIN CORP
903$409.4M0.11%
204
RPT REALTY
7,155$408.8M0.11%
205
CMICUMMINS INC
1,694$405.9M0.11%
206
BOXBOX INC
15,743$403.2M0.11%
207
AEPAMERICAN ELEC PWR CO INC
4,850$393.9M0.10%
208
ACWXISHARES TR
7,716$393.8M0.10%
209
SKMSK TELECOM LTD
18,338$392.4M0.10%
210
EMNEASTMAN CHEM CO
4,338$389.6M0.10%
211
DOWDOW INC
6,999$383.8M0.10%
212
IEURISHARES TR
6,975$383.7M0.10%
213
KOCOCA COLA CO
6,484$382.1M0.10%
214
AMATAPPLIED MATLS INC
2,337$378.8M0.10%
215
IEMGISHARES INC
7,415$375.1M0.10%
216
CNCCENTENE CORP DEL
5,048$374.6M0.10%
217
DELLDELL TECHNOLOGIES INC
4,895$374.4M0.10%
218
RUSHARUSH ENTERPRISES INC
7,419$373.2M0.10%
219
STKCOLUMBIA SELIGM PREM TECH GR
11,800$372.9M0.10%
220
SUSUNCOR ENERGY INC NEW
11,586$371.2M0.10%
221
IGLBISHARES TR
7,039$370.9M0.10%
222
JMSTJ P MORGAN EXCHANGE TRADED F
7,250$367.9M0.10%
223
SONSONOCO PRODS CO
6,583$367.8M0.10%
224
IYWISHARES TR
2,980$365.8M0.10%
225
KMBKIMBERLY-CLARK CORP
2,977$361.7M0.09%
226
FQALFIDELITY COVINGTON TRUST
6,630$360.3M0.09%
227
AIVAPARTMENT INVT & MGMT CO
64,825$351.1M0.09%Call
228
SNOWSNOWFLAKE INC
1,758$349.8M0.09%
229
VSTVISTRA CORP
9,081$349.8M0.09%
230
SFSTIFEL FINL CORP
5,028$347.7M0.09%
231
WMBWILLIAMS COS INC
9,811$341.7M0.09%
232
ENVXENOVIX CORPORATION
36,075$339.1M0.09%Call
233
0HQKCBL & ASSOC PPTYS INC
13,880$339.0M0.09%
234
LYBLYONDELLBASELL INDUSTRIES N
3,546$337.1M0.09%
235
DYHTARGET CORP
2,366$336.9M0.09%
236
MYGNMYRIAD GENETICS INC
17,601$336.9M0.09%
237
YPFYPF SOCIEDAD ANONIMA
19,553$336.1M0.09%
238
PENNPENN ENTERTAINMENT INC
12,846$334.3M0.09%
239
ERIIENERGY RECOVERY INC
17,700$333.5M0.09%
240
EMBJEMBRAER S.A.
17,825$328.9M0.09%
241
CMCANADIAN IMPERIAL BK COMM TO
6,734$324.2M0.08%
242
ALLYALLY FINL INC
9,250$323.0M0.08%
243
STMSTMICROELECTRONICS N V
6,408$321.2M0.08%
244
SDYSPDR SER TR
2,564$320.5M0.08%
245
PYPLPAYPAL HLDGS INC
5,200$319.3M0.08%
246
CDPCOPT DEFENSE PROPERTIES
12,208$312.9M0.08%
247
AINALBANY INTL CORP
3,155$309.9M0.08%
248
IBBISHARES TR
2,278$309.5M0.08%
249
PZZAPAPA JOHNS INTL INC
4,026$306.9M0.08%
250
TRPTC ENERGY CORP
7,807$306.5M0.08%
251
MTNVAIL RESORTS INC
1,429$305.1M0.08%
252
BMTABRITISH AMERN TOB PLC
10,377$303.9M0.08%
253
TRVCCITIGROUP INC
8,221$299.5M0.08%Call
254
RELXRELX PLC
7,528$298.6M0.08%
255
NDQINVESCO QQQ TR
729$298.6M0.08%
256
N1UANEW ORIENTAL ED & TECHNOLOGY
4,042$296.2M0.08%
257
CITHE CIGNA GROUP
988$295.7M0.08%
258
SYKSTRYKER CORPORATION
987$295.4M0.08%
259
BUWABIO RAD LABS INC
913$294.8M0.08%
260
GMGENERAL MTRS CO
8,187$294.1M0.08%
261
VICIVICI PPTYS INC
9,206$293.5M0.08%
262
NTAPNETAPP INC
3,309$291.7M0.08%
263
HSYHERSHEY CO
1,542$287.5M0.08%
264
CVE/WSCENOVUS ENERGY INC
23,962$281.6M0.07%
265
ROSTROSS STORES INC
2,032$281.2M0.07%
266
TTELUS CORPORATION
15,668$278.7M0.07%
267
PBRPETROLEO BRASILEIRO SA PETRO
17,212$274.9M0.07%
268
PAXSPIMCO ACCESS INCOME FUND
18,886$270.1M0.07%
269
USBUS BANCORP DEL
6,215$269.0M0.07%
270
PKXPOSCO HOLDINGS INC
2,813$267.5M0.07%
271
AWMSKYWORKS SOLUTIONS INC
2,372$266.6M0.07%
272
ASMLASML HOLDING N V
348$263.2M0.07%
273
S9QSPIRIT AEROSYSTEMS HLDGS INC
8,249$262.2M0.07%
274
BKBANK NEW YORK MELLON CORP
5,011$260.8M0.07%
275
STWDSTARWOOD PPTY TR INC
12,353$259.7M0.07%
276
CRMSALESFORCE INC
984$258.9M0.07%
277
MUFGMITSUBISHI UFJ FINL GROUP IN
30,044$258.7M0.07%
278
CXCEMEX SAB DE CV
33,120$256.7M0.07%
279
RCI/BROGERS COMMUNICATIONS INC
5,447$255.0M0.07%
280
GBDCGOLUB CAP BDC INC
16,866$254.7M0.07%
281
PAMPAMPA ENERGIA S A
5,101$252.6M0.07%
282
FMXFOMENTO ECONOMICO MEXICANO S
1,934$252.1M0.07%
283
MCKMCKESSON CORP
544$251.9M0.07%
284
PLTRPALANTIR TECHNOLOGIES INC
14,644$251.4M0.07%
285
KEYKEYCORP
17,457$251.4M0.07%
286
AERAERCAP HOLDINGS NV
3,304$245.6M0.06%
287
OEFISHARES TR
1,095$244.6M0.06%
288
OMCOMNICOM GROUP INC
2,826$244.5M0.06%
289
BWABORGWARNER INC
6,806$244.0M0.06%
290
RDNTRADNET INC
7,000$243.4M0.06%
291
BMOBANK MONTREAL QUE
2,448$242.2M0.06%
292
BBVABANCO BILBAO VIZCAYA ARGENTA
26,447$240.9M0.06%
293
NTRNUTRIEN LTD
4,260$240.0M0.06%
294
GRMNGARMIN LTD
1,859$239.0M0.06%
295
MPLXMPLX LP
6,391$234.7M0.06%
296
FTSFORTIS INC
5,700$234.4M0.06%
297
SAPSAP SE
1,512$233.7M0.06%
298
PSAPUBLIC STORAGE
762$232.5M0.06%
299
TFCTRUIST FINL CORP
6,293$232.3M0.06%
300
ETRENTERGY CORP NEW
2,293$232.1M0.06%
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