Beverly Hills Private Wealth, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$495.1B
Holdings
333
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (333 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 115,347 | $28.9B | 5.83% | |
| 2 | MSFTMICROSOFT CORP | 45,546 | $19.2B | 3.88% | |
| 3 | NVDANVIDIA CORPORATION | 102,854 | $13.8B | 2.79% | |
| 4 | JPMJPMORGAN CHASE & CO. | 54,315 | $13.0B | 2.63% | |
| 5 | AMZNAMAZON COM INC | 57,483 | $12.6B | 2.55% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 27,578 | $12.5B | 2.52% | |
| 7 | VGSHVANGUARD SCOTTSDALE FDS | 157,612 | $9.2B | 1.85% | |
| 8 | VGITVANGUARD SCOTTSDALE FDS | 141,662 | $8.2B | 1.66% | |
| 9 | 4I1PHILIP MORRIS INTL INC | 66,720 | $8.0B | 1.62% | |
| 10 | METAMETA PLATFORMS INC | 12,948 | $7.6B | 1.53% | |
| 11 | GBILGOLDMAN SACHS ETF TR | 72,382 | $7.2B | 1.46% | |
| 12 | AVGOBROADCOM INC | 30,292 | $7.0B | 1.42% | |
| 13 | GOOGALPHABET INC | 33,409 | $6.4B | 1.29% | |
| 14 | SCHWSCHWAB CHARLES CORP | 85,310 | $6.3B | 1.28% | |
| 15 | JAAAJANUS DETROIT STR TR | 119,094 | $6.0B | 1.22% | |
| 16 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 28,803 | $5.7B | 1.15% | |
| 17 | CMCSACOMCAST CORP NEW | 139,175 | $5.2B | 1.06% | |
| 18 | UNHUNITEDHEALTH GROUP INC | 10,108 | $5.1B | 1.03% | |
| 19 | VVISA INC | 14,825 | $4.7B | 0.95% | |
| 20 | VMBSVANGUARD SCOTTSDALE FDS | 100,581 | $4.6B | 0.92% | |
| 21 | IVVISHARES TR | 7,512 | $4.4B | 0.89% | |
| 22 | BACVERIZON COMMUNICATIONS INC | 108,922 | $4.4B | 0.88% | |
| 23 | ELVELEVANCE HEALTH INC | 11,797 | $4.4B | 0.88% | |
| 24 | PEPPEPSICO INC | 28,325 | $4.3B | 0.87% | |
| 25 | BLKBLACKROCK INC | 4,082 | $4.2B | 0.85% | |
| 26 | KRKROGER CO | 68,094 | $4.2B | 0.84% | |
| 27 | LOWLOWES COS INC | 16,763 | $4.1B | 0.84% | |
| 28 | SWSMURFIT WESTROCK PLC | 76,152 | $4.1B | 0.83% | |
| 29 | CVXCHEVRON CORP NEW | 25,928 | $3.8B | 0.76% | |
| 30 | JNJJOHNSON & JOHNSON | 25,309 | $3.7B | 0.74% | |
| 31 | TXNTEXAS INSTRS INC | 18,923 | $3.5B | 0.72% | |
| 32 | MCDMCDONALDS CORP | 12,115 | $3.5B | 0.71% | |
| 33 | 0HQKCBL & ASSOC PPTYS INC | 118,583 | $3.5B | 0.70% | |
| 34 | ACIALBERTSONS COS INC | 176,713 | $3.5B | 0.70% | |
| 35 | SFSTIFEL FINL CORP | 31,417 | $3.3B | 0.67% | |
| 36 | ETENERGY TRANSFER L P | 169,256 | $3.3B | 0.67% | |
| 37 | NVONOVO-NORDISK A S | 36,155 | $3.1B | 0.63% | |
| 38 | WMTWALMART INC | 34,368 | $3.1B | 0.63% | |
| 39 | XOMEXXON MOBIL CORP | 28,797 | $3.1B | 0.63% | |
| 40 | NWSNEWS CORP NEW | 100,793 | $3.1B | 0.62% | |
| 41 | CSCOCISCO SYS INC | 51,494 | $3.0B | 0.62% | |
| 42 | BTTBLACKROCK MUN TARGET TERM TR | 147,253 | $3.0B | 0.61% | |
| 43 | GNMAISHARES TR | 70,086 | $3.0B | 0.61% | |
| 44 | PGRPROGRESSIVE CORP | 12,071 | $2.9B | 0.58% | |
| 45 | DTFDTF TAX-FREE INCOME 2028 TER | 248,947 | $2.8B | 0.56% | |
| 46 | KYNKAYNE ANDERSON ENERGY INFRST | 214,795 | $2.7B | 0.55% | |
| 47 | SUSUNCOR ENERGY INC NEW | 74,653 | $2.7B | 0.54% | |
| 48 | APDAIR PRODS & CHEMS INC | 9,183 | $2.7B | 0.54% | |
| 49 | KMI 4.75 03/31/28EL PASO ENERGY CAP TR I | 54,553 | $2.6B | 0.53% | |
| 50 | ABBVABBVIE INC | 14,732 | $2.6B | 0.53% | |
| 51 | MRKMERCK & CO INC | 25,781 | $2.6B | 0.52% | |
| 52 | CLIPGLOBAL X FDS | 25,000 | $2.5B | 0.51% | |
| 53 | MSIMOTOROLA SOLUTIONS INC | 5,277 | $2.4B | 0.49% | |
| 54 | SBUXSTARBUCKS CORP | 26,575 | $2.4B | 0.49% | |
| 55 | LINLINDE PLC | 5,675 | $2.4B | 0.48% | |
| 56 | AIVAPARTMENT INVT & MGMT CO | 255,451 | $2.3B | 0.47% | |
| 57 | AXPAMERICAN EXPRESS CO | 7,521 | $2.2B | 0.45% | |
| 58 | GOOGLALPHABET INC | 11,769 | $2.2B | 0.45% | |
| 59 | MAMASTERCARD INCORPORATED | 4,229 | $2.2B | 0.45% | |
| 60 | NOCNORTHROP GRUMMAN CORP | 4,738 | $2.2B | 0.45% | |
| 61 | PYPLPAYPAL HLDGS INC | 25,634 | $2.2B | 0.44% | |
| 62 | DEODIAGEO PLC | 17,199 | $2.2B | 0.44% | |
| 63 | DWDMORGAN STANLEY | 17,374 | $2.2B | 0.44% | |
| 64 | CVECENOVUS ENERGY INC | 143,885 | $2.2B | 0.44% | |
| 65 | PAYXPAYCHEX INC | 15,461 | $2.2B | 0.44% | |
| 66 | PKGPACKAGING CORP AMER | 9,628 | $2.2B | 0.44% | |
| 67 | NSCNORFOLK SOUTHN CORP | 9,192 | $2.2B | 0.44% | |
| 68 | FISFIDELITY NATL INFORMATION SV | 25,856 | $2.1B | 0.42% | |
| 69 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.0B | 0.41% | |
| 70 | ETNEATON CORP PLC | 6,149 | $2.0B | 0.41% | |
| 71 | ACNACCENTURE PLC IRELAND | 5,695 | $2.0B | 0.40% | |
| 72 | FASTFASTENAL CO | 27,200 | $2.0B | 0.40% | |
| 73 | BDXBECTON DICKINSON & CO | 8,570 | $1.9B | 0.39% | |
| 74 | FTAIFTAI AVIATION LTD | 13,191 | $1.9B | 0.38% | |
| 75 | BABAALIBABA GROUP HLDG LTD | 22,398 | $1.9B | 0.38% | |
| 76 | NEENEXTERA ENERGY INC | 26,108 | $1.9B | 0.38% | |
| 77 | PHGKONINKLIJKE PHILIPS N V | 72,537 | $1.8B | 0.37% | |
| 78 | GDXVANECK ETF TRUST | 52,733 | $1.8B | 0.36% | |
| 79 | AERAERCAP HOLDINGS NV | 18,640 | $1.8B | 0.36% | |
| 80 | OPYOPPENHEIMER HLDGS INC | 27,271 | $1.7B | 0.35% | |
| 81 | ABTABBOTT LABS | 15,321 | $1.7B | 0.35% | |
| 82 | MOALTRIA GROUP INC | 32,888 | $1.7B | 0.35% | |
| 83 | TJXTJX COS INC NEW | 14,128 | $1.7B | 0.34% | |
| 84 | PCARPACCAR INC | 16,333 | $1.7B | 0.34% | |
| 85 | EDVVANGUARD WORLD FD | 24,206 | $1.6B | 0.33% | |
| 86 | WECWEC ENERGY GROUP INC | 17,327 | $1.6B | 0.33% | |
| 87 | TELTE CONNECTIVITY PLC | 11,103 | $1.6B | 0.32% | |
| 88 | MRSHMARSH & MCLENNAN COS INC | 7,406 | $1.6B | 0.32% | |
| 89 | MCKMCKESSON CORP | 2,651 | $1.5B | 0.31% | |
| 90 | 7HPHP INC | 45,729 | $1.5B | 0.30% | |
| 91 | TTTRANE TECHNOLOGIES PLC | 4,022 | $1.5B | 0.30% | |
| 92 | DDOMINION ENERGY INC | 27,497 | $1.5B | 0.30% | |
| 93 | CINFCINCINNATI FINL CORP | 10,094 | $1.5B | 0.29% | |
| 94 | UPSUNITED PARCEL SERVICE INC | 11,438 | $1.4B | 0.29% | |
| 95 | PLDPROLOGIS INC. | 13,607 | $1.4B | 0.29% | |
| 96 | HONHONEYWELL INTL INC | 6,252 | $1.4B | 0.29% | |
| 97 | BKBANK NEW YORK MELLON CORP | 18,227 | $1.4B | 0.28% | |
| 98 | NBXGNEUBERGER BERMAN NEXT GENERA | 109,482 | $1.4B | 0.28% | |
| 99 | RINGISHARES INC | 47,782 | $1.3B | 0.27% | |
| 100 | EMBJEMBRAER S.A. | 36,292 | $1.3B | 0.27% |
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