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 |
|---|---|---|---|---|---|
| 101 | BACBANK AMERICA CORP | 29,302 | $1.3B | 0.26% | |
| 102 | SPGIS&P GLOBAL INC | 2,474 | $1.2B | 0.25% | |
| 103 | GMGENERAL MTRS CO | 22,866 | $1.2B | 0.25% | |
| 104 | UBSUBS GROUP AG | 40,123 | $1.2B | 0.25% | |
| 105 | ARCCARES CAPITAL CORP | 54,206 | $1.2B | 0.24% | |
| 106 | LLYELI LILLY & CO | 1,480 | $1.1B | 0.23% | |
| 107 | MDLZMONDELEZ INTL INC | 18,495 | $1.1B | 0.22% | |
| 108 | PLTRPALANTIR TECHNOLOGIES INC | 14,600 | $1.1B | 0.22% | |
| 109 | SCHRSCHWAB STRATEGIC TR | 45,374 | $1.1B | 0.22% | |
| 110 | ZTSZOETIS INC | 6,705 | $1.1B | 0.22% | |
| 111 | VTEBVANGUARD MUN BD FDS | 21,667 | $1.1B | 0.22% | |
| 112 | 8CWCROWN CASTLE INC | 11,820 | $1.1B | 0.22% | |
| 113 | AMTAMERICAN TOWER CORP NEW | 5,840 | $1.1B | 0.22% | |
| 114 | UNPUNION PAC CORP | 4,665 | $1.1B | 0.21% | |
| 115 | APHAMPHENOL CORP NEW | 15,052 | $1.0B | 0.21% | |
| 116 | KLACKLA CORP | 1,653 | $1.0B | 0.21% | |
| 117 | COSTCOSTCO WHSL CORP NEW | 1,122 | $1.0B | 0.21% | |
| 118 | INTUINTUIT | 1,619 | $1.0B | 0.21% | |
| 119 | GSKGSK PLC | 29,397 | $994.2M | 0.20% | |
| 120 | TAT&T INC | 43,028 | $979.8M | 0.20% | |
| 121 | NVSNNOVARTIS AG | 9,769 | $950.6M | 0.19% | |
| 122 | SHVISHARES TR | 8,598 | $946.7M | 0.19% | |
| 123 | AMATAPPLIED MATLS INC | 5,807 | $944.3M | 0.19% | |
| 124 | IBMINTERNATIONAL BUSINESS MACHS | 4,289 | $942.8M | 0.19% | |
| 125 | MARMARRIOTT INTL INC NEW | 3,343 | $932.5M | 0.19% | |
| 126 | QCOMQUALCOMM INC | 6,059 | $930.8M | 0.19% | |
| 127 | MPCMARATHON PETE CORP | 6,655 | $928.4M | 0.19% | |
| 128 | AONAON PLC | 2,526 | $907.2M | 0.18% | |
| 129 | CATCATERPILLAR INC | 2,450 | $888.9M | 0.18% | |
| 130 | EPDENTERPRISE PRODS PARTNERS L | 27,521 | $863.0M | 0.17% | |
| 131 | SONYSONY GROUP CORP | 39,118 | $827.7M | 0.17% | |
| 132 | ENBENBRIDGE INC | 19,099 | $810.4M | 0.16% | |
| 133 | TTENTOTALENERGIES SE | 14,829 | $808.2M | 0.16% | |
| 134 | SNYSANOFI | 16,525 | $797.0M | 0.16% | |
| 135 | ORCLORACLE CORP | 4,754 | $792.2M | 0.16% | |
| 136 | DFAIDIMENSIONAL ETF TRUST | 24,775 | $723.4M | 0.15% | |
| 137 | VSTVISTRA CORP | 5,212 | $718.5M | 0.15% | |
| 138 | AQLTISHARES TR | 9,999 | $702.7M | 0.14% | |
| 139 | ADIANALOG DEVICES INC | 3,241 | $688.6M | 0.14% | |
| 140 | AROCARCHROCK INC | 27,217 | $677.4M | 0.14% | |
| 141 | PFEPFIZER INC | 25,508 | $676.7M | 0.14% | |
| 142 | RTXRTX CORPORATION | 5,778 | $668.7M | 0.14% | |
| 143 | SHOPSHOPIFY INC | 6,193 | $658.5M | 0.13% | |
| 144 | HLIHOULIHAN LOKEY INC | 3,766 | $653.9M | 0.13% | |
| 145 | CBRECBRE GROUP INC | 4,974 | $653.0M | 0.13% | |
| 146 | ENVXENOVIX CORPORATION | 59,975 | $651.9M | 0.13% | |
| 147 | RUSHARUSH ENTERPRISES INC | 11,896 | $651.8M | 0.13% | |
| 148 | IWFISHARES TR | 1,560 | $626.5M | 0.13% | |
| 149 | TRVTRAVELERS COMPANIES INC | 2,596 | $625.2M | 0.13% | |
| 150 | HDHOME DEPOT INC | 1,591 | $618.8M | 0.12% | |
| 151 | RGAREINSURANCE GRP OF AMERICA I | 2,804 | $598.9M | 0.12% | |
| 152 | CFCF INDS HLDGS INC | 7,002 | $597.4M | 0.12% | |
| 153 | MLB1MERCADOLIBRE INC | 348 | $591.8M | 0.12% | |
| 154 | DELLDELL TECHNOLOGIES INC | 5,112 | $589.1M | 0.12% | |
| 155 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 7,668 | $589.0M | 0.12% | |
| 156 | MOG/AMOOG INC | 2,981 | $586.8M | 0.12% | |
| 157 | RJFRAYMOND JAMES FINL INC | 3,690 | $573.1M | 0.12% | |
| 158 | GATXGATX CORP | 3,689 | $571.7M | 0.12% | |
| 159 | RRYDER SYS INC | 3,562 | $558.8M | 0.11% | |
| 160 | METMETLIFE INC | 6,777 | $554.9M | 0.11% | |
| 161 | INFYINFOSYS LTD | 25,092 | $550.0M | 0.11% | |
| 162 | ULUNILEVER PLC | 9,476 | $537.3M | 0.11% | |
| 163 | VTIVANGUARD INDEX FDS | 1,853 | $537.1M | 0.11% | |
| 164 | CRMSALESFORCE INC | 1,584 | $529.6M | 0.11% | |
| 165 | IEURISHARES TR | 9,805 | $529.2M | 0.11% | |
| 166 | IVWISHARES TR | 5,123 | $520.1M | 0.11% | |
| 167 | IRMIRON MTN INC DEL | 4,930 | $518.2M | 0.10% | |
| 168 | PGPROCTER AND GAMBLE CO | 3,039 | $509.4M | 0.10% | |
| 169 | SHYISHARES TR | 6,212 | $509.2M | 0.10% | |
| 170 | NDQINVESCO QQQ TR | 994 | $508.2M | 0.10% | |
| 171 | SHELSHELL PLC | 8,102 | $507.6M | 0.10% | |
| 172 | HPEHEWLETT PACKARD ENTERPRISE C | 23,408 | $499.8M | 0.10% | |
| 173 | INDAISHARES TR | 9,395 | $494.6M | 0.10% | |
| 174 | AMGNAMGEN INC | 1,888 | $492.2M | 0.10% | |
| 175 | GDXJVANECK ETF TRUST | 11,417 | $488.1M | 0.10% | |
| 176 | SNASNAP ON INC | 1,419 | $481.7M | 0.10% | |
| 177 | QUALISHARES TR | 2,688 | $478.7M | 0.10% | |
| 178 | MFCMANULIFE FINL CORP | 15,558 | $477.8M | 0.10% | |
| 179 | WWDWOODWARD INC | 2,863 | $476.4M | 0.10% | |
| 180 | TRPTC ENERGY CORP | 10,231 | $476.0M | 0.10% | |
| 181 | TDYTELEDYNE TECHNOLOGIES INC | 990 | $459.3M | 0.09% | |
| 182 | IUSBISHARES TR | 10,026 | $453.2M | 0.09% | |
| 183 | AZNASTRAZENECA PLC | 6,867 | $449.9M | 0.09% | |
| 184 | RSPINVESCO EXCHANGE TRADED FD T | 2,564 | $449.4M | 0.09% | |
| 185 | GGALGRUPO FINANCIERO GALICIA S.A | 7,175 | $447.1M | 0.09% | |
| 186 | DWXSPDR INDEX SHS FDS | 12,714 | $444.5M | 0.09% | |
| 187 | BMYBRISTOL-MYERS SQUIBB CO | 7,849 | $443.9M | 0.09% | |
| 188 | MBBISHARES TR | 4,837 | $443.4M | 0.09% | |
| 189 | DYNFBLACKROCK ETF TRUST | 8,517 | $436.5M | 0.09% | |
| 190 | YPFYPF SOCIEDAD ANONIMA | 10,264 | $436.3M | 0.09% | |
| 191 | LMTLOCKHEED MARTIN CORP | 890 | $432.4M | 0.09% | |
| 192 | CMICUMMINS INC | 1,236 | $430.8M | 0.09% | |
| 193 | MDTMEDTRONIC PLC | 5,324 | $425.2M | 0.09% | |
| 194 | ETRENTERGY CORP NEW | 5,580 | $423.1M | 0.09% | |
| 195 | SNOWSNOWFLAKE INC | 2,678 | $413.5M | 0.08% | |
| 196 | MSCIMSCI INC | 689 | $413.4M | 0.08% | |
| 197 | BMABANCO MACRO SA | 4,260 | $412.2M | 0.08% | |
| 198 | NGGNATIONAL GRID PLC | 6,826 | $405.6M | 0.08% | |
| 199 | QSRRESTAURANT BRANDS INTL INC | 6,161 | $401.6M | 0.08% | |
| 200 | RYROYAL BK CDA | 3,310 | $398.9M | 0.08% |