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)

#StockSharesValue% PortfolioType
301
PSAPUBLIC STORAGE OPER CO
778$233.0M0.05%
302
CBCHUBB LIMITED
836$231.0M0.05%
303
IVEISHARES TR
1,209$230.8M0.05%
304
JT5MUELLER WTR PRODS INC
10,228$230.1M0.05%
305
OMCOMNICOM GROUP INC
2,618$225.3M0.05%
306
CNCCENTENE CORP DEL
3,694$223.8M0.05%
307
JMSTJ P MORGAN EXCHANGE TRADED F
4,409$223.6M0.05%
308
XLVSELECT SECTOR SPDR TR
1,616$222.3M0.04%
309
ERIIENERGY RECOVERY INC
15,000$220.5M0.04%
310
ALLYALLY FINL INC
6,043$217.6M0.04%
311
PPLPEMBINA PIPELINE CORP
5,804$214.4M0.04%
312
TEVATEVA PHARMACEUTICAL INDS LTD
9,657$212.8M0.04%
313
HIIHUNTINGTON INGALLS INDS INC
1,118$211.3M0.04%
314
BCSBARCLAYS PLC
15,666$208.2M0.04%
315
BBVABANCO BILBAO VIZCAYA ARGENTA
21,374$207.8M0.04%
316
ALBALBEMARLE CORP
2,411$207.5M0.04%
317
TPZTORTOISE CAPITAL SERIES TRUS
10,320$207.1M0.04%
318
SMFGSUMITOMO MITSUI FINL GROUP I
14,246$206.4M0.04%
319
SHWSHERWIN WILLIAMS CO
605$205.7M0.04%
320
HAMHARMONY GOLD MINING CO LTD
22,624$185.7M0.04%
321
ERICTELEFONAKTIEBOLAGET LM ERICS
22,563$181.9M0.04%
322
LYGLLOYDS BANKING GROUP PLC
65,159$177.2M0.04%
323
PAAPLAINS ALL AMERN PIPELINE L
10,315$176.2M0.04%
324
TIGRUP FINTECH HLDG LTD
26,785$173.0M0.03%
325
INGING GROEP N.V.
10,246$160.6M0.03%
326
MYGNMYRIAD GENETICS INC
11,229$153.9M0.03%
327
CHICALAMOS CONV OPPORTUNITIES &
10,820$129.2M0.03%
328
AEGAEGON LTD
21,856$128.7M0.03%
329
SLVPISHARES INC
10,827$124.9M0.03%
330
WOOFPETCO HEALTH & WELLNESS CO I
28,400$108.2M0.02%
331
RLJRLJ LODGING TR
10,515$107.4M0.02%
332
VIVTELEFONICA BRASIL SA
12,609$95.2M0.02%
333
BHRBRAEMAR HOTELS & RESORTS INC
10,926$32.8M0.01%
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