Beverly Hills Private Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BH Beverly Hills Private Wealth, LLC | Institutional Filer | ▲ 6.30% | $600.3M | 343 |
Current Portfolio Holdings
Showing all 343 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 100K | $25.4M | 4.24% |
| 2 | MSFT | Microsoft Corporation | Technology | 49K | $18.1M | 3.02% |
| 3 | NVDA | NVIDIA Corporation | Technology | 86K | $15.1M | 2.51% |
| 4 | JPM | JPMorgan Chase & Co. | Financial Services | 46K | $13.7M | 2.28% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 65K | $13.6M | 2.26% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | — | 198K | $11.8M | 1.97% |
| 7 | SCHW | The Charles Schwab Corporation | Financial Services | 121K | $11.3M | 1.89% |
| 8 | META | Meta Platforms, Inc. | Technology | 18K | $10.1M | 1.68% |
| 9 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 29K | $9.8M | 1.63% |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | — | 164K | $9.6M | 1.60% |
| 11 | VZ | Verizon Communications Inc. | Communication Services | 190K | $9.6M | 1.59% |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 20K | $9.5M | 1.59% |
| 13 | PM | Philip Morris International Inc. | Consumer Defensive | 57K | $9.4M | 1.57% |
| 14 | CBL | CBL & Associates Properties, Inc. | Real Estate | 227K | $8.7M | 1.45% |
| 15 | V | Visa Inc. | Financial Services | 27K | $8.2M | 1.37% |
Showing 1 to 15 of 343 holdings