Beverly Hills Private Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Beverly Hills Private Wealth, LLC reported 330 stock positions worth $491.9 million. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Microsoft (MSFT, 3.9%) and Nvidia (NVDA, 2.8%). Compared with Q3 2024, it opened 22 new positions, sold out of 25, added to 108 and reduced 191. The biggest buy was a new position in BlackRock (BLK) and the biggest sale Goldman Sachs Ultra Short Bo (GSST, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001965710
- Portfolio Value
- $491.9M (Q4 2024)
- SEC Filing
- 0001085146-25-001381 ↗ filed Feb 14, 2025
Holdings Value
Holdings 330 stocks · $491.9M
| AAPL Apple Inc. | 5.87% | 115,347 | $28.9M | Add +0.3% |
| MSFT Microsoft Corp. | 3.90% | 45,546 | $19.2M | Add +0.6% |
| NVDA Nvidia Corp. | 2.81% | 102,854 | $13.8M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 2.65% | 54,315 | $13.0M | Add +17.9% |
| AMZN Amazon.com Inc. | 2.56% | 57,483 | $12.6M | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.54% | 27,578 | $12.5M | Add +5.8% |
| VGSH Vanguard Short-Term Treasury | 1.86% | 157,612 | $9.2M | Reduce -10.2% |
| VGIT Vanguard Intermediate-Term T | 1.67% | 141,662 | $8.2M | Add +23.6% |
| PM Philip Morris International | 1.63% | 66,720 | $8.0M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.54% | 12,948 | $7.6M | Add +2.8% |
| GBIL Goldman Sachs Access Treasur | 1.47% | 72,382 | $7.2M | Reduce -10.2% |
| AVGO Broadcom Inc. | 1.43% | 30,292 | $7.0M | Reduce -16.1% |
| GOOG Alphabet Inc. Class C | 1.29% | 33,409 | $6.4M | Add +5.0% |
| SCHW Schwab (charles) Corp. | 1.28% | 85,310 | $6.3M | Add +7.3% |
| JAAA Janus Henderson Aaa Clo ETF | 1.23% | 119,094 | $6.0M | Reduce -7.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.16% | 28,803 | $5.7M | Add +5.6% |
| CMCSA Comcast Corp. Class A | 1.06% | 139,175 | $5.2M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 1.04% | 10,108 | $5.1M | Add +9.4% |
| V Visa Inc. Class A | 0.95% | 14,825 | $4.7M | Add +5.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.93% | 100,581 | $4.6M | Reduce -3.3% |
| IVV iShares Core S&P 500 ETF | 0.90% | 7,512 | $4.4M | Add +8.0% |
| VZ Verizon Communications Inc. | 0.89% | 108,922 | $4.4M | Reduce -3.8% |
| ELV Elevance Health Inc. | 0.88% | 11,797 | $4.4M | Add +26.3% |
| PEP Pepsico Inc. | 0.88% | 28,325 | $4.3M | Add +5.4% |
| BLK BlackRock Inc. | 0.85% | 4,082 | $4.2M | New |
| KR Kroger Co. | 0.85% | 68,094 | $4.2M | Add +11.2% |
| LOW Lowe's Cos Inc. | 0.84% | 16,763 | $4.1M | Reduce -1.9% |
| SW Smurfit Westrock PLC | 0.83% | 76,152 | $4.1M | Add +37.0% |
| CVX Chevron Corp. | 0.76% | 25,928 | $3.8M | Reduce -3.5% |
| JNJ Johnson & Johnson | 0.74% | 25,309 | $3.7M | Reduce -3.3% |
| TXN Texas Instruments Inc. | 0.72% | 18,923 | $3.5M | Reduce -3.9% |
| MCD McDonald's Corp. | 0.71% | 12,115 | $3.5M | Add +10.6% |
| CBL CBL & Associates Properties | 0.71% | 118,583 | $3.5M | Add +21.1% |
| ACI Albertsons Cos Inc. Class A | 0.71% | 176,713 | $3.5M | Add +10.3% |
| SF Stifel Financial Corp. | 0.68% | 31,417 | $3.3M | Add +4.6% |
| ET Energy Transfer LP | 0.67% | 169,256 | $3.3M | Add +0.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.63% | 36,155 | $3.1M | Add +20.7% |
| WMT Walmart Inc. | 0.63% | 34,368 | $3.1M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.63% | 28,797 | $3.1M | Reduce -0.6% |
| NWS News Corp. Class B | 0.62% | 100,793 | $3.1M | Add +6.1% |
| CSCO Cisco Systems Inc. | 0.62% | 51,494 | $3.0M | Reduce -3.1% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.62% | 147,253 | $3.0M | Add +7.0% |
| GNMA iShares Gnma Bond ETF | 0.61% | 70,086 | $3.0M | Add +19.6% |
| PGR Progressive Corp. | 0.59% | 12,071 | $2.9M | Reduce -3.4% |
| DTF DTF Tax-Free Income 2028 Ter | 0.57% | 248,947 | $2.8M | Add +146.7% |
| KYN Kayne Anderson Energy Infra | 0.56% | 214,795 | $2.7M | Reduce -1.6% |
| SU Suncor Energy Inc. | 0.54% | 74,653 | $2.7M | Add +4.8% |
| APD Air Products & Chemicals Inc. | 0.54% | 9,183 | $2.7M | Reduce -2.6% |
| ABBV Abbvie Inc. | 0.53% | 14,732 | $2.6M | Add +2.0% |
| MRK Merck & Co. Inc. | 0.52% | 25,781 | $2.6M | Reduce -13.9% |
| CLIP Global X 1-3 Month T-Bill | 0.51% | 25,000 | $2.5M | Add +121.6% |
| MSI Motorola Solutions Inc. | 0.50% | 5,277 | $2.4M | Reduce -6.1% |
| SBUX Starbucks Corp. | 0.49% | 26,575 | $2.4M | Reduce -8.4% |
| LIN Linde PLC | 0.48% | 5,675 | $2.4M | Reduce -2.0% |
| AIV Apartment Invt & Mgmt Co. Class A | 0.47% | 255,451 | $2.3M | Add +10.8% |
| AXP American Express Co. | 0.45% | 7,521 | $2.2M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 0.45% | 11,769 | $2.2M | Add +2.5% |
| MA Mastercard Inc. Class A | 0.45% | 4,229 | $2.2M | Reduce -0.8% |
| NOC Northrop Grumman Corp. | 0.45% | 4,738 | $2.2M | Reduce -0.8% |
| PYPL PayPal Holdings Inc. | 0.44% | 25,634 | $2.2M | Add +5.2% |
| DEO Diageo PLC-Sponsored ADR | 0.44% | 17,199 | $2.2M | Reduce -2.1% |
| MS Morgan Stanley | 0.44% | 17,374 | $2.2M | Reduce -26.5% |
| CVE Cenovus Energy Inc. | 0.44% | 143,885 | $2.2M | Add +10.7% |
| PAYX Paychex Inc. | 0.44% | 15,461 | $2.2M | Reduce -4.0% |
| PKG Packaging Corp. of America | 0.44% | 9,628 | $2.2M | Reduce -45.0% |
| NSC Norfolk Southern Corp. | 0.44% | 9,192 | $2.2M | Reduce -4.4% |
| FIS Fidelity National Info Serv | 0.42% | 25,856 | $2.1M | Reduce -3.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.42% | 3 | $2.0M | Reduce -25.0% |
| ETN Eaton Corp. PLC | 0.41% | 6,149 | $2.0M | Reduce -2.5% |
| ACN Accenture PLC Class A | 0.41% | 5,695 | $2.0M | Reduce -3.4% |
| FAST Fastenal Co. | 0.40% | 27,200 | $2.0M | Reduce -3.6% |
| BDX Becton Dickinson and Co. | 0.40% | 8,570 | $1.9M | Add +9.6% |
| FTAI Ftai Aviation Ltd. | 0.39% | 13,191 | $1.9M | Reduce -6.5% |
| BABA Alibaba Group Holding-SP ADR | 0.39% | 22,398 | $1.9M | Reduce -0.7% |
| NEE Nextera Energy Inc. | 0.38% | 26,108 | $1.9M | Reduce -1.9% |
| PHG Koninklijke Philips NVR- NY | 0.37% | 72,537 | $1.8M | Add +8.3% |
| GDX Vaneck Gold Miners ETF | 0.36% | 52,733 | $1.8M | Add +0.3% |
| AER Aercap Holdings NV | 0.36% | 18,640 | $1.8M | Add +11.7% |
| OPY Oppenheimer Holdings Class A | 0.36% | 27,271 | $1.7M | Add +3.3% |
| ABT Abbott Laboratories | 0.35% | 15,321 | $1.7M | Reduce -3.1% |
| MO Altria Group Inc. | 0.35% | 32,888 | $1.7M | Reduce -2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 14,128 | $1.7M | Reduce -2.7% |
| PCAR Paccar Inc. | 0.35% | 16,333 | $1.7M | Reduce -15.2% |
| EDV Vanguard Extended Dur Treas | 0.33% | 24,206 | $1.6M | New |
| WEC WEC Energy Group Inc. | 0.33% | 17,327 | $1.6M | Reduce -4.5% |
| TEL Te Connectivity PLC | 0.32% | 11,103 | $1.6M | Add +61.2% |
| MRSH Marsh & McLennan Cos | 0.32% | 7,406 | $1.6M | Reduce -2.3% |
| MCK McKesson Corp. | 0.31% | 2,651 | $1.5M | Add +8.1% |
| HPQ HP Inc. | 0.30% | 45,729 | $1.5M | Add +0.8% |
| TT Trane Technologies PLC | 0.30% | 4,022 | $1.5M | Reduce -3.4% |
| D Dominion Energy Inc. | 0.30% | 27,497 | $1.5M | Add +10.2% |
| CINF Cincinnati Financial Corp. | 0.29% | 10,094 | $1.5M | Reduce -3.5% |
| UPS United Parcel Service Class B | 0.29% | 11,438 | $1.4M | Reduce -8.0% |
| PLD Prologis Inc. | 0.29% | 13,607 | $1.4M | Reduce -4.6% |
| HON Honeywell International Inc. | 0.29% | 6,252 | $1.4M | Reduce -4.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.28% | 18,227 | $1.4M | Add +1.4% |
| NBXG Neuberger Next Generation Co. | 0.28% | 109,482 | $1.4M | Reduce -4.8% |
| RING iShares MSCI Global Gold Min | 0.27% | 47,782 | $1.3M | Add +20.7% |
| EMBJ Embraer SA-Spon ADR | 0.27% | 36,292 | $1.3M | Add +3.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 29,302 | $1.3M | Reduce -19.7% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $3.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| EL PASO ENERGY CAP TRST (KMI 4.75 03/31/28) | PFD CV TR SEC 28 | 54,553 | $2.6M | Add +14.0% |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | 10,321 | $281K | Add +4.3% |
| CVE.WS Cenovus Energy Inc. -CW26 | *W EXP 01/01/202 | 25,911 | $274K | Add +2.5% |
Total filed on the 13F, all lines: $495.1M.
Portfolio Sells Q3 2024 → Q4 2024
| GSST Goldman Sachs Ultra Short Bo | Reduce -88.9% | 0.06% | −0.45 |
| XDCFX BNYM Alcentra GLBL CRDT 2024 | Sold out | 0.00% | −0.41 |
| PKG Packaging Corp. of America | Reduce -45.0% | 0.44% | −0.33 |
| VGSH Vanguard Short-Term Treasury | Reduce -10.2% | 1.86% | −0.25 |
| VTEC Vanguard Ca Tax-Ex Bond | Sold out | 0.00% | −0.21 |
| GBIL Goldman Sachs Access Treasur | Reduce -10.2% | 1.47% | −0.18 |
| IBTH iShares Ibonds Dec 2027 Term | Sold out | 0.00% | −0.18 |
| MRK Merck & Co. Inc. | Reduce -13.9% | 0.52% | −0.17 |
| XHTAX Invesco Hi Inc. 2024 TRGT TRM | Sold out | 0.00% | −0.16 |
| VZ Verizon Communications Inc. | Reduce -3.8% | 0.89% | −0.15 |
| KB KB Financial Group Inc.-ADR | Sold out | 0.00% | −0.15 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -25.0% | 0.42% | −0.15 |
| DWX State Street SPDR S&P Intern | Reduce -56.6% | 0.09% | −0.14 |
| VST Vistra Corp. | Reduce -55.3% | 0.15% | −0.14 |
| RUSHA Rush Enterprises Inc. Class A | Reduce -52.2% | 0.13% | −0.14 |
| JNJ Johnson & Johnson | Reduce -3.3% | 0.74% | −0.12 |
| BCE Bce Inc. | Sold out | 0.00% | −0.12 |
| TXN Texas Instruments Inc. | Reduce -3.9% | 0.72% | −0.11 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -7.4% | 1.23% | −0.11 |
| LOW Lowe's Cos Inc. | Reduce -1.9% | 0.84% | −0.10 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.7% | 0.39% | −0.10 |
| CCI Crown Castle Inc. | Reduce -7.3% | 0.22% | −0.09 |
| SBUX Starbucks Corp. | Reduce -8.4% | 0.49% | −0.08 |
| LIN Linde PLC | Reduce -2.0% | 0.48% | −0.08 |
| MPWR Monolithic Power Systems Inc. | Reduce -24.1% | 0.07% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -14.0% | 0.23% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -1.9% | 0.38% | −0.08 |
| DFAI Dimensional International Co. | Reduce -27.7% | 0.15% | −0.08 |
| PLD Prologis Inc. | Reduce -4.6% | 0.29% | −0.07 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -3.3% | 0.93% | −0.07 |
| QGEN Qiagen NV | Sold out | 0.00% | −0.07 |
| AMT American Tower Corp. | Reduce -3.5% | 0.22% | −0.07 |
| GM General Motors Co. | Reduce -34.0% | 0.25% | −0.07 |
| KEY Keycorp | Sold out | 0.00% | −0.07 |
| NOC Northrop Grumman Corp. | Reduce -0.8% | 0.45% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 0.63% | −0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -37.1% | 0.09% | −0.06 |
| MELI MercadoLibre Inc. | Reduce -19.1% | 0.12% | −0.06 |
| TGT Target Corp. | Sold out | 0.00% | −0.06 |
| PGR Progressive Corp. | Reduce -3.4% | 0.59% | −0.06 |
| MS Morgan Stanley | Reduce -26.5% | 0.44% | −0.06 |
| DEO Diageo PLC-Sponsored ADR | Reduce -2.1% | 0.44% | −0.06 |
| SNY Sanofi-ADR | Reduce -11.6% | 0.16% | −0.06 |
| NVS Novartis AG-Sponsored ADR | Reduce -8.4% | 0.19% | −0.06 |
| IRM Iron Mountain Inc. | Reduce -25.9% | 0.11% | −0.06 |
| BTI British American Tob-SP ADR | Reduce -50.5% | 0.05% | −0.05 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.05 |
| UPS United Parcel Service Class B | Reduce -8.0% | 0.29% | −0.05 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.05 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| BLK BlackRock Inc. | New | 0.85% | +0.85 |
| JPM JPMorgan Chase & Co. | Add +17.9% | 2.65% | +0.66 |
| AAPL Apple Inc. | Add +0.3% | 5.87% | +0.41 |
| AMZN Amazon.com Inc. | Add +1.2% | 2.56% | +0.40 |
| DTF DTF Tax-Free Income 2028 Ter | Add +146.7% | 0.57% | +0.34 |
| EDV Vanguard Extended Dur Treas | New | 0.33% | +0.33 |
| CLIP Global X 1-3 Month T-Bill | Add +121.6% | 0.51% | +0.28 |
| SW Smurfit Westrock PLC | Add +37.0% | 0.83% | +0.27 |
| VGIT Vanguard Intermediate-Term T | Add +23.6% | 1.67% | +0.26 |
| SCHW Schwab (charles) Corp. | Add +7.3% | 1.28% | +0.23 |
| SCHR Schwab Intermediate-Term US | New | 0.22% | +0.22 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.22% | +0.22 |
| GOOG Alphabet Inc. Class C | Add +5.0% | 1.29% | +0.21 |
| CBL CBL & Associates Properties | Add +21.1% | 0.71% | +0.21 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.6% | 1.16% | +0.19 |
| V Visa Inc. Class A | Add +5.7% | 0.95% | +0.17 |
| KR Kroger Co. | Add +11.2% | 0.85% | +0.13 |
| ET Energy Transfer LP | Add +0.8% | 0.67% | +0.12 |
| TEL Te Connectivity PLC | Add +61.2% | 0.32% | +0.11 |
| T AT&T Inc. | Add +102.9% | 0.20% | +0.10 |
| SF Stifel Financial Corp. | Add +4.6% | 0.68% | +0.10 |
| ACI Albertsons Cos Inc. Class A | Add +10.3% | 0.71% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.8% | 2.54% | +0.09 |
| NWS News Corp. Class B | Add +6.1% | 0.62% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +8.0% | 0.90% | +0.08 |
| OPY Oppenheimer Holdings Class A | Add +3.3% | 0.36% | +0.08 |
| GNMA iShares Gnma Bond ETF | Add +19.6% | 0.61% | +0.08 |
| GSK GSK PLC-Spon ADR | Add +94.6% | 0.20% | +0.08 |
| META Meta Platforms Inc. Class A | Add +2.8% | 1.54% | +0.07 |
| NI Nisource Inc. | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 0.45% | +0.06 |
| HDV iShares Core High Dividend E | New | 0.06% | +0.06 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | New | 0.06% | +0.06 |
| SIL Global X Silver Miners ETF | New | 0.06% | +0.06 |
| MCK McKesson Corp. | Add +8.1% | 0.31% | +0.06 |
| PYPL PayPal Holdings Inc. | Add +5.2% | 0.44% | +0.06 |
| SE Sea Ltd.-ADR | New | 0.06% | +0.06 |
| VRNA Verona Pharma Ltd. | New | 0.05% | +0.05 |
| WTFC Wintrust Financial Corp. | New | 0.05% | +0.05 |
| KMI Kinder Morgan Inc. | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | New | 0.05% | +0.05 |
| AIV Apartment Invt & Mgmt Co. Class A | Add +10.8% | 0.47% | +0.05 |
| CB Chubb Ltd. | New | 0.05% | +0.05 |
| XLV SS Health Care Select Sector | New | 0.05% | +0.05 |
| TEVA Teva Pharmaceutical-SP ADR | New | 0.04% | +0.04 |
| TPZ Tort Electf Infra ETF-Usd Inc. | New | 0.04% | +0.04 |
| SNOW Snowflake Inc. | Add +44.4% | 0.08% | +0.04 |
| AER Aercap Holdings NV | Add +11.7% | 0.36% | +0.04 |
| ERIC Ericsson (lm) Tel-SP ADR | New | 0.04% | +0.04 |
| INFY Infosys Ltd.-SP ADR | Add +52.0% | 0.11% | +0.04 |
Notes & Other Activity Q3 2024 → Q4 2024
| EL PASO ENERGY CAP TRST (KMI 4.75 03/31/28) | PFD CV TR SEC 28 | Add +14.0% | 54,553 | $2.6M |
| KIMCO REALTY CORP (KIM 7.25 PERP N) | DP CV CL N 7.25% | Sold out | 27,040 | $1.7Mbefore exit |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | Add +4.3% | 10,321 | $281K |
| CVE.WS Cenovus Energy Inc. -CW26 | *W EXP 01/01/202 | Add +2.5% | 25,911 | $274K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 244 | $513.7M | AAPL, NVDA, AMZN, MSFT, VGIT |
| Q1 2026 | 339 | $591.5M | AAPL, MSFT, NVDA, JPM, AMZN |
| Q4 2025Amended | 326 | $575.3M | AAPL, MSFT, ACWI, NVDA, JPM |
| Q3 2025 | 336 | $559.3M | AAPL, MSFT, NVDA, JPM, AMZN |
| Q2 2025 | 333 | $527.3M | MSFT, AAPL, JPM, NVDA, AMZN |
| Q1 2025 | 333 | $501.3M | AAPL, MSFT, BRK.B, JPM, AMZN |
| Q4 2024 | 330 | $491.9M | AAPL, MSFT, NVDA, JPM, AMZN |
| Q3 2024 | 333 | $490.3M | AAPL, MSFT, NVDA, BRK.B, AMZN |
| Q2 2024 | 343 | $457.1M | AAPL, MSFT, NVDA, BRK.B, JPM |
| Q1 2024 | 351 | $430.5M | AAPL, MSFT, NVDA, BRK.B, JPM |