Beverly Hills Private Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Beverly Hills Private Wealth, LLC reported 333 stock positions worth $501.3 million. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by Microsoft (MSFT, 3.4%) and Berkshire Hathaway Class B (BRK.B, 2.9%). Compared with Q4 2024, it opened 17 new positions, sold out of 14, added to 167 and reduced 133. The biggest buy was Philip Morris International (PM, shares +2%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001965710
- Portfolio Value
- $501.3M (Q1 2025)
- SEC Filing
- 0001085146-25-002465 ↗ filed Apr 30, 2025
Holdings Value
Holdings 333 stocks · $501.3M
| AAPL Apple Inc. | 5.03% | 113,559 | $25.2M | Reduce -1.6% |
| MSFT Microsoft Corp. | 3.45% | 46,051 | $17.3M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.87% | 26,998 | $14.4M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 2.65% | 54,080 | $13.3M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 2.25% | 59,171 | $11.3M | Add +2.9% |
| VGIT Vanguard Intermediate-Term T | 2.18% | 183,807 | $10.9M | Add +29.8% |
| PM Philip Morris International | 2.15% | 67,907 | $10.8M | Add +1.8% |
| VGSH Vanguard Short-Term Treasury | 2.11% | 179,852 | $10.6M | Add +14.1% |
| NVDA Nvidia Corp. | 2.07% | 95,553 | $10.4M | Reduce -7.1% |
| META Meta Platforms Inc. Class A | 1.53% | 13,300 | $7.7M | Add +2.7% |
| SCHW Schwab (charles) Corp. | 1.47% | 93,943 | $7.4M | Add +10.1% |
| GBIL Goldman Sachs Access Treasur | 1.31% | 65,667 | $6.6M | Reduce -9.3% |
| VZ Verizon Communications Inc. | 1.22% | 134,651 | $6.1M | Add +23.6% |
| ELV Elevance Health Inc. | 1.18% | 13,552 | $5.9M | Add +14.9% |
| UNH Unitedhealth Group Inc. | 1.11% | 10,655 | $5.6M | Add +5.4% |
| CMCSA Comcast Corp. Class A | 1.08% | 147,249 | $5.4M | Add +5.8% |
| V Visa Inc. Class A | 1.06% | 15,218 | $5.3M | Add +2.6% |
| JAAA Janus Henderson Aaa Clo ETF | 1.01% | 99,630 | $5.1M | Reduce -16.3% |
| GOOG Alphabet Inc. Class C | 1.01% | 32,270 | $5.0M | Reduce -3.4% |
| PEP Pepsico Inc. | 1.00% | 33,418 | $5.0M | Add +18.0% |
| KR Kroger Co. | 0.98% | 72,660 | $4.9M | Add +6.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.98% | 29,478 | $4.9M | Add +2.3% |
| AVGO Broadcom Inc. | 0.96% | 28,630 | $4.8M | Reduce -5.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.87% | 94,647 | $4.4M | Reduce -5.9% |
| CVX Chevron Corp. | 0.87% | 26,013 | $4.4M | Add +0.3% |
| GNMA iShares Gnma Bond ETF | 0.86% | 98,695 | $4.3M | Add +40.8% |
| ACI Albertsons Cos Inc. Class A | 0.86% | 196,880 | $4.3M | Add +11.4% |
| JNJ Johnson & Johnson | 0.84% | 25,519 | $4.2M | Add +0.8% |
| BLK BlackRock Inc. | 0.77% | 4,088 | $3.9M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.77% | 6,860 | $3.9M | Reduce -8.7% |
| LOW Lowe's Cos Inc. | 0.75% | 16,197 | $3.8M | Reduce -3.4% |
| MCD McDonald's Corp. | 0.75% | 12,051 | $3.8M | Reduce -0.5% |
| SW Smurfit Westrock PLC | 0.75% | 83,146 | $3.7M | Add +9.2% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.73% | 173,181 | $3.7M | Add +17.6% |
| CBL CBL & Associates Properties | 0.69% | 129,344 | $3.4M | Add +9.1% |
| DTF DTF Tax-Free Income 2028 Ter | 0.68% | 306,088 | $3.4M | Add +22.9% |
| TXN Texas Instruments Inc. | 0.67% | 18,562 | $3.3M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.66% | 27,793 | $3.3M | Reduce -3.5% |
| NWS News Corp. Class B | 0.66% | 108,562 | $3.3M | Add +7.7% |
| SF Stifel Financial Corp. | 0.65% | 34,683 | $3.3M | Add +10.4% |
| ET Energy Transfer LP | 0.64% | 171,226 | $3.2M | Add +1.2% |
| CSCO Cisco Systems Inc. | 0.63% | 51,310 | $3.2M | Reduce -0.4% |
| PGR Progressive Corp. | 0.62% | 10,914 | $3.1M | Reduce -9.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.60% | 43,203 | $3.0M | Add +19.5% |
| ABBV Abbvie Inc. | 0.57% | 13,716 | $2.9M | Reduce -6.9% |
| WMT Walmart Inc. | 0.57% | 32,454 | $2.8M | Reduce -5.6% |
| EDV Vanguard Extended Dur Treas | 0.56% | 39,225 | $2.8M | Add +62.0% |
| SU Suncor Energy Inc. | 0.53% | 68,420 | $2.6M | Reduce -8.3% |
| APD Air Products & Chemicals Inc. | 0.52% | 8,858 | $2.6M | Reduce -3.5% |
| SBUX Starbucks Corp. | 0.52% | 26,559 | $2.6M | Reduce -0.1% |
| GDX Vaneck Gold Miners ETF | 0.51% | 55,498 | $2.6M | Add +5.2% |
| KYN Kayne Anderson Energy Infra | 0.50% | 195,310 | $2.5M | Reduce -9.1% |
| LIN Linde PLC | 0.49% | 5,301 | $2.5M | Reduce -6.6% |
| AIV Apartment Invt & Mgmt Co. Class A | 0.48% | 275,594 | $2.4M | Add +7.9% |
| GOOGL Alphabet Inc. Class A | 0.48% | 15,643 | $2.4M | Add +32.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.48% | 3 | $2.4M | No change |
| AER Aercap Holdings NV | 0.47% | 23,203 | $2.4M | Add +24.5% |
| NOC Northrop Grumman Corp. | 0.47% | 4,621 | $2.4M | Reduce -2.5% |
| PAYX Paychex Inc. | 0.47% | 15,330 | $2.4M | Reduce -0.8% |
| CVE Cenovus Energy Inc. | 0.47% | 169,173 | $2.4M | Add +17.6% |
| BABA Alibaba Group Holding-SP ADR | 0.46% | 17,469 | $2.3M | Reduce -22.0% |
| MA Mastercard Inc. Class A | 0.46% | 4,189 | $2.3M | Reduce -0.9% |
| WEX Wex Inc. | 0.45% | 14,395 | $2.3M | Add +726.4% |
| CLIP Global X 1-3 Month T-Bill | 0.44% | 22,155 | $2.2M | Reduce -11.4% |
| MSI Motorola Solutions Inc. | 0.44% | 5,050 | $2.2M | Reduce -4.3% |
| BDX Becton Dickinson and Co. | 0.43% | 9,482 | $2.2M | Add +10.6% |
| NSC Norfolk Southern Corp. | 0.43% | 9,022 | $2.1M | Reduce -1.9% |
| AXP American Express Co. | 0.40% | 7,503 | $2.0M | Reduce -0.2% |
| PHG Koninklijke Philips NVR- NY | 0.40% | 79,162 | $2.0M | Add +9.1% |
| FAST Fastenal Co. | 0.40% | 25,784 | $2.0M | Reduce -5.2% |
| DEO Diageo PLC-Sponsored ADR | 0.40% | 18,932 | $2.0M | Add +10.1% |
| MO Altria Group Inc. | 0.39% | 32,461 | $1.9M | Reduce -1.3% |
| ABT Abbott Laboratories | 0.39% | 14,679 | $1.9M | Reduce -4.2% |
| MCK McKesson Corp. | 0.38% | 2,845 | $1.9M | Add +7.3% |
| FIS Fidelity National Info Serv | 0.38% | 25,612 | $1.9M | Reduce -0.9% |
| PYPL PayPal Holdings Inc. | 0.37% | 28,508 | $1.9M | Add +11.2% |
| WEC WEC Energy Group Inc. | 0.37% | 17,043 | $1.9M | Reduce -1.6% |
| NEE Nextera Energy Inc. | 0.36% | 25,470 | $1.8M | Reduce -2.4% |
| MRSH Marsh & McLennan Cos | 0.35% | 7,146 | $1.7M | Reduce -3.5% |
| OPY Oppenheimer Holdings Class A | 0.35% | 29,030 | $1.7M | Add +6.5% |
| ACN Accenture PLC Class A | 0.34% | 5,497 | $1.7M | Reduce -3.5% |
| PCAR Paccar Inc. | 0.34% | 17,501 | $1.7M | Add +7.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 13,567 | $1.7M | Reduce -4.0% |
| HPQ HP Inc. | 0.32% | 58,113 | $1.6M | Add +27.1% |
| D Dominion Energy Inc. | 0.32% | 28,511 | $1.6M | Add +3.7% |
| RING iShares MSCI Global Gold Min | 0.31% | 40,928 | $1.6M | Reduce -14.3% |
| ETN Eaton Corp. PLC | 0.31% | 5,767 | $1.6M | Reduce -6.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.31% | 18,543 | $1.6M | Add +1.7% |
| TEL Te Connectivity PLC | 0.30% | 10,690 | $1.5M | Reduce -3.7% |
| PLD Prologis Inc. | 0.30% | 13,287 | $1.5M | Reduce -2.4% |
| PKG Packaging Corp. of America | 0.30% | 7,495 | $1.5M | Reduce -22.1% |
| CINF Cincinnati Financial Corp. | 0.29% | 9,939 | $1.5M | Reduce -1.5% |
| NBXG Neuberger Next Generation Co. | 0.29% | 117,533 | $1.4M | Add +7.3% |
| ALX Alexander's Inc. | 0.28% | 6,632 | $1.4M | New |
| TT Trane Technologies PLC | 0.27% | 4,016 | $1.4M | Reduce -0.1% |
| GLW Corning Inc. | 0.27% | 29,362 | $1.3M | New |
| MS Morgan Stanley | 0.26% | 11,344 | $1.3M | Reduce -34.7% |
| UBS UBS Group AG-Reg | 0.26% | 42,830 | $1.3M | Add +6.8% |
| MGM MGM Resorts International | 0.26% | 44,235 | $1.3M | New |
| T AT&T Inc. | 0.26% | 46,335 | $1.3M | Add +7.7% |
Options reported separately and not counted above: SCHW calls ($227K), IP puts ($213K).
Other holdings (3): bonds, preferreds, convertibles and warrants · $3.9M (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 | 64,924 | $3.2M | Add +19.0% |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | 16,175 | $485K | Add +56.7% |
| CVE.WS Cenovus Energy Inc. -CW26 | *W EXP 01/01/202 | 25,911 | $247K | No change |
Total filed on the 13F, all lines: $505.2M.
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -1.6% | 5.03% | −0.84 |
| NVDA Nvidia Corp. | Reduce -7.1% | 2.07% | −0.74 |
| AVGO Broadcom Inc. | Reduce -5.5% | 0.96% | −0.47 |
| MRK Merck & Co. Inc. | Reduce -75.7% | 0.11% | −0.41 |
| GOOG Alphabet Inc. Class C | Reduce -3.4% | 1.01% | −0.29 |
| FTAI Ftai Aviation Ltd. | Reduce -57.9% | 0.12% | −0.26 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -16.3% | 1.01% | −0.22 |
| MS Morgan Stanley | Reduce -34.7% | 0.26% | −0.18 |
| GBIL Goldman Sachs Access Treasur | Reduce -9.3% | 1.31% | −0.16 |
| GM General Motors Co. | Reduce -56.0% | 0.09% | −0.15 |
| PKG Packaging Corp. of America | Reduce -22.1% | 0.30% | −0.14 |
| IVV iShares Core S&P 500 ETF | Reduce -8.7% | 0.77% | −0.13 |
| ETN Eaton Corp. PLC | Reduce -6.2% | 0.31% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -3.4% | 0.75% | −0.09 |
| RUSHA Rush Enterprises Inc. Class A | Reduce -57.5% | 0.05% | −0.08 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.07 |
| ACN Accenture PLC Class A | Reduce -3.5% | 0.34% | −0.07 |
| CLIP Global X 1-3 Month T-Bill | Reduce -11.4% | 0.44% | −0.06 |
| WMT Walmart Inc. | Reduce -5.6% | 0.57% | −0.06 |
| HDV iShares Core High Dividend E | Sold out | 0.00% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -33.9% | 0.16% | −0.06 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Sold out | 0.00% | −0.06 |
| DELL Dell Technologies -C | Reduce -36.0% | 0.06% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -1.9% | 0.67% | −0.06 |
| GSST Goldman Sachs Ultra Short Bo | Sold out | 0.00% | −0.06 |
| KYN Kayne Anderson Energy Infra | Reduce -9.1% | 0.50% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -4.3% | 0.44% | −0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -5.9% | 0.87% | −0.05 |
| FORM Formfactor Inc. | Sold out | 0.00% | −0.05 |
| AXP American Express Co. | Reduce -0.2% | 0.40% | −0.05 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.05 |
| INFY Infosys Ltd.-SP ADR | Reduce -29.9% | 0.06% | −0.05 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.05 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.05 |
| ALLY Ally Financial Inc. | Sold out | 0.00% | −0.04 |
| TEVA Teva Pharmaceutical-SP ADR | Sold out | 0.00% | −0.04 |
| FIS Fidelity National Info Serv | Reduce -0.9% | 0.38% | −0.04 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.04 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -18.6% | 0.15% | −0.04 |
| ORCL Oracle Corp. | Reduce -3.7% | 0.13% | −0.03 |
| ING ING Groep N.V.-Sponsored ADR | Sold out | 0.00% | −0.03 |
| TT Trane Technologies PLC | Reduce -0.1% | 0.27% | −0.03 |
| HON Honeywell International Inc. | Reduce -2.2% | 0.26% | −0.03 |
| ON On Semiconductor | Reduce -0.9% | 0.05% | −0.03 |
| CHI Calamos Convert Opport & Inc. | Sold out | 0.00% | −0.03 |
| SLVP iShares MSCI Global Silver A | Sold out | 0.00% | −0.03 |
| VST Vistra Corp. | Reduce -1.2% | 0.12% | −0.03 |
| ADI Analog Devices Inc. | Reduce -11.8% | 0.12% | −0.03 |
| TRV The Travelers Cos Inc. | Reduce -23.5% | 0.10% | −0.02 |
| IRM Iron Mountain Inc. | Reduce -0.9% | 0.08% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| PM Philip Morris International | Add +1.8% | 2.15% | +0.52 |
| VGIT Vanguard Intermediate-Term T | Add +29.8% | 2.18% | +0.51 |
| WEX Wex Inc. | Add +726.4% | 0.45% | +0.39 |
| VZ Verizon Communications Inc. | Add +23.6% | 1.22% | +0.33 |
| ELV Elevance Health Inc. | Add +14.9% | 1.18% | +0.29 |
| ALX Alexander's Inc. | New | 0.28% | +0.28 |
| GLW Corning Inc. | New | 0.27% | +0.27 |
| MGM MGM Resorts International | New | 0.26% | +0.26 |
| GNMA iShares Gnma Bond ETF | Add +40.8% | 0.86% | +0.25 |
| VGSH Vanguard Short-Term Treasury | Add +14.1% | 2.11% | +0.24 |
| EDV Vanguard Extended Dur Treas | Add +62.0% | 0.56% | +0.22 |
| SCHW Schwab (charles) Corp. | Add +10.1% | 1.47% | +0.18 |
| ACI Albertsons Cos Inc. Class A | Add +11.4% | 0.86% | +0.16 |
| GDX Vaneck Gold Miners ETF | Add +5.2% | 0.51% | +0.15 |
| KR Kroger Co. | Add +6.7% | 0.98% | +0.13 |
| PEP Pepsico Inc. | Add +18.0% | 1.00% | +0.12 |
| GRTUF Granite Real Estate Investme | New | 0.12% | +0.12 |
| BTT BlackRock 2030 Muni TRGT TRM | Add +17.6% | 0.73% | +0.12 |
| DTF DTF Tax-Free Income 2028 Ter | Add +22.9% | 0.68% | +0.12 |
| V Visa Inc. Class A | Add +2.6% | 1.06% | +0.11 |
| AER Aercap Holdings NV | Add +24.5% | 0.47% | +0.11 |
| CVX Chevron Corp. | Add +0.3% | 0.87% | +0.10 |
| GDXJ Vaneck Junior Gold Miners | Add +54.7% | 0.20% | +0.10 |
| JNJ Johnson & Johnson | Add +0.8% | 0.84% | +0.10 |
| ARES Ares Management Corp. Class A | New | 0.10% | +0.10 |
| STEW SRH Total Return Fund Inc. | New | 0.08% | +0.08 |
| MCK McKesson Corp. | Add +7.3% | 0.38% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +5.4% | 1.11% | +0.07 |
| SIL Global X Silver Miners ETF | Add +76.7% | 0.13% | +0.07 |
| CVS CVS Health Corp. | New | 0.06% | +0.06 |
| T AT&T Inc. | Add +7.7% | 0.26% | +0.06 |
| QGEN Qiagen N.V. | New | 0.06% | +0.06 |
| GLD SPDR Gold Shares | New | 0.06% | +0.06 |
| ZTR Virtus Total Return Fund Inc. | New | 0.06% | +0.06 |
| GSK GSK PLC-Spon ADR | Add +12.6% | 0.26% | +0.05 |
| HAS Hasbro Inc. | New | 0.05% | +0.05 |
| RTX RTX Corp. | Add +19.4% | 0.18% | +0.05 |
| VNET Vnet Group Inc.-ADR | New | 0.05% | +0.05 |
| EWBC East West Bancorp Inc. | New | 0.04% | +0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.04% | +0.04 |
| GFR Greenfire Resources Ltd. | New | 0.04% | +0.04 |
| SONY Sony Group Corp. - SP ADR | Add +4.8% | 0.21% | +0.04 |
| BDX Becton Dickinson and Co. | Add +10.6% | 0.43% | +0.04 |
| KT KT Corp.-SP ADR | New | 0.04% | +0.04 |
| NWS News Corp. Class B | Add +7.7% | 0.66% | +0.03 |
| TTE Totalenergies SE -Spon ADR | Add +2.4% | 0.20% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +1.9% | 0.26% | +0.03 |
| HMY Harmony Gold MNG-Spon ADR | Add +1.6% | 0.07% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +32.9% | 0.48% | +0.03 |
| NFLX Netflix Inc. | Add +36.0% | 0.10% | +0.03 |
Options Activity Q4 2024 → Q1 2025
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| EL PASO ENERGY CAP TRST (KMI 4.75 03/31/28) | PFD CV TR SEC 28 | Add +19.0% | 64,924 | $3.2M |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | Add +56.7% | 16,175 | $485K |
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 |