The Analysis of Beverly Hills Private Wealth, LLC's Holdings

Currently, Beverly Hills Private Wealth, LLC holds 340 types of securities in its portfolio with a total value $566.1M. In the most recent quarter, they have increased their positions in JMTG (+87.9K shares, valued at $4.5M), ACWI (+20.2K shares, valued at $2.8M), VGIT (+21.1K shares, valued at $1.3M); decreased their positions in AVGO (-4.0K shares, valued at $1.3M), NWS (-37.1K shares, valued at $1.3M), AAPL (-4.8K shares, valued at $1.2M); initiated new positions in JMTG (+87.9K shares, valued at $4.5M), ACWI (+20.2K shares, valued at $2.8M), DHR (+3.4K shares, valued at $670.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC101.8K shares-4.48%2025-09-302025-11-10

MSFT MICROSOFT CORP45.5K shares-1.03%2025-09-302025-11-10

NVDA NVIDIA CORPORATION90.9K shares-0.13%2025-09-302025-11-10

JPM JPMORGAN CHASE & CO.51.1K shares-4.95%2025-09-302025-11-10

AMZN AMAZON COM INC60.1K shares1.18%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL23.8K shares-3.56%2025-09-302025-11-10

VGIT VANGUARD SCOTTSDALE FDS182.8K shares13.03%2025-09-302025-11-10

SCHW SCHWAB CHARLES CORP104.5K shares1.95%2025-09-302025-11-10

Sponsored

META META PLATFORMS INC13.5K shares-9.86%2025-09-302025-11-10

VGSH VANGUARD SCOTTSDALE FDS165.4K shares-6.23%2025-09-302025-11-10

PM PHILIP MORRIS INTL INC58.8K shares-2.44%2025-09-302025-11-10

TSM TAIWAN SEMICONDUCTOR MFG LTD28.6K shares-2.49%2025-09-302025-11-10

AVGO BROADCOM INC23.5K shares-14.45%2025-09-302025-11-10

VZ VERIZON COMMUNICATIONS INC166.0K shares12.29%2025-09-302025-11-10

CBL CBL & ASSOC PPTYS INC207.2K shares8.15%2025-09-302025-11-10

JAAA JANUS DETROIT STR TR119.5K shares-7.44%2025-09-302025-11-10

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY18.3K shares26.12%2025-09-302025-11-10

GBIL GOLDMAN SACHS ETF TR59.0K shares-4.23%2025-09-302025-11-10

GOOG ALPHABET INC24.0K shares-16.28%2025-09-302025-11-10

GNMA ISHARES TR120.9K shares9.46%2025-09-302025-11-10

V VISA INC15.5K shares8.48%2025-09-302025-11-10

PEP PEPSICO INC37.5K shares5.70%2025-09-302025-11-10

ALX ALEXANDERS INC20.3K shares12.99%2025-09-302025-11-10

KR KROGER CO68.5K shares17.34%2025-09-302025-11-10

Sponsored

GDX VANECK ETF TRUST60.3K shares9.53%2025-09-302025-11-10

MGM MGM RESORTS INTERNATIONAL131.7K shares6.74%2025-09-302025-11-10

JMTG J P MORGAN EXCHANGE TRADED F87.9K sharesnew addition2025-09-302025-11-10

GOOGL ALPHABET INC18.2K shares-8.63%2025-09-302025-11-10

VMBS VANGUARD SCOTTSDALE FDS93.4K shares-1.05%2025-09-302025-11-10

JNJ JOHNSON & JOHNSON23.5K shares-5.74%2025-09-302025-11-10

BLK BLACKROCK INC3.6K shares-11.54%2025-09-302025-11-10

ACI ALBERTSONS COS INC237.7K shares13.95%2025-09-302025-11-10

Sponsored

IVV ISHARES TR6.0K shares-1.18%2025-09-302025-11-10

EP-PC EL PASO ENERGY CAP TR I81.1K shares11.81%2025-09-302025-11-10

CMCSA COMCAST CORP NEW123.9K shares-1.73%2025-09-302025-11-10

SF STIFEL FINL CORP34.1K shares-6.82%2025-09-302025-11-10

CVX CHEVRON CORP NEW24.8K shares-2.63%2025-09-302025-11-10

SW SMURFIT WESTROCK PLC88.7K shares-0.50%2025-09-302025-11-10

LOW LOWES COS INC15.0K shares-3.74%2025-09-302025-11-10

BTT BLACKROCK MUN TARGET TERM TR160.9K shares-2.39%2025-09-302025-11-10

Sponsored

EDV VANGUARD WORLD FD52.6K shares12.28%2025-09-302025-11-10

MCD MCDONALDS CORP11.7K shares-2.16%2025-09-302025-11-10

DTF DTF TAX-FREE INCOME 2028 TER308.6K shares-1.42%2025-09-302025-11-10

AER AERCAP HOLDINGS NV28.5K shares5.56%2025-09-302025-11-10

BABA ALIBABA GROUP HLDG LTD19.1K shares3.99%2025-09-302025-11-10

UNH UNITEDHEALTH GROUP INC9.7K shares-4.42%2025-09-302025-11-10

CSCO CISCO SYS INC47.9K shares-2.39%2025-09-302025-11-10

SU SUNCOR ENERGY INC NEW75.5K shares3.79%2025-09-302025-11-10

Sponsored

TXN TEXAS INSTRS INC17.1K shares-5.31%2025-09-302025-11-10

ABBV ABBVIE INC13.4K shares-2.79%2025-09-302025-11-10

XOM EXXON MOBIL CORP27.1K shares-1.76%2025-09-302025-11-10

NSC NORFOLK SOUTHN CORP9.9K shares-5.34%2025-09-302025-11-10

ET ENERGY TRANSFER L P172.7K shares0.00%2025-09-302025-11-10

SIL GLOBAL X FDS40.4K shares68.14%2025-09-302025-11-10

WMT WALMART INC27.3K shares-5.66%2025-09-302025-11-10

CVE CENOVUS ENERGY INC164.6K shares1.45%2025-09-302025-11-10

Sponsored

ACWI ISHARES TR20.2K sharesnew addition2025-09-302025-11-10

GLW CORNING INC33.7K shares4.82%2025-09-302025-11-10

NOC NORTHROP GRUMMAN CORP4.3K shares-0.89%2025-09-302025-11-10

NWS NEWS CORP NEW75.7K shares-32.88%2025-09-302025-11-10

AIV APARTMENT INVT & MGMT CO325.1K shares8.37%2025-09-302025-11-10

NVO NOVO-NORDISK A S45.9K shares2.27%2025-09-302025-11-10

BDX BECTON DICKINSON & CO13.5K shares30.19%2025-09-302025-11-10

HPQ HP INC92.6K shares3.01%2025-09-302025-11-10

Sponsored

GDXJ VANECK ETF TRUST25.3K shares30.97%2025-09-302025-11-10

PGR PROGRESSIVE CORP10.1K shares-4.55%2025-09-302025-11-10

RING ISHARES INC38.3K shares0.00%2025-09-302025-11-10

KYN KAYNE ANDERSON ENERGY INFRST194.3K shares-0.61%2025-09-302025-11-10

AXP AMERICAN EXPRESS CO7.2K shares-6.82%2025-09-302025-11-10

MA MASTERCARD INCORPORATED4.2K shares0.94%2025-09-302025-11-10

PHG KONINKLIJKE PHILIPS N V86.6K shares3.46%2025-09-302025-11-10

FAST FASTENAL CO47.4K shares-3.91%2025-09-302025-11-10

Sponsored

LIN LINDE PLC4.8K shares-3.76%2025-09-302025-11-10

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-11-10

CLIP GLOBAL X FDS22.2K shares28.85%2025-09-302025-11-10

APD AIR PRODS & CHEMS INC7.9K shares-5.90%2025-09-302025-11-10

TEL TE CONNECTIVITY PLC9.6K shares-5.88%2025-09-302025-11-10

MSI MOTOROLA SOLUTIONS INC4.6K shares-4.98%2025-09-302025-11-10

BK BANK NEW YORK MELLON CORP18.5K shares-20.95%2025-09-302025-11-10

ETN EATON CORP PLC5.3K shares-3.70%2025-09-302025-11-10

Sponsored

WEC WEC ENERGY GROUP INC17.1K shares-2.51%2025-09-302025-11-10

MO ALTRIA GROUP INC29.7K shares-4.51%2025-09-302025-11-10

PCAR PACCAR INC20.0K shares1.83%2025-09-302025-11-10

APH AMPHENOL CORP NEW15.8K shares8.05%2025-09-302025-11-10

D DOMINION ENERGY INC31.2K shares-3.42%2025-09-302025-11-10

PYPL PAYPAL HLDGS INC28.4K shares2.66%2025-09-302025-11-10

TJX TJX COS INC NEW12.8K shares-1.29%2025-09-302025-11-10

ABT ABBOTT LABS13.7K shares-2.93%2025-09-302025-11-10

Sponsored

NBXG NEUBERGER BERMAN NEXT GENERA117.4K shares0.00%2025-09-302025-11-10

PAYX PAYCHEX INC14.1K shares-3.37%2025-09-302025-11-10

PLTR PALANTIR TECHNOLOGIES INC9.7K shares0.07%2025-09-302025-11-10

NEE NEXTERA ENERGY INC23.0K shares-5.58%2025-09-302025-11-10

KLAC KLA CORP1.6K shares-2.06%2025-09-302025-11-10

EPR-PE EPR PPTYS53.5K shares41.87%2025-09-302025-11-10

GSK GSK PLC39.0K shares3.88%2025-09-302025-11-10

SBUX STARBUCKS CORP19.2K shares-23.92%2025-09-302025-11-10

Sponsored

EMBJ EMBRAER S.A.26.2K shares-3.83%2025-09-302025-11-10

DEO DIAGEO PLC16.5K shares-11.52%2025-09-302025-11-10

PKG PACKAGING CORP AMER7.1K shares0.55%2025-09-302025-11-10

FIS FIDELITY NATL INFORMATION SV23.0K shares-5.54%2025-09-302025-11-10

TT TRANE TECHNOLOGIES PLC3.5K shares-8.96%2025-09-302025-11-10

OPY OPPENHEIMER HLDGS INC19.4K shares-7.63%2025-09-302025-11-10

PLD PROLOGIS INC.12.5K shares-2.43%2025-09-302025-11-10

CINF CINCINNATI FINL CORP9.0K shares-5.36%2025-09-302025-11-10

Sponsored

T AT&T INC50.5K shares13.22%2025-09-302025-11-10

BAC BANK AMERICA CORP27.5K shares-0.39%2025-09-302025-11-10

AMAT APPLIED MATLS INC6.9K shares4.25%2025-09-302025-11-10

MMC MARSH & MCLENNAN COS INC6.7K shares-3.25%2025-09-302025-11-10

MS MORGAN STANLEY8.5K shares-24.94%2025-09-302025-11-10

UBS UBS GROUP AG32.8K shares-14.14%2025-09-302025-11-10

MPC MARATHON PETE CORP6.7K shares-1.58%2025-09-302025-11-10

ORCL ORACLE CORP4.5K shares1.64%2025-09-302025-11-10

Sponsored

SCHR SCHWAB STRATEGIC TR50.3K shares-16.48%2025-09-302025-11-10

MCK MCKESSON CORP1.6K shares2.06%2025-09-302025-11-10

CB CHUBB LIMITED4.2K shares-14.73%2025-09-302025-11-10

HON HONEYWELL INTL INC5.6K shares-3.38%2025-09-302025-11-10

INTU INTUIT1.7K shares-0.78%2025-09-302025-11-10

MDLZ MONDELEZ INTL INC17.4K shares-3.00%2025-09-302025-11-10

CAT CATERPILLAR INC2.3K shares-9.90%2025-09-302025-11-10

SPGI S&P GLOBAL INC2.2K shares-4.52%2025-09-302025-11-10

Sponsored

SONY SONY GROUP CORP36.5K shares0.37%2025-09-302025-11-10

NVS NOVARTIS AG8.1K shares-4.92%2025-09-302025-11-10

ACN ACCENTURE PLC IRELAND4.2K shares-17.95%2025-09-302025-11-10

ARCC ARES CAPITAL CORP50.5K shares-0.16%2025-09-302025-11-10

IBM INTERNATIONAL BUSINESS MACHS3.6K shares-1.73%2025-09-302025-11-10

AMT AMERICAN TOWER CORP NEW5.3K shares-3.87%2025-09-302025-11-10

LLY ELI LILLY & CO1.3K shares-4.58%2025-09-302025-11-10

GRANITE REAL ESTATE INVT TR GRANITE REAL ESTATE INVT TR18.0K shares17.24%2025-09-302025-11-10

Sponsored

CCI CROWN CASTLE INC10.1K shares-8.70%2025-09-302025-11-10

MAR MARRIOTT INTL INC NEW3.7K shares0.85%2025-09-302025-11-10

UNP UNION PAC CORP4.0K shares-5.95%2025-09-302025-11-10

RTX RTX CORPORATION5.6K shares-11.10%2025-09-302025-11-10

QCOM QUALCOMM INC5.6K shares0.41%2025-09-302025-11-10

IEFA ISHARES TR10.4K shares12.17%2025-09-302025-11-10

DFAI DIMENSIONAL ETF TRUST24.7K shares0.00%2025-09-302025-11-10

ENB ENBRIDGE INC17.5K shares-2.31%2025-09-302025-11-10

Sponsored

FTAI FTAI AVIATION LTD5.3K shares-5.40%2025-09-302025-11-10

AON AON PLC2.4K shares-1.15%2025-09-302025-11-10

EPD ENTERPRISE PRODS PARTNERS L27.5K shares0.52%2025-09-302025-11-10

ARES ARES MANAGEMENT CORPORATION5.3K shares-3.18%2025-09-302025-11-10

COST COSTCO WHSL CORP NEW907 shares-18.07%2025-09-302025-11-10

VST VISTRA CORP4.0K shares-9.61%2025-09-302025-11-10

SHOP SHOPIFY INC5.2K shares-2.30%2025-09-302025-11-10

KIM-PN KIMCO RLTY CORP12.9K shares44.86%2025-09-302025-11-10

Sponsored

ENVX ENOVIX CORPORATION74.0K shares8.59%2025-09-302025-11-10

CBRE CBRE GROUP INC4.6K shares-3.54%2025-09-302025-11-10

PFE PFIZER INC28.0K shares1.53%2025-09-302025-11-10

IWF ISHARES TR1.5K shares-2.56%2025-09-302025-11-10

ZTS ZOETIS INC4.8K shares-25.00%2025-09-302025-11-10

NFLX NETFLIX INC590 shares-4.22%2025-09-302025-11-10

MELI MERCADOLIBRE INC302 shares-2.27%2025-09-302025-11-10

DHR DANAHER CORPORATION3.4K sharesnew addition2025-09-302025-11-10

Sponsored

TTE TOTALENERGIES SE11.1K shares-0.58%2025-09-302025-11-10

SNOW SNOWFLAKE INC2.9K shares2.16%2025-09-302025-11-10

WWD WOODWARD INC2.6K shares-5.08%2025-09-302025-11-10

AROC ARCHROCK INC24.8K shares-4.61%2025-09-302025-11-10

ADI ANALOG DEVICES INC2.6K shares2.01%2025-09-302025-11-10

SNY SANOFI SA13.6K shares-17.41%2025-09-302025-11-10

HD HOME DEPOT INC1.5K shares-0.71%2025-09-302025-11-10

R RYDER SYS INC3.2K shares-5.33%2025-09-302025-11-10

Sponsored

EVM EATON VANCE CALIF MUN BD FD63.4K sharesnew addition2025-09-302025-11-10

HPE HEWLETT PACKARD ENTERPRISE C24.2K shares8.26%2025-09-302025-11-10

HLI HOULIHAN LOKEY INC2.9K shares-5.81%2025-09-302025-11-10

QQQ INVESCO QQQ TR978 shares0.00%2025-09-302025-11-10

DELL DELL TECHNOLOGIES INC4.1K shares13.51%2025-09-302025-11-10

CF CF INDS HLDGS INC6.5K shares-2.02%2025-09-302025-11-10

RJF RAYMOND JAMES FINL INC3.4K shares-3.47%2025-09-302025-11-10

CVS CVS HEALTH CORP7.5K shares24.22%2025-09-302025-11-10

Sponsored

AMGN AMGEN INC2.0K shares0.61%2025-09-302025-11-10

UL UNILEVER PLC9.4K shares-2.95%2025-09-302025-11-10

MOG.A MOOG INC2.7K shares-5.40%2025-09-302025-11-10

TDY TELEDYNE TECHNOLOGIES INC928 shares-0.85%2025-09-302025-11-10

GATX GATX CORP3.1K shares-13.77%2025-09-302025-11-10

SHEL SHELL PLC7.5K shares-3.50%2025-09-302025-11-10

ZTR VIRTUS TOTAL RETURN FD INC83.4K shares74.19%2025-09-302025-11-10

BTI BRITISH AMERN TOB PLC10.1K shares37.00%2025-09-302025-11-10

Sponsored

MET METLIFE INC6.4K shares-1.38%2025-09-302025-11-10

IEUR ISHARES TR7.7K shares-0.44%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR782 shares47.27%2025-09-302025-11-10

MPWR MONOLITHIC PWR SYS INC562 shares-3.27%2025-09-302025-11-10

SHY ISHARES TR6.2K shares0.00%2025-09-302025-11-10

STEW SRH TOTAL RETURN FUND INC27.5K shares10.86%2025-09-302025-11-10

TRP TC ENERGY CORP9.1K shares-4.19%2025-09-302025-11-10

INDA ISHARES TR9.4K shares-0.01%2025-09-302025-11-10

Sponsored

RSP INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2025-09-302025-11-10

C CITIGROUP INC4.8K shares0.00%2025-09-302025-11-10

TRV TRAVELERS COMPANIES INC1.7K shares-0.06%2025-09-302025-11-10

RGA REINSURANCE GRP OF AMERICA I2.5K shares-3.12%2025-09-302025-11-10

DWX SPDR INDEX SHS FDS11.3K shares-0.80%2025-09-302025-11-10

MRK MERCK & CO INC5.7K shares-2.89%2025-09-302025-11-10

ETR ENTERGY CORP NEW5.1K shares-1.38%2025-09-302025-11-10

PG PROCTER AND GAMBLE CO3.1K shares-0.29%2025-09-302025-11-10

Sponsored

CCEP COCA-COLA EUROPACIFIC PARTNE5.2K shares-22.03%2025-09-302025-11-10

GE GE AEROSPACE1.5K shares-7.94%2025-09-302025-11-10

SNA SNAP ON INC1.3K shares-0.96%2025-09-302025-11-10

NGG NATIONAL GRID PLC6.4K shares-3.08%2025-09-302025-11-10

LMT LOCKHEED MARTIN CORP924 shares0.43%2025-09-302025-11-10

AZN ASTRAZENECA PLC5.9K shares-2.41%2025-09-302025-11-10

RY ROYAL BK CDA3.0K shares-0.03%2025-09-302025-11-10

CMI CUMMINS INC1.1K shares-8.43%2025-09-302025-11-10

Sponsored

MFC MANULIFE FINL CORP14.3K shares0.05%2025-09-302025-11-10

VIV TELEFONICA BRASIL SA34.5K shares60.04%2025-09-302025-11-10

MDT MEDTRONIC PLC4.6K shares-3.53%2025-09-302025-11-10

BMO BANK MONTREAL QUE3.3K shares-8.72%2025-09-302025-11-10

IBB ISHARES TR3.0K shares0.00%2025-09-302025-11-10

IRM IRON MTN INC DEL4.1K shares-2.74%2025-09-302025-11-10

KMB KIMBERLY-CLARK CORP3.4K shares2.80%2025-09-302025-11-10

QUAL ISHARES TR2.1K shares-24.45%2025-09-302025-11-10

Sponsored

HII HUNTINGTON INGALLS INDS INC1.4K shares-2.13%2025-09-302025-11-10

SE SEA LTD2.3K shares-8.54%2025-09-302025-11-10

DYNF BLACKROCK ETF TRUST6.9K shares-7.97%2025-09-302025-11-10

AEP AMERICAN ELEC PWR CO INC3.6K shares-1.39%2025-09-302025-11-10

RSG REPUBLIC SVCS INC1.8K shares-2.78%2025-09-302025-11-10

VMI VALMONT INDS INC1.0K shares-3.31%2025-09-302025-11-10

MSCI MSCI INC689 shares0.00%2025-09-302025-11-10

GVA GRANITE CONSTR INC3.6K shares0.00%2025-09-302025-11-10

Sponsored

IVW ISHARES TR3.2K shares-23.58%2025-09-302025-11-10

DIS DISNEY WALT CO3.4K shares-0.03%2025-09-302025-11-10

FCFS FIRSTCASH HOLDINGS INC2.4K shares-9.16%2025-09-302025-11-10

DHI D R HORTON INC2.3K shares-11.30%2025-09-302025-11-10

SYK STRYKER CORPORATION1.0K shares-1.90%2025-09-302025-11-10

GOVZ ISHARES TR39.2K shares-19.63%2025-09-302025-11-10

GLD SPDR GOLD TR1.1K shares-2.72%2025-09-302025-11-10

CRUS CIRRUS LOGIC INC3.0K shares-2.88%2025-09-302025-11-10

Sponsored

AOS SMITH A O CORP5.1K shares-3.11%2025-09-302025-11-10

FTS FORTIS INC7.4K shares-4.07%2025-09-302025-11-10

CM CANADIAN IMPERIAL BANK OF CO4.6K shares-11.74%2025-09-302025-11-10

GFR GREENFIRE RES LTD NEW79.3K shares-0.71%2025-09-302025-11-10

JMST J P MORGAN EXCHANGE TRADED F7.1K shares-26.41%2025-09-302025-11-10

MBB ISHARES TR3.8K shares-15.58%2025-09-302025-11-10

EFV ISHARES TR5.4K shares-25.89%2025-09-302025-11-10

PDI PIMCO DYNAMIC INCOME FD18.1K shares0.00%2025-09-302025-11-10

Sponsored

RDNT RADNET INC4.7K shares0.00%2025-09-302025-11-10

B BARRICK MNG CORP10.8K sharesnew addition2025-09-302025-11-10

DUK DUKE ENERGY CORP NEW2.8K shares-0.46%2025-09-302025-11-10

QSR RESTAURANT BRANDS INTL INC5.5K shares-1.88%2025-09-302025-11-10

TM TOYOTA MOTOR CORP1.8K shares40.68%2025-09-302025-11-10

GD GENERAL DYNAMICS CORP1.0K shares-10.91%2025-09-302025-11-10

NI NISOURCE INC8.0K shares0.45%2025-09-302025-11-10

IEMG ISHARES INC5.2K shares-13.87%2025-09-302025-11-10

Sponsored

FQAL FIDELITY COVINGTON TRUST4.5K shares0.00%2025-09-302025-11-10

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MSM MSC INDL DIRECT INC3.6K shares-0.20%2025-09-302025-11-10

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CVE.WS CENOVUS ENERGY INC26.5K shares0.00%2025-09-302025-11-10

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MUFG MITSUBISHI UFJ FINL GROUP IN20.4K shares-8.55%2025-09-302025-11-10

THE ALGER ETF TRUST THE ALGER ETF TRUST9.1K sharesnew addition2025-09-302025-11-10

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GFI GOLD FIELDS LTD7.2K sharesnew addition2025-09-302025-11-10

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WOOF PETCO HEALTH & WELLNESS CO I10.2K shares-64.08%2025-09-302025-11-10

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Call Option Holdings

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Put Option Holdings

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