BH
| |
Beverly Hills Private Wealth, LLC13F | |
| Beverly Hills Private Wealth, LLC | |
| Last update 2025-04-30 | 338 Stocks (17 new) |
| Value $506.00 Mil | Turnover 6 % |
Beverly Hills Private Wealth, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 113,559 | 25,224.9 | -1.55% | 4.990 | -0.09% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
MSFT | Microsoft Corp | 46,051 | 17,287.6 | +1.11% | 3.420 | +0.04% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
BRK.B | Berkshire Hathaway Inc | 26,998 | 14,378.6 | -2.10% | 2.840 | -0.05% | 0.000 | -9.21% | +4.98% | 1,026,074.7 | Insurance | |
JPM | JPMorgan Chase & Co | 54,080 | 13,265.7 | -0.43% | 2.620 | -0.01% | 0.000 | +22.03% | +21.61% | 797,211.0 | Banks | |
AMZN | Amazon.com Inc | 59,171 | 11,257.9 | +2.94% | 2.230 | +0.06% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 183,807 | 10,918.1 | +29.75% | 2.160 | +0.50% | 0.030 | +1.80% | +3.94% | 31,515.5 | ||
PM | Philip Morris International Inc | 67,907 | 10,778.8 | +1.78% | 2.130 | +0.04% | 0.000 | +17.79% | +51.94% | 280,033.0 | Tobacco Products | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 179,852 | 10,555.5 | +14.11% | 2.090 | +0.26% | 0.050 | +1.02% | +2.61% | 22,516.4 | ||
NVDA | NVIDIA Corp | 95,553 | 10,356.0 | -7.10% | 2.050 | -0.20% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
META | Meta Platforms Inc | 13,300 | 7,665.9 | +2.72% | 1.520 | +0.04% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media |
Beverly Hills Private Wealth, LLC's Historical Top Holdings Breakdowns
Beverly Hills Private Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.50% | 57.44 ($58.5) 59.4 | $59.15 | 1.11% | Add 29.75% | 183,807 | 42,145 | |
WEX | WEX Inc | 2025-03-31 | Add Add | +0.40% | 148.29 ($164.66) 186.78 | $150.64 | -8.51% | Add 726.35% | 14,395 | 12,653 | |
MRK | Merck & Co Inc | 2025-03-31 | Reduce Reduce | -0.39% | 83.01 ($93.37) 101.02 | $83.36 | -10.72% | Reduce -75.73% | 6,257 | -19,524 | |
ALX | Alexander's Inc | 2025-03-31 | New Buy New Buy | +0.27% | 185.64 ($202.41) 219.2 | $234.31 | 15.76% | New holding | 6,632 | 6,632 | |
GLW | Corning Inc | 2025-03-31 | New Buy New Buy | +0.27% | 44.91 ($49.38) 54.25 | $51.60 | 4.50% | New holding | 29,362 | 29,362 | |
MGM | MGM Resorts International | 2025-03-31 | New Buy New Buy | +0.26% | 29.64 ($33.6) 40.37 | $37.93 | 12.89% | New holding | 44,235 | 44,235 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.26% | 58.07 ($58.36) 58.69 | $58.49 | 0.22% | Add 14.11% | 179,852 | 22,240 | |
GNMA | iShares Barclays GNMA Bond Fund | 2025-03-31 | Add Add | +0.25% | 42.17 ($43.3) 44.04 | $43.36 | 0.14% | Add 40.82% | 98,695 | 28,609 | |
VZ | Verizon Communications Inc | 2025-03-31 | Add Add | +0.23% | 37.81 ($41.63) 46.49 | $41.62 | -0.02% | Add 23.62% | 134,651 | 25,729 | |
FTAI | FTAI Aviation Ltd | 2025-03-31 | Reduce Reduce | -0.22% | 83.79 ($118.16) 174.02 | $110.98 | -6.08% | Reduce -57.88% | 5,556 | -7,635 |
Beverly Hills Private Wealth, LLC Total Holding History ($B)
Beverly Hills Private Wealth, LLC's Asset Allocation
Beverly Hills Private Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Beverly Hills Private Wealth, LLC's Hypothetical Growth since 2025-03-31
Beverly Hills Private Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Beverly Hills Private Wealth, LLC's Holdings Heat Map
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Beverly Hills Private Wealth, LLC's Holdings Bubble Chart
Beverly Hills Private Wealth, LLC News
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