Latest Beverly Hills Private Wealth, LLC Stock Portfolio

Beverly Hills Private Wealth, LLC Performance:

2025 Q2: 4.63%YTD: 3.17%2024: 15.02%

Performance for 2025 Q2 is 4.63%, and YTD is 3.17%, and 2024 is 15.02%.

About Beverly Hills Private Wealth, LLC and 13F Hedge Fund Stock Holdings

Beverly Hills Private Wealth, LLC is a hedge fund based in BEVERLY HILLS, CA. On 27-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $484 Millions. In it's latest 13F Holdings report, Beverly Hills Private Wealth, LLC reported an equity portfolio of $533.5 Millions as of 30 Jun, 2025.

The top stock holdings of Beverly Hills Private Wealth, LLC are MSFT, AAPL, JPM. The fund has invested 4.3% of it's portfolio in MICROSOFT CORP and 4.1% of portfolio in APPLE INC.

The fund managers got completely rid off GENERAL MTRS CO (GM), INSPERITY INC (NSP) and MPLX LP (MPLX) stocks. They significantly reduced their stock positions in WEX INC (WEX), UNITED PARCEL SERVICE INC (UPS) and TELUS CORPORATION. Beverly Hills Private Wealth, LLC opened new stock positions in KIMCO RLTY CORP (KIM), J P MORGAN EXCHANGE TRADED F (BBAX) and ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to CHUBB LIMITED (CB), MGM RESORTS INTERNATIONAL (MGM) and ALEXANDERS INC (ALX).

Beverly Hills Private Wealth, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Beverly Hills Private Wealth, LLC made a return of 4.63% in the last quarter. In trailing 12 months, it's portfolio return was 9.13%.

New Buys

Ticker	$ Bought
kimco rlty corp	537,474
j p morgan exchange traded f	494,332
ishares tr	468,730
ishares inc	361,723
microchip technology inc.	279,750
vanguard index fds	263,076
eaton vance mun income 2028	227,196
avantor inc	196,369

New stocks bought by Beverly Hills Private Wealth, LLC

Additions

Ticker	% Inc.
chubb limited	305
mgm resorts international	178
alexanders inc	170
epr pptys	133
greenfire res ltd new	116
fastenal co	91.14
ares management corporation	60.28
hp inc	54.75

Additions to existing portfolio by Beverly Hills Private Wealth, LLC

Reductions

Ticker	% Reduced
wex inc	-88.77
united parcel service inc	-80.76
telus corporation	-49.11
ishares tr	-47.65
mckesson corp	-45.48
bristol-myers squibb co	-30.68
oppenheimer hldgs inc	-27.53
totalenergies se	-26.43

Beverly Hills Private Wealth, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
myriad genetics inc	-102,501
general mtrs co	-472,881
dow inc	-250,025
papa johns intl inc	-281,069
mplx lp	-308,917
rush enterprises inc	-269,828
conmed corp	-235,339
lyondellbasell industries n	-252,672

Beverly Hills Private Wealth, LLC got rid off the above stocks

Sector Distribution

Beverly Hills Private Wealth, LLC has about 30% of it's holdings in Others sector.

Sector	%
Others	30
Technology	18.8
Financial Services	11.9
Consumer Cyclical	6.5
Consumer Defensive	6.2
Communication Services	6.2
Industrials	5.3
Healthcare	5.2
Real Estate	3.5
Energy	2.7
Utilities	2.5
Basic Materials	1.2

Market Cap. Distribution

Beverly Hills Private Wealth, LLC has about 63.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	33.6
MEGA-CAP	30.1
UNALLOCATED	30
SMALL-CAP	3.5
MID-CAP	2.7

Stocks belong to which Index?

About 65.8% of the stocks held by Beverly Hills Private Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	61.7
Others	34.2
RUSSELL 2000	4.1

Top 5 Winners (%)		%
AVGO	broadcom inc	63.5 %
PLTR	palantir technologies inc	61.4 %
VST	vistra corp	60.5 %
ORCL	oracle corp	55.1 %
APH	amphenol corp new	49.9 %

Top 5 Winners ($)		$
MSFT	microsoft corp	5.6 M
NVDA	nvidia corporation	4.6 M
AVGO	broadcom inc	3.0 M
JPM	jpmorgan chase & co.	2.4 M
META	meta platforms inc	2.3 M

Top 5 Losers (%)		%
FAST	fastenal co	-44.8 %
UNH	unitedhealth group inc	-40.4 %
BDX	becton dickinson & co	-23.1 %
BMY	bristol-myers squibb co	-23.1 %
ERII	energy recovery inc	-19.5 %

Top 5 Losers ($)		$
UNH	unitedhealth group inc	-2.3 M
AAPL	apple inc	-2.0 M
FAST	fastenal co	-1.7 M
ELV	elevance health inc	-0.6 M
CVX	chevron corp new	-0.6 M

Beverly Hills Private Wealth, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Beverly Hills Private Wealth, LLC

Beverly Hills Private Wealth, LLC has 335 stocks in it's portfolio. About 26.6% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Beverly Hills Private Wealth, LLC last quarter.

Last Reported on: 29 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	MSFT	microsoft corp	4.29	45,972	22,867,700	reduced	-0.17
Historical Trend of MICROSOFT CORP Position Held By Beverly Hills Private Wealth, LLC What % of Portfolio is MSFT?: Number of MSFT shares held: Change in No. of Shares Held:
	AAPL	apple inc	4.10	106,613	21,874,000	reduced	-6.12

	JPM	jpmorgan chase & co.	2.92	53,737	15,579,100	reduced	-0.63

	NVDA	nvidia corporation	2.70	91,045	14,384,100	reduced	-4.72

	AMZN	amazon com inc	2.44	59,425	13,037,300	added	0.43

		berkshire hathaway inc del	2.25	24,714	12,005,300	reduced	-8.46

	META	meta platforms inc	2.08	15,017	11,084,200	added	12.91

	PM	philip morris intl inc	2.06	60,297	10,981,800	reduced	-11.21

	BNDW	vanguard scottsdale fds	1.94	176,334	10,364,900	reduced	-1.96

	BNDW	vanguard scottsdale fds	1.81	161,758	9,674,730	reduced	-12.00

	SCHW	schwab charles corp	1.75	102,503	9,352,380	added	9.11

	AVGO	broadcom inc	1.42	27,422	7,559,070	reduced	-4.22

	TSM	taiwan semiconductor mfg ltd	1.25	29,381	6,654,520	reduced	-0.33

	JAAA	janus detroit str tr	1.23	129,059	6,549,740	added	29.54

	VZ	verizon communications inc	1.20	147,820	6,396,190	added	9.78

	GBIL	goldman sachs etf tr	1.16	61,577	6,166,980	reduced	-6.23

	ELV	elevance health inc	1.06	14,546	5,657,750	added	7.33

	GOOG	alphabet inc	0.96	28,722	5,094,960	reduced	-10.99

	V	visa inc	0.95	14,284	5,071,620	reduced	-6.14

	CBL	cbl & assoc pptys inc	0.91	191,577	4,864,150	added	48.11