Beech Hill Advisors, Inc.

RIA/Wealth

Beech Hill Advisors, Inc. is a RIA/Wealth based in New York, NY led by William Robert Wurm, reporting $358.6M in AUM as of Q3 2025 with GOOGL as the largest holding (4% allocation).

CIOWilliam Robert Wurm

Portfolio Value: $211.3M
Positions: 95
Top Holding: GOOGL at 3.76%
Last Reported: Q3 2025

Address880 Third Ave 16th Floor, New York, NY, 10022, United States

Top Holdings

Largest long holdings in Beech Hill Advisors, Inc.'s portfolio (29% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$7.9M	3.76%	-$2.5M Sold	0.00% 32.7K shares	≤ Q2 2013 Held for 12y 5m+
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$6.7M	3.19%	-$1.1M Sold	0.00% 30.7K shares	≤ Q2 2013 Held for 12y 5m+
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$6.5M	3.07%	-$2.3M Sold	0.00% 8.8K shares	≤ Q2 2013 Held for 12y 5m+
4 Apple AAPL	Consumer Electronics Technology	$6.5M	3.07%	-$857.3K Sold	0.00% 25.4K shares	≤ Q2 2013 Held for 12y 5m+
5 Broadcom Inc. AVGO	Semiconductors Technology	$6.1M	2.87%	-$1.8M Sold	0.00% 18.4K shares	Q3 2018 Held for 7y 2m
6 Microsoft MSFT	Software - Infrastructure Technology	$5.8M	2.76%	-$746.4K Sold	0.00% 11.3K shares	Q1 2019 Held for 6y 8m
7 Uber Technologies UBER	Software - Application Technology	$5.7M	2.69%	-$1.2M Sold	0.00% 58.1K shares	Q1 2020 Held for 5y 8m
8 AbbVie ABBV	Drug Manufacturers - General Healthcare	$5.6M	2.65%	-$145.9K Sold	0.00% 24.2K shares	≤ Q2 2013 Held for 12y 5m+
9 Oracle ORCL	Software - Infrastructure Technology	$5.4M	2.54%	-$1.1M Sold	0.00% 19.1K shares	Q3 2020 Held for 5y 2m
10 Blackstone BX	Asset Management Financial Services	$5.0M	2.37%	-$118.7K Sold	0.00% 29.3K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Beech Hill Advisors, Inc.'s latest filing

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Market Value

$211.3M

Prior: $219.3M

Q/Q Change

-3.65%

-$8.0M

Net Flows % of MV

-12.64%

Turnover Ratio

8.26%

New Purchases

3 stocks

$927.7K

Added To

19 stocks

+$3.0M

Sold Out Of

4 stocks

$6.9M

Reduced Holdings

55 stocks

-$23.7M

Increased Positions

Position	Shares Δ	Change
1 Invesco Preferred PGX	New	0 → 31.4K +$364.4K
2 Schwab US Dividend Equity SCHD	New	0 → 13.3K +$363.1K
3 SPDR Portfolio S&P 500 ETF SPLG	New	0 → 2.6K +$200.2K
4 Consumer Staples Select Sector SPDR Fund XLP	+80.29%	2.5K → 4.6K +$160.3K
5 Real Estate Select Sector SPDR Fund XLRE	+67.35%	5.2K → 8.6K +$146.6K

Decreased Positions

Position	Shares Δ	Change
1 Chart Industries GTLS	Sold	16.3K → 0 −$2.7M
2 Exact Sciences EXAS	Sold	40.5K → 0 −$2.2M
3 Kenvue KVUE	Sold	87.7K → 0 −$1.8M
4 SPDR Bloomberg Investment Grade Floating Rate ETF FLRN	Sold	8.4K → 0 −$259.2K
5 Meta Platforms, Inc. META	-26.32%	12.0K → 8.8K −$2.3M

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Analytics

Portfolio insights and performance metrics for Beech Hill Advisors, Inc.

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Sector Allocation

Technology

26.90%

Healthcare

13.40%

Consumer Cyclical

11.30%

Communication Services

10.30%

ETF

7.70%

Financial Services

7.60%

Industrials

5.80%

Real Estate

4.90%

Consumer Defensive

3.60%

Energy

3.10%

Utilities

2.90%

Basic Materials

2.50%

Market Cap Distribution

Mega Cap (> $200B)

52.49%

Large Cap ($10B - $200B)

38.24%

Mid Cap ($2B - $10B)

1.44%

Nano Cap (< $50M)

0.15%

N/A (ETF or Unknown)

7.68%

Portfolio Concentration

Top 10 Holdings %

28.97%

Top 20 Holdings %

47.42%

Top 50 Holdings %

83.45%

Top 100 Holdings %

100.0%