Beverly Hills Private Wealth, LLC Portfolio Holdings
Q3 2025•335 long positions•$554.1M portfolio value
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Holding361 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $25.9M 4.68% | -$1.2M Sold | 0.001% 101.8K shares | 106.6K → 101.8K −$1.2M | -4.48% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $23.6M 4.25% | -$245.5K Sold | 0.001% 45.5K shares | 46.0K → 45.5K −$245.5K | -1.03% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $17.0M 3.06% | -$21.3K Sold | 0.0% 90.9K shares | 91.0K → 90.9K −$21.3K | -0.13% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $16.1M 2.91% | -$839.0K Sold | 0.002% 51.1K shares | 53.7K → 51.1K −$839.0K | -4.95% | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $13.2M 2.38% | +$153.9K Bought | 0.001% 60.1K shares | 59.4K → 60.1K +$153.9K | +1.18% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $12.0M 2.16% | -$442.9K Sold | 0.001% 23.8K shares | 24.7K → 23.8K −$442.9K | -3.56% | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.0M 1.98% | +$1.3M Bought | — 182.8K shares | 161.8K → 182.8K +$1.3M | +13.03% | — — | Q1 2024 Held for 1y 8m | |
Financial - Capital Markets Financial Services | $10.0M 1.8% | +$191.1K Bought | 0.006% 104.5K shares | 102.5K → 104.5K +$191.1K | +1.95% | $173.30B Large Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $9.9M 1.79% | -$1.1M Sold | 0.001% 13.5K shares | 15.0K → 13.5K −$1.1M | -9.86% | $1.84T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $9.7M 1.76% | -$646.3K Sold | — 165.4K shares | 176.3K → 165.4K −$646.3K | -6.23% | — — | Q3 2023 Held for 2y 2m | |
Tobacco Consumer Defensive | $9.5M 1.72% | -$238.8K Sold | 0.004% 58.8K shares | 60.3K → 58.8K −$238.8K | -2.44% | $252.48B Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $8.0M 1.44% | -$204.2K Sold | — 28.7K shares | 29.4K → 28.7K −$204.2K | -2.49% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $7.7M 1.4% | -$1.3M Sold | 0.0% 23.5K shares | 27.4K → 23.5K −$1.3M | -14.45% | $1.56T Mega Cap | Q4 2022 Held for 2y 11m | |
Telecommunications Services Communication Services | $7.3M 1.32% | +$798.1K Bought | 0.004% 166.0K shares | 147.8K → 166.0K +$798.1K | +12.29% | $185.31B Large Cap | Q4 2022 Held for 2y 11m | |
REIT - Retail Real Estate | $6.3M 1.14% | +$477.5K Bought | 0.67% 207.2K shares | 191.6K → 207.2K +$477.5K | +8.15% | $945.9M Small Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.1M 1.09% | -$487.6K Sold | — 119.5K shares | 129.1K → 119.5K −$487.6K | -7.44% | — — | Q3 2023 Held for 2y 2m | |
Medical - Healthcare Plans Healthcare | $5.9M 1.07% | +$1.2M Bought | 0.008% 18.3K shares | 14.5K → 18.3K +$1.2M | +26.12% | $72.8B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.9M 1.07% | -$261.2K Sold | — 59.0K shares | 61.6K → 59.0K −$261.2K | -4.23% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $5.9M 1.06% | -$1.1M Sold | 0.0% 24.0K shares | 28.7K → 24.0K −$1.1M | -16.28% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.4M 0.967% | +$463.3K Bought | — 120.9K shares | 110.4K → 120.9K +$463.3K | +9.46% | — — | Q3 2024 Held for 1y 2m | |
Financial - Credit Services Financial Services | $5.3M 0.955% | +$413.4K Bought | 0.001% 15.5K shares | 14.3K → 15.5K +$413.4K | +8.48% | $662.60B Mega Cap | Q1 2023 Held for 2y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $5.3M 0.951% | +$284.1K Bought | 0.003% 37.5K shares | 35.5K → 37.5K +$284.1K | +5.7% | $192.27B Large Cap | Q4 2022 Held for 2y 11m | |
REIT - Retail Real Estate | $4.8M 0.858% | +$546.8K Bought | 0.397% 20.3K shares | 18.0K → 20.3K +$546.8K | +12.99% | $1.2B Small Cap | Q1 2025 Held for 8 months | |
Grocery Stores Consumer Defensive | $4.6M 0.833% | +$682.3K Bought | 0.01% 68.5K shares | 58.4K → 68.5K +$682.3K | +17.34% | $44.7B Large Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.6M 0.831% | +$400.7K Bought | — 60.3K shares | 55.1K → 60.3K +$400.7K | +9.53% | — — | Q4 2022 Held for 2y 11m | |
Gambling, Resorts & Casinos Consumer Cyclical | $4.6M 0.824% | +$288.4K Bought | 0.048% 131.7K shares | 123.4K → 131.7K +$288.4K | +6.74% | $9.4B Mid Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $4.4M 0.799% | -$418.4K Sold | 0.0% 18.2K shares | 19.9K → 18.2K −$418.4K | -8.63% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.4M 0.792% | -$46.3K Sold | — 93.4K shares | 94.4K → 93.4K −$46.3K | -1.05% | — — | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $4.4M 0.788% | -$265.9K Sold | 0.001% 23.5K shares | 25.0K → 23.5K −$265.9K | -5.74% | $446.55B Mega Cap | Q4 2022 Held for 2y 11m | |
Asset Management Financial Services | $4.2M 0.763% | -$551.5K Sold | 0.002% 3.6K shares | 4.1K → 3.6K −$551.5K | -11.54% | $180.54B Large Cap | Q4 2022 Held for 2y 11m | |
Grocery Stores Consumer Defensive | $4.2M 0.751% | +$509.4K Bought | 0.042% 237.7K shares | 208.6K → 237.7K +$509.4K | +13.95% | $9.8B Mid Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.0M 0.731% | -$48.2K Sold | — 6.1K shares | 6.1K → 6.1K −$48.2K | -1.18% | — — | Q4 2022 Held for 2y 11m | |
Telecommunications Services Communication Services | $3.9M 0.703% | -$68.7K Sold | 0.003% 123.9K shares | 126.1K → 123.9K −$68.7K | -1.73% | $116.01B Large Cap | Q4 2022 Held for 2y 11m | |
Financial - Capital Markets Financial Services | $3.9M 0.698% | -$283.0K Sold | 0.033% 34.1K shares | 36.6K → 34.1K −$283.0K | -6.82% | $11.6B Large Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $3.9M 0.696% | -$104.0K Sold | 0.001% 24.8K shares | 25.5K → 24.8K −$104.0K | -2.63% | $312.88B Mega Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $3.8M 0.682% | -$18.8K Sold | 0.017% 88.7K shares | 89.2K → 88.7K −$18.8K | -0.5% | $22.2B Large Cap | Q3 2024 Held for 1y 2m | |
Home Improvement Consumer Cyclical | $3.8M 0.68% | -$146.5K Sold | 0.003% 15.0K shares | 15.6K → 15.0K −$146.5K | -3.74% | $140.94B Large Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $3.6M 0.652% | -$88.4K Sold | — 160.9K shares | 164.9K → 160.9K −$88.4K | -2.39% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.6M 0.65% | +$393.5K Bought | — 52.6K shares | 46.8K → 52.6K +$393.5K | +12.28% | — — | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | $3.6M 0.643% | -$78.7K Sold | 0.002% 11.7K shares | 12.0K → 11.7K −$78.7K | -2.16% | $216.86B Mega Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $3.5M 0.637% | -$50.8K Sold | — 308.6K shares | 313.0K → 308.6K −$50.8K | -1.42% | — — | Q1 2024 Held for 1y 8m | |
Rental & Leasing Services Industrials | $3.5M 0.623% | +$181.6K Bought | 0.016% 28.5K shares | 27.0K → 28.5K +$181.6K | +5.56% | $21.6B Large Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $3.4M 0.616% | +$131.2K Bought | — 19.1K shares | 18.4K → 19.1K +$131.2K | +3.99% | — — | Q1 2024 Held for 1y 8m | |
Medical - Healthcare Plans Healthcare | $3.3M 0.604% | -$154.7K Sold | 0.001% 9.7K shares | 10.1K → 9.7K −$154.7K | -4.42% | $312.73B Mega Cap | Q4 2022 Held for 2y 11m | |
Communication Equipment Technology | $3.3M 0.592% | -$80.5K Sold | 0.001% 47.9K shares | 49.1K → 47.9K −$80.5K | -2.39% | $270.48B Mega Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $3.2M 0.57% | +$115.2K Bought | 0.006% 75.5K shares | 72.8K → 75.5K +$115.2K | +3.79% | $50.7B Large Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $3.1M 0.566% | -$176.0K Sold | 0.002% 17.1K shares | 18.0K → 17.1K −$176.0K | -5.31% | $167.04B Large Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $3.1M 0.56% | -$88.9K Sold | 0.001% 13.4K shares | 13.8K → 13.4K −$88.9K | -2.79% | $409.03B Mega Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $3.1M 0.551% | -$54.7K Sold | 0.001% 27.1K shares | 27.6K → 27.1K −$54.7K | -1.76% | $480.68B Mega Cap | Q4 2022 Held for 2y 11m | |
Railroads Industrials | $3.0M 0.537% | -$167.9K Sold | 0.004% 9.9K shares | 10.5K → 9.9K −$167.9K | -5.34% | $67.4B Large Cap | Q4 2022 Held for 2y 11m |
