Beverly Hills Private Wealth, LLC
Top Portfolio Positions
278 positions ·
$471,218,943 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
100,244 | $25,440,924 | 5.40% | |
| MSFT |
Microsoft Corp
Technology
|
49,024 | $18,147,213 | 3.85% | |
| NVDA |
Nvidia Corp
Technology
|
86,360 | $15,061,184 | 3.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
46,433 | $13,658,730 | 2.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
65,106 | $13,559,626 | 2.88% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
120,757 | $11,348,742 | 2.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
17,576 | $10,055,756 | 2.13% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
28,904 | $9,768,106 | 2.07% | |
| VZ |
Verizon Communications Inc
Communication Services
|
190,306 | $9,553,360 | 2.03% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
57,121 | $9,444,385 | 2.00% |
Portfolio Trend
Holdings in BHR
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,269 | 11,131 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $31,945 | 11,131 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,387 | 11,131 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $27,270 | 11,131 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $27,716 | 11,131 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $32,778 | 10,926 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $33,242 | 10,758 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,063 | 10,613 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $20,804 | 10,402 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $25,427 | 10,171 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $27,700 | 10,000 | Shares | Sole | 2023-11-08 | |
| No 13F history on record for this holder in this stock. | ||||||