Beverly Hills Private Wealth, LLC

CIK

1965710

City

BEVERLY HILLS

State / Country

CA

Stock

NBXG — Neuberger Next Generation Connectivity Fund Inc.

Top Portfolio Positions

280 positions · $481,444,317 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	100,244	$25,440,924	5.28%
MSFT	Microsoft Corp Technology	49,024	$18,147,213	3.77%
NVDA	Nvidia Corp Technology	86,360	$15,061,184	3.13%
JPM	Jpmorgan Chase & Co Financial Services	46,433	$13,658,730	2.84%
AMZN	Amazon Com Inc Consumer Cyclical	65,106	$13,559,626	2.82%
SCHW	Schwab Charles Corp Financial Services	120,757	$11,348,742	2.36%
META	Meta Platforms, Inc. Communication Services	17,576	$10,055,756	2.09%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	28,904	$9,768,106	2.03%
VZ	Verizon Communications Inc Communication Services	190,306	$9,553,360	1.98%
BRK-B	Berkshire Hathaway Inc Financial Services	19,885	$9,528,891	1.98%

Portfolio Trend

14 quarters · across all stocks

Holdings in NBXG

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,534,850	119,258	+2.1%	Shares	Sole	2026-05-04
2025-12-31	$1,686,837	116,817	-0.5%	Shares	Sole	2026-02-17
2025-09-30	$1,805,658	117,403	0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,714,083	117,403	-0.1%	Shares	Sole	2025-07-29
2025-03-31	$1,439,779	117,533	+7.4%	Shares	Sole	2025-04-30
2024-12-31	$1,394,800	109,482	-4.8%	Shares	Sole	2025-02-14
2024-09-30	$1,476,168	115,056	-16.3%	Shares	Sole	2024-11-12
2024-06-30	$1,774,440	137,447	-5.2%	Shares	Sole	2024-08-08
2024-03-31	$1,703,620	144,989	+79.3%	Shares	Sole	2024-05-09
2023-12-31	$884,051	80,883	-47.4%	Shares	Sole	2024-01-30
2023-09-30	$1,601,658	153,710	+0.9%	Shares	Sole	2023-11-08
2023-06-30	$1,662,258	152,361	+4.9%	Shares	Sole	2023-08-10
2023-03-31	$1,512,427	145,286	+7.4%	Shares	Sole	2023-05-04
2022-12-31	$1,230,198	135,261	—	Shares	Sole	2023-02-13
No 13F history on record for this holder in this stock.