| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 7 | Q2 2024 | 6.3% |
| MICROSOFT CORP | 7 | Q2 2024 | 4.5% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 2.5% |
| JPMORGAN CHASE & CO. | 7 | Q2 2024 | 2.0% |
| NVIDIA CORPORATION | 7 | Q2 2024 | 3.0% |
| CHEVRON CORP NEW | 7 | Q2 2024 | 2.3% |
| GOLDMAN SACHS ETF TR | 7 | Q2 2024 | 2.0% |
| TEXAS INSTRS INC | 7 | Q2 2024 | 2.0% |
| BROADCOM INC | 7 | Q2 2024 | 1.7% |
| LOWES COS INC | 7 | Q2 2024 | 1.8% |
View Beverly Hills Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
View Beverly Hills Private Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.