Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 4 | Q3 2023 | 6.3% |
MICROSOFT CORP | 4 | Q3 2023 | 4.2% |
BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 2.5% |
CHEVRON CORP NEW | 4 | Q3 2023 | 2.3% |
TEXAS INSTRS INC | 4 | Q3 2023 | 2.0% |
LOWES COS INC | 4 | Q3 2023 | 1.8% |
GOLDMAN SACHS ETF TR | 4 | Q3 2023 | 2.0% |
JPMORGAN CHASE & CO | 4 | Q3 2023 | 1.7% |
JOHNSON & JOHNSON | 4 | Q3 2023 | 1.6% |
BROADCOM INC | 4 | Q3 2023 | 1.7% |
View Beverly Hills Private Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.