Beverly Hills Private Wealth, LLC - Q2 2023 holdings

$608 Million is the total value of Beverly Hills Private Wealth, LLC's 318 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .

 Value Shares↓ Weighting
HPP ExitHUDSON PAC PPTYS INC$0-19,647
-100.0%
-0.04%
GGB ExitGERDAU SAspon adr rep pfd$0-33,650
-100.0%
-0.05%
AEG ExitAEGON N V$0-39,775
-100.0%
-0.05%
IQ ExitIQIYI INCsponsored ads$0-27,234
-100.0%
-0.06%
BHP ExitBHP GROUP LTDsponsored ads$0-3,293
-100.0%
-0.06%
ABB ExitABB LTDsponsored adr$0-7,081
-100.0%
-0.08%
AJG ExitGALLAGHER ARTHUR J & CO$0-1,415
-100.0%
-0.08%
TS ExitTENARIS S Asponsored ads$0-9,733
-100.0%
-0.09%
SYNH ExitSYNEOS HEALTH INCcl a$0-7,928
-100.0%
-0.09%
HMN ExitHORACE MANN EDUCATORS CORP N$0-9,017
-100.0%
-0.09%
MMP ExitMAGELLAN MIDSTREAM PRTNRS LP$0-6,164
-100.0%
-0.10%
GOVT ExitISHARES TRus treas bd etf$0-19,575
-100.0%
-0.14%
DG ExitDOLLAR GEN CORP NEW$0-6,030
-100.0%
-0.39%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-08-10
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC4Q3 20236.3%
MICROSOFT CORP4Q3 20234.2%
BERKSHIRE HATHAWAY INC DEL4Q3 20232.5%
CHEVRON CORP NEW4Q3 20232.3%
TEXAS INSTRS INC4Q3 20232.0%
LOWES COS INC4Q3 20231.8%
GOLDMAN SACHS ETF TR4Q3 20232.0%
JPMORGAN CHASE & CO4Q3 20231.7%
JOHNSON & JOHNSON4Q3 20231.6%
BROADCOM INC4Q3 20231.7%

View Beverly Hills Private Wealth, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-09
13F-HR2024-01-30
13F-HR2023-11-08
13F-HR2023-08-10
13F-HR2023-05-04
13F-HR2023-02-13

View Beverly Hills Private Wealth, LLC's complete filings history.

Export Beverly Hills Private Wealth, LLC's holdings