Beverly Hills Private Wealth, LLC
- SEC CIK
- 0001965710
- Latest filing
- Aug 6, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only.
- Positions
- 234
- No filing for Q3 2022
- Portfolio value
- $228.9M
- No filing for Q3 2022
Beverly Hills Private Wealth, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 85,952 | $11.2M | 4.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 33,072 | $7.93M | 3.5% | – | – | History |
| CVXChevron Corp | Stock | 28,828 | $5.17M | 2.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 15,204 | $4.70M | 2.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 27,862 | $4.60M | 2.0% | – | – | History |
| LOWLowes Companies Inc | Stock | 20,762 | $4.14M | 1.8% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 83,571 | $3.98M | 1.7% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 7,375 | $3.91M | 1.7% | – | – | History |
| JNJJohnson & Johnson | Stock | 21,346 | $3.77M | 1.6% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 34,508 | $3.49M | 1.5% | – | – | History |
| AVGOBroadcom Inc. | Stock | 5,864 | $3.28M | 1.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 28,839 | $3.20M | 1.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 23,460 | $3.15M | 1.4% | – | – | History |
| PFEPfizer Inc | Stock | 57,110 | $2.93M | 1.3% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 9,325 | $2.87M | 1.3% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 42,188 | $2.86M | 1.3% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 15,720 | $2.73M | 1.2% | – | – | History |
| CMCSAComcast Corp | Stock | 78,038 | $2.73M | 1.2% | – | – | History |
| PGRProgressive Corp | Stock | 20,293 | $2.63M | 1.1% | – | – | History |
| BLKBlackRock, Inc. | COM | 3,702 | $2.62M | 1.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 26,181 | $2.60M | 1.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 29,770 | $2.50M | 1.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 15,066 | $2.43M | 1.1% | – | – | History |
| DEODiageo PLC | SPON ADR NEW | 13,325 | $2.37M | 1.0% | – | – | History |
| NEENextera Energy Inc | Stock | 28,397 | $2.37M | 1.0% | – | – | History |
| CCICrown Castle Inc. | REIT | 16,840 | $2.28M | 1.0% | – | – | History |
| VZVerizon Communications Inc | Stock | 57,433 | $2.26M | 1.0% | – | – | History |
| MCDMcDonalds Corp | Stock | 8,525 | $2.25M | 1.0% | – | – | History |
| LINLinde PLC | SHS | 6,887 | $2.25M | 1.0% | – | – | History |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 21,695 | $2.16M | 0.9% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 24,999 | $2.08M | 0.9% | – | – | History |
| MOAltria Group, Inc. | Stock | 44,467 | $2.03M | 0.9% | – | – | History |
| TGTTarget Corp | Stock | 12,996 | $1.94M | 0.8% | – | – | History |
| WECWec Energy Group, Inc. | Stock | 20,598 | $1.93M | 0.8% | – | – | History |
| PAYXPaychex Inc | Stock | 16,632 | $1.92M | 0.8% | – | – | History |
| ACNAccenture plc | Stock | 7,121 | $1.90M | 0.8% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 7,371 | $1.90M | 0.8% | – | – | History |
| PEPPepsiCo Inc | Stock | 10,457 | $1.89M | 0.8% | – | – | History |
| PLDPrologis, Inc. | REIT | 16,213 | $1.83M | 0.8% | – | – | History |
| NVDANVIDIA Corp | Stock | 12,479 | $1.82M | 0.8% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 7,146 | $1.76M | 0.8% | – | – | History |
| HONHoneywell International Inc | COM | 8,106 | $1.74M | 0.8% | – | – | History |
| DDominion Energy, Inc | Stock | 28,157 | $1.73M | 0.8% | – | – | History |
| WMTWalmart Inc. | Stock | 12,143 | $1.72M | 0.8% | – | – | History |
| ETNEaton Corp plc | Stock | 10,659 | $1.67M | 0.7% | – | – | History |
| TJXTJX Companies Inc | Stock | 20,265 | $1.61M | 0.7% | – | – | History |
| MAMastercard Inc | Stock | 4,485 | $1.56M | 0.7% | – | – | History |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 47,442 | $1.53M | 0.7% | – | – | – |
| FASTFastenal Co | Stock | 32,122 | $1.52M | 0.7% | – | – | History |
| ELVElevance Health, Inc. | Stock | 2,899 | $1.49M | 0.6% | – | – | History |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 171,174 | $1.47M | 0.6% | – | – | History |
| CBChubb Ltd | Stock | 6,455 | $1.42M | 0.6% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 3,702 | $1.42M | 0.6% | – | – | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 8,503 | $1.41M | 0.6% | – | – | History |
| UNPUnion Pacific Corp | Stock | 6,490 | $1.34M | 0.6% | – | – | History |
| CINFCincinnati Financial Corp | COM | 12,539 | $1.28M | 0.6% | – | – | History |
| BAXBaxter International Inc | Stock | 25,179 | $1.28M | 0.6% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 11,561 | $1.28M | 0.6% | – | – | History |
| AXPAmerican Express Co | Stock | 8,402 | $1.24M | 0.5% | – | – | History |
| NBXGNeuberger Next Generation Connectivity Fund Inc. | COMMON STOCK | 135,261 | $1.23M | 0.5% | – | – | History |
| TTTrane Technologies plc | SHS | 7,301 | $1.23M | 0.5% | – | – | History |
| ABTAbbott Laboratories | Stock | 11,106 | $1.22M | 0.5% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 18,099 | $1.21M | 0.5% | – | – | History |
| PSXPhillips 66 | Stock | 10,850 | $1.13M | 0.5% | – | – | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 39,251 | $1.12M | 0.5% | – | – | – |
| TTETotalEnergies SE | SPONSORED ADS | 17,620 | $1.09M | 0.5% | – | – | History |
| ARCCAres Capital Corp | CEF | 57,669 | $1.07M | 0.5% | – | – | History |
| NVSNovartis AG | ADR | 11,172 | $1.01M | 0.4% | – | – | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 24,272 | $970.4K | 0.4% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $937.4K | 0.4% | – | – | History |
| iShares Tr464288612 | INTRM GOV CR ETF | 9,047 | $927.0K | 0.4% | – | – | – |
| BACBank of America Corp | Stock | 27,897 | $923.9K | 0.4% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 8,339 | $874.3K | 0.4% | – | – | History |
| KEYKeycorp | COM | 49,956 | $870.2K | 0.4% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 6,160 | $867.9K | 0.4% | – | – | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 34,288 | $858.6K | 0.4% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 1,539 | $839.7K | 0.4% | – | – | History |
| PKGPackaging Corp of America | Stock | 6,544 | $837.0K | 0.4% | – | – | History |
| ONOn Semiconductor Corp | Stock | 13,277 | $828.1K | 0.4% | – | – | History |
| ADIAnalog Devices Inc | Stock | 5,048 | $828.0K | 0.4% | – | – | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 9,572 | $811.2K | 0.4% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 11,588 | $785.7K | 0.3% | – | – | History |
| CFCF Industries Holdings, Inc. | COM | 8,114 | $691.3K | 0.3% | – | – | History |
| MDTMedtronic plc | Stock | 8,804 | $684.3K | 0.3% | – | – | History |
| ALBAlbemarle Corp | Stock | 3,148 | $682.7K | 0.3% | – | – | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 12,247 | $677.5K | 0.3% | – | – | History |
| GOOGAlphabet Inc. | Stock | 7,588 | $673.3K | 0.3% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 54,753 | $649.9K | 0.3% | – | – | History |
| DGDollar General Corp | COM | 2,623 | $645.9K | 0.3% | – | – | History |
| AINAlbany International Corp | CL A | 6,368 | $627.8K | 0.3% | – | – | History |
| INTUIntuit Inc. | Stock | 1,597 | $621.6K | 0.3% | – | – | History |
| QSRRestaurant Brands International Inc. | COM | 9,564 | $618.5K | 0.3% | – | – | History |
| FTAIFTAI Aviation Ltd. | SHS | 34,496 | $590.6K | 0.3% | – | – | History |
| ENBEnbridge Inc | Stock | 15,022 | $587.4K | 0.3% | – | – | History |
| QCOMQualcomm Inc | Stock | 5,241 | $576.2K | 0.3% | – | – | History |
| TDYTeledyne Technologies Inc | COM | 1,436 | $574.3K | 0.3% | – | – | History |
| RTXRTX Corp | Stock | 5,683 | $573.5K | 0.3% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 23,688 | $571.4K | 0.2% | – | – | History |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 25,557 | $570.7K | 0.2% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 5,429 | $565.9K | 0.2% | – | – | – |