Beverly-Hills-Private-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
1,044
Total Value
500671979
Accession Number
0001085146-25-002465
Form Type
13F-HR
Manager Name
Beverly-Hills-Private-Wealth
Data Enrichment
95% identified
993 identified51 unidentified

Holdings

1,044 positions • $500.7M total value
Manager:
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AT&T INC.
Shares:46.3K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$500.7M)
HONEYWELL INTERNATIONAL INC
Shares:6.1K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$500.7M)
GSK plc
Shares:33.1K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$500.7M)
Mondelez International, Inc.
Shares:18.9K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$500.7M)
UNITED PARCEL SERVICE INC
Shares:11.6K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$500.7M)
EMBRAER S.A.
Shares:27.3K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$500.7M)
AMERICAN TOWER CORP /MA/
Shares:5.8K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$500.7M)
CROWN CASTLE INC.
Shares:11.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$500.7M)
BANK OF AMERICA CORP /DE/
Shares:29.3K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$500.7M)
S&P Global Inc.
Shares:2.4K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$500.7M)
ELI LILLY & Co
Shares:1.5K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$500.7M)
Zoetis Inc.
Shares:6.9K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$500.7M)
ARES CAPITAL CORP
Shares:50.9K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$500.7M)
808524854
Shares:45.3K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$500.7M)
KLA CORP
Shares:1.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$500.7M)
COSTCO WHOLESALE CORP /NEW
Shares:1.2K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$500.7M)
922907746
Shares:21.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$500.7M)
UNION PACIFIC CORP
Shares:4.4K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$500.7M)
Sony Group Corp
Shares:41.0K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$500.7M)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:4.1K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$500.7M)