HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
123,814 | -523 | $23,838 |
| AAPL | 123,814 | -523 | $23,838 |
 MICROSOFT CORP |
$16,514 | ||
| MSFT | 43,919 | -281 | $16,515 |
| Put | 3,500 | UNCH | $1 |
| BERKSHIRE HATHAWAY INC DEL |
$9,136 | ||
| BRK.B | 21,050 | -2,641 | $7,508 |
| BRK.A | 3 | -5 | $1,628 |
| JPMORGAN CHASE & CO |
$6,933 | ||
| JPM | 40,755 | +1,363 | $6,932 |
| Call | 4,400 | +2,000 | $1 |
| NVIDIA CORPORATION |
12,521 | +36 | $6,201 |
| NVDA | 12,521 | +36 | $6,201 |
| GOLDMAN SACHS ETF TR (GBIL) |
60,875 | -7,550 | $6,072 |
| GBIL | 60,875 | -7,550 | $6,072 |
| BROADCOM INC |
5,379 | -552 | $6,004 |
| AVGO | 5,379 | -552 | $6,004 |
| AMAZON COM INC |
37,762 | +2,062 | $5,738 |
| AMZN | 37,762 | +2,062 | $5,738 |
| PHILIP MORRIS INTL INC |
57,680 | +10,373 | $5,427 |
| PM | 57,680 | +10,373 | $5,427 |
| TEXAS INSTRS INC |
30,841 | -1,668 | $5,257 |
| TXN | 30,841 | -1,668 | $5,257 |
| CHEVRON CORP NEW |
34,574 | -1,229 | $5,157 |
| CVX | 34,574 | -1,229 | $5,157 |
| LOWES COS INC |
22,647 | -872 | $5,040 |
| LOW | 22,647 | -872 | $5,040 |
| COMCAST CORP NEW |
108,173 | +4,962 | $4,743 |
| CMCSA | 108,173 | +4,962 | $4,743 |
| SCHWAB CHARLES CORP |
67,927 | -1,830 | $4,673 |
| SCHW | 67,927 | -1,830 | $4,673 |
| ISHARES TR (IWD) |
27,582 | +27,582 | $4,558 |
| IWD | 27,582 | +27,582 | $4,558 |
| ISHARES TR (IVV) |
9,420 | +1,903 | $4,499 |
| IVV | 9,420 | +1,903 | $4,499 |
| UNITEDHEALTH GROUP INC |
8,435 | -85 | $4,441 |
| UNH | 8,435 | -85 | $4,441 |
| JOHNSON & JOHNSON |
27,464 | -2,331 | $4,305 |
| JNJ | 27,464 | -2,331 | $4,305 |
| MERCK & CO INC |
39,278 | +66 | $4,282 |
| MRK | 39,278 | +66 | $4,282 |
| BLACKROCK INC |
4,710 | +56 | $3,823 |
| BLK | 4,710 | +56 | $3,823 |
| CISCO SYS INC |
71,128 | -780 | $3,593 |
| CSCO | 71,128 | -780 | $3,593 |
| MCDONALDS CORP |
11,769 | -151 | $3,490 |
| MCD | 11,769 | -151 | $3,490 |
| LINDE PLC |
8,145 | -405 | $3,345 |
| LIN | 8,145 | -405 | $3,345 |
| JANUS DETROIT STR TR |
61,529 | +43,545 | $3,095 |
| JAAA | 61,529 | +43,545 | $3,095 |
| NORFOLK SOUTHN CORP |
12,399 | -140 | $2,931 |
| NSC | 12,399 | -140 | $2,931 |
| ABBVIE INC |
18,208 | -331 | $2,822 |
| ABBV | 18,208 | -331 | $2,822 |
| AIR PRODS & CHEMS INC |
10,156 | -497 | $2,781 |
| APD | 10,156 | -497 | $2,781 |
| EXXON MOBIL CORP |
27,772 | -4,597 | $2,777 |
| XOM | 27,772 | -4,597 | $2,777 |
| ACCENTURE PLC IRELAND |
7,809 | -273 | $2,740 |
| ACN | 7,809 | -273 | $2,740 |
| STARBUCKS CORP |
28,424 | -1,673 | $2,729 |
| SBUX | 28,424 | -1,673 | $2,729 |
| UNITED PARCEL SERVICE INC |
17,150 | -1,014 | $2,696 |
| UPS | 17,150 | -1,014 | $2,696 |
| PEPSICO INC |
15,720 | +1,464 | $2,670 |
| PEP | 15,720 | +1,464 | $2,670 |
| MOTOROLA SOLUTIONS INC |
8,431 | -410 | $2,640 |
| MSI | 8,431 | -410 | $2,640 |
| EATON CORP PLC |
10,917 | -843 | $2,629 |
| ETN | 10,917 | -843 | $2,629 |
| ISHARES TR (MBB) |
27,528 | +19,429 | $2,590 |
| MBB | 27,528 | +19,429 | $2,590 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
43,608 | +33,262 | $2,544 |
| VGSH | 43,608 | +33,262 | $2,544 |
| PROGRESSIVE CORP |
15,816 | -678 | $2,519 |
| PGR | 15,816 | -678 | $2,519 |
| WALMART INC |
15,888 | -20 | $2,505 |
| WMT | 15,888 | -20 | $2,505 |
| ISHARES TR (IDV) |
89,236 | +89,236 | $2,498 |
| IDV | 89,236 | +89,236 | $2,498 |
| PAYCHEX INC |
20,909 | -527 | $2,491 |
| PAYX | 20,909 | -527 | $2,491 |
| NUSHARES ETF TR (NDVG) |
86,593 | +86,593 | $2,429 |
| NDVG | 86,593 | +86,593 | $2,429 |
| PROLOGIS INC. |
18,220 | -668 | $2,429 |
| PLD | 18,220 | -668 | $2,429 |
| VERIZON COMMUNICATIONS INC |
63,790 | -14,391 | $2,405 |
| VZ | 63,790 | -14,391 | $2,405 |
| FASTENAL CO |
36,605 | -1,231 | $2,371 |
| FAST | 36,605 | -1,231 | $2,371 |
| MASTERCARD INCORPORATED |
5,389 | -223 | $2,299 |
| MA | 5,389 | -223 | $2,299 |
| ENERGY TRANSFER L P |
166,191 | +1,039 | $2,293 |
| ET | 166,191 | +1,039 | $2,293 |
| NORTHROP GRUMMAN CORP |
4,696 | +2,695 | $2,198 |
| NOC | 4,696 | +2,695 | $2,198 |
| ELEVANCE HEALTH INC |
4,587 | +510 | $2,163 |
| ELV | 4,587 | +510 | $2,163 |
| ISHARES TR (HDV) |
21,154 | +21,154 | $2,157 |
| HDV | 21,154 | +21,154 | $2,157 |
| KAYNE ANDERSON ENERGY INFRST |
244,859 | -5,810 | $2,150 |
| KYN | 244,859 | -5,810 | $2,150 |
See Full List: All Stocks Held By Beverly Hills Private Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Beverly Hills Private Wealth LLC
|
Size ($ in 1000's)
At 12/31/2023: $382,987 At 09/30/2023: $336,163 Combined Holding Report Includes:
Beverly Hills Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Beverly Hills Private Wealth LLC 13F filings. Link to 13F filings: SEC filings |
