Beverly Hills Private Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Beverly Hills, CA
CIK
0001965710
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 359 432,976 AAPL, MSFT, NVDA, BRK-B 13F-HR 5/8/2024 000108514624002346
Q4 2023 339 382,985 AAPL, MSFT, BRK-B, JPM 13F-HR 1/29/2024 000108514624000550
Q3 2023 300 336,160 AAPL, MSFT, BRK-B, GBIL 13F-HR 11/8/2023 000108514623004222
Q2 2023 318 608,324 AAPL, MSFT, BRK-B, TXN 13F-HR 8/9/2023 000108514623003201
Q1 2023 278 322,507 AAPL, MSFT, BRK-B, GBIL 13F-HR 5/3/2023 000108514623002033
Q4 2022 234 228,931 AAPL, MSFT, CVX, BRK-B 13F-HR 2/13/2023 000108514623001141