Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Beverly Hills Private Wealth, Llc > Profile

Instuitional Investor - Beverly Hills Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Beverly Hills Private Wealth, Llc
Portfolio Value $533,460,460
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 45,972 $22,867,713 4.29%
2.
Apple Inc.
 AAPL 106,613 $21,873,960 4.1%
3.
Jpmorgan Chase & Co
 JPM 53,737 $15,579,138 2.92%
4.
Nvidia Corp
 NVDA 91,045 $14,384,138 2.7%
5.
Amazon Com Inc
 AMZN 59,425 $13,037,251 2.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)