Instuitional Investor - Beverly Hills Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Beverly Hills Private Wealth, Llc
Portfolio Value $382,985,296
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 123,814 $23,837,940 6.22%
2. MSFT 43,919 $16,515,476 4.31%
3. BRK.A 21,050 $7,507,693 1.96%
4. JPM 40,755 $6,932,397 1.81%
5. NVDA 12,521 $6,200,642 1.61%