Beverly Hills Private Wealth, LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| NOVO-NORDISK A S | $3.05M | 0.6% |
| KONINKLIJKE PHILIPS N V | $3.02M | 0.6% |
| GLOBAL X FDS | $2.81M | 0.5% |
| BlackRock MuniHoldings California Quality Fund, Inc.MUC | $2.80M | 0.5% |
| EPR PPTYS | $2.71M | 0.5% |
| CENOVUS ENERGY INC | $2.68M | 0.5% |
| Kayne Anderson Energy Infrastructure Fund, Inc.KYN | $2.64M | 0.5% |
| CATERPILLAR INC | $2.63M | 0.5% |
| CHEVRON CORP | $2.51M | 0.5% |
| Dell Technologies Inc. | $2.50M | 0.5% |
| ISHARES INC | $2.46M | 0.5% |
| GREENFIRE RES LTD NEW | $2.35M | 0.5% |
| MORGAN STANLEY ETF TRUST | $2.33M | 0.4% |
| BERKSHIRE HATHAWAY INC DEL | $2.25M | 0.4% |
| HP INC | $2.21M | 0.4% |
| OPPENHEIMER HOLDINGS INCOPY | $2.21M | 0.4% |
| PACKAGING CORP OF AMERICA | $2.02M | 0.4% |
| TE Connectivity PLC | $2.02M | 0.4% |
| CORNING INC /NY | $2.01M | 0.4% |
| NEUBERGER NEXT GENERATION | $1.97M | 0.4% |
| California Resources Corp | $1.90M | 0.4% |
| Alibaba Group Holding LtdBABA | $1.89M | 0.4% |
| GOLDMAN SACHS ETF TR | $1.88M | 0.4% |
| MCDONALD'S CORP | $1.86M | 0.4% |
| Bank of New York Mellon Corp/The | $1.85M | 0.4% |
| KIMCO REALTY CORP | $1.75M | 0.3% |
| BlackRock, Inc. | $1.75M | 0.3% |
| GSK PLC | $1.74M | 0.3% |
| Franklin Resources, Inc. | $1.68M | 0.3% |
| AMERIPRISE FINANCIAL INC | $1.62M | 0.3% |
| AbbVie Inc. | $1.55M | 0.3% |
| APARTMENT INVESTMENT & MANAGEMENT CO | $1.53M | 0.3% |
| ELDORADO GOLD CORP NEW | $1.50M | 0.3% |
| Marriott International Inc/MD | $1.49M | 0.3% |
| MCKESSON CORP | $1.42M | 0.3% |
| SCHWAB STRATEGIC TR | $1.38M | 0.3% |
| PayPal Holdings, Inc. | $1.38M | 0.3% |
| Tencent Music Entertainment GroupTME | $1.36M | 0.3% |
| EMBRAER S.A.EMBJ | $1.35M | 0.3% |
| TEXAS INSTRUMENTS INC | $1.31M | 0.3% |
| Marathon Petroleum Corp | $1.31M | 0.3% |
| Morgan Stanley | $1.27M | 0.2% |
| NORFOLK SOUTHERN CORP | $1.24M | 0.2% |
| PACCAR INC | $1.21M | 0.2% |
| FTAI Aviation Ltd | $1.21M | 0.2% |
| ELI LILLY & Co | $1.19M | 0.2% |
| LOWES COMPANIES INC | $1.19M | 0.2% |
| AMERICAN EXPRESS CO | $1.18M | 0.2% |
| LINDE PLC | $1.15M | 0.2% |
| Walmart Inc. | $1.13M | 0.2% |