Portfolio (Quarterly)
Guide ↗
Beverly Hills Private Wealth, LLC
· CIK 0001965710| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ACWI | ISHARES TR | — | 130,401 | $18.5M | 3.16% | SOLD |
| 2 | — | GRANITE REAL ESTATE INVT TR | — | 20,924 | $1.2M | 0.21% | SOLD |
| 3 | — | ASTRAZENECA PLC | — | 5,562 | $511K | 0.09% | SOLD |
| 4 | CHTR | CHARTER COMMUNICATIONS INC N | Communication Services | 1,539 | $321K | 0.06% | SOLD |
| 5 | IP PUT | INTERNATIONAL PAPER CO | Consumer Cyclical | 8,100 | $319K | 0.06% | SOLD |
| 6 | SONY | SONY GROUP CORP | Technology | 12,249 | $314K | 0.05% | SOLD |
| 7 | OEF | ISHARES TR | — | 876 | $300K | 0.05% | SOLD |
| 8 | SE | SEA LTD | Consumer Cyclical | 2,207 | $282K | 0.05% | SOLD |
| 9 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 963 | $248K | 0.04% | SOLD |
| 10 | ABVX | ABIVAX SA | Healthcare | 1,743 | $235K | 0.04% | SOLD |
| 11 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,432 | $232K | 0.04% | SOLD |
| 12 | BXP | BXP INC | Real Estate | 3,360 | $227K | 0.04% | SOLD |
| 13 | O | REALTY INCOME CORP | Real Estate | 3,985 | $225K | 0.04% | SOLD |
| 14 | XLK | SELECT SECTOR SPDR TR | — | 1,527 | $220K | 0.04% | SOLD |
| 15 | — | RYANAIR HOLDINGS PLC | — | 2,980 | $215K | 0.04% | SOLD |
| 16 | TIGR | UP FINTECH HLDG LTD | Financial Services | 22,243 | $213K | 0.04% | SOLD |
| 17 | — | ASCENDIS PHARMA A/S | — | 958 | $204K | 0.04% | SOLD |
| 18 | KVUE | KENVUE INC | Consumer Defensive | 10,927 | $188K | 0.03% | SOLD |
| 19 | — | AEGON LTD | — | 17,851 | $138K | 0.02% | SOLD |
| 20 | PLTR PUT | PALANTIR TECHNOLOGIES INC | Technology | 500 | $89K | 0.01% | SOLD |
Sector Allocation
Technology
23.2%
Financial Services
21.1%
Healthcare
9.0%
Communication Services
8.6%
Consumer Cyclical
8.6%
Consumer Defensive
7.5%
Industrials
7.3%
Energy
6.5%
Real Estate
4.5%
Utilities
2.0%