Portfolio (Quarterly)
Guide ↗
Beverly Hills Private Wealth, LLC
· CIK 0001965710| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 25,635 | $4.3M | 0.72% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 6,749 | $1.5M | 0.25% | SOLD |
| 3 | QSR | RESTAURANT BRANDS INTL INC | Consumer Cyclical | 18,861 | $1.4M | 0.23% | SOLD |
| 4 | ACN | ACCENTURE PLC IRELAND | Technology | 5,001 | $992K | 0.17% | SOLD |
| 5 | AMT | AMERICAN TOWER CORP | Real Estate | 5,082 | $877K | 0.15% | SOLD |
| 6 | SPGI | S&P GLOBAL INC | Financial Services | 1,985 | $844K | 0.14% | SOLD |
| 7 | DHR | DANAHER CORP DEL | Healthcare | 3,976 | $754K | 0.13% | SOLD |
| 8 | CCI | CROWN CASTLE INC | Real Estate | 9,177 | $746K | 0.12% | SOLD |
| 9 | SNY | SANOFI SA | Healthcare | 14,891 | $717K | 0.12% | SOLD |
| 10 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 6,435 | $702K | 0.12% | SOLD |
| 11 | NDAQ | NASDAQ INC | Financial Services | 7,636 | $648K | 0.11% | SOLD |
| 12 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 10,650 | $623K | 0.10% | SOLD |
| 13 | ZTS | ZOETIS INC | Healthcare | 5,074 | $600K | 0.10% | SOLD |
| 14 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 1,403 | $533K | 0.09% | SOLD |
| 15 | TRP | TC ENERGY CORP | Energy | 8,505 | $532K | 0.09% | SOLD |
| 16 | LMT | LOCKHEED MARTIN CORP | Industrials | 879 | $531K | 0.09% | SOLD |
| 17 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 874 | $529K | 0.09% | SOLD |
| 18 | — | ISHARES TR | — | 56,522 | $518K | 0.09% | SOLD |
| 19 | TSLA | TESLA INC | Consumer Cyclical | 1,342 | $499K | 0.08% | SOLD |
| 20 | DWX | SPDR INDEX SHS FDS | — | 10,910 | $498K | 0.08% | SOLD |
Sector Allocation
Technology
25.2%
Financial Services
24.5%
Healthcare
9.5%
Communication Services
8.8%
Consumer Cyclical
7.8%
Consumer Defensive
6.6%
Real Estate
5.4%
Industrials
4.9%
Energy
4.3%
Utilities
1.9%