Portfolio (Quarterly)
Guide ↗
Beverly Hills Private Wealth, LLC
· CIK 0001965710| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 3,788 | $496K | 0.08% | SOLD |
| 22 | NGG | NATIONAL GRID PLC | Utilities | 5,848 | $495K | 0.08% | SOLD |
| 23 | VIV | TELEFONICA BRASIL SA | Communication Services | 30,090 | $479K | 0.08% | SOLD |
| 24 | — | UNILEVER PLC | — | 8,379 | $477K | 0.08% | SOLD |
| 25 | CBRE | CBRE GROUP INC | Real Estate | 3,495 | $473K | 0.08% | SOLD |
| 26 | SNOW | SNOWFLAKE INC | Technology | 3,138 | $473K | 0.08% | SOLD |
| 27 | RGA | REINSURANCE GROUP AMER INC | Financial Services | 2,301 | $470K | 0.08% | SOLD |
| 28 | SNA | SNAP ON INC | Industrials | 1,276 | $463K | 0.08% | SOLD |
| 29 | PFE | PFIZER INC | Healthcare | 16,264 | $457K | 0.08% | SOLD |
| 30 | CCEP | COCA-COLA EUROPACIFIC PARTNE | Consumer Defensive | 5,022 | $455K | 0.08% | SOLD |
| 31 | RY | ROYAL BK CDA | Financial Services | 2,808 | $454K | 0.08% | SOLD |
| 32 | GATX | GATX CORP | Industrials | 2,626 | $448K | 0.07% | SOLD |
| 33 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 6,900 | $446K | 0.07% | SOLD |
| 34 | HAS | HASBRO INC | Consumer Cyclical | 4,562 | $427K | 0.07% | SOLD |
| 35 | CRUS | CIRRUS LOGIC INC | Technology | 2,887 | $418K | 0.07% | SOLD |
| 36 | IVE | ISHARES TR | — | 1,939 | $409K | 0.07% | SOLD |
| 37 | DYNF | BLACKROCK ETF TRUST | — | 6,951 | $404K | 0.07% | SOLD |
| 38 | IRM | IRON MTN INC DEL | Real Estate | 3,956 | $404K | 0.07% | SOLD |
| 39 | MDT | MEDTRONIC PLC | Healthcare | 4,526 | $392K | 0.07% | SOLD |
| 40 | IEMG | ISHARES INC | — | 5,602 | $391K | 0.07% | 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%