Portfolio (Quarterly)
Guide ↗
Beverly Hills Private Wealth, LLC
· CIK 0001965710| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | TAK | TAKEDA PHARMACEUTICAL CO LTD | Healthcare | 19,973 | $370K | 0.06% | SOLD |
| 42 | HXL | HEXCEL CORP NEW | Industrials | 4,442 | $359K | 0.06% | SOLD |
| 43 | CM | CANADIAN IMPERIAL BANK OF CO | Financial Services | 3,748 | $355K | 0.06% | SOLD |
| 44 | FTS | FORTIS INC | Utilities | 6,293 | $351K | 0.06% | SOLD |
| 45 | OKE | ONEOK INC NEW | Energy | 3,881 | $351K | 0.06% | SOLD |
| 46 | GD | GENERAL DYNAMICS CORP | Industrials | 1,019 | $350K | 0.06% | SOLD |
| 47 | MPLX | MPLX LP | Energy | 6,101 | $348K | 0.06% | SOLD |
| 48 | BWA | BORGWARNER INC | Consumer Cyclical | 6,381 | $346K | 0.06% | SOLD |
| 49 | — | AMCOR PLC | — | 8,634 | $343K | 0.06% | SOLD |
| 50 | HLI | HOULIHAN LOKEY INC | Financial Services | 2,386 | $343K | 0.06% | SOLD |
| 51 | DUK | DUKE ENERGY CORP NEW | Utilities | 2,616 | $343K | 0.06% | SOLD |
| 52 | KO | COCA COLA CO | Consumer Defensive | 4,491 | $342K | 0.06% | SOLD |
| 53 | IVW | ISHARES TR | — | 3,003 | $340K | 0.06% | SOLD |
| 54 | SMFG | SUMITOMO MITSUI FIN GRP INC | Financial Services | 17,177 | $339K | 0.06% | SOLD |
| 55 | EFV | ISHARES TR | — | 4,554 | $339K | 0.06% | SOLD |
| 56 | WBS | WEBSTER FINL CORP | Financial Services | 4,857 | $337K | 0.06% | SOLD |
| 57 | NI | NISOURCE INC | Utilities | 7,162 | $334K | 0.06% | SOLD |
| 58 | ALB | ALBEMARLE CORP | Basic Materials | 1,839 | $330K | 0.06% | SOLD |
| 59 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 1,681 | $330K | 0.06% | SOLD |
| 60 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | Financial Services | 15,066 | $326K | 0.05% | 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%