Portfolio (Quarterly)
Guide ↗
Beverly Hills Private Wealth, LLC
· CIK 0001965710| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | MDU | MDU RES GROUP INC | Industrials | 15,748 | $326K | 0.05% | SOLD |
| 62 | — | HOLOGIC INC | — | 4,269 | $323K | 0.05% | SOLD |
| 63 | NTR | NUTRIEN LTD | Basic Materials | 4,212 | $318K | 0.05% | SOLD |
| 64 | MSM | MSC INDL DIRECT INC | Industrials | 3,406 | $314K | 0.05% | SOLD |
| 65 | AVIG | AMERICAN CENTY ETF TR | — | 7,556 | $314K | 0.05% | SOLD |
| 66 | ARW | ARROW ELECTRS INC | Technology | 2,185 | $313K | 0.05% | SOLD |
| 67 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | Financial Services | 18,390 | $312K | 0.05% | SOLD |
| 68 | AOS | SMITH A O CORP | Industrials | 4,711 | $311K | 0.05% | SOLD |
| 69 | USB | US BANCORP | Financial Services | 5,861 | $305K | 0.05% | SOLD |
| 70 | PBA | PEMBINA PIPELINE CORP | Energy | 6,747 | $302K | 0.05% | SOLD |
| 71 | BMO | BANK MONTREAL MEDIUM | Financial Services | 2,217 | $300K | 0.05% | SOLD |
| 72 | ASML | ASML HLDG NV | Technology | 224 | $296K | 0.05% | SOLD |
| 73 | EME | EMCOR GROUP INC | Industrials | 389 | $287K | 0.05% | SOLD |
| 74 | CXH | MFS INVT GRADE MUN TR | Financial Services | 35,345 | $282K | 0.05% | SOLD |
| 75 | CME | CME GROUP INC | Financial Services | 953 | $281K | 0.05% | SOLD |
| 76 | GFI | GOLD FIELDS LTD | Basic Materials | 6,096 | $277K | 0.05% | SOLD |
| 77 | MIDD | MIDDLEBY CORP | Industrials | 2,073 | $275K | 0.05% | SOLD |
| 78 | DHI | D R HORTON INC | Consumer Cyclical | 1,966 | $270K | 0.04% | SOLD |
| 79 | QUAL | ISHARES TR | — | 1,390 | $267K | 0.04% | SOLD |
| 80 | WTFC | WINTRUST FINL CORP | Financial Services | 1,917 | $266K | 0.04% | 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%