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BEVERLY HILLS PRIVATE WEALTH, LLC

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BEVERLY HILLS CA Investment Advisor
13F Summary
Beverly Hills Private Wealth is based out of Beverly Hills. Beverly Hills Private Wealth is a large advisory firm with 145 clients and discretionary assets under management (AUM) of $459,000,000 (Form ADV from 2023-10-24). Their last reported 13F filing for Q4 2023 included $382,985,296 in managed 13F securities and a top 10 holdings concentration of 23.37%. Beverly Hills Private Wealth's largest holding is Apple Inc with shares held of 123,814. Whalewisdom has at least 5 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 6.22%
MSFT Microsoft Corp. 4.31%
BRK.B Berkshire Hathaway I 1.96%
JPM JPMorgan Chase & Co. 1.81%
NVDA NVIDIA Corp. 1.62%

2023-12-31

13F Activity

Market Value $383m, Prior: $336m
New Purchases 56 stocks
Added To 76 stocks
Sold out of 17 stocks
Reduced holdings in 202 stocks
Top 10 Holdings % 23.37%
Turnover %[1] 21.53%
Turnover Alt %[2] 8.2%
Time Held Top 20 2.95 quarters
Time Held Top 10 2.3 quarters
Time Held All 2.96 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance