BEVERLY HILLS PRIVATE WEALTH LLC

Stock Holdings
Option Holdings
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Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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AAPL
APPLE
113,559-1,788-1.55%
Created with Highcharts 10.1.0
$154.455.04%0.00%25,224,9332025-03-31
MSFT
MICROSOFT
46,051+505+1.11%
Created with Highcharts 10.1.0
$278.043.45%0.00%17,287,6042025-03-31
BRK.B
BERKSHIRE HATHAWAY
26,998-580-2.10%
Created with Highcharts 10.1.0
$0.002.87%0.00%14,378,5952025-03-31
JPM
JPMORGAN CHASE
54,080-235-0.43%
Created with Highcharts 10.1.0
$147.822.65%0.00%13,265,7232025-03-31
AMZN
AMAZON
59,171+1,688+2.94%
Created with Highcharts 10.1.0
$131.272.25%0.00%11,257,8742025-03-31
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
183,807+42,145+29.75%
Created with Highcharts 10.1.0
$58.862.18%0.04%10,918,1242025-03-31
PM
PHILIP MORRIS INTERNATIONAL
67,907+1,187+1.78%
Created with Highcharts 10.1.0
$96.382.15%0.00%10,778,7992025-03-31
VGSH
VANGUARD SHORT-TERM TREASURY INDEX FUND
179,852+22,240+14.11%
Created with Highcharts 10.1.0
$58.152.11%0.05%10,555,4972025-03-31
NVDA
NVIDIA
95,553-7,301-7.10%
Created with Highcharts 10.1.0
$15.352.07%0.00%10,356,0012025-03-31
META
META
13,300+352+2.72%
Created with Highcharts 10.1.0
$393.651.53%0.00%7,665,8532025-03-31
SCHW
SCHWAB CHARLES
93,943+8,633+10.12%
Created with Highcharts 10.1.0
$59.591.47%0.01%7,353,8972025-03-31
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
65,667-6,715-9.28%
Created with Highcharts 10.1.0
$99.871.31%0.00%6,578,5052025-03-31
VZ
VERIZON COMMUNICATIONS
134,651+25,729+23.62%
Created with Highcharts 10.1.0
$39.151.22%0.00%6,107,7782025-03-31
ELV
ELEVANCE HEALTH
13,552+1,755+14.88%
Created with Highcharts 10.1.0
$465.081.18%0.01%5,894,5802025-03-31
UNH
UNITEDHEALTH GROUP
10,655+547+5.41%
Created with Highcharts 10.1.0
$509.111.11%0.00%5,580,8172025-03-31
CMCSA
COMCAST
147,249+8,074+5.80%
Created with Highcharts 10.1.0
$39.481.09%0.00%5,433,5032025-03-31
V
VISA
15,218+393+2.65%
Created with Highcharts 10.1.0
$267.691.07%0.00%5,333,3902025-03-31
JAAA
JANUS HENDERSON AAA CLO ETF
99,630-19,464-16.34%
Created with Highcharts 10.1.0
$50.461.01%0.00%5,052,2302025-03-31
GOOG
ALPHABET
32,270-1,139-3.41%
Created with Highcharts 10.1.0
$139.211.01%0.00%5,041,5782025-03-31
PEP
PEPSICO
33,418+5,093+17.98%
Created with Highcharts 10.1.0
$171.501.00%0.00%5,010,7102025-03-31
KR
KROGER
72,660+4,566+6.71%
Created with Highcharts 10.1.0
$52.630.98%0.01%4,918,3652025-03-31
TSM
TAIWAN SEMICONDUCTOR
29,478+675+2.34%
Created with Highcharts 10.1.0
$127.210.98%0.00%4,893,2932025-03-31
AVGO
BROADCOM
28,630-1,662-5.49%
Created with Highcharts 10.1.0
$72.460.96%0.00%4,793,5192025-03-31
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
94,647-5,934-5.90%
Created with Highcharts 10.1.0
$45.510.88%0.02%4,383,1162025-03-31
CVX
CHEVRON
26,013+85+0.33%
Created with Highcharts 10.1.0
$161.150.87%0.00%4,351,7212025-03-31
GNMA
ISHARES GNMA BOND ETF
98,695+28,609+40.82%
Created with Highcharts 10.1.0
$43.870.87%1.22%4,332,7062025-03-31
ACI
ALBERTSONS COMPANIES
196,880+20,167+11.41%
Created with Highcharts 10.1.0
$20.440.86%0.03%4,329,3992025-03-31
JNJ
JOHNSON & JOHNSON
25,519+210+0.83%
Created with Highcharts 10.1.0
$161.120.85%0.00%4,232,0302025-03-31
BLK
BLACKROCK
4,088+6+0.15%
Created with Highcharts 10.1.0
$1,019.360.77%0.00%3,869,2782025-03-31
IVV
ISHARES CORE S&P 500 ETF
6,860-652-8.68%
Created with Highcharts 10.1.0
$434.740.77%0.00%3,854,7862025-03-31
LOW
LOWES COMPANIES
16,197-566-3.38%
Created with Highcharts 10.1.0
$207.390.75%0.00%3,777,6592025-03-31
MCD
MCDONALDS
12,051-64-0.53%
Created with Highcharts 10.1.0
$274.240.75%0.00%3,764,4232025-03-31
SW
SMURFIT WESTROCK PLC
83,146+6,994+9.18%
Created with Highcharts 10.1.0
$47.590.75%0.02%3,746,5582025-03-31
BTT
BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST
173,181+25,928+17.61%
Created with Highcharts 10.1.0
$20.800.73%0.00%3,676,6382025-03-31
CBL
CBL & ASSOCIATES PROPERTIES
129,344+10,761+9.07%
Created with Highcharts 10.1.0
$25.100.69%0.42%3,437,9732025-03-31
DTF
DTF TAX-FREE INCOME 2028 TERM FUND
306,088+57,141+22.95%
Created with Highcharts 10.1.0
$11.150.69%0.00%3,431,2502025-03-31
TXN
TEXAS INSTRUMENTS
18,562-361-1.91%
Created with Highcharts 10.1.0
$172.500.67%0.00%3,335,6642025-03-31
XOM
EXXON MOBIL
27,793-1,004-3.49%
Created with Highcharts 10.1.0
$108.990.66%0.00%3,305,4822025-03-31
NWS
NEWS
108,562+7,769+7.71%
Created with Highcharts 10.1.0
$26.700.66%0.06%3,297,0372025-03-31
SF
STIFEL FINANCIAL
34,683+3,266+10.40%
Created with Highcharts 10.1.0
$80.900.65%0.03%3,269,1842025-03-31
ET
ENERGY TRANSFER LP
171,226+1,970+1.16%
Created with Highcharts 10.1.0
$12.620.64%0.00%3,183,1002025-03-31
CSCO
CISCO SYSTEMS
51,310-184-0.36%
Created with Highcharts 10.1.0
$49.040.63%0.00%3,166,3462025-03-31
PGR
PROGRESSIVE
10,914-1,157-9.58%
Created with Highcharts 10.1.0
$134.730.62%0.00%3,088,8032025-03-31
NVO
NOVO NORDISK A S
43,203+7,048+19.49%
Created with Highcharts 10.1.0
$97.710.60%0.00%3,000,0242025-03-31
ABBV
ABBVIE
13,716-1,016-6.90%
Created with Highcharts 10.1.0
$146.920.57%0.00%2,873,7752025-03-31
WMT
WALMART
32,454-1,914-5.57%
Created with Highcharts 10.1.0
$49.760.57%0.00%2,849,1282025-03-31
EDV
VANGUARD EXTENDED DURATION TREASURY INDEX FUND
39,225+15,019+62.05%
Created with Highcharts 10.1.0
$71.180.56%0.07%2,789,2862025-03-31
SU
SUNCOR ENERGY
68,420-6,233-8.35%
Created with Highcharts 10.1.0
$36.540.53%0.00%2,649,2042025-03-31
APD
AIR PRODUCTS & CHEMICALS
8,858-325-3.54%
Created with Highcharts 10.1.0
$280.330.52%0.00%2,612,4332025-03-31
SBUX
STARBUCKS
26,559-16-0.06%
Created with Highcharts 10.1.0
$101.550.52%0.00%2,605,1802025-03-31