BEVERLY HILLS PRIVATE WEALTH LLC
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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) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| AAPL | APPLE | 113,559 | -1,788 | -1.55% | $154.45 | 5.04% | 0.00% | 25,224,933 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 46,051 | +505 | +1.11% | $278.04 | 3.45% | 0.00% | 17,287,604 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 26,998 | -580 | -2.10% | $0.00 | 2.87% | 0.00% | 14,378,595 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 54,080 | -235 | -0.43% | $147.82 | 2.65% | 0.00% | 13,265,723 | 2025-03-31 | ||||||
| AMZN | AMAZON | 59,171 | +1,688 | +2.94% | $131.27 | 2.25% | 0.00% | 11,257,874 | 2025-03-31 | ||||||
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | 183,807 | +42,145 | +29.75% | $58.86 | 2.18% | 0.04% | 10,918,124 | 2025-03-31 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 67,907 | +1,187 | +1.78% | $96.38 | 2.15% | 0.00% | 10,778,799 | 2025-03-31 | ||||||
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | 179,852 | +22,240 | +14.11% | $58.15 | 2.11% | 0.05% | 10,555,497 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 95,553 | -7,301 | -7.10% | $15.35 | 2.07% | 0.00% | 10,356,001 | 2025-03-31 | ||||||
| META | META | 13,300 | +352 | +2.72% | $393.65 | 1.53% | 0.00% | 7,665,853 | 2025-03-31 | ||||||
| SCHW | SCHWAB CHARLES | 93,943 | +8,633 | +10.12% | $59.59 | 1.47% | 0.01% | 7,353,897 | 2025-03-31 | ||||||
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | 65,667 | -6,715 | -9.28% | $99.87 | 1.31% | 0.00% | 6,578,505 | 2025-03-31 | ||||||
| VZ | VERIZON COMMUNICATIONS | 134,651 | +25,729 | +23.62% | $39.15 | 1.22% | 0.00% | 6,107,778 | 2025-03-31 | ||||||
| ELV | ELEVANCE HEALTH | 13,552 | +1,755 | +14.88% | $465.08 | 1.18% | 0.01% | 5,894,580 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 10,655 | +547 | +5.41% | $509.11 | 1.11% | 0.00% | 5,580,817 | 2025-03-31 | ||||||
| CMCSA | COMCAST | 147,249 | +8,074 | +5.80% | $39.48 | 1.09% | 0.00% | 5,433,503 | 2025-03-31 | ||||||
| V | VISA | 15,218 | +393 | +2.65% | $267.69 | 1.07% | 0.00% | 5,333,390 | 2025-03-31 | ||||||
| JAAA | JANUS HENDERSON AAA CLO ETF | 99,630 | -19,464 | -16.34% | $50.46 | 1.01% | 0.00% | 5,052,230 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 32,270 | -1,139 | -3.41% | $139.21 | 1.01% | 0.00% | 5,041,578 | 2025-03-31 | ||||||
| PEP | PEPSICO | 33,418 | +5,093 | +17.98% | $171.50 | 1.00% | 0.00% | 5,010,710 | 2025-03-31 | ||||||
| KR | KROGER | 72,660 | +4,566 | +6.71% | $52.63 | 0.98% | 0.01% | 4,918,365 | 2025-03-31 | ||||||
| TSM | TAIWAN SEMICONDUCTOR | 29,478 | +675 | +2.34% | $127.21 | 0.98% | 0.00% | 4,893,293 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 28,630 | -1,662 | -5.49% | $72.46 | 0.96% | 0.00% | 4,793,519 | 2025-03-31 | ||||||
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | 94,647 | -5,934 | -5.90% | $45.51 | 0.88% | 0.02% | 4,383,116 | 2025-03-31 | ||||||
| CVX | CHEVRON | 26,013 | +85 | +0.33% | $161.15 | 0.87% | 0.00% | 4,351,721 | 2025-03-31 | ||||||
| GNMA | ISHARES GNMA BOND ETF | 98,695 | +28,609 | +40.82% | $43.87 | 0.87% | 1.22% | 4,332,706 | 2025-03-31 | ||||||
| ACI | ALBERTSONS COMPANIES | 196,880 | +20,167 | +11.41% | $20.44 | 0.86% | 0.03% | 4,329,399 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 25,519 | +210 | +0.83% | $161.12 | 0.85% | 0.00% | 4,232,030 | 2025-03-31 | ||||||
| BLK | BLACKROCK | 4,088 | +6 | +0.15% | $1,019.36 | 0.77% | 0.00% | 3,869,278 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 6,860 | -652 | -8.68% | $434.74 | 0.77% | 0.00% | 3,854,786 | 2025-03-31 | ||||||
| LOW | LOWES COMPANIES | 16,197 | -566 | -3.38% | $207.39 | 0.75% | 0.00% | 3,777,659 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 12,051 | -64 | -0.53% | $274.24 | 0.75% | 0.00% | 3,764,423 | 2025-03-31 | ||||||
| SW | SMURFIT WESTROCK PLC | 83,146 | +6,994 | +9.18% | $47.59 | 0.75% | 0.02% | 3,746,558 | 2025-03-31 | ||||||
| BTT | BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST | 173,181 | +25,928 | +17.61% | $20.80 | 0.73% | 0.00% | 3,676,638 | 2025-03-31 | ||||||
| CBL | CBL & ASSOCIATES PROPERTIES | 129,344 | +10,761 | +9.07% | $25.10 | 0.69% | 0.42% | 3,437,973 | 2025-03-31 | ||||||
| DTF | DTF TAX-FREE INCOME 2028 TERM FUND | 306,088 | +57,141 | +22.95% | $11.15 | 0.69% | 0.00% | 3,431,250 | 2025-03-31 | ||||||
| TXN | TEXAS INSTRUMENTS | 18,562 | -361 | -1.91% | $172.50 | 0.67% | 0.00% | 3,335,664 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 27,793 | -1,004 | -3.49% | $108.99 | 0.66% | 0.00% | 3,305,482 | 2025-03-31 | ||||||
| NWS | NEWS | 108,562 | +7,769 | +7.71% | $26.70 | 0.66% | 0.06% | 3,297,037 | 2025-03-31 | ||||||
| SF | STIFEL FINANCIAL | 34,683 | +3,266 | +10.40% | $80.90 | 0.65% | 0.03% | 3,269,184 | 2025-03-31 | ||||||
| ET | ENERGY TRANSFER LP | 171,226 | +1,970 | +1.16% | $12.62 | 0.64% | 0.00% | 3,183,100 | 2025-03-31 | ||||||
| CSCO | CISCO SYSTEMS | 51,310 | -184 | -0.36% | $49.04 | 0.63% | 0.00% | 3,166,346 | 2025-03-31 | ||||||
| PGR | PROGRESSIVE | 10,914 | -1,157 | -9.58% | $134.73 | 0.62% | 0.00% | 3,088,803 | 2025-03-31 | ||||||
| NVO | NOVO NORDISK A S | 43,203 | +7,048 | +19.49% | $97.71 | 0.60% | 0.00% | 3,000,024 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 13,716 | -1,016 | -6.90% | $146.92 | 0.57% | 0.00% | 2,873,775 | 2025-03-31 | ||||||
| WMT | WALMART | 32,454 | -1,914 | -5.57% | $49.76 | 0.57% | 0.00% | 2,849,128 | 2025-03-31 | ||||||
| EDV | VANGUARD EXTENDED DURATION TREASURY INDEX FUND | 39,225 | +15,019 | +62.05% | $71.18 | 0.56% | 0.07% | 2,789,286 | 2025-03-31 | ||||||
| SU | SUNCOR ENERGY | 68,420 | -6,233 | -8.35% | $36.54 | 0.53% | 0.00% | 2,649,204 | 2025-03-31 | ||||||
| APD | AIR PRODUCTS & CHEMICALS | 8,858 | -325 | -3.54% | $280.33 | 0.52% | 0.00% | 2,612,433 | 2025-03-31 | ||||||
| SBUX | STARBUCKS | 26,559 | -16 | -0.06% | $101.55 | 0.52% | 0.00% | 2,605,180 | 2025-03-31 | ||||||