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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Beverly Hills Private Wealth, LLC

Quarter ended Q2 2023 · Filed May 4, 2023 · Accession 0001085146-23-002033

Total Value
$322.5M
Positions
278
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL118,233$19.5M6.05%
2MICROSOFT CORPMSFT43,078$12.4M3.85%
3BERKSHIRE HATHAWAY INC DELBRK-A22,175$6.8M2.12%
4GOLDMAN SACHS ETF TRNVGLF63,715$6.4M1.98%
5TEXAS INSTRS INC88250810433,009$6.1M1.90%
6CHEVRON CORP NEWCVX35,356$5.8M1.79%
7CISCO SYS INCCSCO101,493$5.3M1.65%
8JOHNSON & JOHNSONJNJ33,041$5.1M1.59%
9JPMORGAN CHASE & COVYLD38,388$5.0M1.55%
10LOWES COS INC54866110724,275$4.9M1.51%
11BROADCOM INCAVGO6,840$4.4M1.36%
12MERCK & CO INCMRK40,358$4.3M1.33%
13PHILIP MORRIS INTL INC71817210943,443$4.2M1.31%
14UNITEDHEALTH GROUP INCUNH8,771$4.1M1.29%
15BERKSHIRE HATHAWAY INC DELBRK-A8$3.7M1.15%
16COMCAST CORP NEWCCZ97,488$3.7M1.15%
17UNITED PARCEL SERVICE INCUPS18,413$3.6M1.11%
18PFIZER INCPFE87,497$3.6M1.11%
19PROGRESSIVE CORP74331510323,965$3.4M1.06%
20NVIDIA CORPORATIONNVDA12,329$3.4M1.06%
21MCDONALDS CORPMCD11,964$3.3M1.04%
22AMAZON COM INCAMZN32,084$3.3M1.03%
23STARBUCKS CORPSBUX30,407$3.2M0.98%
24AIR PRODS & CHEMS INCAIIR10,782$3.1M0.96%
25LINDE PLCLIN8,609$3.1M0.95%
26FIDELITY NATL INFORMATION SV31620M10654,321$3.0M0.92%
27BLACKROCK INCBLK4,369$2.9M0.91%
28ABBVIE INCABBV17,977$2.9M0.89%
29VERIZON COMMUNICATIONS INCVZ73,362$2.9M0.88%
30DIAGEO PLCDGEAF14,773$2.7M0.83%
31ISHARES TR4642872006,511$2.7M0.83%
32CROWN CASTLE INCCCI19,880$2.7M0.83%
33SCHWAB CHARLES CORPSCHW-PJ50,671$2.7M0.82%
34NEXTERA ENERGY INCNEE-PW33,573$2.6M0.80%
35MOTOROLA SOLUTIONS INCMSI8,838$2.5M0.78%
36TARGET CORPTGT15,093$2.5M0.78%
37ACCENTURE PLC IRELANDACN8,289$2.4M0.73%
38WALMART INCWMT15,988$2.4M0.73%
39PROLOGIS INC.PLDGP18,779$2.3M0.73%
40WEC ENERGY GROUP INCWEC24,521$2.3M0.72%
41PEPSICO INCPEP12,401$2.3M0.70%
42PAYCHEX INCPAYX19,394$2.2M0.69%
43EATON CORP PLCETN12,369$2.1M0.66%
44ENERGY TRANSFER L PET-PI167,824$2.1M0.65%
45FASTENAL COFAST38,336$2.1M0.64%
46ALTRIA GROUP INCMO45,286$2.0M0.63%
47MASTERCARD INCORPORATEDMA5,532$2.0M0.62%
48DOMINION ENERGY INCD35,900$2.0M0.62%
49EXXON MOBIL CORPXOM17,719$1.9M0.60%
50HONEYWELL INTL INC43851610610,162$1.9M0.60%
51VANECK ETF TRUST92189F10658,311$1.9M0.58%
52TJX COS INC NEW87254010923,440$1.8M0.57%
53NORFOLK SOUTHN CORP6558441088,344$1.8M0.55%
54KAYNE ANDERSON ENERGY INFRST486606106204,439$1.8M0.55%
55AMERICAN EXPRESS COAXP10,311$1.7M0.53%
56MARSH & MCLENNAN COS INC57174810210,014$1.7M0.52%
57CINCINNATI FINL CORP17206210114,637$1.6M0.51%
58TRANE TECHNOLOGIES PLCTT8,730$1.6M0.50%
59ELEVANCE HEALTH INCELV3,423$1.6M0.49%
60NOVARTIS AGNVSEF16,444$1.5M0.47%
61NEUBERGER BERMAN NEXT GENERANBXG145,286$1.5M0.47%
62ABBOTT LABSABLZF14,921$1.5M0.47%
63UNION PAC CORPUNP7,441$1.5M0.46%
64CHUBB LIMITEDCB7,698$1.5M0.46%
65MONDELEZ INTL INC60920710521,366$1.5M0.46%
66TOTALENERGIES SETTE22,590$1.3M0.41%
67BANK AMERICA CORP06050510446,132$1.3M0.41%
68PHILLIPS 66PSX12,972$1.3M0.41%
69ON SEMICONDUCTOR CORPON15,930$1.3M0.41%
70ARES CAPITAL CORPARCC69,891$1.3M0.40%
71DOLLAR GEN CORP NEW2566771056,030$1.3M0.39%
72ISHARES TR46434V61327,476$1.3M0.39%
73SANOFISNYNF22,457$1.2M0.38%
74FTAI AVIATION LTDFTAIN43,696$1.2M0.38%
75BRITISH AMERN TOB PLC11044810734,313$1.2M0.37%
76SPDR INDEX SHS FDS78463X77234,341$1.2M0.37%
77ANALOG DEVICES INCADI5,790$1.1M0.35%
78ISHARES TR46432F3398,954$1.1M0.34%
79INTERNATIONAL BUSINESS MACHSINTR8,303$1.1M0.34%
80PACKAGING CORP AMER6951561097,514$1.0M0.32%
81ENBRIDGE INCENNPF27,218$1.0M0.32%
82ENTERPRISE PRODS PARTNERS L29379210739,835$1.0M0.32%
83ISHARES TR4642886799,100$1.0M0.31%
84ALPHABET INCGOOG9,571$995,3840.31%
85MARATHON PETE CORPMARA7,340$989,7000.31%
86NOVO-NORDISK A SNONOF6,026$958,9780.30%
87INTERNATIONAL FLAVORS&FRAGRA45950610110,367$953,3490.30%
88ASTRAZENECA PLCAZN13,411$930,8580.29%
89DIMENSIONAL ETF TRUST25434V20334,288$924,0620.29%
90ISHARES TR4642888859,830$920,8740.29%
91NORTHROP GRUMMAN CORPNOC1,985$916,5140.28%
92COCA-COLA EUROPACIFIC PARTNECCEP15,231$901,5230.28%
93ISHARES INC46434G85535,516$893,9380.28%
94QUALCOMM INCQCOM6,670$850,9380.26%
95MEDTRONIC PLCMDT10,367$835,7880.26%
96RAYTHEON TECHNOLOGIES CORPRTX8,358$818,4730.25%
97ALBEMARLE CORPALB-PA3,682$813,8690.25%
98ALPHABET INCGOOG7,846$813,8660.25%
99CF INDS HLDGS INC12526910011,047$800,7750.25%
100DIODES INCDIOD8,571$795,0460.25%
1013M COMMM7,539$792,4070.25%
102INTUITINTU1,772$790,0110.24%
103TELEDYNE TECHNOLOGIES INCTDY1,699$760,0650.24%
104BCE INCBCPPF16,867$755,4730.23%
105HOLOGIC INCHOLX8,700$702,0900.22%
106RESTAURANT BRANDS INTL INC76131D10310,429$700,2030.22%
107UNILEVER PLCUNLYF13,318$691,6040.21%
108D R HORTON INC23331A1097,075$691,1570.21%
109HOULIHAN LOKEY INCHLI7,810$683,2970.21%
110ALBANY INTL CORP0123481087,549$674,5790.21%
111GATX CORPGATX6,117$672,9920.21%
112SMITH A O CORPAOS9,578$662,3190.21%
113ISHARES INC46434G10313,574$662,2750.21%
114KEYCORP49326710852,235$653,9820.20%
115TRAVELERS COMPANIES INCTRV3,759$644,3300.20%
116MONOLITHIC PWR SYS INC6098391051,257$629,1790.20%
117HOME DEPOT INCHD2,108$622,1130.19%
118ISHARES TR46428887712,743$618,4180.19%
119AT&T INCT-PC31,696$610,1480.19%
120CIRRUS LOGIC INCCRUS5,550$607,0590.19%
121PROCTER AND GAMBLE CO7427181094,021$597,8820.19%
122CBRE GROUP INCCBRE8,206$597,4790.19%
123REINSURANCE GRP OF AMERICA I7593516044,498$597,1540.19%
124HEXCEL CORP NEW4282911088,747$596,9830.19%
125AMGEN INCAMGN2,429$587,2110.18%
126LILLY ELI & COLLY1,705$585,3600.18%
127ANSYS INC03662Q1051,748$581,7340.18%
128TAIWAN SEMICONDUCTOR MFG LTD8740391006,234$579,8870.18%
129KIMBERLY-CLARK CORPKMB4,304$577,6830.18%
130SNAP ON INCSNA2,310$570,3160.18%
131ISHARES TR46435G4256,281$568,1160.18%
132COCA-COLA FEMSA SAB DE CVCOCSF6,977$561,4390.17%
133KLA CORPKLAC1,403$560,0360.17%
134CONMED CORPCNMD5,372$557,9360.17%
135BOEING COBA-PA2,611$554,6550.17%
136NIKE INCNKE4,510$553,1060.17%
137BORGWARNER INCBWA11,186$549,3440.17%
138STMICROELECTRONICS N VSTMEF10,176$544,3140.17%
139ARROW ELECTRS INC0427351004,356$543,9340.17%
140NATIONAL GRID PLCNMPWP7,991$543,3080.17%
141AMERICAN ELEC PWR CO INC0255371015,871$534,2020.17%
142RAYMOND JAMES FINL INC7547301095,696$531,2660.16%
143RYDER SYS INCR5,706$509,2030.16%
144CRACKER BARREL OLD CTRY STOR22410J1064,436$503,9300.16%
145DARDEN RESTAURANTS INCDRI3,205$497,2880.15%
146CATERPILLAR INCCAT2,163$494,9810.15%
147FORMFACTOR INCFORM15,415$490,9680.15%
148BOX INCBXCAP18,222$488,1670.15%
149TC ENERGY CORPTRPRF12,368$481,2390.15%
150MOOG INCMOG-B4,722$475,7420.15%
151DUKE ENERGY CORP NEWDUKB4,873$470,0980.15%
152CABOT CORPCBT6,014$460,9130.14%
153BRISTOL-MYERS SQUIBB COCELG-RI6,631$459,5950.14%
154ISHARES TR46429B26719,575$457,6640.14%
155ARCHROCK INCAROC46,612$455,3990.14%
156METLIFE INCMET-PF7,827$453,4810.14%
157DOW INCDOW8,192$449,0850.14%
158MYRIAD GENETICS INCMYGN19,236$446,8520.14%
159SPIRIT AEROSYSTEMS HLDGS INC84857410912,936$446,6800.14%
160META PLATFORMS INCMETA2,107$446,5580.14%
161ASML HOLDING N VASMLF656$446,5460.14%
162COSTCO WHSL CORP NEW22160K105892$443,2080.14%
163FIRSTCASH HOLDINGS INCFCFS4,620$440,6090.14%
164WOODWARD INCWWD4,505$438,6520.14%
165MANULIFE FINL CORP56501R10623,891$438,6390.14%
166ISHARES TR4642877214,724$438,4340.14%
167PENN ENTERTAINMENT INCPENN14,567$432,0570.13%
168ISHARES TR4642885884,560$431,9690.13%
169MSCI INCMSCI770$430,9610.13%
170DISNEY WALT CO2546871064,237$424,2510.13%
171AMCOR PLCAMCCF37,131$422,5510.13%
172SONOCO PRODS CO8354951026,875$419,3750.13%
173BIO RAD LABS INC090572207873$418,1840.13%
174IRON MTN INC DEL46284V1017,867$416,2430.13%
175REPUBLIC SVCS INC7607591003,072$415,3960.13%
176SHOPIFY INCSHOP8,626$413,5300.13%
177COCA COLA COKO6,657$412,9340.13%
178CUMMINS INCCMI1,712$408,9630.13%
179ENERGY RECOVERY INCERII17,700$407,9850.13%
180BLACK KNIGHT INC09215C1057,042$405,3380.13%
181SUMITOMO MITSUI FINL GROUP I86562M20950,557$404,4560.13%
182CHARLES RIV LABS INTL INC1598641071,999$403,4380.13%
183FORTIS INCFTRSF9,407$400,0800.12%
184PIONEER NAT RES CO7237871071,915$391,1200.12%
185HERSHEY COHSY1,529$388,9930.12%
186ROYAL BK CDA SUSTAINABL7800871024,054$387,4810.12%
187ORACLE CORPORCL-PD4,169$387,3830.12%
188EASTMAN CHEM COEMN4,583$386,5300.12%
189EMERSON ELEC COEMR4,429$385,9430.12%
190HUNTINGTON INGALLS INDS INC4464131061,864$385,8850.12%
191STERICYCLE INC8589121088,727$380,5840.12%
192PIMCO DYNAMIC INCOME FD72201Y10120,835$375,4470.12%
193SK TELECOM LTDSKM18,237$374,0410.12%
194PAPA JOHNS INTL INC6988131024,974$372,7020.12%
195LOCKHEED MARTIN CORPLMT787$372,0390.12%
196VAIL RESORTS INCMTN1,589$371,3180.12%
197WEBSTER FINL CORP9478901099,389$370,1140.11%
198CONOCOPHILLIPSCOP3,730$370,0440.11%
199ISHARES TR4642876141,500$366,4950.11%
200NUTRIEN LTDNTR4,823$356,1790.11%
201INTEL CORPINTC10,865$354,9600.11%
202TOYOTA MOTOR CORPTOYOF2,478$351,1080.11%
203SKYWORKS SOLUTIONS INCSWKS2,961$349,3390.11%
204TELUS CORPORATIONTU17,565$348,8410.11%
205REALTY INCOME CORPO5,509$348,8300.11%
206ISHARES TR4642875562,648$342,0260.11%
207CENTENE CORP DELCNC5,369$339,3740.11%
208MAGELLAN MIDSTREAM PRTNRS LP5590801066,164$334,4590.10%
209CORPORATE OFFICE PPTYS TRCDP13,894$329,4270.10%
210TRUIST FINL CORP89832Q1099,593$327,1210.10%
211CANADIAN IMPERIAL BK COMM TOCNDIF7,693$326,3370.10%
212COLUMBIA BKG SYS INC19723610214,771$316,3950.10%
213SBA COMMUNICATIONS CORP NEWSBAC1,204$314,3280.10%
214SPDR SER TR78464A7632,524$312,2440.10%
215US BANCORP DELUSB-PS8,595$309,8500.10%
216AKAMAI TECHNOLOGIES INCAKAM3,950$309,2850.10%
217AMERICA MOVIL SAB DE CVAMXOF14,654$308,4670.10%
218GLOBAL X FDS37954Y71511,959$304,9550.09%
219HORACE MANN EDUCATORS CORP N4403271049,017$301,8890.09%
220LYONDELLBASELL INDUSTRIES NLYB3,184$298,9460.09%
221TAKEDA PHARMACEUTICAL CO LTDTKPHF17,927$295,4370.09%
222MSC INDL DIRECT INC5535301063,439$288,8760.09%
223HASBRO INCHAS5,373$288,4760.09%
224SYNEOS HEALTH INC87166B1027,928$282,3950.09%
225ISHARES TR4642874573,433$282,0550.09%
226OMNICOM GROUP INCOMC2,975$280,6620.09%
227CITIGROUP INCC-PR5,975$280,1680.09%
228TENARIS S A88031M1099,733$276,6120.09%
229WP CAREY INC92936U1093,571$276,5740.09%
230STARWOOD PPTY TR INCSTHO15,480$273,8410.08%
231GALLAGHER ARTHUR J & CO3635761091,415$270,7040.08%
232RELX PLCRLXXF8,170$265,0350.08%
233ENTERGY CORP NEWENO2,441$262,9930.08%
234SNOWFLAKE INCSNOW1,698$261,9840.08%
235ISHARES TR46429B6973,577$260,1910.08%
236ORANGEORANY21,510$256,6140.08%
237PNC FINL SVCS GROUP INC6934751052,009$255,3440.08%
238STRYKER CORPORATIONSYK872$248,9300.08%
239WELLTOWER INCWELL3,422$245,3260.08%
240BANK MONTREAL QUE0636711012,740$244,1610.08%
241UBS GROUP AGUBS11,430$243,9160.08%
242ABB LTDABLZF7,081$242,8780.08%
243THE CIGNA GROUP125523100948$242,2420.08%
244BOSTON PROPERTIES INCBXP4,471$241,9710.08%
245TELEFONICA BRASIL SAVIV31,854$241,1350.07%
246WENDYS CO95058W10011,000$239,5800.07%
247BECTON DICKINSON & COBDX951$235,4110.07%
248MPLX LPMPLXP6,770$233,2270.07%
249VISA INCV1,034$233,1260.07%
250YPF SOCIEDAD ANONIMAYPF21,055$231,1840.07%
251PUBLIC STORAGEPSA-PS761$229,9290.07%
252CVS HEALTH CORPCVS3,068$227,9830.07%
253NISOURCE INCNI7,794$217,9200.07%
254DELL TECHNOLOGIES INCDELL5,281$212,3490.07%
255ROSS STORES INCROST2,000$212,2600.07%
256MITSUBISHI UFJ FINL GROUP IN60682210433,097$211,4900.07%
257BHP GROUP LTDBHPLF3,293$208,8090.06%
258GSK PLCGLAXF5,850$208,1430.06%
259POSCO HOLDINGS INCPKX2,945$205,2370.06%
260BANCO BILBAO VIZCAYA ARGENTABBVXF28,997$204,4290.06%
261NETAPP INCNTAP3,179$202,9790.06%
262GENERAL DYNAMICS CORPGD886$202,1940.06%
263TSAKOS ENERGY NAVIGATION LTDTEN-PF10,268$199,5070.06%
264IQIYI INCIQ27,234$198,2640.06%
265VIPSHOP HOLDINGS LIMITEDVIPS12,937$196,3840.06%
266ASE TECHNOLOGY HLDG CO LTDASX24,175$192,6750.06%
267TENCENT MUSIC ENTMT GROUPXHLD22,888$189,5130.06%
268AEGON N VAEFC39,775$171,0330.05%
269GERDAU SAGGB33,650$165,8970.05%
270ING GROEP N.V.INGVF13,624$161,7170.05%
271INVESCO MUNICIPAL TRUSTVKQ14,417$143,0170.04%
272MUELLER WTR PRODS INC62475810810,000$139,4000.04%
273FTAI INFRASTRUCTURE INCFIP43,696$131,0880.04%
274HUDSON PAC PPTYS INC44409710919,647$130,6530.04%
275PALANTIR TECHNOLOGIES INCPLTR14,600$123,3700.04%
276PURECYCLE TECHNOLOGIES INCPCTTW11,500$80,5000.02%
277COMPUGEN LTDCGEN10,000$7,0200.00%
278MICROSOFT CORPMSFT3,500$1,0090.00%