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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 Q3 2023 · Filed August 10, 2023 · Accession 0001085146-23-003201

Total Value
$608.3M
Positions
318
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (318)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL192,174$35.0M5.75%
2MICROSOFT CORPMSFT73,614$24.1M3.97%
3BERKSHIRE HATHAWAY INC DELBRK-A32,210$11.3M1.85%
4TEXAS INSTRS INC88250810466,531$11.2M1.84%
5LOWES COS INC54866110748,322$10.8M1.77%
6CHEVRON CORP NEWCVX65,929$10.5M1.73%
7BROADCOM INCAVGO11,659$10.3M1.69%
8JPMORGAN CHASE & COVYLD59,244$9.2M1.52%
9JOHNSON & JOHNSONJNJ54,362$9.2M1.51%
10SCHWAB CHARLES CORPSCHW-PJ139,121$9.0M1.48%
11PHILIP MORRIS INTL INC71817210992,785$8.9M1.47%
12COMCAST CORP NEWCCZ194,895$8.7M1.44%
13UNITEDHEALTH GROUP INCUNH15,650$7.9M1.29%
14MERCK & CO INCMRK72,150$7.6M1.25%
15GOLDMAN SACHS ETF TRNVGLF73,590$7.3M1.21%
16CISCO SYS INCCSCO136,997$7.2M1.19%
17ISHARES TR46428720015,503$7.0M1.14%
18UNITED PARCEL SERVICE INCUPS37,040$6.7M1.10%
19FIDELITY NATL INFORMATION SV31620M106109,602$6.4M1.06%
20LINDE PLCLIN16,718$6.3M1.04%
21AIR PRODS & CHEMS INCAIIR21,673$6.2M1.01%
22BLACKROCK INCBLK8,467$6.0M0.99%
23STARBUCKS CORPSBUX58,562$5.9M0.97%
24NVIDIA CORPORATIONNVDA12,906$5.8M0.95%
25PAYCHEX INCPAYX43,531$5.4M0.88%
26EATON CORP PLCETN24,703$5.3M0.88%
27PFIZER INCPFE150,332$5.3M0.87%
28AMAZON COM INCAMZN36,980$5.2M0.85%
29ABBVIE INCABBV34,925$5.2M0.85%
30ACCENTURE PLC IRELANDACN16,368$5.1M0.84%
31DIAGEO PLCDGEAF29,763$5.1M0.83%
32MCDONALDS CORPMCD17,559$5.0M0.83%
33MOTOROLA SOLUTIONS INCMSI17,963$5.0M0.82%
34EXXON MOBIL CORPXOM45,037$4.8M0.80%
35WALMART INCWMT30,020$4.8M0.78%
36NEXTERA ENERGY INCNEE-PW66,935$4.6M0.76%
37VERIZON COMMUNICATIONS INCVZ135,644$4.4M0.73%
38MASTERCARD INCORPORATEDMA11,258$4.4M0.72%
39PROLOGIS INC.PLDGP35,951$4.4M0.72%
40WEC ENERGY GROUP INCWEC49,755$4.3M0.71%
41FASTENAL COFAST77,390$4.3M0.71%
42PROGRESSIVE CORP74331510334,070$4.3M0.71%
43BERKSHIRE HATHAWAY INC DELBRK-A8$4.3M0.70%
44PEPSICO INCPEP23,057$4.3M0.70%
45TJX COS INC NEW87254010947,213$4.0M0.66%
46CROWN CASTLE INCCCI38,528$4.0M0.66%
47ALTRIA GROUP INCMO88,202$3.9M0.64%
48MARSH & MCLENNAN COS INC57174810220,450$3.9M0.64%
49TARGET CORPTGT28,954$3.8M0.63%
50NORFOLK SOUTHN CORP65584410816,732$3.8M0.62%
51HONEYWELL INTL INC43851610619,316$3.7M0.60%
52TRANE TECHNOLOGIES PLCTT17,860$3.6M0.60%
53DOMINION ENERGY INCD73,310$3.6M0.59%
54UNION PAC CORPUNP15,222$3.5M0.57%
55AMERICAN EXPRESS COAXP20,735$3.4M0.56%
56ABBOTT LABSABLZF31,103$3.3M0.55%
57ELEVANCE HEALTH INCELV7,126$3.3M0.54%
58NOVARTIS AGNVSEF32,422$3.3M0.54%
59CINCINNATI FINL CORP17206210129,655$3.2M0.53%
60MONDELEZ INTL INC60920710543,234$3.2M0.53%
61ZOETIS INCZTS17,376$3.1M0.51%
62TOTALENERGIES SETTE47,349$2.9M0.47%
63S&P GLOBAL INCSPGI7,318$2.8M0.47%
64PHILLIPS 66PSX23,718$2.6M0.43%
65SANOFISNYNF50,575$2.6M0.43%
66ON SEMICONDUCTOR CORPON23,088$2.4M0.39%
67VANECK ETF TRUST92189F10675,522$2.2M0.37%
68PACKAGING CORP AMER69515610914,374$2.2M0.36%
69ISHARES TR46434V61348,260$2.2M0.36%
70INTERNATIONAL FLAVORS&FRAGRA45950610126,069$2.1M0.34%
71KAYNE ANDERSON ENERGY INFRST486606106244,669$2.1M0.34%
72ENERGY TRANSFER L PET-PI162,494$2.1M0.34%
73SPDR INDEX SHS FDS78463X77260,034$2.1M0.34%
74BRITISH AMERN TOB PLC11044810762,854$2.0M0.34%
75ANALOG DEVICES INCADI10,724$2.0M0.33%
76BANK AMERICA CORP06050510464,321$2.0M0.33%
77COCA-COLA EUROPACIFIC PARTNECCEP30,571$1.9M0.32%
78ENBRIDGE INCENNPF53,382$1.9M0.32%
79DIMENSIONAL ETF TRUST25434V20368,576$1.9M0.31%
80ISHARES TR46432F33913,590$1.9M0.31%
81ISHARES TR46428887736,872$1.8M0.30%
82ASTRAZENECA PLCAZN25,379$1.8M0.29%
83NORTHROP GRUMMAN CORPNOC4,016$1.8M0.29%
84INTERNATIONAL BUSINESS MACHSINTR12,163$1.8M0.29%
85CF INDS HLDGS INC12526910021,304$1.7M0.28%
86NEUBERGER BERMAN NEXT GENERANBXG152,361$1.6M0.27%
87MEDTRONIC PLCMDT19,336$1.6M0.27%
88ISHARES TR46428888517,404$1.6M0.27%
89ARES CAPITAL CORPARCC80,049$1.6M0.26%
90HOULIHAN LOKEY INCHLI15,529$1.6M0.26%
91BCE INCBCPPF36,508$1.5M0.25%
92RESTAURANT BRANDS INTL INC76131D10320,849$1.5M0.25%
93GATX CORPGATX12,507$1.5M0.25%
94MONOLITHIC PWR SYS INC6098391052,772$1.5M0.24%
95UNILEVER PLCUNLYF28,635$1.5M0.24%
96FTAI AVIATION LTDFTAIN43,818$1.5M0.24%
97ALPHABET INCGOOG11,443$1.5M0.24%
98ALBEMARLE CORPALB-PA7,160$1.4M0.24%
99SMITH A O CORPAOS19,563$1.4M0.23%
100CBRE GROUP INCCBRE16,838$1.4M0.23%
101KLA CORPKLAC2,799$1.4M0.23%
102ENTERPRISE PRODS PARTNERS L29379210752,094$1.4M0.23%
103NOVO-NORDISK A SNONOF8,792$1.4M0.23%
104HOLOGIC INCHOLX17,793$1.4M0.22%
105TELEDYNE TECHNOLOGIES INCTDY3,518$1.3M0.22%
106DIODES INCDIOD15,284$1.3M0.22%
107REINSURANCE GRP OF AMERICA I7593516049,242$1.3M0.21%
108SNAP ON INCSNA4,742$1.3M0.21%
109NATIONAL GRID PLCNMPWP20,516$1.3M0.21%
110LILLY ELI & COLLY2,858$1.3M0.21%
111RAYTHEON TECHNOLOGIES CORPRTX14,835$1.3M0.21%
112RAYMOND JAMES FINL INC75473010911,590$1.2M0.21%
113CONMED CORPCNMD10,877$1.2M0.21%
114ARCHROCK INCAROC95,338$1.2M0.20%
115HEXCEL CORP NEW42829110817,901$1.2M0.20%
116D R HORTON INC23331A1099,412$1.2M0.19%
117RYDER SYS INCR11,647$1.2M0.19%
118ALPHABET INCGOOG9,154$1.2M0.19%
119WOODWARD INCWWD9,242$1.2M0.19%
120BOX INCBXCAP37,273$1.1M0.19%
121ARROW ELECTRS INC0427351008,932$1.1M0.18%
122TAIWAN SEMICONDUCTOR MFG LTD87403910011,573$1.1M0.18%
123ANSYS INC03662Q1053,610$1.1M0.18%
124PAPA JOHNS INTL INC69881310213,498$1.1M0.18%
125MOOG INCMOG-B9,697$1.1M0.18%
126FORMFACTOR INCFORM31,364$1.1M0.18%
127ISHARES INC46434G85546,776$1.1M0.18%
128DARDEN RESTAURANTS INCDRI6,575$1.1M0.18%
129TC ENERGY CORPTRPRF28,926$1.0M0.17%
130BLACK KNIGHT INC09215C10514,392$1.0M0.17%
131META PLATFORMS INCMETA3,304$1.0M0.17%
132ISHARES TR46435G42510,400$1.0M0.17%
133MARATHON PETE CORPMARA7,406$1.0M0.17%
134ISHARES TR4642886799,207$1.0M0.17%
135SUMITOMO MITSUI FINL GROUP I86562M209110,400$1.0M0.17%
136CHARLES RIV LABS INTL INC1598641074,884$1.0M0.17%
137ISHARES TR46428745712,353$1.0M0.16%
138AMERICAN ELEC PWR CO INC02553710112,261$996,0840.16%
139IRON MTN INC DEL46284V10116,275$991,4730.16%
140TRAVELERS COMPANIES INCTRV5,861$988,5030.16%
141DUKE ENERGY CORP NEWDUKB10,963$980,7500.16%
142FORTIS INCFTRSF24,222$972,7560.16%
143BORGWARNER INCBWA22,864$972,1830.16%
144COCA-COLA FEMSA SAB DE CVCOCSF11,966$969,8440.16%
145SBA COMMUNICATIONS CORP NEWSBAC4,253$947,9120.16%
146HOME DEPOT INCHD2,891$943,6880.16%
147REPUBLIC SVCS INC7607591006,348$942,8800.15%
148FIRSTCASH HOLDINGS INCFCFS9,414$939,9000.15%
149CIRRUS LOGIC INCCRUS11,355$937,3550.15%
150METLIFE INCMET-PF14,563$925,2160.15%
151QIAGEN NVQGEN19,928$909,1150.15%
152MANULIFE FINL CORP56501R10646,683$905,6410.15%
153ROYAL BK CDA7800871029,371$897,9290.15%
154WEBSTER FINL CORP94789010919,191$882,6110.15%
155HUNTINGTON INGALLS INDS INC4464131063,814$865,1760.14%
156SONOCO PRODS CO83549510214,974$863,4140.14%
157CABOT CORPCBT12,268$849,9340.14%
158EMERSON ELEC COEMR8,846$845,2380.14%
159INSPERITY INCNSP8,950$842,6430.14%
160CRACKER BARREL OLD CTRY STOR22410J1069,203$833,1690.14%
161GSK PLCGLAXF23,983$824,5450.14%
162AMCOR PLCAMCCF82,892$816,4860.13%
163ASML HOLDING N VASMLF1,201$814,5060.13%
164AT&T INCT-PC57,952$811,3230.13%
1653M COMMM7,679$810,1960.13%
166CUMMINS INCCMI3,406$805,5530.13%
167DOW INCDOW14,752$804,1250.13%
168QUALCOMM INCQCOM6,550$795,8490.13%
169INTUITINTU1,600$795,1680.13%
170EASTMAN CHEM COEMN9,386$792,4710.13%
171COCA COLA COKO13,035$791,3550.13%
172ISHARES INC46434G10315,474$782,6510.13%
173GENERAL DYNAMICS CORPGD3,481$779,7830.13%
174TAKEDA PHARMACEUTICAL CO LTDTKPHF51,124$777,5960.13%
175AMGEN INCAMGN3,181$773,7900.13%
176KIMBERLY-CLARK CORPKMB6,021$769,3430.13%
177TOYOTA MOTOR CORPTOYOF4,461$761,8940.13%
178MYRIAD GENETICS INCMYGN39,335$759,5590.12%
179AKAMAI TECHNOLOGIES INCAKAM8,196$759,1950.12%
180CANADIAN IMPERIAL BK COMM TOCNDIF17,756$755,5180.12%
181SK TELECOM LTDSKM38,186$753,7920.12%
182STERICYCLE INC85891210817,862$751,4540.12%
183ORANGEORANY67,210$742,6710.12%
184CORPORATE OFFICE PPTYS TRCDP28,419$739,4750.12%
185VAIL RESORTS INCMTN3,185$734,4610.12%
186BIO RAD LABS INC0905722071,819$727,6000.12%
187PENN ENTERTAINMENT INCPENN29,612$725,7900.12%
188US BANCORP DELUSB-PS18,179$724,6150.12%
189LYONDELLBASELL INDUSTRIES NLYB7,565$724,0530.12%
190CENTENE CORP DELCNC10,928$719,0620.12%
191STMICROELECTRONICS N VSTMEF13,982$694,2060.11%
192MSC INDL DIRECT INC5535301066,990$691,8700.11%
193HASBRO INCHAS10,764$686,2050.11%
194ISHARES TR4642885887,420$680,7110.11%
195POSCO HOLDINGS INCPKX5,968$675,5180.11%
196BOEING COBA-PA2,913$673,9520.11%
197CONOCOPHILLIPSCOP5,915$672,5830.11%
198COLUMBIA BKG SYS INC19723610229,710$662,2360.11%
199ALBANY INTL CORP0123481086,906$658,6990.11%
200CATERPILLAR INCCAT2,367$654,3800.11%
201TELEFONICA BRASIL SAVIV73,608$645,5420.11%
202ISHARES TR46434V86012,734$643,8310.11%
203TRUIST FINL CORP89832Q10920,007$641,6240.11%
204NIKE INCNKE5,854$636,9740.10%
205PROCTER AND GAMBLE CO7427181094,101$636,7380.10%
206NUTRIEN LTDNTR9,663$633,2180.10%
207REALTY INCOME CORPO10,685$632,7620.10%
208VICI PPTYS INC92565210920,308$630,7660.10%
209TELUS CORPORATIONTU36,399$624,6070.10%
210SPIRIT AEROSYSTEMS HLDGS INC84857410927,419$612,8150.10%
211ISHARES TR4642877215,605$609,6560.10%
212YPF SOCIEDAD ANONIMAYPF42,964$604,5030.10%
213ISHARES TR4642876142,115$584,2350.10%
214BOSTON PROPERTIES INCBXP8,378$574,1550.09%
215KEYCORP49326710847,982$571,9410.09%
216PNC FINL SVCS GROUP INC6934751054,302$565,5410.09%
217DELL TECHNOLOGIES INCDELL10,607$564,7170.09%
218BRISTOL-MYERS SQUIBB COCELG-RI9,323$563,9440.09%
219CEMEX SAB DE CVCXMSF73,074$559,7470.09%
220LOCKHEED MARTIN CORPLMT1,237$551,4180.09%
221ENTERGY CORP NEWENO5,613$548,0530.09%
222ISHARES TR46429B6977,272$540,3100.09%
223BANK MONTREAL QUE0636711015,993$534,7550.09%
224RELX PLCRLXXF16,276$529,9470.09%
225MITSUBISHI UFJ FINL GROUP IN60682210465,604$520,8960.09%
226WELLTOWER INCWELL6,292$518,3400.09%
227NEW ORIENTAL ED & TECHNOLOGY6475812068,878$509,9520.08%
228ORACLE CORPORCL-PD4,430$506,9500.08%
229NETAPP INCNTAP6,396$497,4810.08%
230UBS GROUP AGUBS22,713$496,9600.08%
231AMERICA MOVIL SAB DE CVAMXOF24,793$493,6370.08%
232ENOVIX CORPORATIONENVX27,400$488,5420.08%
233ENERGY RECOVERY INCERII17,700$487,1040.08%
234OMNICOM GROUP INCOMC5,940$484,7040.08%
235INTEL CORPINTC13,692$481,1340.08%
236MPLX LPMPLXP13,706$476,5580.08%
237SHOPIFY INCSHOP8,186$474,2150.08%
238EVERGY INCEVRG8,273$474,0430.08%
239REGIONS FINANCIAL CORP NEWRF-PF22,972$473,4530.08%
240FOMENTO ECONOMICO MEXICANO S3444191064,238$469,4860.08%
241COSTCO WHSL CORP NEW22160K105847$467,5860.08%
242PIONEER NAT RES CO7237871071,975$462,3840.08%
243ISHARES TR4642873096,534$461,3660.08%
244MSCI INCMSCI838$454,4140.07%
245PAMPA ENERGIA S A69766020711,250$453,6000.07%
246VIPSHOP HOLDINGS LIMITEDVIPS25,602$451,1070.07%
247ISHARES TR4642874324,532$437,4740.07%
248BANCO BILBAO VIZCAYA ARGENTABBVXF57,364$436,5400.07%
249COPA HOLDINGS SACPA3,924$431,3650.07%
250CRH PLCCRH7,218$428,0270.07%
251ARGENX SEARGX866$423,3090.07%
252TSAKOS ENERGY NAVIGATION LTDTEN-PF20,238$422,1650.07%
253MORGAN STANLEYMS-PQ4,739$420,7820.07%
254NISOURCE INCNI15,605$413,6890.07%
255WP CAREY INC92936U1096,216$413,0530.07%
256VANGUARD INDEX FDS9229087691,846$411,4200.07%
257CVS HEALTH CORPCVS5,640$411,0980.07%
258PIMCO DYNAMIC INCOME FD72201Y10121,095$408,6070.07%
259MERCADOLIBRE INCMELI309$400,5130.07%
260ING GROEP N.V.INGVF27,216$399,2590.07%
261DISNEY WALT CO2546871064,609$397,7570.07%
262TRIP COM GROUP LTDTRPCF9,996$397,3410.07%
263LAZARD LTDLAZ11,652$391,3910.06%
264GLOBAL X FDS37954Y71513,677$376,5280.06%
265PINNACLE WEST CAP CORPPNW4,772$374,9840.06%
266SALESFORCE INCCRM1,743$374,0300.06%
267SAP SESAPGF2,777$369,2300.06%
268JOHNSON CTLS INTL PLCG515021055,793$363,5690.06%
269ASE TECHNOLOGY HLDG CO LTDASX47,226$362,2230.06%
270LEGGETT & PLATT INCLEG12,002$362,2200.06%
271VISA INCV1,515$362,0820.06%
272EMBRAER S.A.EMBJ24,746$356,5900.06%
273HERSHEY COHSY1,554$354,6690.06%
274SNOWFLAKE INCSNOW2,103$350,5070.06%
275CITIGROUP INCC-PR7,577$346,3290.06%
276CHUBB LIMITEDCB1,697$340,9670.06%
277ISHARES TR4642875562,648$337,2390.06%
278PEMBINA PIPELINE CORPPPLOF10,712$330,2510.05%
279GENUINE PARTS COGPC2,079$323,2860.05%
280SERVICENOW INCNOW575$317,1870.05%
281SPDR SER TR78464A7632,529$314,6340.05%
282STARWOOD PPTY TR INCSTHO14,657$306,1770.05%
283INTUITIVE SURGICAL INCISRG970$300,0310.05%
284TENCENT MUSIC ENTMT GROUPXHLD45,394$292,3370.05%
285WILLIAMS COS INC9694571008,352$286,9750.05%
286THE CIGNA GROUP125523100981$281,1160.05%
287TERNIUM SATX6,678$274,5990.05%
288STRYKER CORPORATIONSYK962$272,9440.04%
289VERTEX PHARMACEUTICALS INCVRTX795$270,6820.04%
290BECTON DICKINSON & COBDX982$266,0350.04%
291PALANTIR TECHNOLOGIES INCPLTR14,600$265,7200.04%
292ISHARES TR464287507984$263,4360.04%
293SKYWORKS SOLUTIONS INCSWKS2,347$256,5310.04%
294ISHARES TR46435U5567,430$244,5210.04%
295WENDYS CO95058W10011,000$237,4900.04%
296SHELL PLCRYDAF3,864$236,2830.04%
297SOUTHERN COSOMN3,468$235,2690.04%
298GOLUB CAP BDC INC38173M10216,600$233,0640.04%
299RADNET INCRDNT7,000$232,4000.04%
300NETFLIX INCNFLX528$227,8850.04%
301ROSS STORES INCROST2,000$225,1800.04%
302DRDGOLD LIMITEDDRDGF21,696$221,5160.04%
303ISHARES TR46435U7135,488$216,0630.04%
304ISHARES TR4642872422,036$215,6120.04%
305PUBLIC STORAGEPSA-PS751$207,0490.03%
306WALGREENS BOOTS ALLIANCE INC9314271086,861$204,8790.03%
307WORKDAY INCWDAY882$202,9660.03%
308HEALTHPEAK PROPERTIES INCDOC9,528$202,2790.03%
309KINDER MORGAN INC DELEP-PC10,355$179,7700.03%
310HUNTINGTON BANCSHARES INCHBANP14,072$171,5380.03%
311MUELLER WTR PRODS INC62475810810,022$142,2090.02%
312INVESCO MUNICIPAL TRUSTVKQ14,508$135,0710.02%
313FTAI INFRASTRUCTURE INCFIP34,700$124,9210.02%
314PURECYCLE TECHNOLOGIES INCPCTTW10,100$110,7970.02%
315LLOYDS BANKING GROUP PLCLLOBF17,038$36,6320.01%
316COMPUGEN LTDCGEN10,000$11,2000.00%
317MICROSOFT CORPMSFT3,500$1,1470.00%
318ENOVIX CORPORATIONENVX4,000$710.00%