LLBH Private Wealth Management, LLC's portfolio and holdings

LLBH Private Wealth Management, LLC's portfolio and holdings

As per corporate shareholdings filed for Mar-2025, people matching LLBH Private Wealth Management, LLC publicly holds 128 stocks with a net worth of over US$ 292.1 M.

These are shares held by LLBH Private Wealth Management, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
May-2025
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May-2023
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Alkaline Water Company Inc (The) Llbh Private Wealth Management, Llc 0.26 22,000 0.01% 0.00 5.7 K
First Trust New Opportunities MLP & Energy Fund Llbh Private Wealth Management, Llc 7.76 1,683,712 7.18% 0.00 13.1 M
CSI Compressco LP - Units Llbh Private Wealth Management, Llc 2.42 18,518 0.01% 0.00 44.8 K
Finance of America Companies Inc Llbh Private Wealth Management, Llc 20.21 45,722 0.05% 0.00 924.0 K
Six Flags Entertainment Corp Llbh Private Wealth Management, Llc 32.00 7,690 0.01% 0.00 246.1 K
Hawaiian Holdings, Inc. Llbh Private Wealth Management, Llc 18.00 39,085 0.08% 0.00 703.5 K
Airbnb Inc - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 124.89 44,162 0.01% 0.00 5.5 M
Applovin Corp - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 301.84 13,173 0.00% 0.00 4.0 M
Salesforce Inc Llbh Private Wealth Management, Llc 272.63 784 0.00% 0.00 213.7 K
Cisco Systems, Inc. Llbh Private Wealth Management, Llc 59.32 9,995 0.00% 0.00 592.9 K
Danaher Corp. Llbh Private Wealth Management, Llc 197.40 1,099 0.00% 0.00 216.9 K
DraftKings Inc. - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 34.13 272,880 0.05% 0.00 9.3 M
General Mills, Inc. Llbh Private Wealth Management, Llc 55.05 3,941 0.00% 0.00 217.0 K
Hasbro, Inc. Llbh Private Wealth Management, Llc 61.19 8,032 0.01% 0.00 491.5 K
Kellogg Co Llbh Private Wealth Management, Llc 82.61 2,876 0.00% 0.00 237.6 K
Coca-Cola Co Llbh Private Wealth Management, Llc 71.70 27,040 0.00% 0.00 1.9 M
Lilly(Eli) & Co Llbh Private Wealth Management, Llc 821.46 660 0.00% 0.00 542.2 K
Marriott International, Inc. - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 247.27 761 0.00% 0.00 188.2 K
Meta Platforms Inc - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 599.27 6,677 0.00% 0.00 4.0 M
Norfolk Southern Corp. Llbh Private Wealth Management, Llc 222.28 1,076 0.00% 0.00 239.2 K
Procter & Gamble Co. Llbh Private Wealth Management, Llc 158.83 10,641 0.00% 0.00 1.7 M
Progressive Corp. Llbh Private Wealth Management, Llc 282.16 1,144 0.00% 0.00 322.8 K
Roblox Corporation - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 71.82 5,084 0.00% 0.00 365.1 K
Redfin Corp Llbh Private Wealth Management, Llc 9.22 19,553 0.02% 0.00 180.3 K
Uber Technologies Inc Llbh Private Wealth Management, Llc 85.43 5,459 0.00% 0.00 466.4 K
Unitedhealth Group Inc Llbh Private Wealth Management, Llc 404.81 1,167 0.00% 0.00 472.4 K
Upstart Holdings Inc Llbh Private Wealth Management, Llc 52.00 35,588 0.04% 0.00 1.9 M
Walmart Inc Llbh Private Wealth Management, Llc 99.33 28,108 0.00% 0.00 2.8 M
Apple Inc Llbh Private Wealth Management, Llc 198.89 68,202 0.00% 0.00 13.6 M
Accenture plc - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 307.71 593 0.00% 0.00 182.5 K
Adobe Inc Llbh Private Wealth Management, Llc 381.06 1,199 0.00% 0.00 456.9 K
Automatic Data Processing Inc. Llbh Private Wealth Management, Llc 303.96 1,587 0.00% 0.00 482.4 K
Aflac Inc. Llbh Private Wealth Management, Llc 105.75 2,416 0.00% 0.00 255.5 K
Alamos Gold Inc. - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 25.70 16,357 0.00% 0.00 420.4 K
Allstate Corp (The) Llbh Private Wealth Management, Llc 200.25 2,163 0.00% 0.00 433.1 K
Allogene Therapeutics Inc Llbh Private Wealth Management, Llc 1.62 221,059 0.10% 0.00 358.1 K
Applied Materials Inc. Llbh Private Wealth Management, Llc 154.61 3,289 0.00% 0.00 508.5 K
AMGEN Inc. Llbh Private Wealth Management, Llc 280.06 4,900 0.00% 0.00 1.4 M
Ameriprise Financial Inc Llbh Private Wealth Management, Llc 480.81 1,497 0.00% 0.00 719.8 K
Amazon.com Inc. Llbh Private Wealth Management, Llc 186.35 24,986 0.00% 0.00 4.7 M
Annexon Inc Llbh Private Wealth Management, Llc 1.81 17,000 0.02% 0.00 30.8 K
Apollo Global Management Inc - Ordinary Shares - Class A (New) Llbh Private Wealth Management, Llc 133.98 36,330 0.01% 0.00 4.9 M
Ares Management Corp - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 160.76 44,150 0.02% 0.00 7.1 M
Broadcom Inc Llbh Private Wealth Management, Llc 200.72 2,384 0.00% 0.00 478.5 K
Avery Dennison Corp. Llbh Private Wealth Management, Llc 170.93 1,232 0.00% 0.00 210.6 K
abrdn Global Premier Properties Fund Llbh Private Wealth Management, Llc 3.96 41,897 0.05% 0.00 165.9 K
American Express Co. Llbh Private Wealth Management, Llc 278.03 8,867 0.00% 0.00 2.5 M
Boeing Co. Llbh Private Wealth Management, Llc 186.46 7,546 0.00% 0.00 1.4 M
Bank Of America Corp. Llbh Private Wealth Management, Llc 41.12 35,751 0.00% 0.00 1.5 M
Blackstone Strategic Credit 2027 Term Fund Llbh Private Wealth Management, Llc 11.90 3,272,608 7.33% 0.00 38.9 M
Berkshire Hathaway Inc. - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 769960.00 6 0.00% 0.00 4.6 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Llbh Private Wealth Management, Llc 512.15 6,982 0.00% 0.00 3.6 M
Blackstone Inc Llbh Private Wealth Management, Llc 136.11 36,799 0.00% 0.00 5.0 M
Capricor Therapeutics Inc Llbh Private Wealth Management, Llc 10.30 10,894 0.02% 0.00 112.2 K
Carlyle Group Inc (The) Llbh Private Wealth Management, Llc 40.50 58,539 0.02% 0.00 2.4 M
Colgate-Palmolive Co. Llbh Private Wealth Management, Llc 90.74 2,409 0.00% 0.00 218.6 K
Comcast Corp - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 34.45 22,791 0.00% 0.00 785.2 K
Conoco Phillips Llbh Private Wealth Management, Llc 87.61 2,454 0.00% 0.00 215.0 K
Costco Wholesale Corp Llbh Private Wealth Management, Llc 1014.89 1,428 0.00% 0.00 1.4 M
Chevron Corp. Llbh Private Wealth Management, Llc 135.50 4,405 0.00% 0.00 596.9 K
Walt Disney Co (The) Llbh Private Wealth Management, Llc 92.11 12,488 0.00% 0.00 1.2 M
Ginkgo Bioworks Holdings Inc - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 6.92 276,817 0.48% 0.00 1.9 M
Emerson Electric Co. Llbh Private Wealth Management, Llc 108.38 2,346 0.00% 0.00 254.3 K
Evolv Technologies Holdings Inc - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 4.11 21,466 0.01% 0.00 88.2 K
Factset Research Systems Inc. Llbh Private Wealth Management, Llc 433.09 7,414 0.02% 0.00 3.2 M
Corning, Inc. Llbh Private Wealth Management, Llc 45.41 10,343 0.00% 0.00 469.7 K
Barrick Gold Corp. Llbh Private Wealth Management, Llc 18.64 14,909 0.00% 0.00 277.9 K
Alphabet Inc - Ordinary Shares - Class C Llbh Private Wealth Management, Llc 166.05 8,513 0.00% 0.00 1.4 M
Alphabet Inc - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 164.21 16,955 0.00% 0.00 2.8 M
Goldman Sachs Group, Inc. Llbh Private Wealth Management, Llc 559.56 991 0.00% 0.00 554.5 K
Home Depot, Inc. Llbh Private Wealth Management, Llc 361.73 5,708 0.00% 0.00 2.1 M
Honeywell International Inc Llbh Private Wealth Management, Llc 214.25 2,636 0.00% 0.00 564.8 K
Hudson Pacific Properties Inc Llbh Private Wealth Management, Llc 2.23 51,013 0.04% 0.00 113.8 K
International Business Machines Corp. Llbh Private Wealth Management, Llc 249.18 5,665 0.00% 0.00 1.4 M
Intel Corp. Llbh Private Wealth Management, Llc 20.27 17,333 0.00% 0.00 351.3 K
Nuveen Floating Rate Income Fund Llbh Private Wealth Management, Llc 8.24 463,580 0.34% 0.00 3.8 M
Johnson & Johnson Llbh Private Wealth Management, Llc 155.00 17,162 0.00% 0.00 2.7 M
JPMorgan Chase & Co. Llbh Private Wealth Management, Llc 252.56 10,096 0.00% 0.00 2.5 M
KKR & Co. Inc Llbh Private Wealth Management, Llc 114.79 50,195 0.01% 0.00 5.8 M
KLA Corp. Llbh Private Wealth Management, Llc 693.29 489 0.00% 0.00 339.0 K
Lions Gate Entertainment Corp. - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 8.36 1,570,073 0.65% 0.00 13.1 M
Lions Gate Entertainment Corp. - Ordinary Shares - Class B Llbh Private Wealth Management, Llc 7.50 4,095,803 1.70% 0.00 30.7 M
Laboratory Corp. Of America Holdings Llbh Private Wealth Management, Llc 246.82 1,468 0.00% 0.00 362.3 K
Lam Research Corp. Llbh Private Wealth Management, Llc 73.91 3,636 0.00% 0.00 268.7 K
LegalZoom.com Inc. Llbh Private Wealth Management, Llc 7.35 1,282,010 0.71% 0.00 9.4 M
McDonald`s Corp Llbh Private Wealth Management, Llc 315.72 3,638 0.00% 0.00 1.1 M
Mondelez International Inc. - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 67.80 3,659 0.00% 0.00 248.1 K
3M Co. Llbh Private Wealth Management, Llc 140.80 2,701 0.00% 0.00 380.3 K
Marathon Petroleum Corp Llbh Private Wealth Management, Llc 143.33 1,786 0.00% 0.00 256.0 K
Merck & Co Inc Llbh Private Wealth Management, Llc 82.84 10,427 0.00% 0.00 863.8 K
Marvell Technology Inc Llbh Private Wealth Management, Llc 61.98 2,338 0.00% 0.00 144.9 K
Microsoft Corporation Llbh Private Wealth Management, Llc 436.17 17,333 0.00% 0.00 7.6 M
NextEra Energy Inc Llbh Private Wealth Management, Llc 66.10 20,616 0.00% 0.00 1.4 M
National Fuel Gas Co. Llbh Private Wealth Management, Llc 82.41 4,800 0.01% 0.00 395.6 K
Netflix Inc. Llbh Private Wealth Management, Llc 1134.06 1,359 0.00% 0.00 1.5 M
Nike, Inc. - Ordinary Shares - Class B Llbh Private Wealth Management, Llc 57.35 4,095 0.00% 0.00 234.8 K
Nano X Imaging Ltd Llbh Private Wealth Management, Llc 5.04 22,500 0.04% 0.00 113.4 K
NVIDIA Corp Llbh Private Wealth Management, Llc 113.82 18,407 0.00% 0.00 2.1 M
Okta Inc - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 115.71 9,519 0.01% 0.00 1.1 M
Oracle Corp. Llbh Private Wealth Management, Llc 149.29 3,511 0.00% 0.00 524.2 K
Palo Alto Networks Inc Llbh Private Wealth Management, Llc 188.13 34,649 0.01% 0.00 6.5 M
PepsiCo Inc Llbh Private Wealth Management, Llc 131.99 22,454 0.00% 0.00 3.0 M
Pfizer Inc. Llbh Private Wealth Management, Llc 23.87 37,862 0.00% 0.00 903.8 K
Praxis Precision Medicines Inc Llbh Private Wealth Management, Llc 38.96 3,846 0.02% 0.00 149.8 K
Pure Storage Inc - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 47.58 31,797 0.01% 0.00 1.5 M
Rithm Capital Corporation Llbh Private Wealth Management, Llc 11.35 11,361 0.00% 0.00 128.9 K
Roper Technologies Inc Llbh Private Wealth Management, Llc 571.13 537 0.00% 0.00 306.7 K
Raytheon Technologies Corporation Llbh Private Wealth Management, Llc 128.59 5,388 0.00% 0.00 692.8 K
Shell Plc - ADR (Representing - Ordinary Shares) Llbh Private Wealth Management, Llc 65.12 4,021 0.00% 0.00 261.8 K
Skillz Inc - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 5.18 247,008 1.48% 0.00 1.3 M
Southern Company Llbh Private Wealth Management, Llc 91.05 32,508 0.00% 0.00 3.0 M
AT&T, Inc. Llbh Private Wealth Management, Llc 27.51 28,576 0.00% 0.00 786.1 K
Transdigm Group Incorporated Llbh Private Wealth Management, Llc 1472.62 552 0.00% 0.00 812.9 K
TMC the metals company Inc Llbh Private Wealth Management, Llc 3.12 10,000 0.00% 0.00 31.2 K
Travelers Companies Inc. Llbh Private Wealth Management, Llc 267.54 2,690 0.00% 0.00 719.7 K
Tesla Inc Llbh Private Wealth Management, Llc 280.26 3,598 0.00% 0.00 1.0 M
Trade Desk Inc - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 55.50 2,498 0.00% 0.00 138.6 K
Grupo Televisa SAB - ADR - Level III Llbh Private Wealth Management, Llc 1.71 103,224 0.02% 0.00 176.5 K
Union Pacific Corp. Llbh Private Wealth Management, Llc 216.53 3,404 0.00% 0.00 737.1 K
UroGen Pharma Ltd Llbh Private Wealth Management, Llc 10.95 39,000 0.08% 0.00 427.1 K
Visa Inc - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 348.64 3,783 0.00% 0.00 1.3 M
Verizon Communications Inc Llbh Private Wealth Management, Llc 43.54 14,072 0.00% 0.00 612.7 K
Workday Inc - Ordinary Shares - Class A Llbh Private Wealth Management, Llc 248.34 2,945 0.00% 0.00 731.4 K
Wells Fargo & Co. Llbh Private Wealth Management, Llc 73.85 10,552 0.00% 0.00 779.3 K
WW International Inc Llbh Private Wealth Management, Llc 0.71 58,125 0.07% 0.00 41.3 K
Exxon Mobil Corp. Llbh Private Wealth Management, Llc 103.52 106,532 0.00% 0.00 11.0 M
Yum Brands Inc. Llbh Private Wealth Management, Llc 146.58 5,900 0.00% 0.00 864.8 K
Yum China Holdings Inc Llbh Private Wealth Management, Llc 43.49 5,949 0.00% 0.00 258.7 K
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