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Ira Ravitz

@Beverly Hills Private Wealth, Llc

Latest period2024 - Q3ReportedManaged Assets$494.887MTotal holdings337
Assets growth rate7.54%Assets growth rate (2-Q avg)6.92%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Beverly Hills Private Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 337 positions.

Assets under management

The assets under management (AUM) of Beverly Hills Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 494.887M in assets, with a quarterly growth rate of 7.54% and a 2-quarter average growth rate of 6.92%. The portfolio is managed by Ira Ravitz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SWSmurfit Westrock Plc
Recent Activity
New Position
0.56%
$2.747M
55,583 shares@ $49.42 avg price
GNMAIshares Tr
Recent Activity
New Position
0.54%
$2.625M
58,611 shares@ $44.8 avg price
VTECVanguard Calif Tax Free Fds
Recent Activity
New Position
0.22%
$1.042M
10,283 shares@ $101.38 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.22%
$1.04M
6,889 shares@ $150.99 avg price
APHAmphenol Corp New
Recent Activity
New Position
0.2%
$967,565
14,849 shares@ $65.17 avg price
XHTAXInvesco High Income 2024 Tar
Recent Activity
New Position
0.17%
$796,777
104,839 shares@ $7.61 avg price
MIDDMiddleby Corp
Recent Activity
New Position
0.09%
$423,929
3,047 shares@ $139.13 avg price
WEXWex Inc
Recent Activity
New Position
0.09%
$403,730
1,925 shares@ $209.73 avg price
GDXJVaneck Etf Trust
Recent Activity
New Position
0.08%
$368,516
7,550 shares@ $48.82 avg price
EPREpr Pptys
Recent Activity
New Position
0.07%
$303,058
9,894 shares@ $30.64 avg price