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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$3.922M
4,981 shares@ $787.31 avg price
CBHVirtus Convertible & Inc 202
Recent Activity
Exited
0%
$2.352M
260,935 shares@ $9.02 avg price
JBBBJanus Detroit Str Tr
Recent Activity
Exited
0%
$927,081
18,851 shares@ $49.18 avg price
SPRSpirit Aerosystems Hldgs Inc
Recent Activity
Exited
0%
$444,468
13,522 shares@ $32.87 avg price
CIThe Cigna Group
Recent Activity
Exited
0%
$326,631
988 shares@ $330.6 avg price
EDUNew Oriental Ed & Technology
Recent Activity
Exited
0%
$325,844
4,192 shares@ $77.73 avg price
IBTEIshares Tr
Recent Activity
Exited
0%
$299,462
12,488 shares@ $23.98 avg price
IEMGIshares Inc
Recent Activity
Exited
0%
$286,639
5,355 shares@ $53.53 avg price
TENTsakos Energy Navigation Ltd
Recent Activity
Exited
0%
$274,793
9,385 shares@ $29.29 avg price
PARAParamount Global
Recent Activity
Exited
0%
$271,824
26,162 shares@ $10.4 avg price