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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
VGITVanguard Scottsdale Fds
Recent Activity
Increased 111.07%
1.4%
$6.922M
114,563 shares@ $60.42 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 19.38%
1.33%
$6.542M
128,569 shares@ $50.89 avg price
AVGOBroadcom Inc
Recent Activity
Increased 757.15%
1.26%
$6.225M
36,086 shares@ $172.51 avg price
CMCSAComcast Corp New
Recent Activity
Increased 4.52%
1.14%
$5.637M
134,950 shares@ $41.78 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.28%
1.1%
$5.402M
9,240 shares@ $584.66 avg price
GOOGAlphabet Inc
Recent Activity
Increased 36.83%
1.08%
$5.322M
31,833 shares@ $167.2 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 9.8%
1.05%
$5.153M
79,517 shares@ $64.81 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -4.21%
1.03%
$5.084M
113,208 shares@ $44.91 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Decreased -13.47%
1%
$4.911M
104,020 shares@ $47.22 avg price
ELVElevance Health Inc
Recent Activity
Increased 25.47%
0.99%
$4.856M
9,338 shares@ $520.01 avg price