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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
CVXChevron Corp New
Recent Activity
Decreased -15.99%
0.8%
$3.957M
26,870 shares@ $147.27 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -18.94%
0.69%
$3.401M
29,952 shares@ $113.57 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -17.22%
0.69%
$3.394M
28,956 shares@ $117.23 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -4.26%
0.68%
$3.336M
10,956 shares@ $304.5 avg price
PGRProgressive Corp
Recent Activity
Decreased -14.89%
0.65%
$3.17M
12,491 shares@ $253.77 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -9.44%
0.58%
$2.852M
14,442 shares@ $197.49 avg price
WMTWalmart Inc
Recent Activity
Decreased -12.54%
0.58%
$2.84M
35,169 shares@ $80.76 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -17.4%
0.58%
$2.83M
29,028 shares@ $97.5 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -16.55%
0.58%
$2.827M
53,120 shares@ $53.22 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -19.86%
0.57%
$2.806M
9,425 shares@ $297.75 avg price