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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
AVEMAmerican Centy Etf Tr
Recent Activity
New Position
0.06%
$251,813
3,898 shares@ $64.61 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.05%
$237,836
859 shares@ $276.88 avg price
FOURShift4 Pmts Inc
Recent Activity
New Position
0.05%
$236,473
2,669 shares@ $88.6 avg price
SHWSherwin Williams Co
Recent Activity
New Position
0.05%
$230,910
605 shares@ $381.67 avg price
AREAlexandria Real Estate Eq In
Recent Activity
New Position
0.05%
$228,004
1,920 shares@ $118.76 avg price
QFINQifu Technology Inc
Recent Activity
New Position
0.05%
$209,624
7,032 shares@ $29.82 avg price
NKENike Inc
Recent Activity
New Position
0.05%
$203,689
2,304 shares@ $88.41 avg price
FLJPFranklin Templeton Etf Tr
Recent Activity
New Position
0.05%
$203,595
6,693 shares@ $30.42 avg price
BCSBarclays Plc
Recent Activity
New Position
0.04%
$193,209
15,902 shares@ $12.15 avg price
WOOFPetco Health & Wellness Co I
Recent Activity
New Position
0.03%
$123,760
27,200 shares@ $4.55 avg price