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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
INTCIntel Corp
Recent Activity
Exited
0%
$271,620
8,770 shares@ $30.98 avg price
BABoeing Co
Recent Activity
Exited
0%
$265,371
1,458 shares@ $182.02 avg price
STMStmicroelectronics N V
Recent Activity
Exited
0%
$254,876
6,489 shares@ $39.28 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$247,215
445 shares@ $555.54 avg price
SWKSSkyworks Solutions Inc
Recent Activity
Exited
0%
$237,125
2,225 shares@ $106.58 avg price
NXPINxp Semiconductors N V
Recent Activity
Exited
0%
$232,600
864 shares@ $269.22 avg price
DDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$231,073
6,000 shares@ $38.52 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$230,593
4,588 shares@ $50.27 avg price
MTNVail Resorts Inc
Recent Activity
Exited
0%
$226,832
1,259 shares@ $180.17 avg price
LOGILogitech Intl S A
Recent Activity
Exited
0%
$219,724
2,268 shares@ $96.89 avg price