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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
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
ELVElevance Health Inc
Recent Activity
Increased 25.47%
0.99%
$4.856M
9,338 shares@ $520.01 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 11.66%
0.96%
$4.739M
27,285 shares@ $173.68 avg price
PEPPepsico Inc
Recent Activity
Increased 23.71%
0.93%
$4.568M
26,865 shares@ $170.06 avg price
VVisa Inc
Recent Activity
Increased 70.53%
0.78%
$3.856M
14,026 shares@ $274.96 avg price
PKGPackaging Corp Amer
Recent Activity
Increased 14.65%
0.77%
$3.773M
17,515 shares@ $215.4 avg price
NVONovo-nordisk A S
Recent Activity
Increased 21.54%
0.73%
$3.567M
29,955 shares@ $119.08 avg price
KRKroger Co
Recent Activity
Increased 54.2%
0.71%
$3.509M
61,237 shares@ $57.3 avg price