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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
AAPLApple Inc
Recent Activity
Decreased -1.37%
5.42%
$26.799M
115,016 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.42%
3.94%
$19.477M
45,262 shares@ $430.31 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.86%
2.58%
$12.731M
104,830 shares@ $121.45 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 7.33%
2.43%
$12.002M
26,077 shares@ $460.26 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 24.24%
2.14%
$10.587M
56,817 shares@ $186.33 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 35.54%
2.1%
$10.362M
175,566 shares@ $59.02 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.91%
1.97%
$9.718M
46,090 shares@ $210.86 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 0.2%
1.65%
$8.117M
66,865 shares@ $121.41 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -1.86%
1.64%
$8.084M
80,604 shares@ $100.29 avg price
METAMeta Platforms Inc
Recent Activity
Increased 39.53%
1.46%
$7.208M
12,592 shares@ $572.46 avg price