Beverly Hills Private Wealth, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$460M
Signature - Title
Ira Ravitz - Chief Compliance Officer
Location
350 S. Beverly Drive, Suite 360, Beverly Hills, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 346 $460M +$53.7M -$23.7M +$29.9M AAPL, MSFT, NVDA, BRKB, JPM 13F-HR 8/7/2024, 07:17 PM
Q1 2024 355 $433M +$63.1M -$40M +$23.2M AAPL, MSFT, NVDA, BRKB, JPM 13F-HR 5/8/2024, 06:09 PM
Q4 2023 333 $383M +$49.4M -$33.4M +$16M AAPL, MSFT, BRKB, JPM, NVDA 13F-HR 1/29/2024, 07:03 PM
Q3 2023 294 $336M +$6.52M -$249M -$243M AAPL, MSFT, BRKB, GBIL, CVX 13F-HR 11/8/2023, 05:12 PM
Q2 2023 316 $602M +$272M -$5.93M +$266M AAPL, MSFT, BRKB, TXN, LOW 13F-HR 8/9/2023, 06:40 PM
Q1 2023 277 $323M +$92.9M -$7.9M +$85M AAPL, MSFT, BRKB, GBIL, TXN 13F-HR 5/3/2023, 09:29 PM
Q4 2022 234 $229M $0 $0 AAPL, MSFT, CVX, BRKB, TXN 13F-HR 2/13/2023, 04:39 PM