Beverly Hills Private Wealth, LLC

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
Ira Ravitz - Chief Compliance Officer
Location
Beverly Hills, CA
Holdings as of
December 31, 2022
Value $
$229M
Num holdings
234
Date filed
2/13/2023, 04:39 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, MSFT, CVX, BRKB, and TXN.
Next filing
Q1 2023 - May 4, 2023
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Ira Ravitz Chief Compliance Officer Beverly Hills, California 2/13/2023