Beverly Hills Private Wealth, LLC

Q2 2024 13F Holdings Report, Stock Holdings

Signature - Title
Ira Ravitz - Chief Compliance Officer
Location
Beverly Hills, CA
Holdings as of
June 30, 2024
Value $
$460M
Num holdings
346
Date filed
8/7/2024, 07:17 PM
Description
All US holdings of this investor are reported in this report.
Previous filing
Q1 2024 - May 9, 2024
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q2 compared to 2024 Q1 by default.
* 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 8/6/2024

Other Included Managers (21):

Num Name File Number
1 BLACKROCK ADVISORS LLC 028-04295
10 Lazard Asset Management LLC
11 Dorsey, Wright & Associates, LLC
12 NEUBERGER BERMAN BD LLC
13 Nuveen Asset Management, LLC 028-14498
14 RENAISSANCE GROUP LLC 028-04884
15 SCHAFER CULLEN CAPITAL MANAGEMENT INC 028-04691
16 PRICE T ROWE ASSOCIATES INC /MD/
17 TCW Investment Management Company LLC
18 The London Company of Virginia, LLC
19 VANGUARD GROUP INC
2 CLEARBRIDGE, LLC 028-01701
20 Winslow Capital Management, LLC 028-03676
21 Equalis Financial
3 EARNEST PARTNERS LLC 028-05269
4 NEW YORK LIFE INVESTMENT MANAGEMENT LLC
5 FEDERATED INVESTMENT COUNSELING 028-01454
6 Invesco Advisers, Inc.
7 JP MORGAN INVESTMENT MANAGEMENT INC /ADV
8 JANUS HENDERSON INVESTORS US LLC 028-01343
9 JOHN HANCOCK INVESTMENT MANAGEMENT LLC