Beverly Hills Private Wealth, LLC

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title
Ira Ravitz - Chief Compliance Officer
Location
Beverly Hills, CA
Holdings as of
30 Sep 2024
Value $
$495M
Num holdings
337
Filing time
12 Nov 2024, 09:30:47 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, MSFT, NVDA, BRKB, and AMZN.
Previous filing
Q2 2024 - 08 Aug 2024
Next filing
Q4 2024 - 14 Feb 2025
SEC
View on sec.gov
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 Q3 compared to 2024 Q2 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 12 Nov 2024

Other Included Managers (21):

Num Name Location File Number
1 BLACKROCK ADVISORS LLC Wilmington, DE 028-04295
10 LAZARD ASSET MANAGEMENT LLC New York, NY
11 Dorsey, Wright & Associates, LLC
12 NEUBERGER BERMAN BD LLC
13 Nuveen Asset Management, LLC Chicago, IL 028-14498
14 RENAISSANCE GROUP LLC Covington, KY 028-04884
15 SCHAFER CULLEN CAPITAL MANAGEMENT INC New York, NY 028-04691
16 PRICE T ROWE ASSOCIATES INC /MD/ Baltimore, MD
17 TCW Investment Management Company LLC
18 The London Company of Virginia, LLC
19 VANGUARD GROUP INC Malvern, PA
2 CLEARBRIDGE, LLC Baltimore, MD 028-01701
20 Winslow Capital Management, LLC Minneapolis, MN 028-03676
21 Equalis Financial
3 EARNEST PARTNERS LLC Atlanta, GA 028-05269
4 NEW YORK LIFE INVESTMENT MANAGEMENT LLC New York, NY
5 FEDERATED INVESTMENT COUNSELING Pittsburgh, PA 028-01454
6 Invesco Advisers, Inc. Atlanta, GA
7 JP MORGAN INVESTMENT MANAGEMENT INC /ADV
8 JANUS HENDERSON INVESTORS US LLC Denver, CO 028-01343
9 JOHN HANCOCK INVESTMENT MANAGEMENT LLC Boston, MA