• 13F History

Beverly Hills Private Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$495M
Signature - Title
Ira Ravitz - Chief Compliance Officer
Location
Beverly Hills, CA
Summary
This page shows a list of all the recent 13F filings made by Beverly Hills Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beverly Hills Private Wealth, LLC reported 333 stock holdings with total value $495M as of Q4 2024. Top holdings included AAPL, MSFT, NVDA, JPM, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 333 $495M +$35M -$35.3M -$279K AAPL, MSFT, NVDA, JPM, AMZN 13F-HR 2/13/2025, 08:11 PM
Q3 2024 337 $495M +$61.1M -$50.3M +$10.8M AAPL, MSFT, NVDA, BRKB, AMZN 13F-HR 11/12/2024, 09:30 AM
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 +$62.7M -$40M +$22.7M AAPL, MSFT, NVDA, BRKB, JPM 13F-HR 5/8/2024, 06:09 PM
Q4 2023 332 $382M +$48.9M -$33.4M +$15.5M AAPL, MSFT, BRKB, JPM, NVDA 13F-HR 1/29/2024, 07:03 PM
Q3 2023 330 $336M +$6.52M -$252M -$246M AAPL, MSFT, BRKB, GBIL, CVX 13F-HR 11/8/2023, 05:12 PM
Q2 2023 307 $602M +$272M -$1.62M +$270M AAPL, MSFT, BRKB, TXN, LOW 13F-HR 8/9/2023, 06:40 PM
Q1 2023 277 $323M +$92.9M -$1.18M +$91.7M AAPL, MSFT, BRKB, GBIL, TXN 13F-HR 5/3/2023, 09:29 PM
Q4 2022 234 $229M AAPL, MSFT, CVX, BRKB, TXN 13F-HR 2/13/2023, 03:39 PM