Beverly Hills Private Wealth is based out of Beverly Hills. Beverly Hills Private Wealth is a large advisory firm with 212 clients and discretionary assets under management (AUM) of $696,000,000 (Form ADV from 2024-02-20). Their last reported 13F filing for Q3 2024 included $494,887,165 in managed 13F securities
and a top 10 holdings concentration of 25.28%. Beverly Hills Private Wealth's largest holding is Apple Inc with shares held of 115,016. Whalewisdom has at least 8 13F filings
Business Description
The advisory business is a service-oriented practice that prioritizes open communication and understanding of clients' financial goals, risk tolerance, and time horizons. The firm's goal is to act in the best interest of clients and facilitate a working relationship that values education and transparency.
The firm offers comprehensive portfolio management, financial planning, and consulting services. Financial planning clients may terminate their agreement before receiving a financial plan, and will receive a pro-rata refund based on the time and effort expended by the firm. The firm does not charge performance-based fees or sell securities for a commission in advisory accounts.
Owners
- SHAGRIN, SCOTT, MARSHALL - MANAGING DIRECTOR
- RAVITZ, IRA, HARRY - CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR
- WESTERMARK, LISA, MADELEINE - MEMBER
- RAVITZ FAMILY TRUST - MEMBER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| VGIT Vanguard Intermediat | 0.71% |
| SW Smurfit Kappa Group | 0.56% |
| GNMA iShares GNMA Bond ET | 0.53% |
| META Meta Platforms Inc | 0.47% |
| VGSH Vanguard Short-Term | 0.46% |
2024-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| BLK Blackrock Inc. | 0.85% |
| CBH ALLIANZGI CONVERTIBL | 0.51% |
| MSFT Microsoft Corporatio | 0.48% |
| NVDA NVIDIA Corp | 0.39% |
| MRK Merck & Co Inc | 0.31% |
2024-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| AAPL Apple Inc | 5.42% |
| MSFT Microsoft Corporatio | 3.94% |
| NVDA NVIDIA Corp | 2.57% |
| BRK.B Berkshire Hathaway I | 2.43% |
| AMZN Amazon.com Inc | 2.14% |
2024-09-30
13F Activity
| Market Value | $495m, Prior: $460m |
| Inflows (Outflows) as % of Total MV | +0.8012% |
| New Purchases | 21 stocks |
| Added To | 93 stocks |
| Sold out of | 33 stocks |
| Reduced holdings in | 211 stocks |
| Top 10 Holdings % | 25.28% |
| Turnover %[1] | 14.59% |
| Turnover Alt %[2] | 11.23% |
| Time Held Top 20 | 4.15 quarters |
| Time Held Top 10 | 4 quarters |
| Time Held All | 5.45 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30