Beckerman Institutional, LLC Portfolio Holdings

Beckerman Institutional, LLC

  • $138 Million
  • Q1 2025

Beckerman Institutional, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $138 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $16.4M, Doubleline ETF Tr Opportunisti with a value of $8.09M, Ishares Core Msci Intl Develop with a value of $6.81M, Pimco Enhanced Low Duration Ac with a value of $6.13M, and Dimensional ETF Tr with a value of $5.82M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $125M to 138M.

Beckerman Institutional, LLC is based out at Ocean Grove, NJ

Below you can find more details about Beckerman Institutional, LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Million
ETFs: $94.7 Million
Financial Services: $22.9 Million
Communication Services: $5.36 Million
Technology: $1.91 Million
Consumer Defensive: $1.25 Million
Healthcare: $746,000
Consumer Cyclical: $263,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$631B
$16.4 Million 11.88% of portfolio
30,801
Q1 2025 Added 9.12%
$0
$8.09 Million 5.86% of portfolio
175,201
Q1 2025 Added 4.18%
$0
$6.81 Million 4.93% of portfolio
98,828
Q1 2025 Added 5.1%
$0
$6.13 Million 4.44% of portfolio
63,841
Q1 2025 Added 3.85%
$0
$5.82 Million 4.22% of portfolio
186,481
Q1 2025 Added 9.75%
$9.7B
$4.07 Million 2.95% of portfolio
65,799
Q1 2025 Added 5.35%
$0
$3.56 Million 2.58% of portfolio
107,840
Q1 2025 Reduced 0.14%
$1.07T
$3.49 Million 2.52% of portfolio
22,536
Q1 2025 Added 7.48%
$0
$2.93 Million 2.12% of portfolio
104,885
Q1 2025 Added 4.81%
$0
$2.82 Million 2.04% of portfolio
58,459
Q1 2025 Added 7.05%
$0
$2.66 Million 1.93% of portfolio
10,297
Q1 2025 Added 9.93%
$0
$2.64 Million 1.91% of portfolio
25,484
Q1 2025 Added 7.97%
$0
$2.37 Million 1.72% of portfolio
97,379
Q1 2025 Added 7.85%
Blackrock ETF Trust Ii
-
$2.28 Million 1.65% of portfolio
-
Q1 2025 Added 13.43%
$0
$2.23 Million 1.61% of portfolio
32,574
Q1 2025 Added 10.74%
$0
$2.12 Million 1.53% of portfolio
45,944
Q1 2025 Added 9.82%
Tcw ETF Trust
-
$2 Million 1.45% of portfolio
-
Q1 2025 New
$0
$1.96 Million 1.42% of portfolio
38,131
Q1 2025 Added 6.81%
$0
$1.7 Million 1.23% of portfolio
34,135
Q1 2025 Reduced 0.73%
Simplify Exchange Traded Fun
-
$1.69 Million 1.22% of portfolio
-
Q1 2025 Added 7.0%
$0
$1.66 Million 1.2% of portfolio
26,794
Q1 2025 Added 0.01%
$0
$1.65 Million 1.19% of portfolio
24,220
Q4 2024 Reduced 0.8%
$0
$1.53 Million 1.11% of portfolio
27,786
Q1 2025 Added 10.98%
$0
$1.49 Million 1.08% of portfolio
38,823
Q1 2025 Reduced 1.96%
$0
$1.48 Million 1.07% of portfolio
19,530
Q1 2025 Added 5.73%
$1.62T
$1.43 Million 1.04% of portfolio
2,488
Q1 2025 Added 0.24%
$0
$1.38 Million 1.0% of portfolio
13,162
Q1 2025 Added 2.88%
$0
$1.35 Million 0.98% of portfolio
37,549
Q1 2025 Added 11.33%
$0
$1.32 Million 0.96% of portfolio
75,763
Q1 2025 Added 13.4%
$0
$1.33 Million 0.96% of portfolio
51,412
Q1 2025 Added 7.5%
$0
$1.31 Million 0.95% of portfolio
23,252
Q1 2025 Reduced 0.3%
$0
$1.28 Million 0.93% of portfolio
41,653
Q1 2025 Added 0.05%
$0
$1.25 Million 0.91% of portfolio
21,900
Q1 2025 Reduced 8.62%
$0
$1.23 Million 0.89% of portfolio
8,002
Q1 2025 Added 3.49%
Jpmorgan Chase Finl CO LLC
-
$1.23 Million 0.89% of portfolio
-
Q1 2025 Added 12.95%
$3.35T
$1.19 Million 0.86% of portfolio
5,374
Q1 2025 Reduced 3.81%
$0
$1.02 Million 0.74% of portfolio
41,184
Q1 2025 Reduced 10.28%
$0
$958,000 0.69% of portfolio
34,874
Q1 2025 Added 14.09%
$0
$912,000 0.66% of portfolio
29,542
Q1 2025 Added 0.55%
$0
$833,000 0.6% of portfolio
10,619
Q4 2024 Added 0.48%
$0
$798,000 0.58% of portfolio
15,702
Q1 2025 Added 1.38%
$0
$782,000 0.57% of portfolio
8,215
Q1 2025 Added 8.02%
$0
$773,000 0.56% of portfolio
11,751
Q1 2025 Added 4.51%
Vanguard Instl Index Fd
-
$773,000 0.56% of portfolio
-
Q1 2025 New
$0
$762,000 0.55% of portfolio
18,919
Q1 2025 Added 24.75%
$0
$760,000 0.55% of portfolio
16,987
Q1 2025 Added 29.94%
Pimco ETF Tr
-
$726,000 0.53% of portfolio
-
Q1 2025 Added 14.88%
$0
$718,000 0.52% of portfolio
2,611
Q1 2025 Added 3.82%
$0
$717,000 0.52% of portfolio
59,077
Q1 2025 Added 1.66%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $138 Million
  • Prior Value $125 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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