Ackerman Asset Management, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $46.5B, Ishares S&P 100 ETF with a value of $24.3B, Spdr S&P 500 ETF Trust with a value of $8.9B, Ishares Tr Russell 1000 ETF with a value of $6.74B, and Invesco Qqq Trust, Series 1 with a value of $5.41B.

Examining the 13F form we can see an increase of $111B in the current position value.

Ackerman Asset Management, LLC is based out at Rockville, MD

Below you can find more details about Ackerman Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $111 Billion
ETFs: $107 Billion
Financial Services: $1.68 Billion
Technology: $1.23 Billion
Consumer Cyclical: $560 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $111 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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