Ackerman Capital Advisors, LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $361 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mun Bd Fds Tax Exempt with a value of $58.6M, Spdr Portfolio with a value of $32M, Spdr Portfolio S&P 500 Value E with a value of $18.4M, Vanguard Whitehall Fds Intl Di with a value of $18.1M, and Schwab Strategic Tr Us Large C with a value of $16M.

Examining the 13F form we can see an increase of $4.48M in the current position value, from $357M to 361M.

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

Portfolio value $361 Million
ETFs: $332 Million
Financial Services: $15.3 Million
Energy: $5.02 Million
Technology: $3.02 Million
Communication Services: $2.12 Million
Healthcare: $1.13 Million
Consumer Cyclical: $925,000
Industrials: $879,000
Other: $846,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $361 Million
  • Prior Value $357 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
Track This Portfolio

Track Ackerman Capital Advisors, LLC Portfolio

Follow Ackerman Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ackerman Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ackerman Capital Advisors, LLC with notifications on news.