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


  • 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
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