Ackerman Capital Advisors, LLC Portfolio Holdings

Ackerman Capital Advisors, LLC

  • $386 Million
  • Q3 2024

Ackerman Capital Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $386 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 $62.2M, Spdr Portfolio with a value of $55M, Vanguard Whitehall Fds Intl Di with a value of $17.9M, Schwab Strategic Tr Us Large C with a value of $17.2M, and Spdr Nuveen Bloomberg Municipa with a value of $15.9M.

Examining the 13F form we can see an increase of $8.91M in the current position value, from $377M to 386M.

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

Portfolio value $386 Million
ETFs: $353 Million
Financial Services: $17.5 Million
Energy: $4.87 Million
Technology: $3.44 Million
Communication Services: $2.26 Million
Healthcare: $1.41 Million
Consumer Cyclical: $994,000
Industrials: $809,000
Other: $1.12 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $386 Million
  • Prior Value $377 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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