Ackerman Capital Advisors, LLC Portfolio Holdings

Ackerman Capital Advisors, LLC

  • $380 Million
  • Q4 2024

Ackerman Capital Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $380 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 $61.1M, Spdr Portfolio with a value of $58.5M, Schwab Strategic Tr Us Large C with a value of $17.9M, Vanguard Whitehall Fds Intl Di with a value of $16.3M, and Spdr Nuveen Bloomberg Municipa with a value of $15.6M.

Examining the 13F form we can see an decrease of $5.13M in the current position value, from $386M to 380M.

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

Portfolio value $380 Million
ETFs: $347 Million
Financial Services: $18.6 Million
Energy: $4.64 Million
Technology: $3.46 Million
Communication Services: $2.65 Million
Healthcare: $1.08 Million
Industrials: $976,000
Consumer Cyclical: $948,000
Other: $845,000

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 $380 Million
  • Prior Value $386 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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