Beckerman Institutional, LLC Portfolio Holdings

Beckerman Institutional, LLC

  • $119 Million
  • Q3 2024

Beckerman Institutional, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $119 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $12.9M, Ishares Core Msci Intl Develop with a value of $6.68M, Doubleline ETF Tr Opportunisti with a value of $5.78M, Pimco Enhanced Low Duration Ac with a value of $5.62M, and Dimensional ETF Tr with a value of $4.96M.

Examining the 13F form we can see an increase of $119M in the current position value.

Beckerman Institutional, LLC is based out at Ocean Grove, NJ

Below you can find more details about Beckerman Institutional, LLC portfolio as well as his latest detailed transactions.

Portfolio value $119 Million
ETFs: $85.7 Million
Financial Services: $18.2 Million
Communication Services: $5.24 Million
Technology: $2.15 Million
Consumer Defensive: $709,000
Healthcare: $673,000
Consumer Cyclical: $262,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$587B
$12.9 Million 10.87% of portfolio
28,042
Q3 2024 New
$0
$6.68 Million 5.62% of portfolio
94,276
Q3 2024 New
$0
$5.78 Million 4.86% of portfolio
121,960
Q3 2024 New
$0
$5.62 Million 4.73% of portfolio
58,576
Q3 2024 New
$0
$4.96 Million 4.18% of portfolio
156,138
Q3 2024 New
$1.03T
$3.51 Million 2.96% of portfolio
21,181
Q3 2024 New
$0
$3.46 Million 2.91% of portfolio
100,804
Q3 2024 New
$7.97B
$3.21 Million 2.7% of portfolio
61,576
Q3 2024 New
$0
$2.74 Million 2.31% of portfolio
51,057
Q3 2024 New
$0
$2.66 Million 2.24% of portfolio
31,517
Q3 2024 New
$0
$2.3 Million 1.94% of portfolio
8,724
Q3 2024 New
$0
$2.28 Million 1.92% of portfolio
22,527
Q3 2024 New
$0
$2.15 Million 1.81% of portfolio
29,479
Q3 2024 New
$0
$1.9 Million 1.6% of portfolio
34,065
Q3 2024 New
$0
$1.82 Million 1.53% of portfolio
37,186
Q3 2024 New
$0
$1.75 Million 1.47% of portfolio
24,415
Q3 2024 New
$0
$1.63 Million 1.37% of portfolio
41,094
Q3 2024 New
$0
$1.62 Million 1.36% of portfolio
34,907
Q3 2024 New
Blackrock ETF Trust Ii
-
$1.56 Million 1.32% of portfolio
-
Q3 2024 New
$1.27T
$1.47 Million 1.24% of portfolio
2,566
Q3 2024 New
$0
$1.44 Million 1.21% of portfolio
18,424
Q3 2024 New
$0
$1.41 Million 1.19% of portfolio
23,037
Q3 2024 New
$0
$1.41 Million 1.19% of portfolio
23,708
Q3 2024 New
$0
$1.39 Million 1.17% of portfolio
11,883
Q3 2024 New
$3.62T
$1.38 Million 1.16% of portfolio
5,923
Q3 2024 New
$0
$1.35 Million 1.14% of portfolio
40,924
Q3 2024 New
$0
$1.35 Million 1.14% of portfolio
76,235
Q3 2024 New
$0
$1.28 Million 1.08% of portfolio
23,219
Q3 2024 New
$0
$1.23 Million 1.03% of portfolio
44,790
Q3 2024 New
$0
$1.19 Million 1.0% of portfolio
30,948
Q3 2024 New
$0
$1.15 Million 0.97% of portfolio
23,067
Q3 2024 New
$0
$1.13 Million 0.95% of portfolio
67,260
Q3 2024 New
$0
$1.12 Million 0.94% of portfolio
7,498
Q3 2024 New
$0
$1.03 Million 0.87% of portfolio
40,895
Q3 2024 New
$0
$983,000 0.83% of portfolio
7,732
Q3 2024 New
$0
$976,000 0.82% of portfolio
29,545
Q3 2024 New
Simplify Exchange Traded Fun
-
$940,000 0.79% of portfolio
-
Q3 2024 New
Jpmorgan Chase Finl CO LLC
-
$928,000 0.78% of portfolio
-
Q3 2024 New
$0
$918,000 0.77% of portfolio
10,568
Q3 2024 New
$0
$877,000 0.74% of portfolio
29,736
Q3 2024 New
$0
$825,000 0.69% of portfolio
15,620
Q3 2024 New
$0
$813,000 0.68% of portfolio
8,385
Q3 2024 New
$0
$757,000 0.64% of portfolio
11,215
Q3 2024 New
$3.03T
$765,000 0.64% of portfolio
1,777
Q3 2024 New
$0
$750,000 0.63% of portfolio
57,487
Q3 2024 New
$0
$722,000 0.61% of portfolio
2,549
Q3 2024 New
$0
$728,000 0.61% of portfolio
5,798
Q3 2024 New
$0
$710,000 0.6% of portfolio
1,346
Q3 2024 New
$0
$691,000 0.58% of portfolio
16,695
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $119 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 96 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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