Beckerman Institutional, LLC New Holdings in Q3 2024

Beckerman Institutional, LLC

  • $119 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PDN
Invesco Fd Tr

ETFs
19K
New
$31.75 - $35.44 $603K - $673K
19K $667K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.92K
New
$112.99 - $126.45 $556K - $623K
4.92K $620K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
15.9K
New
N/A
15.9K $574K
ICE
Intercontinental Exchange, Inc.

Financial Services
3.5K
New
$136.93 - $162.81 $479K - $570K
3.5K $562K
VOX
Vanguard Communication Service

ETFs
3.83K
New
$129.82 - $145.39 $497K - $556K
3.83K $556K
VBR
Vanguard Small Cap Value ETF

ETFs
2.74K
New
$179.99 - $201.6 $494K - $553K
2.74K $551K
VV
Vanguard Large Cap ETF

ETFs
1.96K
New
$236.92 - $263.4 $464K - $515K
1.96K $515K
MINO
Pimco ETF Tr Municipal Income

ETFs
10.4K
New
$45.07 - $46.16 $470K - $482K
10.4K $482K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.76K
New
$48.06 - $49.39 $469K - $482K
9.76K $481K
Pimco ETF Tr
18.1K
New
N/A
18.1K $481K
IVV
Ishares Core S&P 500 ETF

ETFs
796
New
$520.18 - $576.82 $414K - $459K
796 $459K
IJS
Ishares S&P Smallcap 600 Value

ETFs
4.13K
New
$95.81 - $109.03 $396K - $450K
4.13K $445K
VIG
Vanguard Dividend Appreciation

ETFs
2.14K
New
$182.15 - $182.15 $389K - $389K
2.14K $423K
FLGB
Franklin Templeton ETF Tr

ETFs
14.8K
New
$26.15 - $28.77 $386K - $425K
14.8K $422K
VGT
Vanguard Information Technolog

ETFs
716
New
$514.43 - $606.85 $368K - $435K
716 $420K
PRF
Invesco Exchange Traded Fd Tr

ETFs
10K
New
$37.33 - $40.63 $375K - $408K
10K $408K
IBB
Ishares Biotechnology ETF

ETFs
2.72K
New
$135.09 - $149.47 $368K - $407K
2.72K $396K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.75K
New
$60.13 - $68.17 $345K - $392K
5.75K $389K
PFE
Pfizer Inc

Healthcare
13K
New
$27.7 - $31.39 $360K - $408K
13K $376K
SPY
Spdr S&P 500 ETF Trust

ETFs
634
New
$517.38 - $573.86 $328K - $364K
634 $364K
DFIV
Dimensional ETF Tr

ETFs
9.32K
New
$34.66 - $38.38 $323K - $358K
9.32K $355K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
5.53K
New
$57.69 - $64.56 $319K - $357K
5.53K $353K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.09K
New
$149.02 - $167.67 $312K - $351K
2.09K $351K
IAU
Ishares Gold Trust

ETFs
7K
New
$44.06 - $50.5 $308K - $353K
7K $348K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
7.06K
New
$47.7 - $48.54 $337K - $343K
7.06K $343K
SHV
Ishares Tr

ETFs
3.09K
New
$110.05 - $110.63 $340K - $341K
3.09K $341K
IEMG
Ishares Inc

ETFs
5.85K
New
$53.64 - $53.64 $314K - $314K
5.85K $336K
SPMD
Spdr Portfolio

ETFs
6.08K
New
$50.29 - $54.92 $306K - $334K
6.08K $333K
VNQ
Vanguard Specialized Funds Van

ETFs
3.22K
New
$82.97 - $98.97 $267K - $318K
3.22K $313K
GLD
Spdr Gold Trust

ETFs
1.27K
New
$215.56 - $246.98 $273K - $313K
1.27K $308K
BAC
Bank Of America Corp

Financial Services
7.63K
New
$36.65 - $44.13 $279K - $337K
7.63K $303K
IXUS
Ishares Tr

ETFs
4.1K
New
$64.9 - $73.35 $266K - $301K
4.1K $298K
ISRG
Intuitive Surgical Inc

Healthcare
604
New
$416.14 - $494.01 $251K - $298K
604 $297K
GOOG
Alphabet Inc.

Communication Services
1.57K
New
$149.54 - $192.66 $234K - $302K
1.57K $262K
AMZN
Amazon Com Inc

Consumer Cyclical
1.41K
New
$161.02 - $200.0 $227K - $282K
1.41K $262K
STOT
Spdr Doubleline Short Duration

ETFs
5.45K
New
$46.63 - $47.52 $254K - $259K
5.45K $259K
MO
Altria Group, Inc.

Consumer Defensive
4.84K
New
$45.95 - $54.71 $222K - $265K
4.84K $247K
JPM
Jpmorgan Chase & CO

Financial Services
1.17K
New
$194.9 - $224.8 $228K - $263K
1.17K $247K
J P Morgan Exchange Traded F
4.23K
New
N/A
4.23K $231K
COF
Capital One Financial Corp

Financial Services
1.53K
New
$131.42 - $153.05 $202K - $235K
1.53K $230K
GS
Goldman Sachs Group Inc

Financial Services
415
New
$459.02 - $510.25 $190K - $212K
415 $206K
RGT
Royce Global Value Trust, Inc.

Financial Services
12.9K
New
$10.88 - $11.83 $140K - $153K
12.9K $150K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
10.3K
New
$11.52 - $13.05 $119K - $134K
10.3K $134K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
15.2K
New
$7.38 - $7.89 $112K - $120K
15.2K $120K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
12.7K
New
$8.2 - $9.0 $104K - $114K
12.7K $114K
Activity Summary
Buys All Purchases 96 New Holdings 96 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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