Beckerman Institutional, LLC Reduced Holdings in Q2 2025

Beckerman Institutional, LLC

  • $151 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-26.2K
- 63.56%
$24.48 - $24.9 $641K - $652K
15K $374K
Vanguard Instl Index Fd
-2.75K
- 26.83%
N/A
7.5K $567K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.92K
- 8.75%
$51.14 - $57.0 $98K - $109K
20K $1.14M
Blackrock ETF Trust Ii
-2.3K
- 5.28%
N/A
41.2K $2.18M
Jpmorgan Chase Finl CO LLC
-531
- 1.4%
N/A
37.4K $1.13M
PULS
Pgim ETF Tr

ETFs
-1.75K
- 5.13%
$49.39 - $49.76 $86.4K - $87.1K
32.4K $1.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
-191
- 30.13%
$496.48 - $617.85 $94.8K - $118K
443 $274K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.16K
- 8.84%
$90.56 - $109.49 $105K - $127K
12K $1.31M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-932
- 8.78%
$67.03 - $80.35 $62.5K - $74.9K
9.69K $773K
VOE
Vanguard Mid Cap Value Index F

ETFs
-357
- 13.01%
$141.87 - $164.49 $50.6K - $58.7K
2.39K $393K
DFAU
Dimensional ETF Tr

ETFs
-4.59K
- 11.82%
$34.04 - $42.36 $156K - $194K
34.2K $1.45M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
-3.33K
- 7.87%
$13.91 - $16.31 $46.3K - $54.2K
38.9K $625K
Pimco ETF Tr
-1.58K
- 5.72%
N/A
26K $690K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-687
- 3.63%
$39.34 - $40.41 $27K - $27.8K
18.2K $731K
PFE
Pfizer Inc

Healthcare
-191
- 1.08%
$21.59 - $24.84 $4.12K - $4.74K
17.4K $423K
SHV
Ishares Tr

ETFs
-131
- 6.24%
$110.06 - $110.46 $14.4K - $14.5K
1.97K $217K
GLD
Spdr Gold Trust

ETFs
-123
- 8.84%
$273.71 - $316.29 $33.7K - $38.9K
1.27K $387K
IBB
Ishares Biotechnology ETF

ETFs
-69
- 2.51%
$112.02 - $129.0 $7.73K - $8.9K
2.68K $339K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-1.01K
- 1.7%
$10.6 - $12.44 $10.7K - $12.5K
58.1K $720K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-535
- 11.73%
$57.14 - $72.68 $30.6K - $38.9K
4.03K $293K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-56
- 1.18%
$83.54 - $100.04 $4.68K - $5.6K
4.7K $467K
GOOG
Alphabet Inc.

Communication Services
-115
- 7.71%
$146.58 - $180.01 $16.9K - $20.7K
1.38K $244K
VBR
Vanguard Small Cap Value ETF

ETFs
-81
- 2.61%
$162.76 - $195.77 $13.2K - $15.9K
3.02K $590K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-305
- 3.99%
N/A
7.34K $688K
FLGB
Franklin Templeton ETF Tr

ETFs
-533
- 3.15%
$25.34 - $31.3 $13.5K - $16.7K
16.4K $501K
IXUS
Ishares Tr

ETFs
-151
- 3.54%
$62.37 - $77.63 $9.42K - $11.7K
4.11K $318K
GS
Goldman Sachs Group Inc

Financial Services
-91
- 16.82%
$462.22 - $707.75 $42.1K - $64.4K
450 $319K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-20
- 0.35%
$61.08 - $74.04 $1.22K - $1.48K
5.67K $420K
IEMG
Ishares Inc

ETFs
-167
- 2.77%
N/A
5.87K $352K
TY
Tri Continental Corp

Financial Services
-153
- 0.37%
$27.37 - $31.84 $4.19K - $4.87K
41.5K $1.31M
VEA
Vanguard Ftse Developed Market

ETFs
-1.06K
- 6.72%
$45.65 - $57.01 $48.2K - $60.1K
14.6K $835K
DGRO
Ishares Core Dividend Growth E

ETFs
-152
- 0.57%
$55.22 - $63.94 $8.39K - $9.72K
26.6K $1.7M
BAC
Bank Of America Corp

Financial Services
-80
- 0.73%
$34.39 - $47.46 $2.75K - $3.8K
10.9K $514K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-164
- 1.03%
N/A
15.7K $623K
JPM
Jpmorgan Chase & CO

Financial Services
-100
- 4.0%
$210.28 - $289.91 $21K - $29K
2.4K $696K
PDN
Invesco Fd Tr

ETFs
-671
- 3.33%
$30.37 - $38.92 $20.4K - $26.1K
19.5K $758K
VGT
Vanguard Information Technolog

ETFs
-15
- 1.91%
$470.37 - $663.28 $7.06K - $9.95K
772 $512K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-64
- 0.22%
$27.26 - $34.48 $1.74K - $2.21K
29.5K $1.02M
GLDM
World Gold Trust

ETFs
-1.89K
- 2.88%
$58.96 - $67.97 $112K - $129K
63.9K $4.19M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-1.15K
- 4.92%
$50.44 - $64.81 $57.8K - $74.2K
22.1K $1.43M
IEFA
Ishares Tr

ETFs
-224
- 1.15%
$67.83 - $84.09 $15.2K - $18.8K
19.3K $1.61M
ITA
Ishares Tr

ETFs
-64
- 0.8%
$135.31 - $188.64 $8.66K - $12.1K
7.94K $1.5M
GOOGL
Alphabet Inc.

Communication Services
-69
- 0.31%
$144.7 - $178.6 $9.98K - $12.3K
22.5K $3.96M
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.55K
- 1.56%
$61.79 - $76.67 $95.5K - $118K
97.3K $7.4M
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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