Beckerman Institutional, LLC Portfolio Holdings

Beckerman Institutional, LLC

  • $125 Million
  • Q4 2024

Beckerman Institutional, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $125 Million distributed in 98 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 $12.8M, Doubleline ETF Tr Opportunisti with a value of $7.62M, Ishares Core Msci Intl Develop with a value of $6.06M, Pimco Enhanced Low Duration Ac with a value of $5.84M, and Dimensional ETF Tr with a value of $4.96M.

Examining the 13F form we can see an increase of $6.14M in the current position value, from $119M to 125M.

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 $125 Million
ETFs: $88.7 Million
Financial Services: $18.6 Million
Communication Services: $5.7 Million
Technology: $2.53 Million
Consumer Defensive: $991,000
Healthcare: $754,000
Consumer Cyclical: $307,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.62 Million 6.1% of portfolio
168,178
Q4 2024 Added 37.9%
$0
$6.06 Million 4.85% of portfolio
94,031
Q4 2024 Reduced 0.26%
$0
$5.84 Million 4.68% of portfolio
61,475
Q4 2024 Added 4.95%
$0
$4.96 Million 3.97% of portfolio
169,919
Q4 2024 Added 8.83%
$0
$3.74 Million 2.99% of portfolio
107,989
Q4 2024 Added 7.13%
$8.04B
$3.25 Million 2.6% of portfolio
62,457
Q4 2024 Added 1.43%
$0
$2.73 Million 2.19% of portfolio
100,068
Q4 2024 Added 217.5%
$0
$2.67 Million 2.14% of portfolio
54,609
Q4 2024 Added 6.96%
$0
$2.47 Million 1.98% of portfolio
9,367
Q4 2024 Added 7.37%
$0
$2.37 Million 1.9% of portfolio
23,602
Q4 2024 Added 4.77%
$0
$2.17 Million 1.74% of portfolio
90,287
Q4 2024 Added 142.8%
$0
$1.99 Million 1.59% of portfolio
35,699
Q4 2024 Added 4.8%
$0
$1.92 Million 1.54% of portfolio
29,414
Q4 2024 Reduced 0.22%
$0
$1.91 Million 1.53% of portfolio
41,837
Q4 2024 Added 19.85%
$0
$1.84 Million 1.48% of portfolio
24,220
Q4 2024 Reduced 0.8%
$0
$1.7 Million 1.36% of portfolio
34,385
Q4 2024 Added 49.07%
$0
$1.6 Million 1.28% of portfolio
39,600
Q4 2024 Reduced 3.64%
$0
$1.47 Million 1.18% of portfolio
12,793
Q4 2024 Added 7.66%
$0
$1.39 Million 1.11% of portfolio
25,037
Q4 2024 Added 8.68%
$0
$1.38 Million 1.1% of portfolio
23,966
Q4 2024 Added 1.09%
$0
$1.37 Million 1.1% of portfolio
23,323
Q4 2024 Added 0.45%
$0
$1.3 Million 1.04% of portfolio
18,471
Q4 2024 Added 0.26%
$0
$1.21 Million 0.97% of portfolio
47,823
Q4 2024 Added 6.77%
$0
$1.17 Million 0.94% of portfolio
32,964
Q4 2024 Added 253.73%
$0
$1.16 Million 0.93% of portfolio
33,728
Q4 2024 Added 8.98%
$0
$1.13 Million 0.91% of portfolio
45,904
Q4 2024 Added 12.25%
$0
$1.12 Million 0.9% of portfolio
7,732
Q4 2024 Added 3.12%
$0
$927,000 0.74% of portfolio
10,619
Q4 2024 Added 0.48%
$0
$895,000 0.72% of portfolio
29,379
Q4 2024 Reduced 0.56%
$0
$826,000 0.66% of portfolio
30,567
Q4 2024 Added 2.79%
$0
$786,000 0.63% of portfolio
7,605
Q4 2024 Reduced 1.64%
$0
$775,000 0.62% of portfolio
11,244
Q4 2024 Added 0.26%
$0
$779,000 0.62% of portfolio
8,404
Q4 2024 Added 0.23%
$0
$746,000 0.6% of portfolio
5,798
Q3 2024 New
$0
$741,000 0.59% of portfolio
15,488
Q4 2024 Reduced 0.85%
$0
$729,000 0.58% of portfolio
2,515
Q4 2024 Reduced 1.33%
$0
$615,000 0.49% of portfolio
1,141
Q4 2024 Reduced 15.23%
$0
$597,000 0.48% of portfolio
15,165
Q4 2024 Reduced 9.16%
$0
$581,000 0.47% of portfolio
5,075
Q4 2024 Added 3.07%
$0
$593,000 0.47% of portfolio
18,769
Q4 2024 Reduced 1.15%
$0
$590,000 0.47% of portfolio
3,810
Q4 2024 Reduced 0.44%
$0
$589,000 0.47% of portfolio
13,073
Q4 2024 Added 25.26%
$0
$583,000 0.47% of portfolio
2,942
Q4 2024 Added 7.29%
$0
$519,000 0.42% of portfolio
10,715
Q4 2024 Added 9.77%
$0
$529,000 0.42% of portfolio
15,878
Q3 2024 New
$0
$528,000 0.42% of portfolio
1,957
Q3 2024 New
$0
$469,000 0.38% of portfolio
796
Q3 2024 New
$0
$447,000 0.36% of portfolio
4,114
Q4 2024 Reduced 0.36%
$0
$444,000 0.36% of portfolio
2,744
Q4 2024 Added 31.04%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $125 Million
  • Prior Value $119 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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