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

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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