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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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
$1.13 Million 0.95% of portfolio
67,260
Q3 2024 New
$0
$750,000 0.63% of portfolio
57,487
Q3 2024 New
$0
$150,000 0.13% of portfolio
12,891
Q3 2024 New
$0
$134,000 0.11% of portfolio
10,287
Q3 2024 New
$0
$120,000 0.1% of portfolio
15,227
Q3 2024 New
$0
$114,000 0.1% of portfolio
12,668
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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