Beckerman Institutional, LLC Portfolio Holdings by Sector

Beckerman Institutional, LLC

$119 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IDEV DBND LDUR DFAI DFAC GLDM DGS SCHD 66 stocks	$85,018 75.25% of portfolio	66	-	66	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$12,907 11.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$5,244 4.64% of portfolio	3	-	3	-	0 Calls 0 Puts
Asset Management \| Financial Services TY BCV NFJ RGT TEAF PNI ECF 7 stocks	$3,748 3.32% of portfolio	7	-	7	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,380 1.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$765 0.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$722 0.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$709 0.63% of portfolio	2	-	2	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$562 0.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM 2 stocks	$550 0.49% of portfolio	2	-	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE 1 stocks	$376 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$297 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$262 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$230 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$206 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts

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