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
|
|
$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
|