Beckerman Institutional, LLC Portfolio Holdings by Sector

Beckerman Institutional, LLC

$125 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DBND IDEV LDUR DFAI DFAC GLDM SCHD DGS 67 stocks	$87,955 74.8% of portfolio	40	17	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$12,795 10.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$5,699 4.85% of portfolio	-	3	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TY BCV NFJ PNI RGT ECF 6 stocks	$3,661 3.11% of portfolio	4	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,399 1.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$1,126 0.96% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$1,122 0.95% of portfolio	2	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$729 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$711 0.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$522 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE 1 stocks	$439 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$315 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$307 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$280 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$280 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$241 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts

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