Berkshire Asset Management LLC Incresed Positions in Q1 2025

Berkshire Asset Management LLC

  • $2.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
282K
+ 1671.97%
$90.34 - $124.66 $25.5M - $35.2M
299K $27.3M
HSY
Hershey CO

Consumer Defensive
74.9K
+ 106.14%
$144.74 - $186.36 $10.8M - $14M
145K $24.9M
EOG
Eog Resources Inc

Energy
77.6K
+ 41.57%
$120.54 - $138.05 $9.36M - $10.7M
264K $33.9M
MTB
M&T Bank Corp

Financial Services
54.9K
+ 28.91%
$170.47 - $201.98 $9.36M - $11.1M
245K $43.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
34.7K
+ 162.32%
$182.82 - $196.21 $6.34M - $6.8M
56K $10.5M
ABT
Abbott Laboratories

Healthcare
3.74K
+ 1.23%
$111.1 - $140.22 $416K - $525K
308K $40.9M
JNJ
Johnson & Johnson

Healthcare
3.08K
+ 1.22%
$142.06 - $167.7 $438K - $517K
255K $42.3M
DE
Deere & CO

Industrials
875
+ 1.24%
$408.57 - $509.27 $357K - $446K
71.5K $33.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
122K
+ 13.57%
$18.36 - $20.51 $2.25M - $2.51M
1.02M $20.3M
MCD
Mcdonalds Corp

Consumer Cyclical
1.47K
+ 1.14%
$279.74 - $321.29 $410K - $471K
130K $40.5M
WPC
W. P. Carey Inc.

Real Estate
5.43K
+ 1.68%
$53.5 - $65.05 $291K - $353K
328K $20.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
157K
+ 49.87%
$24.91 - $29.02 $3.9M - $4.55M
471K $11.8M
SCHW
Schwab Charles Corp

Financial Services
9.6K
+ 2.39%
$71.24 - $83.64 $684K - $803K
412K $32.2M
KMI
Kinder Morgan, Inc.

Energy
2.9K
+ 0.24%
$26.1 - $31.22 $75.6K - $90.4K
1.22M $34.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
11.2K
+ 5.07%
$56.51 - $62.98 $632K - $704K
232K $14M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
13.3K
+ 13.37%
$100.34 - $100.68 $1.33M - $1.34M
113K $11.3M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
36.9K
+ 15.8%
$27.64 - $28.58 $1.02M - $1.05M
270K $7.72M
SCHO
Schwab Short Term Us Treasury

ETFs
33.8K
+ 36.08%
$24.1 - $24.34 $816K - $824K
128K $3.11M
SPTS
Spdr Portfolio Short Term Trea

ETFs
26.9K
+ 19.23%
$28.92 - $29.24 $779K - $788K
167K $4.88M
ADP
Automatic Data Processing Inc

Industrials
1.57K
+ 7.71%
$286.85 - $318.64 $451K - $501K
22K $6.71M
PM
Philip Morris International Inc.

Consumer Defensive
925
+ 6.79%
$117.15 - $158.79 $108K - $147K
14.5K $2.31M
MO
Altria Group, Inc.

Consumer Defensive
7.34K
+ 28.39%
$50.81 - $60.02 $373K - $440K
33.2K $1.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.4K
+ 20.42%
$42.5 - $46.71 $526K - $578K
73K $3.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.9K
+ 11.57%
$25.81 - $28.52 $435K - $481K
163K $4.48M
IGRO
Ishares Tr International Divid

ETFs
4.12K
+ 11.57%
$66.91 - $73.87 $276K - $304K
39.7K $2.88M
ELV
Elevance Health, Inc.

Healthcare
785
+ 55.52%
$365.9 - $436.25 $287K - $342K
2.2K $956K
IBM
International Business Machines Corp

Technology
284
+ 2.28%
$217.4 - $264.74 $61.7K - $75.2K
12.7K $3.16M
VEA
Vanguard Ftse Developed Market

ETFs
366
+ 0.28%
$47.4 - $52.99 $17.3K - $19.4K
130K $6.6M
DHR
Danaher Corp

Healthcare
1.7K
+ 130.38%
$201.62 - $250.59 $342K - $425K
3K $613K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.99K
+ 15.62%
$360.07 - $417.26 $1.08M - $1.25M
22.1K $7.98M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.7K
+ 85.95%
$211.47 - $267.17 $359K - $454K
3.68K $777K
VZ
Verizon Communications Inc

Communication Services
1.02K
+ 2.26%
$37.81 - $46.49 $38.6K - $47.5K
46.1K $2.09M
UPS
United Parcel Service Inc

Industrials
3.36K
+ 57.14%
$109.66 - $136.26 $369K - $458K
9.25K $1.02M
ADI
Analog Devices Inc

Technology
1.5K
+ 34.0%
$201.56 - $243.82 $302K - $365K
5.9K $1.19M
MBUU
Malibu Boats, Inc.

Consumer Cyclical
14.4K
+ 44.92%
$29.49 - $39.5 $423K - $567K
46.3K $1.42M
QCOM
Qualcomm Inc

Technology
1.27K
+ 0.43%
$151.94 - $175.86 $193K - $224K
297K $45.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
545
+ 29.22%
$208.48 - $244.03 $114K - $133K
2.41K $588K
OMC
Omnicom Group Inc.

Communication Services
2.3K
+ 53.21%
$79.43 - $88.34 $183K - $204K
6.63K $550K
C
Citigroup Inc

Financial Services
1.16K
+ 1.29%
$67.23 - $84.63 $78.3K - $98.5K
91.6K $6.5M
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.9K
+ 6.26%
$29.82 - $30.1 $116K - $117K
66.2K $1.99M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.26K
+ 2.61%
$27.01 - $28.54 $61.2K - $64.6K
89K $2.49M
SSO
Proshares Ultra S&P 500

ETFs
2K
+ 38.93%
$80.57 - $100.21 $161K - $200K
7.12K $589K
VTWV
Vanguard Russell 2000 Value Et

ETFs
2.19K
+ 13.47%
$131.51 - $149.24 $288K - $327K
18.4K $2.45M
AXP
American Express CO

Financial Services
1.1K
+ 14.73%
$255.39 - $325.87 $280K - $357K
8.54K $2.3M
MMM
3 M CO

Industrials
197
+ 7.46%
$129.7 - $155.12 $25.6K - $30.6K
2.84K $416K
GS
Goldman Sachs Group Inc

Financial Services
193
+ 16.58%
$524.81 - $672.19 $101K - $130K
1.36K $741K
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 4.77%
$890.62 - $1076.86 $33.8K - $40.9K
835 $789K
META
Meta Platforms, Inc.

Communication Services
186
+ 5.13%
$576.36 - $736.67 $107K - $137K
3.81K $2.2M
BDX
Becton Dickinson & CO

Healthcare
182
+ 13.24%
$222.79 - $249.08 $40.5K - $45.3K
1.56K $356K
Activity Summary
Buys All Purchases 107 New Holdings 22 Increased Positions 85 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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