Berkshire Asset Management LLC New Holdings in Q4 2024

Berkshire Asset Management LLC

  • $2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
19.2K
New
$114.45 - $127.21 $2.2M - $2.44M
19.2K $2.22M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
10.3K
New
$157.33 - $189.22 $1.62M - $1.95M
10.3K $1.74M
MBUU
Malibu Boats, Inc.

Consumer Cyclical
32K
New
$36.59 - $45.3 $1.17M - $1.45M
32K $1.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.85K
New
$481.22 - $538.17 $889K - $994K
1.85K $944K
NVO
Novo Nordisk A S

Healthcare
10.1K
New
$85.0 - $120.04 $862K - $1.22M
10.1K $871K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
10.2K
New
$82.28 - $117.52 $841K - $1.2M
10.2K $866K
FULT
Fulton Financial Corp

Financial Services
26.2K
New
$16.97 - $21.99 $444K - $576K
26.2K $504K
OXY
Occidental Petroleum Corp

Energy
7.23K
New
$45.36 - $55.91 $328K - $404K
7.23K $357K
PWR
Quanta Services, Inc.

Industrials
1.13K
New
$296.05 - $346.6 $333K - $390K
1.13K $355K
PCAR
Paccar Inc

Industrials
2.96K
New
$97.92 - $118.41 $290K - $351K
2.96K $308K
INTU
Intuit Inc

Technology
393
New
$602.01 - $706.25 $237K - $278K
393 $247K
RJF
Raymond James Financial Inc

Financial Services
1.59K
New
$123.0 - $170.1 $196K - $271K
1.59K $247K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.26K
New
$50.53 - $55.55 $215K - $236K
4.26K $216K
VTI
Vanguard Total Stock Market Et

ETFs
745
New
$280.04 - $302.45 $209K - $225K
745 $215K
BRO
Brown & Brown, Inc.

Financial Services
2.1K
New
$100.93 - $113.42 $211K - $238K
2.1K $213K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.37K
New
$87.25 - $95.52 $207K - $227K
2.37K $209K
SNA
Snap On Inc

Industrials
605
New
$285.44 - $371.35 $173K - $225K
605 $205K
DGX
Quest Diagnostics Inc

Healthcare
1.46K
New
N/A
1.46K $200K
COIN
Coinbase Global, Inc.

Technology
689
New
$163.17 - $343.62 $112K - $237K
689 $171K
Blackrock Inc
771
New
N/A
771 $0
Trust For Professional Manag
9.63K
New
N/A
9.63K $0
Te Connectivity PLC
253K
New
N/A
253K $0
Amplify ETF Tr
2.57K
New
N/A
2.57K $0
Ferguson Enterprises Inc
1.4K
New
N/A
1.4K $0
Activity Summary
Buys All Purchases 97 New Holdings 25 Increased Positions 72 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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