Berkshire Money Management, Inc. has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $766 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $195M, Spdr Dow Jones Industrial Average ETF Trust with a value of $78.2M, Direxion Nasdaq 100 Equal Weig with a value of $69.7M, Invesco Qqq Trust, Series 1 with a value of $57.8M, and Vanguard Dividend Appreciation with a value of $56.1M.

Examining the 13F form we can see an increase of $33.8M in the current position value, from $732M to 766M.

Below you can find more details about Berkshire Money Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $766 Million
ETFs: $746 Million
Technology: $9.25 Million
Consumer Cyclical: $2.08 Million
Industrials: $1.95 Million
Financial Services: $1.67 Million
Energy: $1.49 Million
Communication Services: $1.31 Million
Consumer Defensive: $872,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $766 Million
  • Prior Value $732 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 45 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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