Berkshire Money Management, Inc. Purchases in Q2 2025

Berkshire Money Management, Inc.

  • $840 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
271K
New
$85.42 - $94.39 $23.1M - $25.5M
271K $25.4M
PJUN
Innovator U.S. Equity Power Bu

ETFs
602K
+ 2852.12%
$34.48 - $39.76 $20.8M - $24M
624K $24.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
36.1K
+ 24.92%
$376.48 - $440.65 $13.6M - $15.9M
181K $79.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
198K
+ 33.24%
$77.74 - $78.78 $15.4M - $15.6M
792K $62.3M
IVE
Ishares S&P 500 Value ETF

ETFs
20.6K
+ 15.63%
$168.34 - $195.42 $3.47M - $4.03M
152K $29.8M
KAPR
Innovator U.S. Small Cap Power

ETFs
102K
New
$28.5 - $32.39 $2.9M - $3.3M
102K $3.3M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
40.2K
New
$68.13 - $74.77 $2.74M - $3.01M
40.2K $2.93M
XLU
Utilities Sector Spdr

ETFs
19.8K
+ 7.73%
$73.09 - $82.77 $1.45M - $1.64M
276K $22.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.81K
+ 539.03%
$180.84 - $240.32 $1.23M - $1.64M
8.07K $1.94M
VONE
Vanguard Russell 1000 ETF

ETFs
5.52K
New
$225.48 - $280.86 $1.24M - $1.55M
5.52K $1.54M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12K
+ 202.33%
$77.94 - $79.5 $939K - $958K
18K $1.43M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.62K
+ 221.71%
$100.35 - $100.71 $865K - $868K
12.5K $1.26M
JNK
Spdr Bloomberg High Yield Bond

ETFs
8.46K
New
$91.23 - $97.27 $772K - $823K
8.46K $822K
MSFT
Microsoft Corp

Technology
40
+ 0.61%
$354.56 - $497.45 $14.2K - $19.9K
6.55K $3.26M
NVDA
Nvidia Corp

Technology
258
+ 1.71%
$94.31 - $157.99 $24.3K - $40.8K
15.3K $2.42M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.78K
New
$273.67 - $366.17 $488K - $653K
1.78K $652K
OEF
Ishares S&P 100 ETF

ETFs
1.92K
+ 47.27%
N/A
5.99K $1.59M
AMZN
Amazon Com Inc

Consumer Cyclical
290
+ 3.04%
$167.32 - $223.3 $48.5K - $64.8K
9.85K $2.16M
BAC
Bank Of America Corp

Financial Services
4.46K
New
$34.39 - $47.46 $153K - $211K
4.46K $210K
PAUG
Innovator U.S. Equity Power Bu

ETFs
5.17K
New
$35.3 - $40.46 $183K - $209K
5.17K $209K
CEG
Constellation Energy Corp

Utilities
620
New
$170.96 - $322.76 $106K - $200K
620 $200K
CSCO
Cisco Systems, Inc.

Technology
2.89K
New
$53.19 - $69.38 $154K - $200K
2.89K $200K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.22K
New
$72.96 - $90.39 $162K - $201K
2.22K $198K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.79K
New
$107.93 - $110.97 $194K - $199K
1.79K $197K
AVGO
Broadcom Inc.

Technology
49
+ 2.95%
$146.29 - $275.65 $7.17K - $13.5K
1.71K $471K
XLI
Industrial Sector Spdr

ETFs
1.27K
New
$116.42 - $147.52 $148K - $188K
1.27K $187K
BJUL
Innovator U.S. Equity Buffer E

ETFs
629
+ 1.71%
$39.61 - $47.13 $24.9K - $29.6K
37.4K $1.76M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
4.46K
New
$30.77 - $35.62 $137K - $159K
4.46K $158K
NJUL
Innovator Growth 100 Power Buf

Technology
2.27K
New
$56.05 - $68.06 $127K - $154K
2.27K $154K
XLK
Technology Sector Spdr

ETFs
581
New
$179.73 - $253.23 $104K - $147K
581 $147K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.86K
New
$58.13 - $69.92 $108K - $130K
1.86K $130K
BNOV
Innovator U.S. Equity Buffer E

ETFs
1.32K
+ 6.82%
$34.94 - $41.25 $46.3K - $54.6K
20.7K $852K
VIG
Vanguard Dividend Appreciation

ETFs
552
+ 0.19%
N/A
284K $51.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
248
New
$299.15 - $396.54 $74.2K - $98.3K
248 $98K
XLF
Financial Sector Spdr

ETFs
1.87K
New
$43.92 - $52.37 $82.3K - $98.1K
1.87K $98K
VLUE
Ishares Msci Usa Value Factor

ETFs
772
New
$93.5 - $113.21 $72.2K - $87.4K
772 $87K
DJD
Invesco Exchange Traded Fd Tr

ETFs
1.55K
New
$47.46 - $53.19 $73.6K - $82.5K
1.55K $82K
RTX
Raytheon Technologies Corp

Industrials
95
+ 2.03%
$113.75 - $148.48 $10.8K - $14.1K
4.78K $698K
DVY
Ishares Tr

ETFs
566
New
$118.37 - $134.86 $67K - $76.3K
566 $75K
LQD
Ishares Iboxx $ Investment Gra

ETFs
638
+ 27.69%
$105.23 - $109.61 $67.1K - $69.9K
2.94K $322K
IEFA
Ishares Tr

ETFs
821
New
$67.83 - $84.09 $55.7K - $69K
821 $68K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.46K
New
$45.2 - $46.6 $65.9K - $68K
1.46K $67K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.59K
New
$24.54 - $25.07 $63.5K - $64.9K
2.59K $64K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
851
New
$58.41 - $72.69 $49.7K - $61.9K
851 $61K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.62K
New
$33.46 - $38.01 $54.2K - $61.6K
1.62K $61K
VTI
Vanguard Total Stock Market Et

ETFs
198
New
$243.75 - $303.93 $48.3K - $60.2K
198 $60K
CARR
Carrier Global Corp

Industrials
200
+ 4.52%
$55.55 - $75.83 $11.1K - $15.2K
4.63K $338K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
456
New
$102.11 - $124.82 $46.6K - $56.9K
456 $56K
VNQ
Vanguard Specialized Funds Van

ETFs
592
New
$79.79 - $91.42 $47.2K - $54.1K
592 $52K
Activity Summary
Buys All Purchases 86 New Holdings 56 Increased Positions 30 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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