Berkshire Money Management, Inc. Incresed Positions in Q2 2025

Berkshire Money Management, Inc.

  • $840 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
AMZN
Amazon Com Inc

Consumer Cyclical
290
+ 3.04%
$167.32 - $223.3 $48.5K - $64.8K
9.85K $2.16M
AVGO
Broadcom Inc.

Technology
49
+ 2.95%
$146.29 - $275.65 $7.17K - $13.5K
1.71K $471K
BJUL
Innovator U.S. Equity Buffer E

ETFs
629
+ 1.71%
$39.61 - $47.13 $24.9K - $29.6K
37.4K $1.76M
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
RTX
Raytheon Technologies Corp

Industrials
95
+ 2.03%
$113.75 - $148.48 $10.8K - $14.1K
4.78K $698K
LQD
Ishares Iboxx $ Investment Gra

ETFs
638
+ 27.69%
$105.23 - $109.61 $67.1K - $69.9K
2.94K $322K
CARR
Carrier Global Corp

Industrials
200
+ 4.52%
$55.55 - $75.83 $11.1K - $15.2K
4.63K $338K
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 1.02%
$908.13 - $1056.85 $7.27K - $8.45K
793 $785K
GLD
Spdr Gold Trust

ETFs
80
+ 10.87%
$273.71 - $316.29 $21.9K - $25.3K
816 $248K
OTIS
Otis Worldwide Corp

Industrials
100
+ 5.0%
$90.88 - $104.3 $9.09K - $10.4K
2.1K $207K
Exchange Traded Concepts Tru
8.8K
+ 6.68%
N/A
141K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
6.34K
+ 4.02%
N/A
164K $0
Innovator Etfs Trust
342K
+ 1280.85%
N/A
369K $0
Innovator Etfs Trust
63.8K
+ 2.69%
N/A
2.44M $0
LLY
Eli Lilly & CO

Healthcare
2
+ 0.65%
$713.71 - $898.95 $1.43K - $1.8K
312 $243K
XLE
Energy Sector Spdr

ETFs
9
+ 0.4%
$76.44 - $94.13 $688 - $847
2.25K $190K
XOM
Exxon Mobil Corp

Energy
261
+ 1.9%
$99.93 - $119.04 $26.1K - $31.1K
14K $1.51M
AAPL
Apple Inc.

Technology
106
+ 0.46%
$172.42 - $223.89 $18.3K - $23.7K
23.4K $4.8M
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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