Berkshire Money Management, Inc. Reduced Holdings in Q1 2025

Berkshire Money Management, Inc.

  • $796 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-74.8K
- 36.2%
$185.78 - $198.58 $13.9M - $14.8M
132K $25.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.06K
- 1.04%
$551.42 - $612.93 $2.24M - $2.49M
388K $217M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-47.1K
- 13.27%
$169.43 - $182.84 $7.98M - $8.61M
308K $53.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.05K
- 1.98%
$468.34 - $539.52 $1.43M - $1.65M
151K $70.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.79K
- 3.02%
$360.07 - $417.26 $1.36M - $1.58M
122K $44M
VIG
Vanguard Dividend Appreciation

ETFs
-29.6K
- 9.45%
N/A
284K $51.6M
VUG
Vanguard Growth ETF

ETFs
-454
- 0.57%
$369.1 - $427.61 $168K - $194K
79.7K $29.5M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-22.6K
- 22.35%
$86.24 - $97.98 $1.95M - $2.21M
78.4K $6.84M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.75K
- 1.19%
$408.78 - $448.82 $716K - $786K
145K $60.8M
NVDA
Nvidia Corp

Technology
-4.44K
- 22.74%
$106.98 - $149.43 $474K - $663K
15.1K $1.63M
MGC
Vanguard Mega Cap ETF

ETFs
-495
- 1.0%
$199.2 - $222.69 $98.6K - $110K
48.9K $9.85M
TSLA
Tesla, Inc.

Consumer Cyclical
-657
- 34.51%
$222.15 - $428.22 $146K - $281K
1.25K $323K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-296
- 4.42%
$507.05 - $563.67 $150K - $167K
6.4K $3.29M
VV
Vanguard Large Cap ETF

ETFs
-721
- 13.32%
$253.32 - $282.66 $183K - $204K
4.69K $1.21M
BJUL
Innovator U.S. Equity Buffer E

ETFs
-3.07K
- 7.72%
$42.65 - $46.09 $131K - $142K
36.8K $1.59M
AVGO
Broadcom Inc.

Technology
-146
- 8.08%
$167.43 - $244.7 $24.4K - $35.7K
1.66K $278K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-685
- 24.05%
$179.71 - $192.06 $123K - $132K
2.16K $398K
OEF
Ishares S&P 100 ETF

ETFs
-348
- 7.88%
N/A
4.07K $1.08M
IVW
Ishares S&P 500 Growth ETF

ETFs
-531
- 14.81%
$92.45 - $106.69 $49.1K - $56.7K
3.06K $283K
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
-173
- 9.82%
$238.2 - $273.85 $41.2K - $47.4K
1.59K $382K
IVV
Ishares Core S&P 500 ETF

ETFs
-92
- 16.08%
$554.06 - $615.85 $51K - $56.7K
480 $269K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4
- 0.28%
$522.96 - $601.18 $2.09K - $2.4K
1.4K $747K
LLY
Eli Lilly & CO

Healthcare
-81
- 20.72%
$725.72 - $929.72 $58.8K - $75.3K
310 $256K
NFLX
Netflix Inc

Communication Services
-49
- 13.03%
$828.4 - $1058.6 $40.6K - $51.9K
327 $304K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-48
- 4.04%
$192.82 - $222.1 $9.26K - $10.7K
1.14K $220K
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.6%
$347.25 - $424.87 $2.43K - $2.97K
1.17K $428K
XLV
Select Sector Spdr Fund Health

ETFs
-544
- 8.11%
$137.61 - $149.68 $74.9K - $81.4K
6.16K $899K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-40
- 3.07%
$196.12 - $229.48 $7.84K - $9.18K
1.26K $255K
CVX
Chevron Corp

Energy
-295
- 16.52%
$146.71 - $167.97 $43.3K - $49.6K
1.49K $249K
GD
General Dynamics Corp

Industrials
-43
- 3.9%
$241.94 - $272.58 $10.4K - $11.7K
1.06K $288K
PG
Procter & Gamble CO

Consumer Defensive
-36
- 1.78%
$158.56 - $176.26 $5.71K - $6.35K
1.99K $338K
Innovator Etfs Trust
-117K
- 31.49%
N/A
254K $0
UNH
Unitedhealth Group Inc

Healthcare
-20
- 3.41%
$461.52 - $548.18 $9.23K - $11K
566 $296K
JPM
Jpmorgan Chase & CO

Financial Services
-25
- 1.27%
$225.19 - $279.95 $5.63K - $7K
1.94K $476K
COMP
Compass, Inc.

Technology
-4K
- 21.28%
$5.35 - $10.24 $21.4K - $41K
14.8K $129K
RTX
Raytheon Technologies Corp

Industrials
-147
- 3.04%
$114.1 - $135.66 $16.8K - $19.9K
4.69K $620K
T
At&T Inc.

Communication Services
-3
- 0.03%
$21.56 - $28.28 $64.7 - $84.8
11.8K $332K
XOM
Exxon Mobil Corp

Energy
-256
- 1.83%
$105.44 - $118.93 $27K - $30.4K
13.7K $1.63M
Activity Summary
Buys All Purchases 36 New Holdings 17 Increased Positions 19 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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