Berkshire Money Management, Inc. Portfolio Holdings

Berkshire Money Management, Inc. has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $793 Million distributed in 40 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 $224M, Invesco Qqq Trust, Series 1 with a value of $74.8M, Invesco S&P 500 Equal Weight E with a value of $62M, Spdr Dow Jones Industrial Average ETF Trust with a value of $61.6M, and Vanguard Dividend Appreciation with a value of $56.3M.

Examining the 13F form we can see an increase of $32.7M in the current position value, from $760M to 793M.

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