Berkshire Money Management, Inc. Portfolio Holdings
Berkshire Money Management, Inc.
- $836 Million
- Q4 2024
Berkshire Money Management, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $836 Million distributed in 87 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 $230M, Invesco Qqq Trust, Series 1 with a value of $78.6M, Spdr Dow Jones Industrial Average ETF Trust with a value of $62.4M, Invesco S&P 500 Equal Weight E with a value of $62.2M, and Vanguard Dividend Appreciation with a value of $57M.
Examining the 13F form we can see an increase of $43.7M in the current position value, from $793M to 836M.
Below you can find more details about Berkshire Money Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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