Berkshire Money Management, Inc. Portfolio Holdings

Berkshire Money Management, Inc.

  • $793 Million
  • Q3 2024

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.

Portfolio value $793 Million
ETFs: $784 Million
Technology: $6.48 Million
Energy: $1.49 Million
Communication Services: $349,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $793 Million
  • Prior Value $760 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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