Berkshire Money Management, Inc. Portfolio Holdings

Berkshire Money Management, Inc.

  • $760 Million
  • Q2 2024

Berkshire Money Management, Inc. has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $760 Million distributed in 39 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 $207M, Direxion Nasdaq 100 Equal Weig with a value of $71.1M, Invesco Qqq Trust, Series 1 with a value of $70.7M, Spdr Dow Jones Industrial Average ETF Trust with a value of $57.1M, and Vanguard Dividend Appreciation with a value of $56.4M.

Examining the 13F form we can see an decrease of $6.17M in the current position value, from $766M to 760M.

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

Portfolio value $760 Million
ETFs: $751 Million
Technology: $6.02 Million
Energy: $1.45 Million
Communication Services: $245,000

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 39
  • Current Value $760 Million
  • Prior Value $766 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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