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.

Portfolio value $836 Million
ETFs: $810 Million
Technology: $12.5 Million
Consumer Cyclical: $3.6 Million
Communication Services: $2.55 Million
Financial Services: $2.16 Million
Industrials: $2.08 Million
Energy: $1.76 Million
Consumer Defensive: $912,000
Other: $704,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.76B
$553,000 0.07% of portfolio
3,228
Q4 2024 New
$2.99B
$109,000 0.01% of portfolio
18,800
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $836 Million
  • Prior Value $793 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 46 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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