Latest Berkshire Money Management, Inc. Stock Portfolio
$828Million
Equity Portfolio Value
Last Reported on: 08 May, 2024
About Berkshire Money Management, Inc. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Berkshire Money Management, Inc. reported an equity portfolio of $828.4 Millions as of 31 Mar, 2024.
The top stock holdings of Berkshire Money Management, Inc. are SPY, DIA, BRZU. The fund has invested 23.6% of it's portfolio in SPDR S&P 500 ETF TR and 9.4% of portfolio in SPDR DOW JONES INDL AVERAGE.
The fund managers got completely rid off PFIZER INC (PFE) stocks. They significantly reduced their stock positions in INNOVATOR ETFS TRUST (BAPR), VANGUARD INDEX FDS (VOO) and SCHWAB STRATEGIC TR (FNDA). Berkshire Money Management, Inc. opened new stock positions in MICROSOFT CORP (MSFT), VANGUARD INDEX FDS (VOO) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BAPR), SPDR SER TR (BIL) and VANECK ETF TRUST (AFK).
The top stock holdings of Berkshire Money Management, Inc. are SPY, DIA, BRZU. The fund has invested 23.6% of it's portfolio in SPDR S&P 500 ETF TR and 9.4% of portfolio in SPDR DOW JONES INDL AVERAGE.
The fund managers got completely rid off PFIZER INC (PFE) stocks. They significantly reduced their stock positions in INNOVATOR ETFS TRUST (BAPR), VANGUARD INDEX FDS (VOO) and SCHWAB STRATEGIC TR (FNDA). Berkshire Money Management, Inc. opened new stock positions in MICROSOFT CORP (MSFT), VANGUARD INDEX FDS (VOO) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BAPR), SPDR SER TR (BIL) and VANECK ETF TRUST (AFK).
New Buys
| Ticker | $ Bought |
|---|---|
| MICROSOFT CORP | 3,463,750 |
| VANGUARD INDEX FDS | 1,461,910 |
| AMAZON COM INC | 1,316,650 |
| ISHARES TR | 1,184,100 |
| NVIDIA CORPORATION | 865,864 |
| SPDR S&P MIDCAP 400 ETF TR | 781,861 |
| VANGUARD SCOTTSDALE FDS | 642,447 |
| PROSHARES TR | 623,571 |
New stocks bought by Berkshire Money Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| INNOVATOR ETFS TRUST | 252 |
| SPDR SER TR | 222 |
| VANECK ETF TRUST | 60.18 |
| VANGUARD WORLD FD | 46.45 |
| INVESCO QQQ TR | 36.68 |
| INVESCO EXCH TRD SLF IDX FD | 36.61 |
| APPLE INC | 27.43 |
| SPDR SER TR | 24.09 |
Additions to existing portfolio by Berkshire Money Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| INNOVATOR ETFS TRUST | -91.78 |
| INNOVATOR ETFS TRUST | -91.08 |
| INNOVATOR ETFS TRUST | -88.55 |
| INNOVATOR ETFS TRUST | -60.74 |
| INNOVATOR ETFS TRUST | -53.74 |
| VANGUARD INDEX FDS | -33.51 |
| SCHWAB STRATEGIC TR | -24.66 |
| VANGUARD INDEX FDS | -22.95 |
Berkshire Money Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| PFIZER INC | -611,918 |
Berkshire Money Management, Inc. got rid off the above stocks
Current Stock Holdings of Berkshire Money Management, Inc.
Last Reported on: 08 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.55 | 26,643 | 4,568,700 | ADDED | 27.43 | |
| AFK | VANECK ETF TRUST | 2.46 | 227,182 | 20,423,700 | ADDED | 60.18 | |
| AGG | ISHARES TR | 5.34 | 131,367 | 44,277,100 | REDUCED | -2.17 | |
| AGG | ISHARES TR | 4.50 | 199,667 | 37,299,800 | ADDED | 2.06 | |
| AGG | ISHARES TR | 1.39 | 143,678 | 11,474,100 | ADDED | 5.28 | |
| AGG | ISHARES TR | 0.69 | 27,244 | 5,729,420 | ADDED | 8.22 | |
| AGG | ISHARES TR | 0.14 | 4,786 | 1,184,100 | NEW | ||
| AGG | ISHARES TR | 0.04 | 568 | 298,735 | NEW | ||
| AGG | ISHARES TR | 0.04 | 2,985 | 325,127 | NEW | ||
| AGG | ISHARES TR | 0.03 | 2,106 | 226,206 | NEW | ||
| AGG | ISHARES TR | 0.03 | 3,267 | 275,866 | NEW | ||
| AGZD | WISDOMTREE TR | 0.05 | 6,000 | 433,140 | NEW | ||
| AMZN | AMAZON COM INC | 0.16 | 7,299 | 1,316,650 | NEW | ||
| BA | BOEING CO | 0.03 | 1,188 | 229,273 | NEW | ||
| BAPR | INNOVATOR ETFS TRUST | 7.19 | 1,684,570 | 59,583,300 | ADDED | 252 | |
| BAPR | INNOVATOR ETFS TRUST | 1.23 | 252,870 | 10,198,200 | REDUCED | -88.55 | |
| BAPR | INNOVATOR ETFS TRUST | 0.35 | 80,010 | 2,888,490 | REDUCED | -1.08 | |
| BAPR | INNOVATOR ETFS TRUST | 0.30 | 62,027 | 2,510,230 | REDUCED | -53.74 | |
| BAPR | INNOVATOR ETFS TRUST | 0.20 | 44,760 | 1,699,980 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.18 | 38,504 | 1,512,520 | REDUCED | -91.78 | |
| BAPR | INNOVATOR ETFS TRUST | 0.13 | 31,096 | 1,073,430 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.13 | 26,720 | 1,049,560 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.12 | 23,376 | 1,017,790 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.11 | 16,208 | 934,377 | REDUCED | -91.08 | |
| BAPR | INNOVATOR ETFS TRUST | 0.10 | 21,604 | 865,025 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.10 | 20,530 | 798,002 | REDUCED | -7.17 | |
| BAPR | INNOVATOR ETFS TRUST | 0.09 | 19,439 | 709,232 | REDUCED | -60.74 | |
| BAPR | INNOVATOR ETFS TRUST | 0.06 | 12,055 | 525,357 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.06 | 13,236 | 470,540 | REDUCED | -6.22 | |
| BAPR | INNOVATOR ETFS TRUST | 0.04 | 8,204 | 320,859 | NEW | ||
| BAPR | INNOVATOR ETFS TRUST | 0.03 | 6,669 | 250,750 | NEW | ||
| BAPR | INNOVATOR ETFS TRUST | 0.03 | 7,335 | 261,126 | NEW | ||
| BAPR | INNOVATOR ETFS TRUST | 0.03 | 7,366 | 276,152 | NEW | ||
| BIL | SPDR SER TR | 4.32 | 1,418,000 | 35,762,100 | ADDED | 222 | |
| BIL | SPDR SER TR | 2.59 | 233,339 | 21,420,500 | ADDED | 24.09 | |
| BIL | SPDR SER TR | 0.06 | 2,046 | 470,483 | NEW | ||
| BIL | SPDR SER TR | 0.04 | 2,570 | 337,287 | NEW | ||
| BIV | VANGUARD BD INDEX FDS | 4.73 | 511,153 | 39,190,100 | ADDED | 13.06 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.08 | 8,310 | 642,447 | NEW | ||
| BRZU | DIREXION SHS ETF TR | 8.41 | 780,857 | 69,652,400 | ADDED | 2.4 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.07 | 28,942 | 555,976 | ADDED | 36.61 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.03 | 12,403 | 253,394 | NEW | ||
| BZQ | PROSHARES TR | 0.07 | 6,149 | 623,571 | NEW | ||
| CARR | CARRIER GLOBAL CORPORATION | 0.03 | 4,064 | 236,241 | NEW | ||
| COST | COSTCO WHSL CORP NEW | 0.05 | 577 | 422,802 | NEW | ||
| CSD | INVESCO EXCHANGE TRADED FD T | 0.48 | 23,394 | 3,962,240 | REDUCED | -7.5 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 9.44 | 196,642 | 78,216,300 | REDUCED | -2.07 | |
| EDV | VANGUARD WORLD FD | 0.54 | 23,852 | 4,457,220 | ADDED | 46.45 | |
| EMR | EMERSON ELEC CO | 0.03 | 2,510 | 284,685 | NEW | ||
| FNDA | SCHWAB STRATEGIC TR | 0.06 | 7,989 | 538,370 | REDUCED | -24.66 | |
| FNDA | SCHWAB STRATEGIC TR | 0.06 | 7,690 | 477,242 | NEW | ||
| GD | GENERAL DYNAMICS CORP | 0.04 | 1,059 | 299,157 | NEW | ||
| GOOG | ALPHABET INC | 0.04 | 2,379 | 359,063 | NEW | ||
| GOOG | ALPHABET INC | 0.03 | 1,435 | 218,494 | NEW | ||
| HD | HOME DEPOT INC | 0.03 | 586 | 224,821 | NEW | ||
| HLT | HILTON WORLDWIDE HLDGS INC | 0.03 | 1,307 | 278,797 | NEW | ||
| HON | HONEYWELL INTL INC | 0.03 | 1,000 | 205,250 | NEW | ||
| IBCE | ISHARES TR | 0.04 | 1,860 | 348,382 | NEW | ||
| IVOG | VANGUARD ADMIRAL FDS INC | 0.06 | 2,930 | 528,778 | NEW | ||
| JPM | JPMORGAN CHASE & CO | 0.04 | 1,510 | 302,453 | NEW | ||
| KO | COCA COLA CO | 0.03 | 3,433 | 210,031 | NEW | ||
| MDY | SPDR S&P MIDCAP 400 ETF TR | 0.09 | 1,405 | 781,861 | NEW | ||
| META | META PLATFORMS INC | 0.06 | 1,001 | 486,168 | NEW | ||
| MSFT | MICROSOFT CORP | 0.42 | 8,233 | 3,463,750 | NEW | ||
| NVDA | NVIDIA CORPORATION | 0.10 | 958 | 865,864 | NEW | ||
| PEP | PEPSICO INC | 0.03 | 1,373 | 240,289 | NEW | ||
| PFE | PFIZER INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PH | PARKER-HANNIFIN CORP | 0.04 | 552 | 306,797 | NEW | ||
| PRK | PARK NATL CORP | 0.05 | 3,228 | 438,524 | NEW | ||
| QCOM | QUALCOMM INC | 0.04 | 2,100 | 355,530 | NEW | ||
| QQQ | INVESCO QQQ TR | 6.98 | 130,228 | 57,822,500 | ADDED | 36.68 | |
| RTX | RTX CORPORATION | 0.05 | 3,983 | 388,462 | NEW | ||
| SPY | SPDR S&P 500 ETF TR | 23.56 | 373,201 | 195,210,000 | ADDED | 8.07 | |
| T | AT&T INC | 0.03 | 13,777 | 242,476 | ADDED | 6.63 | |
| TSLA | TESLA INC | 0.03 | 1,503 | 264,213 | NEW | ||
| V | VISA INC | 0.04 | 1,104 | 308,105 | NEW | ||
| VIG | VANGUARD SPECIALIZED FUNDS | 6.77 | 307,039 | 56,068,500 | REDUCED | -1.65 | |
| VOO | VANGUARD INDEX FDS | 2.55 | 61,470 | 21,158,000 | REDUCED | -1.07 | |
| VOO | VANGUARD INDEX FDS | 0.43 | 7,345 | 3,530,530 | REDUCED | -33.51 | |
| VOO | VANGUARD INDEX FDS | 0.32 | 11,094 | 2,659,900 | REDUCED | -22.95 | |
| VOO | VANGUARD INDEX FDS | 0.18 | 6,200 | 1,461,910 | NEW | ||
| XLB | SELECT SECTOR SPDR TR | 0.55 | 31,067 | 4,589,470 | REDUCED | -13.9 | |
| XLB | SELECT SECTOR SPDR TR | 0.03 | 2,211 | 208,730 | NEW | ||
| XOM | EXXON MOBIL CORP | 0.18 | 12,810 | 1,488,990 | ADDED | 7.18 | |
| BERKSHIRE HATHAWAY INC DEL | 0.07 | 1,472 | 619,006 | NEW |