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Berkshire Money Management

Latest statistics and disclosures from Berkshire Money Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, DIA, QQQE, KJAN, QQQ, and represent 55.58% of Berkshire Money Management's stock portfolio.
Added to shares of these 10 stocks: KJAN (+$43M), SJNK (+$25M), QQQ (+$16M), SPY (+$15M), MOAT (+$7.7M), BSV, BIL, MSFT, QQQE, VOT.
Started 45 new stock positions in IVV, OEF, NVDA, PH, MMTM, HON, AMZN, RTX, PEP, CARR.
Reduced shares in these 10 stocks: BJUL (-$79M), BSEP (-$17M), NJUL (-$9.5M), BOCT, VOO, DIA, BNOV, IWF, VIG, VV.
Sold out of its position in PFE.
Berkshire Money Management was a net buyer of stock by $25M.
Berkshire Money Management has $828M in assets under management (AUM), dropping by 10.26%.
Central Index Key (CIK): 0001535172

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Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 84 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	23.6	$195M	+8%	373k	523.07	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	9.4	$78M	-2%	197k	397.76	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	8.4	$70M	+2%	781k	89.20	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	7.2	$60M	+252%	1.7M	35.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.0	$58M	+36%	130k	444.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.8	$56M		307k	182.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	5.3	$44M	-2%	131k	337.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.7	$39M	+13%	511k	76.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.5	$37M	+2%	200k	186.81	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	4.3	$36M	+222%	1.4M	25.22	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.6	$21M	+24%	233k	91.80	View chart
Vanguard Index Fds Growth Etf (VUG)	2.6	$21M		62k	344.20	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.5	$20M	+60%	227k	89.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.4	$12M	+5%	144k	79.86	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	1.2	$10M	-88%	253k	40.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$5.7M	+8%	27k	210.30	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$4.6M	-13%	31k	147.73	View chart
Apple (AAPL)	0.6	$4.6M	+27%	27k	171.48	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$4.5M	+46%	24k	186.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$4.0M	-7%	23k	169.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$3.5M	-33%	7.3k	480.67	View chart
Microsoft Corporation (MSFT)	0.4	$3.5M	NEW	8.2k	420.72	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.3	$2.9M		80k	36.10	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$2.7M	-22%	11k	239.76	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$2.5M	-53%	62k	40.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.7M		45k	37.98	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$1.5M	-91%	39k	39.28	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.5M	+7%	13k	116.24	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.5M	NEW	6.2k	235.79	View chart
Amazon (AMZN)	0.2	$1.3M	NEW	7.3k	180.39	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.2M	NEW	4.8k	247.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$1.1M		31k	34.52	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$1.0M		27k	39.28	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$1.0M		23k	43.54	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$934k	-91%	16k	57.65	View chart
NVIDIA Corporation (NVDA)	0.1	$866k	NEW	958.00	903.82	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$865k		22k	40.04	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$798k	-7%	21k	38.87	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$782k	NEW	1.4k	556.48	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$709k	-60%	19k	36.48	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$642k	NEW	8.3k	77.31	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$624k	NEW	6.1k	101.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$619k	NEW	1.5k	420.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$556k	+36%	29k	19.21	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$538k	-24%	8.0k	67.39	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$529k	NEW	2.9k	180.47	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$525k		12k	43.58	View chart
Meta Platforms Cl A (META)	0.1	$486k	NEW	1.0k	485.68	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$477k	NEW	7.7k	62.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$471k	-6%	13k	35.55	View chart
Spdr Ser Tr S&p1500momtilt (MMTM)	0.1	$471k	NEW	2.0k	229.95	View chart
Park National Corporation (PRK)	0.1	$439k	NEW	3.2k	135.85	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$433k	NEW	6.0k	72.19	View chart
Costco Wholesale Corporation (COST)	0.1	$423k	NEW	577.00	732.76	View chart
Raytheon Technologies Corp (RTX)	0.0	$389k	NEW	4.0k	97.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$359k	NEW	2.4k	150.93	View chart
Qualcomm (QCOM)	0.0	$356k	NEW	2.1k	169.30	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$348k	NEW	1.9k	187.30	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$337k	NEW	2.6k	131.24	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$325k	NEW	3.0k	108.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$321k	NEW	8.2k	39.11	View chart
Visa Com Cl A (V)	0.0	$308k	NEW	1.1k	279.08	View chart
Parker-Hannifin Corporation (PH)	0.0	$307k	NEW	552.00	555.79	View chart
JPMorgan Chase & Co. (JPM)	0.0	$303k	NEW	1.5k	200.30	View chart
General Dynamics Corporation (GD)	0.0	$299k	NEW	1.1k	282.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$299k	NEW	568.00	525.94	View chart
Emerson Electric (EMR)	0.0	$285k	NEW	2.5k	113.42	View chart
Hilton Worldwide Holdings (HLT)	0.0	$279k	NEW	1.3k	213.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$276k	NEW	7.4k	37.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$276k	NEW	3.3k	84.44	View chart
Tesla Motors (TSLA)	0.0	$264k	NEW	1.5k	175.79	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.0	$261k	NEW	7.3k	35.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$253k	NEW	12k	20.43	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$251k	NEW	6.7k	37.60	View chart
At&t (T)	0.0	$243k	+6%	14k	17.60	View chart
Pepsi (PEP)	0.0	$240k	NEW	1.4k	175.01	View chart
Carrier Global Corporation (CARR)	0.0	$236k	NEW	4.1k	58.13	View chart
Boeing Company (BA)	0.0	$229k	NEW	1.2k	192.99	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$226k	NEW	2.1k	107.41	View chart
Home Depot (HD)	0.0	$225k	NEW	586.00	383.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$219k	NEW	1.4k	152.26	View chart
Coca-Cola Company (KO)	0.0	$210k	NEW	3.4k	61.18	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$209k	NEW	2.2k	94.41	View chart
Honeywell International (HON)	0.0	$205k	NEW	1.0k	205.25	View chart

Past Filings by Berkshire Money Management

SEC 13F filings are viewable for Berkshire Money Management going back to 2013

Berkshire Money Management 2024 Q1 filed May 8, 2024
Berkshire Money Management 2023 Q4 filed Feb. 8, 2024
Berkshire Money Management 2023 Q3 filed Oct. 17, 2023
Berkshire Money Management 2023 Q2 filed Aug. 7, 2023
Berkshire Money Management 2023 Q1 filed May 12, 2023
Berkshire Money Management 2022 Q4 filed Feb. 14, 2023
Berkshire Money Management 2022 Q3 filed Oct. 21, 2022
Berkshire Money Management 2022 Q2 filed July 14, 2022
Berkshire Money Management 2022 Q1 filed April 19, 2022
Berkshire Money Management 2021 Q4 filed Jan. 14, 2022
Berkshire Money Management 2021 Q3 filed Oct. 13, 2021
Berkshire Money Management 2021 Q2 filed July 23, 2021
Berkshire Money Management 2021 Q1 filed April 20, 2021
Berkshire Money Management 2020 Q4 filed Jan. 25, 2021
Berkshire Money Management 2020 Q3 filed Oct. 26, 2020
Berkshire Money Management 2020 Q2 filed July 27, 2020

View all past filings

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