Berkshire Money Management
Latest statistics and disclosures from Berkshire Money Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, BJUL, DIA, QQQE, VIG, and represent 58.64% of Berkshire Money Management's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$39M), SPY (+$26M), MOAT (+$12M), IWF (+$10M), BJUL, QQQE, MGC, NJUL, DIA, SJNK.
- Started 5 new stock positions in QQQ, T, MGC, MOAT, FNDX.
- Reduced shares in these 10 stocks: IWM (-$17M), BMAY (-$14M), IVE (-$13M), XLV (-$7.5M), VIG (-$6.5M), KJAN (-$5.4M), BOCT, VB, BSV, BJUN.
- Sold out of its positions in BMAY, BJUN, POCT, SPLV, VB.
- Berkshire Money Management was a net buyer of stock by $26M.
- Berkshire Money Management has $751M in assets under management (AUM), dropping by 13.80%.
- Central Index Key (CIK): 0001535172
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Berkshire Money Management holds 40 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Berkshire Money Management
SEC 13F filings are viewable for Berkshire Money Management going back to 2013
- 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
- Berkshire Money Management 2020 Q1 filed April 15, 2020