Berkshire Asset Management
Latest statistics and disclosures from Berkshire Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, JPM, ABBV, NUE, CVX, and represent 19.64% of Berkshire Asset Management's stock portfolio.
- Added to shares of these 10 stocks: SCHW (+$27M), WMT (+$24M), BMY, SCHM, DE, SPSM, SCHF, IJH, GIS, PPL.
- Started 14 new stock positions in CRWD, DON, FI, WIRE, TSCO, TMO, UBER, RJF, PTON, FLJP. KMX, PSX, BIDU, COIN.
- Reduced shares in these 10 stocks: LEG (-$13M), JPM (-$11M), PHM (-$5.6M), SCHV, NVDA, SPY, AAPL, WBD, MSFT, IWF.
- Sold out of its positions in ETRN, IONS, DGX, SNY, SONY, WBD.
- Berkshire Asset Management was a net buyer of stock by $27M.
- Berkshire Asset Management has $1.9B in assets under management (AUM), dropping by 7.61%.
- Central Index Key (CIK): 0000949012
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Portfolio Holdings for Berkshire Asset Management
Berkshire Asset Management holds 234 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 | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.9 | $93M | 222k | 420.72 |
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| JPMorgan Chase & Co. (JPM) | 4.2 | $80M | -12% | 399k | 200.30 |
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| Abbvie (ABBV) | 3.7 | $71M | 388k | 182.10 |
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| Nucor Corporation (NUE) | 3.5 | $67M | 338k | 197.90 |
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| Chevron Corporation (CVX) | 3.2 | $60M | 381k | 157.74 |
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| Bank of America Corporation (BAC) | 3.1 | $59M | 1.6M | 37.92 |
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| Waste Management (WM) | 2.7 | $52M | +2% | 243k | 213.15 |
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| Qualcomm (QCOM) | 2.6 | $49M | 291k | 169.30 |
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| Apple (AAPL) | 2.5 | $47M | -2% | 271k | 171.48 |
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| Merck & Co (MRK) | 2.3 | $44M | 330k | 131.95 |
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| Cisco Systems (CSCO) | 2.3 | $43M | 871k | 49.91 |
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| Mondelez Intl Cl A (MDLZ) | 2.2 | $41M | 587k | 70.00 |
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| Johnson & Johnson (JNJ) | 2.1 | $40M | 251k | 158.19 |
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| Lockheed Martin Corporation (LMT) | 2.1 | $39M | +2% | 86k | 454.87 |
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| Te Connectivity SHS (TEL) | 2.0 | $37M | +2% | 254k | 145.24 |
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| Lowe's Companies (LOW) | 2.0 | $37M | 145k | 254.73 |
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| Wal-Mart Stores (WMT) | 1.9 | $36M | +199% | 596k | 60.17 |
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| Norfolk Southern (NSC) | 1.9 | $36M | 140k | 254.87 |
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| Procter & Gamble Company (PG) | 1.9 | $36M | 219k | 162.25 |
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| Emerson Electric (EMR) | 1.9 | $35M | 308k | 113.42 |
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| Bristol Myers Squibb (BMY) | 1.8 | $35M | +6% | 636k | 54.23 |
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| McDonald's Corporation (MCD) | 1.8 | $33M | 118k | 281.95 |
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| Abbott Laboratories (ABT) | 1.7 | $33M | 289k | 113.66 |
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| Chubb (CB) | 1.7 | $33M | 126k | 259.13 |
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| Honeywell International (HON) | 1.7 | $32M | 156k | 205.25 |
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| PNC Financial Services (PNC) | 1.7 | $31M | 194k | 161.60 |
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| PPL Corporation (PPL) | 1.6 | $31M | +4% | 1.1M | 27.53 |
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| General Mills (GIS) | 1.6 | $31M | +4% | 441k | 69.97 |
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| Pepsi (PEP) | 1.5 | $29M | 164k | 175.01 |
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| Charles Schwab Corporation (SCHW) | 1.5 | $28M | +3647% | 387k | 72.34 |
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| Deere & Company (DE) | 1.5 | $28M | +6% | 67k | 410.73 |
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| M&T Bank Corporation (MTB) | 1.4 | $27M | 183k | 145.44 |
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| Kinder Morgan (KMI) | 1.1 | $22M | 1.2M | 18.34 |
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| EOG Resources (EOG) | 1.1 | $21M | 166k | 127.84 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.0 | $20M | 86k | 228.59 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $19M | 77k | 249.86 |
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| Pfizer (PFE) | 1.0 | $19M | 689k | 27.75 |
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| Wp Carey (WPC) | 1.0 | $19M | 327k | 56.44 |
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| Pulte (PHM) | 1.0 | $18M | -23% | 152k | 120.62 |
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| Wells Fargo & Company (WFC) | 0.9 | $16M | 280k | 57.96 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.8 | $15M | +11% | 189k | 81.43 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $15M | +11% | 382k | 39.02 |
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| ConocoPhillips (COP) | 0.7 | $14M | -2% | 111k | 127.28 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.7 | $13M | +12% | 310k | 43.04 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $12M | +2% | 205k | 58.65 |
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| Walt Disney Company (DIS) | 0.5 | $10M | 84k | 122.36 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $9.9M | -9% | 19k | 523.08 |
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| Coca-Cola Company (KO) | 0.5 | $8.9M | 145k | 61.18 |
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| Amgen (AMGN) | 0.4 | $8.4M | 29k | 284.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $7.8M | +3% | 19k | 420.54 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $7.6M | -11% | 23k | 337.04 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $7.3M | +16% | 79k | 92.72 |
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| Kraft Heinz (KHC) | 0.4 | $7.0M | 188k | 36.90 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $6.5M | +2% | 130k | 50.17 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $6.1M | -35% | 80k | 75.98 |
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| Citigroup Com New (C) | 0.3 | $5.9M | 93k | 63.24 |
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| Medtronic SHS (MDT) | 0.3 | $5.8M | 67k | 87.15 |
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| Intel Corporation (INTC) | 0.3 | $5.5M | -5% | 125k | 44.17 |
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| Automatic Data Processing (ADP) | 0.3 | $5.4M | 22k | 249.73 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $5.4M | +5% | 87k | 62.06 |
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| Amazon (AMZN) | 0.3 | $5.1M | 28k | 180.40 |
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| UnitedHealth (UNH) | 0.2 | $4.7M | 9.5k | 494.74 |
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| NVIDIA Corporation (NVDA) | 0.2 | $4.1M | -24% | 4.6k | 903.69 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $4.0M | 65k | 61.05 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $3.5M | 31k | 116.23 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $3.5M | -4% | 85k | 41.77 |
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| General Electric Com New (GE) | 0.2 | $3.5M | +3% | 20k | 175.56 |
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| Broadcom (AVGO) | 0.2 | $3.5M | -4% | 2.6k | 1325.68 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $3.3M | 132k | 25.25 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $3.3M | -6% | 22k | 152.26 |
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| Home Depot (HD) | 0.2 | $3.3M | 8.5k | 383.62 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.2M | 15k | 210.31 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.1M | 24k | 131.39 |
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| Eli Lilly & Co. (LLY) | 0.2 | $3.1M | 4.0k | 777.97 |
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| Dell Technologies CL C (DELL) | 0.2 | $3.1M | 27k | 114.11 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $3.1M | 46k | 67.35 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $2.8M | -11% | 19k | 150.92 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $2.7M | +31% | 20k | 139.80 |
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| Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $2.7M | -4% | 40k | 67.35 |
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| Oracle Corporation (ORCL) | 0.1 | $2.6M | 21k | 125.61 |
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| American Electric Power Company (AEP) | 0.1 | $2.5M | -2% | 29k | 86.09 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.4M | 29k | 80.61 |
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| SYSCO Corporation (SYY) | 0.1 | $2.4M | 29k | 81.17 |
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| Toll Brothers (TOL) | 0.1 | $2.3M | 18k | 129.35 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.3M | 9.5k | 245.93 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $2.3M | +3% | 47k | 49.23 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.2M | +5% | 12k | 179.13 |
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| Fluor Corporation (FLR) | 0.1 | $2.1M | 50k | 42.28 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.0M | 4.8k | 418.04 |
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| American Express Company (AXP) | 0.1 | $2.0M | 8.7k | 227.69 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.9M | -4% | 20k | 97.53 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.9M | 3.00 | 634333.33 |
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| TETRA Technologies (TTI) | 0.1 | $1.9M | 421k | 4.43 |
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| Verizon Communications (VZ) | 0.1 | $1.8M | -2% | 44k | 41.95 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.8M | -2% | 23k | 79.86 |
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| At&t (T) | 0.1 | $1.8M | 102k | 17.60 |
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| Leggett & Platt (LEG) | 0.1 | $1.8M | -88% | 92k | 19.15 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.7M | +400% | 28k | 60.74 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.6M | -2% | 9.2k | 174.22 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.6M | -6% | 36k | 43.34 |
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| Meta Platforms Cl A (META) | 0.1 | $1.6M | +2% | 3.2k | 485.49 |
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| Illinois Tool Works (ITW) | 0.1 | $1.5M | -2% | 5.7k | 268.38 |
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| Nextera Energy (NEE) | 0.1 | $1.5M | -4% | 24k | 63.91 |
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| Progressive Corporation (PGR) | 0.1 | $1.5M | +14% | 7.3k | 206.78 |
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| Resideo Technologies (REZI) | 0.1 | $1.4M | 65k | 22.42 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $1.4M | +2% | 43k | 33.49 |
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| International Business Machines (IBM) | 0.1 | $1.4M | 7.4k | 190.94 |
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| Air Products & Chemicals (APD) | 0.1 | $1.4M | +3% | 5.8k | 242.29 |
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| Expedia Group Com New (EXPE) | 0.1 | $1.4M | 10k | 137.80 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | +28% | 11k | 123.18 |
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| Southwest Airlines (LUV) | 0.1 | $1.3M | -6% | 46k | 29.19 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.3M | 8.4k | 158.78 |
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| Visa Com Cl A (V) | 0.1 | $1.3M | -13% | 4.7k | 279.02 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $1.2M | 20k | 60.80 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.2M | -12% | 4.0k | 300.05 |
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| Viatris (VTRS) | 0.1 | $1.2M | 100k | 11.94 |
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| MGM Resorts International. (MGM) | 0.1 | $1.2M | 25k | 47.21 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.2M | 11k | 110.17 |
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| Altria (MO) | 0.1 | $1.1M | -8% | 26k | 43.61 |
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| Autodesk (ADSK) | 0.1 | $1.1M | -4% | 4.3k | 260.31 |
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| Community Bank System (CBU) | 0.1 | $1.1M | 23k | 48.04 |
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| Caterpillar (CAT) | 0.1 | $1.1M | -9% | 2.9k | 366.57 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.1M | -4% | 11k | 94.13 |
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| Philip Morris International (PM) | 0.1 | $1.1M | -10% | 12k | 91.65 |
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| Baidu Spon Adr Rep A (BIDU) | 0.1 | $1.1M | NEW | 10k | 105.30 |
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| Hertz Global Hldgs Com New (HTZ) | 0.1 | $979k | +85% | 125k | 7.83 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $933k | +12% | 8.4k | 110.57 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $917k | 7.1k | 129.39 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $853k | 1.9k | 444.27 |
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| United Parcel Service CL B (UPS) | 0.0 | $801k | -4% | 5.4k | 148.55 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $766k | +3% | 4.5k | 169.32 |
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| Fifth Third Ban (FITB) | 0.0 | $744k | 20k | 37.20 |
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| L3harris Technologies (LHX) | 0.0 | $731k | -2% | 3.4k | 213.00 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $716k | 11k | 67.77 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $704k | 2.0k | 344.42 |
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| TJX Companies (TJX) | 0.0 | $698k | +10% | 6.9k | 101.41 |
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| O'reilly Automotive (ORLY) | 0.0 | $687k | +16% | 609.00 | 1128.08 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $684k | 1.4k | 481.01 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $636k | 1.9k | 334.21 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $635k | -2% | 14k | 47.03 |
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| Target Corporation (TGT) | 0.0 | $634k | -3% | 3.6k | 177.19 |
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| Best Buy (BBY) | 0.0 | $615k | 7.5k | 82.00 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $607k | +18% | 1.1k | 555.86 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $601k | 6.4k | 94.33 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $585k | 6.3k | 93.06 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $575k | 7.3k | 78.70 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $569k | -13% | 1.2k | 481.80 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $564k | 2.0k | 286.59 |
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| Fastenal Company (FAST) | 0.0 | $564k | +16% | 7.3k | 77.20 |
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| Caesars Entertainment (CZR) | 0.0 | $560k | 13k | 43.78 |
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| Penns Woods Ban (PWOD) | 0.0 | $553k | 29k | 19.43 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $542k | +12% | 8.3k | 65.66 |
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| Kellogg Company (K) | 0.0 | $542k | -13% | 9.5k | 57.24 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $540k | 34k | 15.73 |
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| General Dynamics Corporation (GD) | 0.0 | $532k | 1.9k | 282.68 |
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| Analog Devices (ADI) | 0.0 | $532k | -4% | 2.7k | 197.84 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $529k | 3.9k | 135.95 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $526k | +14% | 7.4k | 71.31 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $517k | -2% | 6.8k | 75.97 |
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| Fncb Ban (FNCB) | 0.0 | $513k | 85k | 6.07 |
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| Kla Corp Com New (KLAC) | 0.0 | $511k | 732.00 | 698.09 |
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| Pioneer Natural Resources | 0.0 | $510k | -2% | 1.9k | 262.75 |
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| Micron Technology (MU) | 0.0 | $503k | 4.3k | 117.88 |
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| Pinnacle Financial Partners (PNFP) | 0.0 | $500k | 5.8k | 85.90 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $490k | 4.3k | 114.06 |
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| Becton, Dickinson and (BDX) | 0.0 | $474k | -3% | 1.9k | 247.65 |
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| Martin Marietta Materials (MLM) | 0.0 | $465k | 757.00 | 614.27 |
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| Us Bancorp Del Com New (USB) | 0.0 | $460k | -11% | 10k | 44.68 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $457k | -2% | 5.0k | 90.85 |
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| FedEx Corporation (FDX) | 0.0 | $456k | -5% | 1.6k | 289.71 |
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| Ameriprise Financial (AMP) | 0.0 | $451k | 1.0k | 438.29 |
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| Biogen Idec (BIIB) | 0.0 | $446k | 2.1k | 215.77 |
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| Litman Gregory Fds Tr Imgp Berkshire (BDVG) | 0.0 | $430k | +152% | 38k | 11.33 |
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| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $426k | 9.0k | 47.14 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $424k | 1.9k | 224.81 |
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| Omni (OMC) | 0.0 | $423k | +13% | 4.4k | 96.77 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $420k | 2.3k | 182.77 |
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| BlackRock (BLK) | 0.0 | $416k | -20% | 498.00 | 835.34 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $403k | 6.2k | 65.28 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $397k | 5.1k | 77.48 |
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| Paychex (PAYX) | 0.0 | $395k | 3.2k | 122.90 |
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| Costco Wholesale Corporation (COST) | 0.0 | $393k | 536.00 | 733.21 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $389k | 3.1k | 125.44 |
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| Shell Spon Ads (SHEL) | 0.0 | $384k | -6% | 5.7k | 67.04 |
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| Valero Energy Corporation (VLO) | 0.0 | $375k | -2% | 2.2k | 170.53 |
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| Carrier Global Corporation (CARR) | 0.0 | $369k | 6.3k | 58.19 |
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| Darden Restaurants (DRI) | 0.0 | $347k | 2.1k | 167.31 |
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| Linde SHS (LIN) | 0.0 | $340k | 733.00 | 463.85 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $339k | 401.00 | 845.39 |
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| CVS Caremark Corporation (CVS) | 0.0 | $335k | 4.2k | 79.74 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $334k | 9.8k | 34.26 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $328k | 1.6k | 205.77 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $323k | 2.7k | 120.88 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $318k | 1.3k | 250.39 |
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| Hubspot (HUBS) | 0.0 | $317k | 506.00 | 626.48 |
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| Zoetis Cl A (ZTS) | 0.0 | $315k | 1.9k | 169.08 |
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| 3M Company (MMM) | 0.0 | $312k | 2.9k | 106.09 |
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| Danaher Corporation (DHR) | 0.0 | $311k | +4% | 1.2k | 250.00 |
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| Dupont De Nemours (DD) | 0.0 | $305k | 4.0k | 76.58 |
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| Expeditors International of Washington (EXPD) | 0.0 | $301k | +17% | 2.5k | 121.42 |
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| Goldman Sachs (GS) | 0.0 | $300k | -12% | 718.00 | 417.83 |
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| LKQ Corporation (LKQ) | 0.0 | $298k | 5.6k | 53.46 |
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| Anthem (ELV) | 0.0 | $296k | 570.00 | 519.30 |
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| Quanta Services (PWR) | 0.0 | $291k | 1.1k | 259.59 |
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| Ford Motor Company (F) | 0.0 | $290k | 22k | 13.26 |
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| BP Sponsored Adr (BP) | 0.0 | $280k | 7.4k | 37.62 |
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| CSX Corporation (CSX) | 0.0 | $277k | -6% | 7.5k | 37.06 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $276k | -7% | 3.6k | 76.84 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $274k | 6.5k | 42.05 |
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| Generac Holdings (GNRC) | 0.0 | $273k | 2.2k | 125.98 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $271k | -30% | 3.1k | 86.64 |
|
| Profire Energy (PFIE) | 0.0 | $268k | 145k | 1.85 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $267k | NEW | 1.0k | 265.14 |
|
| Cigna Corp (CI) | 0.0 | $262k | 722.00 | 362.88 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $260k | 16k | 16.36 |
|
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $259k | 3.1k | 83.71 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $251k | 3.7k | 68.77 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $248k | NEW | 949.00 | 261.33 |
|
| Devon Energy Corporation (DVN) | 0.0 | $246k | -11% | 4.9k | 50.17 |
|
| Fiserv (FI) | 0.0 | $240k | NEW | 1.5k | 160.00 |
|
| Uber Technologies (UBER) | 0.0 | $238k | NEW | 3.1k | 76.85 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $238k | -6% | 3.8k | 62.93 |
|
| Phillips 66 (PSX) | 0.0 | $237k | NEW | 1.4k | 163.67 |
|
| CarMax (KMX) | 0.0 | $233k | NEW | 2.7k | 86.94 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $232k | -41% | 855.00 | 271.35 |
|
| Encore Wire Corporation (WIRE) | 0.0 | $230k | NEW | 875.00 | 262.86 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $222k | -7% | 4.3k | 51.62 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $220k | 436.00 | 504.59 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $218k | NEW | 679.00 | 321.06 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $214k | NEW | 369.00 | 579.95 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $208k | NEW | 4.3k | 48.86 |
|
| Raymond James Financial (RJF) | 0.0 | $205k | NEW | 1.6k | 128.53 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $204k | NEW | 6.6k | 30.97 |
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $201k | NEW | 47k | 4.29 |
|
Past Filings by Berkshire Asset Management
SEC 13F filings are viewable for Berkshire Asset Management going back to 2010
- Berkshire Asset Management 2024 Q1 filed May 14, 2024
- Berkshire Asset Management 2023 Q4 filed Feb. 9, 2024
- Berkshire Asset Management 2023 Q3 filed Nov. 14, 2023
- Berkshire Asset Management 2023 Q2 filed Aug. 14, 2023
- Berkshire Asset Management 2023 Q1 filed June 6, 2023
- Berkshire Asset Management 2022 Q4 filed Feb. 15, 2023
- Berkshire Asset Management 2022 Q3 filed Nov. 14, 2022
- Berkshire Asset Management 2022 Q2 filed Aug. 12, 2022
- Berkshire Asset Management 2022 Q1 filed May 16, 2022
- Berkshire Asset Management 2021 Q4 filed Feb. 14, 2022
- Berkshire Asset Management 2021 Q3 filed Nov. 15, 2021
- Berkshire Asset Management 2021 Q2 filed Aug. 16, 2021
- Berkshire Asset Management 2021 Q1 filed May 17, 2021
- Berkshire Asset Management 2020 Q4 filed Feb. 16, 2021
- Berkshire Asset Management 2020 Q3 filed Nov. 16, 2020
- Berkshire Asset Management 2020 Q2 filed Aug. 12, 2020