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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, QQQ, KJAN, RSP, DIA, and represent 56.16% of Berkshire Money Management's stock portfolio.
Added to shares of these 10 stocks: RSP (+$58M), SPY (+$5.7M), KJAN, QQQ, Innovator Etfs Trust, SJNK, BSV, MGC, MOAT, EFA.
Started 2 new stock positions in Innovator Etfs Trust, BSCS.
Reduced shares in these 10 stocks: QQQE (-$63M), BJUL (-$7.3M), NJUL, IWF, DIA, AAPL, BAUG, VIG, BOCT, XLV.
Sold out of its position in NJUL.
Berkshire Money Management was a net buyer of stock by $9.6M.
Berkshire Money Management has $874M in assets under management (AUM), dropping by 6.09%.
Central Index Key (CIK): 0001535172

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Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 40 positions in its portfolio as reported in the September 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)	25.6	$224M	+2%	390k	573.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.6	$75M	+3%	153k	488.07	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	7.8	$69M	+5%	1.8M	37.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	7.1	$62M	+1523%	346k	179.16	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	7.1	$62M		146k	423.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	7.0	$61M		309k	198.06	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	5.5	$48M		127k	375.38	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.9	$43M	+4%	543k	78.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.6	$40M		205k	197.17	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	4.4	$39M	+4%	1.5M	25.75	View chart
Vanguard Index Fds Growth Etf (VUG)	3.5	$31M		80k	383.93	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.8	$24M	+4%	248k	96.95	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.5	$22M	+3%	242k	91.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.5	$13M	+7%	158k	83.63	View chart
Vanguard World Mega Cap Index (MGC)	1.2	$10M	+15%	49k	206.64	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	1.1	$9.2M	-87%	102k	90.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$6.5M	+3%	30k	220.89	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$4.8M		31k	154.02	View chart
Apple (AAPL)	0.5	$4.8M		21k	233.00	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.4	$3.8M	-65%	86k	43.68	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.3	$3.0M		80k	38.05	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$2.6M		62k	42.45	View chart
Innovator Etfs Trust Us Small Cap Pwr	0.3	$2.2M	NEW	89k	25.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.8M		44k	40.48	View chart
NVIDIA Corporation (NVDA)	0.2	$1.7M	+5%	14k	121.44	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$1.6M		38k	42.12	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.5M		13k	117.22	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$1.1M		27k	41.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$1.1M		30k	36.88	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$1.1M		23k	46.56	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$927k		21k	43.37	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$741k		19k	38.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$566k		29k	19.56	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$560k		12k	46.46	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$537k	-6%	13k	42.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$489k		13k	36.92	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$415k	NEW	20k	20.56	View chart
At&t (T)	0.0	$350k	+23%	16k	22.00	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$256k		13k	19.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$256k		12k	20.65	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 Q3 filed Oct. 16, 2024
Berkshire Money Management 2024 Q2 filed July 19, 2024
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

View all past filings

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