Ackerman Asset Management

Ackerman Asset Management as of March 31, 2025

Portfolio Holdings for Ackerman Asset Management

Ackerman Asset Management holds 24 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 42.1 $47M 83k 561.90
Ishares Tr S&p 100 Etf (OEF) 21.9 $24M 90k 270.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.1 $8.9M 16k 559.40
Ishares Tr Rus 1000 Etf (IWB) 6.1 $6.7M 22k 306.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.9 $5.4M 12k 468.92
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.2 $4.6M 92k 50.63
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 3.2 $3.6M 78k 46.02
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.6 $2.8M 28k 100.67
Apple (AAPL) 1.1 $1.2M 5.5k 222.13
Select Sector Spdr Tr Technology (XLK) 0.9 $1.0M 5.0k 206.48
Capital Bancorp (CBNK) 0.9 $1.0M 36k 28.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $650k 1.3k 513.91
Ishares Tr Us Aer Def Etf (ITA) 0.5 $548k 3.6k 153.10
Ishares Tr Russell 3000 Etf (IWV) 0.4 $429k 1.4k 317.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $422k 793.00 532.58
Ark Etf Tr Israel Inovate (IZRL) 0.3 $372k 17k 21.45
Vaneck Etf Trust Israel Etf (ISRA) 0.3 $287k 6.8k 42.18
Home Depot (HD) 0.3 $281k 767.00 366.49
Marriott Intl Cl A (MAR) 0.3 $279k 1.2k 238.20
Ishares Msci Germany Etf (EWG) 0.2 $264k 7.1k 37.08
Cohen & Steers infrastucture Fund (UTF) 0.2 $243k 9.5k 25.55
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.2 $223k 7.8k 28.66
Ishares Msci Netherl Etf (EWN) 0.2 $209k 4.5k 46.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $201k 731.00 274.84