Ackerman Asset Management

Ackerman Asset Management as of June 30, 2025

Portfolio Holdings for Ackerman Asset Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 41.3 $52M 83k 620.90
Ishares Tr S&p 100 Etf (OEF) 21.7 $27M 89k 304.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.9 $9.8M 16k 617.86
Ishares Tr Rus 1000 Etf (IWB) 6.0 $7.5M 22k 339.57
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.5 $6.9M 136k 50.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $6.4M 12k 551.64
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 3.4 $4.2M 81k 52.10
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.4 $2.9M 29k 100.69
Select Sector Spdr Tr Technology (XLK) 1.0 $1.3M 5.0k 253.23
Capital Bancorp (CBNK) 1.0 $1.2M 36k 33.58
Apple (AAPL) 0.9 $1.1M 5.2k 205.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $718k 1.3k 568.03
Ishares Tr Us Aer Def Etf (ITA) 0.5 $675k 3.6k 188.64
Ishares Tr Russell 3000 Etf (IWV) 0.4 $474k 1.4k 351.00
Ark Etf Tr Israel Inovate (IZRL) 0.4 $471k 17k 27.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $380k 783.00 485.77
Vaneck Etf Trust Israel Etf (ISRA) 0.3 $353k 6.8k 51.83
Marriott Intl Cl A (MAR) 0.3 $319k 1.2k 273.21
Ishares Msci Germany Etf (EWG) 0.2 $301k 7.1k 42.31
Home Depot (HD) 0.2 $281k 767.00 366.64
Cohen & Steers infrastucture Fund (UTF) 0.2 $256k 9.5k 26.95
Ishares Msci Netherl Etf (EWN) 0.2 $244k 4.5k 54.50
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.2 $238k 7.8k 30.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $222k 731.00 303.93