Ackerman Capital Advisors

Ackerman Capital Advisors as of Dec. 31, 2024

Portfolio Holdings for Ackerman Capital Advisors

Ackerman Capital Advisors holds 100 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 16.0 $61M 1.2M 50.13
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 15.3 $59M 666k 87.90
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.7 $18M 643k 27.87
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.3 $16M 204k 79.99
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 4.1 $16M 342k 45.62
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.8 $14M 281k 51.14
Ishares Msci Gbl Min Vol (ACWV) 3.1 $12M 108k 109.20
Ishares Tr Shrt Nat Mun Etf (SUB) 3.0 $11M 108k 105.48
Ishares Tr Msci Intl Vlu Ft (IVLU) 2.9 $11M 412k 27.11
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.9 $11M 161k 67.88
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.7 $10M 400k 26.07
Spdr Ser Tr Bloomberg Intl T (BWX) 2.3 $8.8M 413k 21.39
Ishares Tr National Mun Etf (MUB) 2.3 $8.7M 82k 106.55
Ishares Core Msci Emkt (IEMG) 2.2 $8.3M 159k 52.22
Vanguard Index Fds Value Etf (VTV) 1.7 $6.6M 39k 169.30
Schwab Strategic Tr Fundamental Intl (FNDF) 1.7 $6.4M 192k 33.21
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.6 $6.1M 228k 26.63
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.5 $5.6M 56k 100.32
Ishares Gold Tr Ishares New (IAU) 1.5 $5.6M 113k 49.51
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.4 $5.4M 98k 55.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $5.2M 26k 198.18
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.3 $4.9M 84k 58.00
Ishares Tr Msci Intl Qualty (IQLT) 1.2 $4.6M 123k 37.12
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $4.3M 16k 280.06
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $3.3M 64k 51.51
Ishares Tr Core S&p500 Etf (IVV) 0.7 $2.7M 4.7k 588.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $2.6M 33k 77.27
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.6 $2.4M 38k 63.15
Ishares Tr Core S&p Us Gwt (IUSG) 0.6 $2.2M 16k 139.35
Exxon Mobil Corporation (XOM) 0.5 $2.1M 19k 107.57
Bny Mellon Strategic Muns (LEO) 0.5 $1.9M 317k 6.04
Bny Mellon Mun Bd Infrastruc Com Shs (DMB) 0.4 $1.7M 162k 10.35
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.7M 8.8k 189.30
BlackRock Municipal Income Trust II (BLE) 0.4 $1.7M 157k 10.51
Blackrock Munivest Fund II (MVT) 0.4 $1.6M 156k 10.55
Microsoft Corporation (MSFT) 0.4 $1.4M 3.4k 421.50
Apple (AAPL) 0.4 $1.4M 5.8k 250.43
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $1.4M 8.0k 178.08
Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $1.3M 46k 29.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 2.7k 453.28
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.3 $1.2M 13k 93.33
Chevron Corporation (CVX) 0.3 $1.1M 7.8k 144.84
Visa Com Cl A (V) 0.3 $1.1M 3.5k 316.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.0M 2.6k 401.58
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.3 $1.0M 8.9k 116.31
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.3 $1.0M 44k 23.61
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $1.0M 21k 47.39
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $966k 18k 53.05
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $951k 8.1k 117.48
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $898k 7.0k 127.59
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.2 $858k 148k 5.81
Neuberger Ber. Intermediate Muni. Fund (NBH) 0.2 $833k 81k 10.35
BlackRock MuniHoldings Fund (MHD) 0.2 $757k 65k 11.67
JPMorgan Chase & Co. (JPM) 0.2 $750k 3.1k 239.71
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.2 $728k 74k 9.86
McDonald's Corporation (MCD) 0.2 $716k 2.5k 289.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $708k 16k 44.04
Netflix (NFLX) 0.2 $702k 787.00 891.32
EOG Resources (EOG) 0.2 $699k 5.7k 122.58
Goldman Sachs (GS) 0.2 $636k 1.1k 572.62
Ishares Tr Intl Div Grwth (IGRO) 0.2 $606k 8.9k 67.96
Union Pacific Corporation (UNP) 0.2 $593k 2.6k 228.04
Select Sector Spdr Tr Technology (XLK) 0.1 $560k 2.4k 232.52
ConocoPhillips (COP) 0.1 $541k 5.5k 99.17
Abbott Laboratories (ABT) 0.1 $521k 4.6k 113.11
Blackrock Muniyield Insured Fund (MYI) 0.1 $517k 47k 11.04
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.1 $499k 24k 20.59
Ishares Tr Msci Intl Moment (IMTM) 0.1 $490k 13k 37.40
Udr (UDR) 0.1 $436k 10k 43.41
Nuveen Mun Value Fd 2 (NUW) 0.1 $422k 31k 13.58
Pepsi (PEP) 0.1 $409k 2.7k 152.07
Nuveen Muni Value Fund (NUV) 0.1 $408k 48k 8.59
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $397k 4.6k 87.25
Federated Premier Municipal Income (FMN) 0.1 $371k 34k 10.91
Western Asset Managed Municipals Fnd (MMU) 0.1 $358k 35k 10.20
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $333k 3.7k 90.35
Mainstay Definedterm Mn Opp (MMD) 0.1 $328k 22k 14.93
BlackRock Inv. Quality Munic. Trust (BKN) 0.1 $314k 28k 11.15
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $311k 2.3k 135.37
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $304k 4.3k 70.71
Bank of America Corporation (BAC) 0.1 $302k 6.9k 43.95
Texas Instruments Incorporated (TXN) 0.1 $300k 1.6k 187.51
Danaher Corporation (DHR) 0.1 $287k 1.2k 229.55
Walt Disney Company (DIS) 0.1 $286k 2.6k 111.36
American Express Company (AXP) 0.1 $281k 946.00 296.79
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $280k 12k 23.68
Johnson & Johnson (JNJ) 0.1 $275k 1.9k 144.62
American Airls (AAL) 0.1 $267k 15k 17.43
Blackrock Muniyield Quality Fund II (MQT) 0.1 $264k 27k 9.86
Qualcomm (QCOM) 0.1 $261k 1.7k 153.62
Home Depot (HD) 0.1 $233k 598.00 388.99
Eaton Vance Natl Mun Opport Com Shs (EOT) 0.1 $229k 14k 16.46
Sabine Rty Tr Unit Ben Int (SBR) 0.1 $222k 3.4k 64.81
Southwest Airlines (LUV) 0.1 $215k 6.4k 33.62
BlackRock Insured Municipal Income Trust (BYM) 0.0 $181k 17k 10.85
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.0 $142k 14k 10.11
Abrdn Natl Mun Income Sh Ben Int (VFL) 0.0 $140k 14k 10.13
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) 0.0 $112k 10k 10.87
Mangoceuticals Com New (MGRX) 0.0 $84k 35k 2.42
Blackboxstocks (BLBX) 0.0 $28k 13k 2.20