Ackerman Capital Advisors

Ackerman Capital Advisors as of March 31, 2025

Portfolio Holdings for Ackerman Capital Advisors

Ackerman Capital Advisors holds 109 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
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 15.3 $58M 1.2M 49.62
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 14.0 $53M 661k 80.37
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.3 $16M 196k 82.94
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.1 $16M 621k 25.04
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.0 $15M 294k 51.07
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 3.9 $15M 324k 45.07
Ishares Msci Gbl Min Vol (ACWV) 3.4 $13M 110k 116.37
Ishares Tr Msci Intl Vlu Ft (IVLU) 3.3 $13M 411k 30.31
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.1 $12M 161k 73.69
Ishares Tr Shrt Nat Mun Etf (SUB) 3.0 $11M 107k 105.60
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.9 $11M 406k 26.58
Ishares Tr National Mun Etf (MUB) 2.4 $9.1M 86k 105.44
Spdr Ser Tr Bloomberg Intl T (BWX) 2.3 $8.8M 402k 21.86
Ishares Core Msci Emkt (IEMG) 2.1 $8.0M 148k 53.97
Schwab Strategic Tr Fundamental Intl (FNDF) 1.9 $7.1M 198k 36.14
Vanguard Index Fds Value Etf (VTV) 1.8 $6.7M 39k 172.74
Ishares Gold Tr Ishares New (IAU) 1.7 $6.6M 112k 58.96
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $6.3M 227k 27.57
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.5 $5.7M 99k 57.61
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.5 $5.6M 56k 100.67
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.4 $5.4M 91k 59.40
Ishares Tr Msci Intl Qualty (IQLT) 1.3 $5.0M 125k 39.69
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $4.9M 26k 186.29
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $3.9M 16k 251.77
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $3.4M 65k 52.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $2.6M 34k 78.28
Ishares Tr Core S&p500 Etf (IVV) 0.7 $2.6M 4.7k 561.90
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.7 $2.5M 39k 64.20
Exxon Mobil Corporation (XOM) 0.6 $2.3M 19k 118.93
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $2.0M 16k 127.08
Bny Mellon Strategic Muns (LEO) 0.5 $1.8M 297k 6.12
Bny Mellon Mun Bd Infrastruc Com Shs (DMB) 0.5 $1.8M 166k 10.57
Blackrock Munivest Fund II (MVT) 0.4 $1.6M 149k 10.57
BlackRock Municipal Income Trust II (BLE) 0.4 $1.5M 147k 10.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.4M 2.7k 532.58
Schwab Strategic Tr Fundamental Emer (FNDE) 0.4 $1.4M 45k 30.80
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.4M 8.8k 154.64
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $1.4M 7.9k 170.89
Chevron Corporation (CVX) 0.3 $1.3M 7.8k 167.29
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $1.3M 28k 46.81
Microsoft Corporation (MSFT) 0.3 $1.3M 3.4k 375.39
Visa Com Cl A (V) 0.3 $1.2M 3.5k 350.46
Apple (AAPL) 0.3 $1.2M 5.4k 222.14
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.3 $1.2M 14k 83.91
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $1.0M 22k 47.60
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.3 $1.0M 9.4k 106.88
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.3 $992k 172k 5.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $947k 21k 45.26
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $942k 2.6k 361.09
Neuberger Ber. Intermediate Muni. Fund (NBH) 0.2 $932k 90k 10.40
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $931k 8.0k 115.95
BlackRock MuniHoldings Fund (MHD) 0.2 $916k 78k 11.74
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $908k 7.0k 128.96
JPMorgan Chase & Co. (JPM) 0.2 $811k 3.3k 245.30
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $800k 35k 23.04
McDonald's Corporation (MCD) 0.2 $772k 2.5k 312.37
Netflix (NFLX) 0.2 $734k 787.00 932.53
EOG Resources (EOG) 0.2 $731k 5.7k 128.24
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.2 $681k 15k 45.51
Blackrock Muniyield Insured Fund (MYI) 0.2 $654k 60k 10.99
Ishares Tr Intl Div Grwth (IGRO) 0.2 $646k 8.9k 72.44
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.2 $626k 63k 9.90
Union Pacific Corporation (UNP) 0.2 $615k 2.6k 236.24
Abbott Laboratories (ABT) 0.2 $611k 4.6k 132.65
Goldman Sachs (GS) 0.2 $606k 1.1k 546.29
ConocoPhillips (COP) 0.2 $572k 5.5k 105.02
Select Sector Spdr Tr Technology (XLK) 0.1 $547k 2.6k 206.48
Ishares Tr Msci Intl Moment (IMTM) 0.1 $522k 13k 39.94
Mainstay Definedterm Mn Opp (MMD) 0.1 $477k 32k 15.08
Udr (UDR) 0.1 $454k 10k 45.17
Federated Premier Municipal Income (FMN) 0.1 $449k 41k 10.86
Pepsi (PEP) 0.1 $404k 2.7k 149.95
Western Asset Managed Municipals Fnd (MMU) 0.1 $382k 37k 10.29
Nuveen Mun Value Fd 2 (NUW) 0.1 $381k 28k 13.74
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $357k 4.6k 78.40
BlackRock Inv. Quality Munic. Trust (BKN) 0.1 $352k 31k 11.49
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $335k 4.3k 77.92
BlackRock Insured Municipal Income Trust (BYM) 0.1 $331k 31k 10.78
Johnson & Johnson (JNJ) 0.1 $315k 1.9k 165.84
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.1 $310k 15k 21.23
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $306k 3.7k 83.00
Texas Instruments Incorporated (TXN) 0.1 $288k 1.6k 179.70
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $286k 2.3k 124.50
Bank of America Corporation (BAC) 0.1 $285k 6.8k 41.73
Eaton Vance Natl Mun Opport Com Shs (EOT) 0.1 $275k 17k 16.65
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $261k 11k 23.61
Qualcomm (QCOM) 0.1 $261k 1.7k 153.61
Danaher Corporation (DHR) 0.1 $256k 1.2k 205.00
American Express Company (AXP) 0.1 $255k 946.00 269.05
Walt Disney Company (DIS) 0.1 $253k 2.6k 98.71
Sabine Rty Tr Unit Ben Int (SBR) 0.1 $231k 3.4k 67.46
Home Depot (HD) 0.1 $219k 598.00 366.49
Southwest Airlines (LUV) 0.1 $214k 6.4k 33.58
Eli Lilly & Co. (LLY) 0.1 $212k 257.00 825.91
Spdr Gold Tr Gold Shs (GLD) 0.1 $208k 721.00 288.14
International Business Machines (IBM) 0.1 $205k 824.00 248.66
Abrdn Natl Mun Income Sh Ben Int (VFL) 0.0 $184k 18k 10.14
American Airls (AAL) 0.0 $162k 15k 10.55
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) 0.0 $152k 14k 10.86
Blackrock Muniyield Quality Fund II (MQT) 0.0 $144k 14k 10.00
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.0 $139k 14k 10.26
Nuveen Muni Value Fund (NUV) 0.0 $131k 15k 8.77
Pimco CA Municipal Income Fund (PCQ) 0.0 $122k 14k 8.85
Blackrock Muniholdings Insured Fund II (MUE) 0.0 $118k 12k 10.00
Mfs Mun Income Tr Sh Ben Int (MFM) 0.0 $108k 20k 5.30
BlackRock MuniVest Fund (MVF) 0.0 $107k 15k 7.01
Invesco Van Kampen Muni Opp Trust (VMO) 0.0 $97k 10k 9.49
Mangoceuticals Com New (MGRX) 0.0 $67k 35k 1.95
Blackboxstocks (BLBX) 0.0 $43k 13k 3.40