Berkshire Money Management as of March 31, 2013
Portfolio Holdings for Berkshire Money Management
Berkshire Money Management holds 42 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF (VIG) | 26.8 | $810k | 41M | 0.02 | |
| PowerShares Fin. Preferred Port. | 20.7 | $626k | 13M | 0.05 | |
| Financial Select Sector SPDR (XLF) | 11.6 | $349k | 7.0M | 0.05 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 9.6 | $289k | 29M | 0.01 | |
| Spdr S&p 500 Etf (SPY) | 8.6 | $260k | 26M | 0.01 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 8.1 | $246k | 12M | 0.02 | |
| iShares Russell 1000 Growth Index (IWF) | 6.1 | $185k | 19M | 0.01 | |
| Materials SPDR (XLB) | 6.1 | $184k | 6.1M | 0.03 | |
| AVANIR Pharmaceuticals | 0.9 | $26k | 71k | 0.37 | |
| At&t (T) | 0.3 | $10k | 343k | 0.03 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $7.7k | 771k | 0.01 | |
| Trustmark Corporation (TRMK) | 0.2 | $5.0k | 125k | 0.04 | |
| iShares Silver Trust (SLV) | 0.1 | $3.4k | 86k | 0.04 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.6k | 256k | 0.01 | |
| Verizon Communications (VZ) | 0.1 | $2.2k | 111k | 0.02 | |
| Trovagene | 0.1 | $2.0k | 13k | 0.16 | |
| Qualcomm (QCOM) | 0.1 | $1.4k | 141k | 0.01 | |
| Sherwin-Williams Company (SHW) | 0.0 | $1.2k | 119k | 0.01 | |
| Procter & Gamble Company (PG) | 0.0 | $1.2k | 59k | 0.02 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $1.1k | 38k | 0.03 | |
| Pfizer (PFE) | 0.0 | $1.0k | 20k | 0.05 | |
| Walt Disney Company (DIS) | 0.0 | $845.180000 | 42k | 0.02 | |
| General Electric Company | 0.0 | $919.000000 | 18k | 0.05 | |
| Investors Ban | 0.0 | $982.560000 | 12k | 0.08 | |
| Aqua America | 0.0 | $943.200000 | 16k | 0.06 | |
| PIMCO High Income Fund (PHK) | 0.0 | $988.000000 | 12k | 0.08 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $698.140000 | 70k | 0.01 | |
| Comcast Corporation (CMCSA) | 0.0 | $0 | 12k | 0.00 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $0 | 13k | 0.00 | |
| Johnson & Johnson (JNJ) | 0.0 | $0 | 18k | 0.00 | |
| Chevron Corporation (CVX) | 0.0 | $0 | 12k | 0.00 | |
| Wells Fargo & Company (WFC) | 0.0 | $0 | 16k | 0.00 | |
| Sanofi-Aventis SA (SNY) | 0.0 | $0 | 17k | 0.00 | |
| United Technologies Corporation | 0.0 | $0 | 15k | 0.00 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $0 | 17k | 0.00 | |
| Whole Foods Market | 0.0 | $0 | 33k | 0.00 | |
| Hershey Company (HSY) | 0.0 | $0 | 22k | 0.00 | |
| 0.0 | $0 | 14k | 0.00 | ||
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $0 | 7.1M | 0.00 | |
| iShares Dow Jones US Real Estate (IYR) | 0.0 | $0 | 21k | 0.00 | |
| Powershares Etf Tr Ii s^p500 low vol | 0.0 | $0 | 12k | 0.00 | |
| Duke Energy (DUK) | 0.0 | $0 | 13k | 0.00 |
