Berkshire Money Management

Berkshire Money Management as of March 31, 2025

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 102 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
Spdr S&p 500 Etf Tr Tr Unit (SPY) 24.3 $217M 388k 559.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.9 $71M 151k 468.92
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 6.8 $61M 145k 419.88
Innovator Etfs Trust Us Small Cap Pwr (KAUG) 6.4 $57M 2.4M 24.03
Vanguard Specialized Funds Div App Etf (VIG) 6.2 $55M 284k 193.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 6.0 $53M 308k 173.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.2 $47M 594k 78.28
Ishares Tr Rus 1000 Grw Etf (IWF) 4.9 $44M 122k 361.09
Spdr Ser Tr Bloomberg Sht Te (SJNK) 4.7 $42M 1.7M 25.16
Vanguard Index Fds Growth Etf (VUG) 3.3 $30M 80k 370.82
Ishares Tr S&p 500 Val Etf (IVE) 2.8 $25M 132k 190.58
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.8 $25M 267k 91.73
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.5 $22M 254k 88.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 2.3 $20M 256k 78.85
Ishares Tr Russell 2000 Etf (IWM) 2.1 $19M 94k 199.49
Innovator Etfs Trust Us Small Cap Pwr (KDEC) 1.1 $10M 442k 22.91
Vanguard World Mega Cap Index (MGC) 1.1 $9.8M 49k 201.38
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 1.0 $9.1M 254k 35.74
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.8 $6.8M 78k 87.19
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 0.7 $6.4M 158k 40.49
Exchange Traded Concepts Tru Robo Glb Artif (THNQ) 0.7 $5.8M 132k 44.25
Apple (AAPL) 0.6 $5.2M 23k 222.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $3.3M 6.4k 513.92
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.3 $3.0M 80k 38.14
Microsoft Corporation (MSFT) 0.3 $2.4M 6.5k 375.41
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.3 $2.4M 56k 42.04
Amazon (AMZN) 0.2 $1.8M 9.6k 190.27
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $1.8M 44k 40.19
NVIDIA Corporation (NVDA) 0.2 $1.6M 15k 108.38
Exxon Mobil Corporation (XOM) 0.2 $1.6M 14k 118.93
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.2 $1.6M 37k 43.18
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.5M 6.2k 244.64
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.2M 4.7k 257.03
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.1 $1.1M 27k 41.53
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.1M 4.1k 270.83
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $1.1M 24k 46.63
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.1 $908k 21k 42.47
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $900k 6.2k 146.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $848k 1.6k 532.58
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $782k 21k 37.01
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $748k 1.4k 533.56
Meta Platforms Cl A (META) 0.1 $745k 1.3k 576.36
Costco Wholesale Corporation (COST) 0.1 $743k 785.00 945.90
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.1 $742k 19k 38.19
Alphabet Cap Stk Cl A (GOOGL) 0.1 $717k 4.6k 154.64
Raytheon Technologies Corp (RTX) 0.1 $621k 4.7k 132.46
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $564k 29k 19.48
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.1 $559k 12k 46.37
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.1 $530k 13k 41.78
Visa Com Cl A (V) 0.1 $519k 1.5k 350.46
Emerson Electric (EMR) 0.1 $518k 4.7k 109.64
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $513k 14k 37.22
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $496k 12k 42.45
Park National Corporation (PRK) 0.1 $489k 3.2k 151.40
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $476k 6.0k 79.37
JPMorgan Chase & Co. (JPM) 0.1 $476k 1.9k 245.33
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $470k 6.0k 78.94
Home Depot (HD) 0.0 $428k 1.2k 366.52
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $410k 20k 20.35
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $398k 2.2k 184.19
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $391k 3.9k 100.67
Spdr Ser Tr S&p1500momtilt (MMTM) 0.0 $383k 1.6k 240.91
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $349k 2.6k 135.68
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.0 $340k 8.2k 41.47
Procter & Gamble Company (PG) 0.0 $339k 2.0k 170.42
Parker-Hannifin Corporation (PH) 0.0 $336k 552.00 607.85
At&t (T) 0.0 $333k 12k 28.28
Boeing Company (BA) 0.0 $332k 1.9k 170.55
Tesla Motors (TSLA) 0.0 $323k 1.2k 259.16
Hilton Worldwide Holdings (HLT) 0.0 $305k 1.3k 227.55
Netflix (NFLX) 0.0 $305k 327.00 932.76
Alphabet Cap Stk Cl C (GOOG) 0.0 $299k 1.9k 156.26
UnitedHealth (UNH) 0.0 $296k 566.00 523.75
General Dynamics Corporation (GD) 0.0 $289k 1.1k 272.58
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $284k 3.1k 92.83
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.0 $283k 7.1k 39.67
Carrier Global Corporation (CARR) 0.0 $281k 4.4k 63.40
Broadcom (AVGO) 0.0 $278k 1.7k 167.47
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.0 $274k 7.0k 38.85
Ishares Tr Core S&p500 Etf (IVV) 0.0 $270k 480.00 561.45
Wal-Mart Stores (WMT) 0.0 $260k 3.0k 87.80
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $257k 12k 20.68
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.0 $256k 6.3k 40.50
Eli Lilly & Co. (LLY) 0.0 $256k 310.00 825.96
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $255k 1.3k 202.18
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $255k 13k 19.59
salesforce (CRM) 0.0 $254k 948.00 268.36
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $251k 2.3k 108.71
Chevron Corporation (CVX) 0.0 $249k 1.5k 167.29
Pepsi (PEP) 0.0 $234k 1.6k 149.94
Vanguard Index Fds Small Cp Etf (VB) 0.0 $232k 1.0k 221.75
Qualcomm (QCOM) 0.0 $228k 1.5k 153.59
Honeywell International (HON) 0.0 $225k 1.1k 211.75
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $220k 1.1k 193.02
Coca-Cola Company (KO) 0.0 $213k 3.0k 71.62
Spdr Gold Tr Gold Shs (GLD) 0.0 $212k 736.00 288.14
Select Sector Spdr Tr Energy (XLE) 0.0 $210k 2.2k 93.45
Otis Worldwide Corp (OTIS) 0.0 $206k 2.0k 103.20
Merck & Co (MRK) 0.0 $203k 2.3k 89.76
Compass Cl A (COMP) 0.0 $129k 15k 8.73
Anavex Life Sciences Corp Com New (AVXL) 0.0 $86k 10k 8.58
Galectin Therapeutics Com New (GALT) 0.0 $14k 11k 1.22