Berkshire Money Management, Inc. Purchases in Q4 2024

Berkshire Money Management, Inc.

  • $836 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
59.5K
+ 201.86%
$216.13 - $242.4 $12.9M - $14.4M
89K $19.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.75K
+ 0.45%
$567.81 - $607.81 $993K - $1.06M
392K $230M
QQQ
Invesco Qqq Trust, Series 1

ETFs
585
+ 0.38%
$481.22 - $538.17 $282K - $315K
154K $78.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.7K
New
$521.84 - $558.82 $3.5M - $3.74M
6.7K $3.61M
MSFT
Microsoft Corp

Technology
7.8K
New
$406.35 - $454.46 $3.17M - $3.54M
7.8K $3.29M
VUG
Vanguard Growth ETF

ETFs
414
+ 0.52%
$378.79 - $428.11 $157K - $177K
80.1K $32.9M
AMZN
Amazon Com Inc

Consumer Cyclical
9.37K
New
$180.88 - $232.93 $1.69M - $2.18M
9.37K $2.06M
VOT
Vanguard Mid Cap Growth Index

ETFs
6.2K
New
$241.48 - $274.89 $1.5M - $1.7M
6.2K $1.57M
SJNK
Spdr Bloomberg Short Term High

ETFs
89.5K
+ 5.93%
$25.09 - $25.69 $2.24M - $2.3M
1.6M $40.4M
VV
Vanguard Large Cap ETF

ETFs
5.41K
New
$260.27 - $280.65 $1.41M - $1.52M
5.41K $1.46M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.7K
+ 5.67%
$91.29 - $91.8 $1.25M - $1.26M
256K $23.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
23.8K
+ 4.38%
$77.02 - $78.58 $1.83M - $1.87M
567K $43.8M
AAPL
Apple Inc.

Technology
2.65K
+ 12.92%
$221.69 - $259.02 $587K - $685K
23.1K $5.79M
NVDA
Nvidia Corp

Technology
5.39K
+ 38.24%
$117.0 - $148.88 $631K - $803K
19.5K $2.62M
GOOGL
Alphabet Inc.

Communication Services
4.54K
New
$161.86 - $196.66 $734K - $892K
4.54K $858K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.41K
New
$563.99 - $620.12 $792K - $871K
1.41K $800K
VIG
Vanguard Dividend Appreciation

ETFs
4.28K
+ 1.39%
N/A
313K $57M
TSLA
Tesla, Inc.

Consumer Cyclical
1.9K
New
$213.65 - $479.86 $407K - $914K
1.9K $768K
META
Meta Platforms, Inc.

Communication Services
1.28K
New
$554.08 - $632.68 $710K - $810K
1.28K $755K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
887
+ 0.61%
$417.69 - $450.94 $370K - $400K
147K $62.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.56K
New
$442.29 - $483.08 $688K - $752K
1.56K $705K
EMR
Emerson Electric CO

Industrials
4.7K
New
$108.13 - $134.33 $508K - $632K
4.7K $582K
COST
Costco Wholesale Corp

Consumer Defensive
627
New
$873.59 - $994.69 $548K - $624K
627 $574K
RTX
Raytheon Technologies Corp

Industrials
4.83K
New
$114.45 - $127.21 $553K - $615K
4.83K $559K
PRK
Park National Corp

Financial Services
3.23K
New
$160.0 - $206.49 $516K - $667K
3.23K $553K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.85K
New
$184.21 - $199.29 $525K - $568K
2.85K $525K
JPM
Jpmorgan Chase & CO

Financial Services
1.97K
New
$205.18 - $250.29 $403K - $492K
1.97K $471K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
6K
New
$77.23 - $82.11 $463K - $493K
6K $466K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.95K
New
$77.86 - $79.27 $464K - $472K
5.95K $464K
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
1.76K
New
$249.14 - $273.15 $439K - $481K
1.76K $458K
HD
Home Depot, Inc.

Consumer Cyclical
1.18K
New
$385.02 - $431.37 $452K - $507K
1.18K $457K
V
Visa Inc.

Financial Services
1.38K
New
$273.87 - $320.91 $377K - $442K
1.38K $435K
AVGO
Broadcom Inc.

Technology
1.81K
New
$159.67 - $250.0 $289K - $452K
1.81K $418K
MGC
Vanguard Mega Cap ETF

ETFs
363
+ 0.74%
$204.21 - $220.18 $74.1K - $79.9K
49.4K $10.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.59K
New
$94.43 - $105.47 $339K - $378K
3.59K $364K
PH
Parker Hannifin Corp

Industrials
552
New
$621.74 - $709.46 $343K - $392K
552 $351K
PJAN
Innovator U.S. Equity Power Bu

ETFs
8.2K
New
$41.16 - $42.25 $338K - $347K
8.2K $346K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.57K
New
$131.66 - $144.0 $338K - $370K
2.57K $339K
PG
Procter & Gamble CO

Consumer Defensive
2.02K
New
$161.05 - $179.7 $326K - $363K
2.02K $338K
IVV
Ishares Core S&P 500 ETF

ETFs
572
New
$570.51 - $610.59 $326K - $349K
572 $336K
GOOG
Alphabet Inc.

Communication Services
1.76K
New
$163.08 - $198.16 $287K - $349K
1.76K $335K
NFLX
Netflix Inc

Communication Services
376
New
$687.65 - $936.56 $259K - $352K
376 $335K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.31K
New
$229.83 - $258.46 $300K - $338K
1.31K $323K
CRM
Salesforce, Inc.

Technology
912
New
$270.87 - $367.87 $247K - $335K
912 $304K
CARR
Carrier Global Corp

Industrials
4.43K
New
$66.69 - $82.65 $295K - $366K
4.43K $302K
LLY
Eli Lilly & CO

Healthcare
391
New
$727.2 - $932.06 $284K - $364K
391 $301K
UNH
Unitedhealth Group Inc

Healthcare
586
New
$485.52 - $625.25 $285K - $366K
586 $296K
GD
General Dynamics Corp

Industrials
1.1K
New
$260.28 - $314.03 $287K - $346K
1.1K $290K
BMAY
Innovator U.S. Equity Buffer E

ETFs
7.13K
New
$39.2 - $40.69 $279K - $290K
7.13K $287K
Activity Summary
Buys All Purchases 64 New Holdings 46 Increased Positions 18 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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