Berkshire Money Management, Inc. Portfolio Holdings

Berkshire Money Management, Inc.

  • $796 Million
  • Q1 2025

Berkshire Money Management, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $796 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $217M, Invesco Qqq Trust, Series 1 with a value of $70.7M, Spdr Dow Jones Industrial Average ETF Trust with a value of $60.8M, Invesco S&P 500 Equal Weight E with a value of $53.3M, and Vanguard Dividend Appreciation with a value of $51.6M.

Examining the 13F form we can see an decrease of $40.2M in the current position value, from $836M to 796M.

Below you can find more details about Berkshire Money Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $796 Million
ETFs: $771 Million
Technology: $10.1 Million
Consumer Cyclical: $2.87 Million
Industrials: $2.8 Million
Communication Services: $2.4 Million
Financial Services: $2.33 Million
Energy: $1.88 Million
Consumer Defensive: $1.79 Million
Other: $853,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21T
$5.17 Million 0.65% of portfolio
23,268
Q1 2025 Added 0.58%
$2.73T
$2.44 Million 0.31% of portfolio
6,510
Q1 2025 Reduced 16.48%
$1.76T
$1.82 Million 0.23% of portfolio
9,555
Q1 2025 Added 2.01%
$246B
$1.63 Million 0.21% of portfolio
15,065
Q1 2025 Reduced 22.74%
$451B
$1.63 Million 0.21% of portfolio
13,728
Q1 2025 Reduced 1.83%
$685B
$847,000 0.11% of portfolio
1,592
Q1 2025 Added 2.31%
$905B
$717,000 0.09% of portfolio
4,637
Q1 2025 Added 2.23%
$433B
$742,000 0.09% of portfolio
785
Q1 2025 Added 25.2%
$1.12T
$745,000 0.09% of portfolio
1,293
Q1 2025 Added 0.94%
$542B
$519,000 0.07% of portfolio
1,481
Q1 2025 Added 7.55%
$691B
$476,000 0.06% of portfolio
1,941
Q1 2025 Reduced 1.27%
$363B
$428,000 0.05% of portfolio
1,168
Q1 2025 Reduced 0.6%
$400B
$296,000 0.04% of portfolio
566
Q1 2025 Reduced 3.41%
$937B
$298,000 0.04% of portfolio
1,910
Q1 2025 Added 8.46%
$463B
$304,000 0.04% of portfolio
327
Q1 2025 Reduced 13.03%
$751B
$323,000 0.04% of portfolio
1,247
Q1 2025 Reduced 34.51%
$269B
$249,000 0.03% of portfolio
1,491
Q1 2025 Reduced 16.52%
$320B
$213,000 0.03% of portfolio
2,976
Q1 2025 New
$200B
$203,000 0.03% of portfolio
2,264
Q1 2025 New
$243B
$254,000 0.03% of portfolio
948
Q1 2025 Added 3.95%
$257B
$259,000 0.03% of portfolio
2,958
Q1 2025 New
$786B
$256,000 0.03% of portfolio
310
Q1 2025 Reduced 20.72%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $796 Million
  • Prior Value $836 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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