Sherman Asset Management, Inc. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 177 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $19.6B, Vanguard Total Stock Market Et with a value of $10.1B, Ishares Core S&P Sm Cap ETF with a value of $8.51B, Technology Sector Spdr with a value of $7B, and Eli Lilly & CO with a value of $4.64B.
Examining the 13F form we can see an increase of $109B in the current position value.
Sherman Asset Management, Inc. is based out at Ventura, CA
Below you can find more details about Sherman Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$109 Billion
ETFs: $73.2 Billion
Technology: $9.85 Billion
Communication Services: $7.67 Billion
Healthcare: $6.5 Billion
Consumer Cyclical: $4.6 Billion
Consumer Defensive: $3.1 Billion
Financial Services: $2.29 Billion
Real Estate: $1.12 Billion
Other: $221 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
