Berkshire Money Management, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Berkshire Money Management, Inc.

CIK Number: 0001535172

950.27M
Market Value
100
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 23, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SPY SPDR S&P 500 ET...
652.24
+0.29% 387.53K -1.04% 216.78M 360.28 24.33% Share
2 QQQ Invesco QQQ Tru...
580.70
+0.03% 150.76K -1.98% 70.69M 429 7.93% Share
3 DIA SPDR Dow Jones ...
455.93
-0.45% 144.83K -1.19% 60.81M 300.25 6.82% Share
4 VIG Vanguard Divide...
214.71
+0.97% 283.55K -9.45% 55M 129.29 6.17% Share
5 RSP Invesco S&P 500...
187.50
-0.11% 307.88K -13.27% 53.33M 176.23 5.99% Share
6 BSV Vanguard Short-...
78.96
+0.04% 594.14K +4.87% 46.51M 76.45 5.22% Share
7 IWF iShares Russell...
456.26
+0.66% 121.89K -3.02% 44.01M 209.58 4.94% Share
8 SJNK SPDR Bloomberg ...
25.50
+0.06% 1.67M +4.32% 41.97M 24.97 4.71% Share
9 VUG Vanguard Growth...
467.41
+0.03% 79.66K -0.57% 29.54M 260.86 3.31% Share
10 IVE iShares S&P 500...
201.93
-0.47% 131.75K -36.2% 25.11M 140.29 2.82% Share
11 BIL SPDR Bloomberg ...
91.56
+0.01% 267.32K +4.62% 24.52M 91.73 2.75% Share
12 MOAT VanEck Mornings...
97.60
-0.74% 254K +1.70% 22.35M 87.04 2.51% Share
13 XLU Utilities Selec...
84.63
+1.73% 256.09K +100.00% 20.19M 78.85 2.27% Share
14 IWM iShares Russell...
236.43
-0.18% 93.98K +5.56% 18.75M 206.76 2.10% Share
15 MGC Vanguard Mega C...
238.47
+0.35% 48.9K -1% 9.85M 188.14 1.10% Share
16 KJAN Innovator U.S. ...
39.69
-0.07% 253.64K -31.49% 9.07M 34.02 1.02% Share
17 QQQE Direxion NASDAQ...
97.75
-0.83% 78.45K -22.35% 6.84M 76.3 0.77% Share
18 IGPT Invesco AI and ...
52.32
-0.06% 158K +100.00% 6.4M 40.49 0.72% Share
19 THNQ Robo Global Art...
61.57
-0.21% 131.76K +100.00% 5.83M 44.25 0.65% Share
20 AAPL Apple Inc.
226.79
-3.23% 23.27K +0.58% 5.17M 116.05 0.58% Share
21 VOO Vanguard S&P 50...
599.64
+0.28% 6.4K -4.42% 3.29M 538.81 0.37% Share
22 UJAN Innovator U.S. ...
41.75
+0.22% 79.79K 0.00% 3.04M 30.94 0.34% Share
23 MSFT Microsoft Corpo...
500.37
+0.39% 6.51K -16.48% 2.44M 421.5 0.27% Share
24 BOCT Innovator S&P 5...
47.56
+0.19% 56.38K 0.00% 2.37M 29.97 0.27% Share
25 AMZN Amazon.com, Inc...
230.33
-3.32% 9.55K +2.01% 1.82M 218.82 0.20% Share
26 PJUL Innovator S&P 5...
45.16
+0.14% 44.14K 0.00% 1.77M 26.7 0.20% Share
27 NVDA NVIDIA Corporat...
177.33
+3.85% 15.06K -22.74% 1.63M 110.28 0.18% Share
28 XOM Exxon Mobil Cor...
112.54
+1.71% 13.73K -1.83% 1.63M 85.46 0.18% Share
29 BJUL Innovator U.S. ...
49.02
+0.24% 36.75K -7.72% 1.59M 34.61 0.18% Share
30 VOT Vanguard Mid-Ca...
290.47
-0.1% 6.2K 0.00% 1.52M 253.75 0.17% Share
31 VV Vanguard Large ...
301.44
+0.31% 4.69K -13.32% 1.21M 269.7 0.14% Share
32 BFEB Innovator S&P 5...
46.53
+0.13% 26.72K 0.00% 1.11M 29.2 0.12% Share
33 OEF iShares S&P 100...
325.37
+0.50% 4.07K -7.88% 1.1M 288.85 0.12% Share
34 BJAN Innovator U.S. ...
52.34
+0.16% 23.58K +1.35% 1.1M 33.91 0.12% Share
35 BAPR Innovator U.S. ...
46.58
+0.10% 21.37K 0.00% 907.75K 24.82 0.10% Share
36 XLV Health Care Sel...
137.34
-0.9% 6.16K -8.11% 899.51K 103.03 0.10% Share
37 BRK-B Berkshire Hatha...
490.13
-0.53% 1.59K +2.31% 847.87K 455.07 0.10% Share
38 PJUN Innovator S&P 5...
40.85
+0.13% 21.12K 0.00% 781.76K 24.92 0.09% Share
39 MDY SPDR S&P MIDCAP...
597.24
-0.05% 1.4K -0.28% 747.52K 569.58 0.08% Share
40 META Meta Platforms,...
751.98
-1.79% 1.29K +0.94% 745.23K 585.42 0.08% Share
41 COST Costco Wholesal...
956.29
-2.34% 785 +25.20% 742.53K 922.21 0.08% Share
42 BNOV Innovator U.S. ...
42.95
+0.08% 19.43K 0.00% 741.84K 30.51 0.08% Share
43 GOOGL Alphabet Inc.
239.17
-0.19% 4.64K +2.23% 717.08K 188.54 0.08% Share
44 RTX RTX Corporation
155.03
+2.16% 4.69K -3.04% 620.84K 115.72 0.07% Share
45 BSCQ Invesco BulletS...
19.58
+0.05% 28.94K 0.00% 563.79K 18.86 0.06% Share
46 NJAN Innovator Growt...
52.50
-0.01% 12.05K 0.00% 559.01K 34.61 0.06% Share
47 BSEP Innovator S&P 5...
47.59
+0.19% 12.69K 0.00% 530K 32.2 0.06% Share
48 V Visa Inc.
338.24
-1.67% 1.48K +7.55% 519.03K 318.46 0.06% Share
49 EMR Emerson Electri...
133.65
+1.21% 4.72K +0.38% 517.5K 123.88 0.06% Share
50 PNOV Innovator U.S. ...
40.76
+0.04% 13.78K 0.00% 512.74K 30.51 0.06% Share
51 BAUG Innovator U.S. ...
48.27
+0.14% 11.69K 0.00% 496.07K 32.45 0.06% Share
52 PRK Park National C...
169.73
-0.14% 3.23K 0.00% 488.72K 171.43 0.05% Share
53 DLN WisdomTree U.S....
85.47
+0.34% 6K 0.00% 476.22K 77.79 0.05% Share
54 JPM JPMorgan Chase ...
300.58
+0.92% 1.94K -1.27% 476.19K 239.71 0.05% Share
55 VCSH Vanguard Short-...
79.89
+0.05% 5.95K 0.00% 470.01K 78.01 0.05% Share
56 HD The Home Depot,...
413.28
-0.5% 1.17K -0.6% 428.09K 388.99 0.05% Share
57 BSCS Invesco BulletS...
20.63
+0.05% 20.16K 0.00% 410.24K 20.56 0.05% Share
58 VOOV Vanguard S&P 50...
195.07
-0.48% 2.16K -24.05% 398.4K 184.51 0.04% Share
59 SGOV iShares 0-3 Mon...
100.48
+0.01% 3.89K +100.00% 391.31K 100.67 0.04% Share
60 MMTM SPDR S&P 1500 M...
280.95
+0.96% 1.59K -9.82% 382.56K 260.31 0.04% Share
61 SDY SPDR S&P Divide...
139.58
-0.2% 2.57K 0.00% 348.7K 132.1 0.04% Share
62 PJAN Innovator U.S. ...
45.38
+0.15% 8.2K 0.00% 340.22K 42.25 0.04% Share
63 PG The Procter & G...
157.35
-1.32% 1.99K -1.78% 338.45K 167.65 0.04% Share
64 PH Parker-Hannifin...
765.12
+1.31% 552 0.00% 335.53K 636.03 0.04% Share
65 T AT&T Inc.
29.20
-0.73% 11.77K -0.03% 332.86K 17.82 0.04% Share
66 BA The Boeing Comp...
227.50
-0.88% 1.95K +100.00% 332.4K 170.55 0.04% Share
67 TSLA Tesla, Inc.
347.78
+0.23% 1.25K -34.51% 323.17K 403.84 0.04% Share
68 HLT Hilton Worldwid...
272.95
-0.73% 1.34K +2.68% 305.37K 246.65 0.03% Share
69 NFLX Netflix, Inc.
1247.71
-1.23% 327 -13.03% 305.01K 891.32 0.03% Share
70 GOOG Alphabet Inc.
239.56
-0.16% 1.91K +8.46% 298.46K 187.77 0.03% Share
71 UNH UnitedHealth Gr...
346.94
-0.28% 566 -3.41% 296.44K 505.86 0.03% Share
72 GD General Dynamic...
323.06
+0.54% 1.06K -3.9% 288.66K 263.49 0.03% Share
73 IVW iShares S&P 500...
118.25
+0.94% 3.06K -14.81% 283.6K 101.53 0.03% Share
74 BMAY Innovator S&P 5...
43.52
+0.11% 7.13K 0.00% 282.73K 40.32 0.03% Share
75 CARR Carrier Global ...
62.51
-1.52% 4.43K 0.00% 280.8K 68.26 0.03% Share
76 AVGO Broadcom Inc.
369.57
+9.77% 1.66K -8.08% 278.16K 231.84 0.03% Share
77 POCT Innovator S&P 5...
42.82
+0.23% 7.05K 0.00% 273.74K 39.57 0.03% Share
78 IVV iShares Core S&...
655.48
+0.28% 480 -16.08% 269.5K 588.68 0.03% Share
79 WMT Walmart Inc.
100.42
-1.83% 2.96K +100.00% 259.73K 87.79 0.03% Share
80 BSCP Invesco BulletS...
20.71
+0.02% 12.4K 0.00% 256.5K 20.43 0.03% Share
81 BJUN Innovator S&P 5...
45.30
+0.16% 6.33K 0.00% 256.34K 41.52 0.03% Share
82 LLY Eli Lilly and C...
754.90
+0.57% 310 -20.72% 256.05K 772 0.03% Share
83 MTUM iShares MSCI US...
254.32
+2.37% 1.26K -3.07% 255.35K 206.92 0.03% Share
84 BSCR Invesco BulletS...
19.74
+0.05% 13K 0.00% 254.75K 19.2 0.03% Share
85 CRM Salesforce, Inc...
242.59
-3.76% 948 +3.95% 254.41K 331.82 0.03% Share
86 LQD iShares iBoxx $...
111.69
+0.30% 2.3K +100.00% 250.47K 108.69 0.03% Share
87 CVX Chevron Corpora...
157.79
+1.90% 1.49K -16.52% 249.43K 144.84 0.03% Share
88 PEP PepsiCo, Inc.
142.66
-0.31% 1.56K +100.00% 233.46K 149.94 0.03% Share
89 VB Vanguard Small ...
253.62
-0.15% 1.05K +100.00% 232.17K 221.75 0.03% Share
90 QCOM QUALCOMM Incorp...
158.95
+0.18% 1.48K +100.00% 227.93K 153.61 0.03% Share
91 HON Honeywell Inter...
211.70
-1.17% 1.06K +100.00% 224.46K 211.75 0.03% Share
92 QQQM Invesco NASDAQ ...
239.06
+0.03% 1.14K -4.04% 220.04K 210.45 0.02% Share
93 KO The Coca-Cola C...
67.82
-0.06% 2.98K +100.00% 213.14K 71.62 0.02% Share
94 GLD SPDR Gold Share...
335.26
+0.36% 736 +100.00% 212.07K 288.14 0.02% Share
95 XLE Energy Select S...
89.14
+1.78% 2.24K +100.00% 209.6K 93.45 0.02% Share
96 OTIS Otis Worldwide ...
87.62
-0.44% 2K +100.00% 206.4K 103.2 0.02% Share
97 MRK Merck & Co., In...
84.03
-0.68% 2.26K +100.00% 203.22K 89.76 0.02% Share
98 COMP Compass, Inc.
9.20
-0.92% 14.8K -21.28% 129.2K 5.85 0.01% Share
99 AVXL Anavex Life Sci...
8.88
-13.5% 10K 0.00% 85.8K 10.74 < 0.01% Share
100 GALT Galectin Therap...
5.00
+1.01% 11.35K +100.00% 13.85K 1.22 < 0.01% Share