Ackerman Capital Advisors, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Ackerman Capital Advisors, LLC

CIK Number: 0001699506

430.5M
Market Value
82
# of Holdings
14 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 9, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VTEB Vanguard Tax-Ex...
50.02
+0.39% 1.17M -4.06% 58.02M 50.86 15.32% Share
2 SPYG SPDR Portfolio ...
102.90
+0.48% 661.36K -0.62% 53.15M 59.03 14.04% Share
3 VIGI Vanguard Intern...
90.54
+0.73% 195.67K -3.83% 16.23M 66.29 4.29% Share
4 SCHG Schwab U.S. Lar...
31.32
+0.66% 621.1K -3.39% 15.55M 19.38 4.11% Share
5 SPYV SPDR Portfolio ...
54.78
+1.21% 294.17K +4.87% 15.02M 38.19 3.97% Share
6 TFI SPDR Nuveen Blo...
45.55
+0.43% 323.89K -5.38% 14.6M 46.89 3.86% Share
7 ACWV iShares MSCI Gl...
120.92
+1.13% 109.65K +1.88% 12.76M 92.84 3.37% Share
8 IVLU iShares Edge MS...
35.69
+1.08% 410.98K -0.22% 12.46M 23.17 3.29% Share
9 VYMI Vanguard Intern...
85.66
+0.85% 161.22K +0.36% 11.88M 61.85 3.14% Share
10 SUB iShares Short-T...
107.25
+0.05% 107.12K -0.64% 11.31M 105.28 2.99% Share
11 SCHV Schwab U.S. Lar...
29.13
+1.13% 406.39K +1.69% 10.8M 20.82 2.85% Share
12 MUB iShares Nationa...
106.47
+0.36% 86.4K +5.29% 9.11M 105.65 2.41% Share
13 BWX SPDR Bloomberg ...
23.14
+0.37% 401.45K -2.78% 8.78M 21.39 2.32% Share
14 IEMG iShares Core MS...
64.81
+1.23% 147.91K -7.1% 7.98M 52.7 2.11% Share
15 FNDF Schwab Fundamen...
43.02
+1.09% 197.59K +2.77% 7.14M 30.16 1.89% Share
16 VTV Vanguard Value ...
186.08
+1.23% 38.72K -0.47% 6.69M 109.55 1.77% Share
17 IAU iShares Gold Tr...
68.53
-0.17% 111.79K -0.76% 6.59M 34.83 1.74% Share
18 SCHE Schwab Emerging...
32.74
+1.24% 227.2K -0.25% 6.26M 23.69 1.65% Share
19 VGLT Vanguard Long-T...
57.41
+0.53% 99K +0.63% 5.7M 61.48 1.51% Share
20 SGOV iShares 0-3 Mon...
100.50
+0.02% 56.02K +0.75% 5.64M 100.49 1.49% Share
21 VGIT Vanguard Interm...
60.34
+0.07% 90.47K +7.36% 5.37M 62.78 1.42% Share
22 IQLT iShares MSCI In...
44.00
+1.06% 124.87K +1.47% 4.96M 33.19 1.31% Share
23 VBR Vanguard Small ...
212.40
+1.71% 26.26K +0.46% 4.89M 130.12 1.29% Share
24 VBK Vanguard Small ...
301.19
+1.82% 15.59K +0.52% 3.93M 210.8 1.04% Share
25 IGIB iShares 5-10 Ye...
54.30
+0.24% 64.61K +0.84% 3.39M 51.99 0.90% Share
26 BSV Vanguard Short-...
78.98
+0.04% 33.77K +1.38% 2.64M 78.26 0.70% Share
27 IVV iShares Core S&...
660.91
+0.83% 4.65K -0.36% 2.61M 404.55 0.69% Share
28 VWOB Vanguard Emergi...
67.16
+0.33% 38.68K +2.41% 2.48M 63.8 0.66% Share
29 XOM Exxon Mobil Cor...
112.14
-0.32% 19.09K 0.00% 2.27M 81.71 0.60% Share
30 IUSG iShares Core S&...
162.32
+0.57% 15.7K 0.00% 1.99M 84.67 0.53% Share
31 LEO BNY Mellon Stra...
6.17
+0.41% 296.72K -6.46% 1.82M 5.9 0.48% Share
32 BRK-B Berkshire Hatha...
496.91
+1.39% 2.68K -2.44% 1.43M 247.92 0.38% Share
33 FNDE Schwab Fundamen...
35.82
+1.30% 45.32K -0.47% 1.4M 25.83 0.37% Share
34 GOOGL Alphabet Inc.
240.37
+0.50% 8.8K 0.00% 1.36M 52.59 0.36% Share
35 QUAL iShares MSCI US...
191.55
+1.04% 7.91K -0.85% 1.35M 86.23 0.36% Share
36 CVX Chevron Corpora...
158.25
+0.29% 7.81K 0.00% 1.31M 109.96 0.34% Share
37 IBIT iShares Bitcoin...
65.03
+0.77% 27.74K +52.35% 1.3M 42.15 0.34% Share
38 MSFT Microsoft Corpo...
501.01
+0.13% 3.44K 0.00% 1.29M 197.76 0.34% Share
39 V Visa Inc.
343.48
+1.59% 3.48K 0.00% 1.22M 138.59 0.32% Share
40 AAPL Apple Inc.
230.03
+1.43% 5.45K -5.27% 1.21M 58.19 0.32% Share
41 VIOV Vanguard S&P Sm...
96.39
+2.02% 14.29K +10.75% 1.2M 67.1 0.32% Share
42 SHM SPDR Nuveen Blo...
48.43
+0.06% 21.57K +1.88% 1.03M 47.17 0.27% Share
43 VIOG Vanguard S&P Sm...
122.73
+2.12% 9.45K +5.56% 1.01M 89.94 0.27% Share
44 VWO Vanguard Emergi...
53.57
+1.23% 20.92K +30.08% 946.88K 43.21 0.25% Share
45 IWF iShares Russell...
458.61
+0.52% 2.61K 0.00% 942.45K 274.04 0.25% Share
46 VT Vanguard Total ...
136.85
+0.97% 8.03K -0.82% 931.22K 65.69 0.25% Share
47 VYM Vanguard High D...
142.04
+0.90% 7.04K 0.00% 907.75K 77.99 0.24% Share
48 JPM JPMorgan Chase ...
305.50
+1.65% 3.31K +5.72% 810.96K 133.34 0.21% Share
49 PZA Invesco Nationa...
23.03
+0.83% 34.72K -20.65% 799.93K 23.64 0.21% Share
50 MCD McDonald's Corp...
308.37
+0.79% 2.47K 0.00% 771.55K 224.59 0.20% Share
51 NFLX Netflix, Inc.
1203.50
-3.54% 787 0.00% 733.9K 334.66 0.19% Share
52 EOG EOG Resources, ...
120.00
-0.22% 5.7K 0.00% 731.1K 83.06 0.19% Share
53 ITM VanEck Intermed...
46.52
+0.26% 14.96K +100.00% 680.91K 45.51 0.18% Share
54 IGRO iShares Interna...
80.23
+0.76% 8.91K 0.00% 645.73K 57.33 0.17% Share
55 UNP Union Pacific C...
216.04
+0.40% 2.6K 0.00% 614.46K 138.49 0.16% Share
56 ABT Abbott Laborato...
132.65
+2.54% 4.6K 0.00% 610.46K 73.05 0.16% Share
57 GS The Goldman Sac...
784.43
+1.93% 1.11K 0.00% 606.38K 327.78 0.16% Share
58 COP ConocoPhillips
94.13
-0.2% 5.45K 0.00% 572.36K 39.99 0.15% Share
59 XLK Technology Sele...
270.91
+0.28% 2.65K +9.97% 546.55K 119.35 0.14% Share
60 IMTM iShares MSCI In...
47.77
+1.14% 13.07K -0.27% 521.98K 25.9 0.14% Share
61 UDR UDR, Inc.
38.91
+1.89% 10.05K 0.00% 453.96K 39.62 0.12% Share
62 PEP PepsiCo, Inc.
144.23
+1.10% 2.69K 0.00% 403.66K 119.43 0.11% Share
63 SLYV SPDR S&P 600 Sm...
89.77
+2.16% 4.55K 0.00% 356.88K 72.95 0.09% Share
64 EFAV iShares MSCI EA...
86.39
+0.84% 4.3K 0.00% 335.06K 66.66 0.09% Share
65 JNJ Johnson & Johns...
178.50
+1.54% 1.9K 0.00% 315.1K 129.22 0.08% Share
66 SLYG SPDR S&P 600 Sm...
95.17
+2.16% 3.68K 0.00% 305.52K 72.76 0.08% Share
67 TXN Texas Instrumen...
184.35
+0.18% 1.6K 0.00% 287.52K 133.53 0.08% Share
68 IJT iShares S&P Sma...
142.71
+2.06% 2.3K 0.00% 286.35K 88.22 0.08% Share
69 BAC Bank of America...
50.73
+1.19% 6.82K -0.63% 284.61K 37.52 0.08% Share
70 FNDX Schwab Fundamen...
26.16
+1.18% 11.07K -6.39% 261.27K 15.89 0.07% Share
71 QCOM QUALCOMM Incorp...
161.51
+1.61% 1.7K 0.00% 260.52K 93.7 0.07% Share
72 DHR Danaher Corpora...
195.17
+1.34% 1.25K 0.00% 256.05K 156.74 0.07% Share
73 AXP American Expres...
329.46
+1.89% 946 0.00% 254.52K 227.61 0.07% Share
74 DIS The Walt Disney...
117.06
+1.10% 2.57K 0.00% 253.29K 148.3 0.07% Share
75 HD The Home Depot,...
423.33
+2.44% 598 0.00% 219.16K 346.55 0.06% Share
76 LUV Southwest Airli...
31.73
+1.98% 6.38K 0.00% 214.31K 33.62 0.06% Share
77 LLY Eli Lilly and C...
755.95
+0.18% 257 +100.00% 212.26K 825.91 0.06% Share
78 GLD SPDR Gold Share...
334.70
-0.17% 721 +100.00% 207.75K 288.14 0.05% Share
79 IBM International B...
256.95
+0.03% 824 +100.00% 204.9K 248.66 0.05% Share
80 AAL American Airlin...
12.95
+1.01% 15.31K 0.00% 161.57K 23.39 0.04% Share
81 MGRX Mangoceuticals,...
2.13
-2.74% 34.5K 0.00% 67.28K 2.42 0.02% Share
82 BLBX Blackboxstocks ...
6.56
-2.67% 12.63K 0.00% 42.93K 2.5 0.01% Share