Ackerman Capital Advisors, LLC
CIK Number: 0001699506
378.62M
Market Value
83
# of Holdings
15 months
Avg. Holding Period
23.86%
Win Rate
4.97%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTEB | Vanguard Tax-Ex... | 48.94 | +0.36% | 1.22M | +0.17% | 61.1M | 50.86 | 16.02% |
| 2 | SPYG | SPDR Portfolio ... | 92.11 | +0.35% | 665.46K | +0.30% | 58.49M | 59.03 | 15.34% |
| 3 | SCHG | Schwab U.S. Lar... | 28.26 | +0.14% | 642.91K | +289.10% | 17.92M | 19.38 | 4.70% |
| 4 | VIGI | Vanguard Intern... | 91.18 | +0.96% | 203.47K | +0.22% | 16.28M | 66.29 | 4.27% |
| 5 | TFI | SPDR Nuveen Blo... | 44.53 | +0.26% | 342.32K | +0.67% | 15.62M | 46.89 | 4.09% |
| 6 | SPYV | SPDR Portfolio ... | 51.73 | +0.29% | 280.5K | +2.92% | 14.34M | 37.56 | 3.76% |
| 7 | ACWV | iShares MSCI Gl... | 119.02 | +0.69% | 107.63K | +0.56% | 11.75M | 92.4 | 3.08% |
| 8 | SUB | iShares Short-T... | 106.00 | +0.05% | 107.81K | -3.67% | 11.37M | 105.28 | 2.98% |
| 9 | IVLU | iShares Edge MS... | 33.41 | +0.77% | 411.9K | -0.73% | 11.17M | 23.17 | 2.93% |
| 10 | VYMI | Vanguard Intern... | 80.80 | +0.80% | 160.65K | +1.76% | 10.9M | 61.81 | 2.86% |
| 11 | SCHV | Schwab U.S. Lar... | 27.31 | +0.42% | 399.63K | +197.64% | 10.42M | 20.72 | 2.73% |
| 12 | BWX | SPDR Bloomberg ... | 23.32 | +1.19% | 412.91K | +100.00% | 8.83M | 21.39 | 2.32% |
| 13 | MUB | iShares Nationa... | 104.10 | +0.45% | 82.06K | +11.74% | 8.74M | 105.66 | 2.29% |
| 14 | IEMG | iShares Core MS... | 59.64 | +0.05% | 159.21K | -0.56% | 8.31M | 52.7 | 2.18% |
| 15 | VTV | Vanguard Value ... | 174.72 | +0.57% | 38.91K | -0.36% | 6.59M | 109.55 | 1.73% |
| 16 | FNDF | Schwab Fundamen... | 39.95 | +0.79% | 192.26K | +0.24% | 6.39M | 29.99 | 1.67% |
| 17 | SCHE | Schwab Emerging... | 29.86 | -0.02% | 227.77K | -0.96% | 6.07M | 23.69 | 1.59% |
| 18 | SGOV | iShares 0-3 Mon... | 100.49 | +0.01% | 55.6K | -7.25% | 5.58M | 100.48 | 1.46% |
| 19 | IAU | iShares Gold Tr... | 63.89 | +1.22% | 112.64K | -0.97% | 5.58M | 34.83 | 1.46% |
| 20 | VGLT | Vanguard Long-T... | 55.46 | +1.11% | 98.39K | +0.55% | 5.45M | 61.51 | 1.43% |
| 21 | VBR | Vanguard Small ... | 192.40 | -0.08% | 26.14K | +0.25% | 5.18M | 129.86 | 1.36% |
| 22 | VGIT | Vanguard Interm... | 59.21 | +0.29% | 84.27K | +0.59% | 4.89M | 63.02 | 1.28% |
| 23 | IQLT | iShares MSCI In... | 43.76 | +0.79% | 123.07K | -0.01% | 4.57M | 33.09 | 1.20% |
| 24 | VBK | Vanguard Small ... | 271.60 | -0.18% | 15.51K | -0.03% | 4.34M | 210.58 | 1.14% |
| 25 | IGIB | iShares 5-10 Ye... | 52.63 | +0.35% | 64.08K | +0.69% | 3.3M | 51.99 | 0.87% |
| 26 | IVV | iShares Core S&... | 606.23 | +0.32% | 4.67K | 0.00% | 2.75M | 404.55 | 0.72% |
| 27 | BSV | Vanguard Short-... | 78.19 | +0.13% | 33.31K | -5.09% | 2.57M | 78.26 | 0.67% |
| 28 | VWOB | Vanguard Emergi... | 64.63 | +0.12% | 37.77K | +0.54% | 2.39M | 63.79 | 0.63% |
| 29 | IUSG | iShares Core S&... | 145.47 | +0.31% | 15.7K | -0.18% | 2.19M | 84.67 | 0.57% |
| 30 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 19.09K | 0.00% | 2.05M | 81.71 | 0.54% |
| 31 | LEO | BNY Mellon Stra... | 5.83 | -0.09% | 317.22K | +28.17% | 1.92M | 5.9 | 0.50% |
| 32 | DMB | BNY Mellon Muni... | 10.06 | -0.15% | 161.89K | +5.40% | 1.68M | 10.4 | 0.44% |
| 33 | GOOGL | Alphabet Inc. | 175.57 | -1% | 8.8K | 0.00% | 1.67M | 52.59 | 0.44% |
| 34 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 3.44K | -1.63% | 1.45M | 197.76 | 0.38% |
| 35 | AAPL | Apple Inc. | 198.98 | +0.10% | 5.75K | 0.00% | 1.44M | 58.19 | 0.38% |
| 36 | QUAL | iShares MSCI US... | 181.07 | +0.28% | 7.97K | -0.78% | 1.42M | 86.23 | 0.37% |
| 37 | FNDE | Schwab Fundamen... | 32.91 | +0.20% | 45.53K | -1.62% | 1.32M | 25.83 | 0.35% |
| 38 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 2.75K | 0.00% | 1.25M | 247.92 | 0.33% |
| 39 | VIOV | Vanguard S&P Sm... | 85.13 | -0.47% | 12.9K | +0.25% | 1.2M | 65.29 | 0.32% |
| 40 | CVX | Chevron Corpora... | 144.84 | +0.04% | 7.81K | 0.00% | 1.13M | 109.96 | 0.30% |
| 41 | V | Visa Inc. | 371.03 | -0.61% | 3.48K | 0.00% | 1.1M | 138.59 | 0.29% |
| 42 | IWF | iShares Russell... | 410.56 | +0.34% | 2.61K | 0.00% | 1.05M | 274.04 | 0.27% |
| 43 | VIOG | Vanguard S&P Sm... | 112.76 | -0.52% | 8.95K | -5.45% | 1.04M | 89 | 0.27% |
| 44 | PZA | Invesco Nationa... | 22.41 | +0.56% | 43.75K | -1.39% | 1.03M | 23.64 | 0.27% |
| 45 | SHM | SPDR Nuveen Blo... | 47.63 | +0.12% | 21.17K | +13.38% | 1M | 47.16 | 0.26% |
| 46 | IBIT | iShares Bitcoin... | 60.70 | -1.85% | 18.21K | +2.00% | 965.99K | 39.71 | 0.25% |
| 47 | VT | Vanguard Total ... | 126.50 | +0.40% | 8.1K | 0.00% | 951.26K | 65.69 | 0.25% |
| 48 | VYM | Vanguard High D... | 131.86 | +0.45% | 7.04K | 0.00% | 898.11K | 77.99 | 0.24% |
| 49 | DSM | BNY Mellon Stra... | 5.61 | -0.18% | 147.64K | +25.89% | 857.81K | 5.5 | 0.22% |
| 50 | MHD | BlackRock MuniH... | 11.25 | +0.63% | 64.83K | -8.22% | 756.6K | 12.17 | 0.20% |
| 51 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 3.13K | 0.00% | 749.57K | 126.93 | 0.20% |
| 52 | MCD | McDonald's Corp... | 302.86 | +0.38% | 2.47K | 0.00% | 716.03K | 224.59 | 0.19% |
| 53 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 16.08K | +20.76% | 708.29K | 42.59 | 0.19% |
| 54 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 787 | 0.00% | 701.47K | 334.66 | 0.18% |
| 55 | EOG | EOG Resources, ... | 120.50 | +0.48% | 5.7K | 0.00% | 698.83K | 83.06 | 0.18% |
| 56 | GS | The Goldman Sac... | 625.32 | +0.18% | 1.11K | 0.00% | 635.61K | 327.78 | 0.17% |
| 57 | IGRO | iShares Interna... | 80.17 | +1.01% | 8.91K | -0.17% | 605.79K | 57.33 | 0.16% |
| 58 | UNP | Union Pacific C... | 225.29 | -0.19% | 2.6K | 0.00% | 593.13K | 138.49 | 0.16% |
| 59 | XLK | Technology Sele... | 242.47 | +0.89% | 2.41K | 0.00% | 559.68K | 110.66 | 0.15% |
| 60 | COP | ConocoPhillips | 94.64 | +1.38% | 5.45K | 0.00% | 540.48K | 39.99 | 0.14% |
| 61 | ABT | Abbott Laborato... | 136.36 | +0.80% | 4.6K | 0.00% | 520.53K | 73.05 | 0.14% |
| 62 | IMTM | iShares MSCI In... | 45.29 | +1.00% | 13.11K | -3.3% | 490.13K | 25.9 | 0.13% |
| 63 | UDR | UDR, Inc. | 41.93 | +0.87% | 10.05K | 0.00% | 436.27K | 39.62 | 0.11% |
| 64 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 2.69K | 0.00% | 409.36K | 119.43 | 0.11% |
| 65 | NUV | Nuveen Municipa... | 8.60 | -0.06% | 47.47K | -45.6% | 407.78K | 8.74 | 0.11% |
| 66 | SLYV | SPDR S&P 600 Sm... | 79.48 | -0.44% | 4.55K | 0.00% | 397.16K | 72.95 | 0.10% |
| 67 | SLYG | SPDR S&P 600 Sm... | 87.56 | -0.55% | 3.68K | -1% | 332.58K | 72.76 | 0.09% |
| 68 | IJT | iShares S&P Sma... | 131.23 | -0.54% | 2.3K | 0.00% | 311.35K | 88.22 | 0.08% |
| 69 | EFAV | iShares MSCI EA... | 85.49 | +0.79% | 4.3K | 0.00% | 304.05K | 66.66 | 0.08% |
| 70 | BAC | Bank of America... | 44.56 | -0.37% | 6.86K | +0.01% | 301.62K | 37.52 | 0.08% |
| 71 | TXN | Texas Instrumen... | 199.58 | -0.06% | 1.6K | 0.00% | 300.02K | 133.53 | 0.08% |
| 72 | DHR | Danaher Corpora... | 204.74 | +0.01% | 1.25K | 0.00% | 286.71K | 156.74 | 0.08% |
| 73 | DIS | The Walt Disney... | 118.50 | -0.85% | 2.57K | 0.00% | 285.75K | 148.3 | 0.07% |
| 74 | AXP | American Expres... | 298.02 | -0.36% | 946 | 0.00% | 280.76K | 227.61 | 0.07% |
| 75 | FNDX | Schwab Fundamen... | 24.18 | +0.19% | 11.82K | +139.12% | 279.94K | 15.89 | 0.07% |
| 76 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 1.9K | 0.00% | 274.78K | 129.22 | 0.07% |
| 77 | AAL | American Airlin... | 10.87 | -1.72% | 15.31K | 0.00% | 266.94K | 23.39 | 0.07% |
| 78 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 1.7K | 0.00% | 260.54K | 93.7 | 0.07% |
| 79 | HD | The Home Depot,... | 362.78 | +0.64% | 598 | 0.00% | 232.62K | 346.55 | 0.06% |
| 80 | LUV | Southwest Airli... | 32.55 | -2.8% | 6.38K | +100.00% | 214.56K | 33.62 | 0.06% |
| 81 | AFB | AllianceBernste... | 10.23 | +0.54% | 10.32K | +100.00% | 112.15K | 10.87 | 0.03% |
| 82 | MGRX | Mangoceuticals,... | 2.00 | -0.25% | 34.5K | +100.00% | 83.49K | 2.42 | 0.02% |
| 83 | BLBX | Blackboxstocks ... | 5.03 | -3.27% | 12.63K | 0.00% | 27.78K | 2.5 | < 0.01% |