Berkshire Money Management, Inc. Top Holdings and 13F Report (2024) → Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad) About Berkshire Money Management, Inc.Investment ActivityBerkshire Money Management, Inc. has $828.45 million in total holdings as of March 31, 2024.Berkshire Money Management, Inc. owns shares of 84 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 17.16% of the portfolio was purchased this quarter.About 14.20% of the portfolio was sold this quarter.This quarter, Berkshire Money Management, Inc. has purchased 40 new stocks and bought additional shares in 16 stocks.Berkshire Money Management, Inc. sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $195,210,178SPDR Dow Jones Industrial Average ETF Trust $78,216,254Direxion NASDAQ-100 Equal Weighted Index Shares $69,652,424Innovator U.S. Small Cap Power Buffer ETF - January $59,583,348Invesco QQQ $57,822,543 Largest New Holdings this Quarter Microsoft $3,463,754 HoldingVanguard Mid-Cap Growth ETF $1,461,914 HoldingAmazon.com $1,316,647 HoldingiShares S&P 100 ETF $1,184,105 HoldingNVIDIA $865,864 Holding Largest Purchases this Quarter Innovator U.S. Small Cap Power Buffer ETF - January 1,206,154 shares (about $42.66M)SPDR Bloomberg Short Term High Yield Bond ETF 977,912 shares (about $24.66M)Invesco QQQ 34,951 shares (about $15.52M)SPDR S&P 500 ETF Trust 27,869 shares (about $14.58M)VanEck Morningstar Wide Moat ETF 85,353 shares (about $7.67M) Largest Sales this Quarter Innovator U.S. Equity Buffer ETF - July 1,954,977 shares (about $78.84M)Innovator U.S. Equity Buffer ETF - September 429,853 shares (about $16.89M)Innovator Growth-100 Power Buffer ETF - July 165,544 shares (about $9.54M)Innovator U.S. Equity Buffer ETF - October 72,043 shares (about $2.92M)Vanguard S&P 500 ETF 3,702 shares (about $1.78M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBerkshire Money Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$195,210,178$14,577,433 ▲8.1%373,20123.6%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$78,216,254$1,650,305 ▼-2.1%196,6429.4%FinanceQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$69,652,424$1,632,181 ▲2.4%780,8578.4%ETFKJANInnovator U.S. Small Cap Power Buffer ETF - January$59,583,348$42,661,668 ▲252.1%1,684,5737.2%ETFQQQInvesco QQQ$57,822,543$15,518,596 ▲36.7%130,2287.0%FinanceVIGVanguard Dividend Appreciation ETF$56,068,466$940,625 ▼-1.6%307,0396.8%ETFIWFiShares Russell 1000 Growth ETF$44,277,131$982,835 ▼-2.2%131,3675.3%ETFBSVVanguard Short-Term Bond ETF$39,190,101$4,527,900 ▲13.1%511,1534.7%ETFIVEiShares S&P 500 Value ETF$37,299,778$752,657 ▲2.1%199,6674.5%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$35,762,064$24,662,943 ▲222.2%1,418,0044.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$21,420,521$4,158,173 ▲24.1%233,3392.6%ETFVUGVanguard Growth ETF$21,157,974$229,581 ▼-1.1%61,4702.6%ETFMOATVanEck Morningstar Wide Moat ETF$20,423,662$7,673,235 ▲60.2%227,1822.5%ETFEFAiShares MSCI EAFE ETF$11,474,115$575,950 ▲5.3%143,6781.4%FinanceBJULInnovator U.S. Equity Buffer ETF - July$10,198,248$78,844,229 ▼-88.5%252,8701.2%ETFIWMiShares Russell 2000 ETF$5,729,425$435,112 ▲8.2%27,2440.7%FinanceXLVHealth Care Select Sector SPDR Fund$4,589,468$740,856 ▼-13.9%31,0670.6%ETFAAPLApple$4,568,697$983,428 ▲27.4%26,6430.6%Computer and TechnologyMGCVanguard Mega Cap ETF$4,457,224$1,413,672 ▲46.4%23,8520.5%ETFRSPInvesco S&P 500 Equal Weight ETF$3,962,242$321,126 ▼-7.5%23,3940.5%ETFVOOVanguard S&P 500 ETF$3,530,526$1,779,443 ▼-33.5%7,3450.4%ETFMSFTMicrosoft$3,463,754$3,463,754 ▲New Holding8,2330.4%Computer and TechnologyUJANInnovator U.S. Equity Ultra Buffer ETF - January$2,888,490$31,408 ▼-1.1%80,0100.3%ETFVVVanguard Large-Cap ETF$2,659,898$792,167 ▼-22.9%11,0940.3%ETFBOCTInnovator U.S. Equity Buffer ETF - October$2,510,233$2,915,581 ▼-53.7%62,0270.3%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$1,699,9850.0%44,7600.2%ETFBSEPInnovator U.S. Equity Buffer ETF - September$1,512,522$16,885,573 ▼-91.8%38,5040.2%ETFXOMExxon Mobil$1,488,994$99,731 ▲7.2%12,8100.2%Oils/EnergyVOTVanguard Mid-Cap Growth ETF$1,461,914$1,461,914 ▲New Holding6,2000.2%ETFAMZNAmazon.com$1,316,647$1,316,647 ▲New Holding7,2990.2%Retail/WholesaleOEFiShares S&P 100 ETF$1,184,105$1,184,105 ▲New Holding4,7860.1%ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$1,073,4340.0%31,0960.1%ETFBFEBInnovator U.S. Equity Buffer ETF - February$1,049,5620.0%26,7200.1%ETFBJANInnovator U.S. Equity Buffer ETF - January$1,017,7920.0%23,3760.1%ETFNJULInnovator Growth-100 Power Buffer ETF - July$934,377$9,543,467 ▼-91.1%16,2080.1%ETFNVDANVIDIA$865,864$865,864 ▲New Holding9580.1%Computer and TechnologyBAPRInnovator U.S. Equity Buffer ETF - April$865,0250.0%21,6040.1%ETFBAUGInnovator U.S. Equity Buffer ETF - August$798,002$61,648 ▼-7.2%20,5300.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$781,861$781,861 ▲New Holding1,4050.1%ETFBNOVInnovator U.S. Equity Buffer ETF - November$709,232$1,097,104 ▼-60.7%19,4390.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$642,447$642,447 ▲New Holding8,3100.1%ETFNOBLProShares S&P 500 Aristocrats ETF$623,571$623,571 ▲New Holding6,1490.1%ETFBRK.BBerkshire Hathaway$619,006$619,006 ▲New Holding1,4720.1%FinanceBSCQInvesco BulletShares 2026 Corporate Bond ETF$555,976$148,993 ▲36.6%28,9420.1%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$538,370$176,222 ▼-24.7%7,9890.1%ETFVOOVVanguard S&P 500 Value ETF$528,778$528,778 ▲New Holding2,9300.1%ETFNJANInnovator Growth-100 Power Buffer ETF - January$525,3570.0%12,0550.1%ETFMETAMeta Platforms$486,168$486,168 ▲New Holding1,0010.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$477,242$477,242 ▲New Holding7,6900.1%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$470,540$31,213 ▼-6.2%13,2360.1%ETFMMTMSPDR S&P 1500 Momentum Tilt ETF$470,483$470,483 ▲New Holding2,0460.1%ETFPRKPark National$438,524$438,524 ▲New Holding3,2280.1%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$433,140$433,140 ▲New Holding6,0000.1%FinanceCOSTCostco Wholesale$422,802$422,802 ▲New Holding5770.1%Retail/WholesaleRTXRTX$388,462$388,462 ▲New Holding3,9830.0%AerospaceGOOGLAlphabet$359,063$359,063 ▲New Holding2,3790.0%Computer and TechnologyQCOMQUALCOMM$355,530$355,530 ▲New Holding2,1000.0%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$348,382$348,382 ▲New Holding1,8600.0%ETFSDYSPDR S&P Dividend ETF$337,287$337,287 ▲New Holding2,5700.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$325,127$325,127 ▲New Holding2,9850.0%FinancePJANInnovator U.S. Equity Power Buffer ETF - January$320,859$320,859 ▲New Holding8,2040.0%ETFVVisa$308,105$308,105 ▲New Holding1,1040.0%Business ServicesPHParker-Hannifin$306,797$306,797 ▲New Holding5520.0%Industrial ProductsJPMJPMorgan Chase & Co.$302,453$302,453 ▲New Holding1,5100.0%FinanceGDGeneral Dynamics$299,157$299,157 ▲New Holding1,0590.0%AerospaceIVViShares Core S&P 500 ETF$298,735$298,735 ▲New Holding5680.0%ETFEMREmerson Electric$284,685$284,685 ▲New Holding2,5100.0%Industrial ProductsHLTHilton Worldwide$278,797$278,797 ▲New Holding1,3070.0%Consumer DiscretionaryPOCTInnovator U.S. Equity Power Buffer ETF - October$276,152$276,152 ▲New Holding7,3660.0%ETFIVWiShares S&P 500 Growth ETF$275,866$275,866 ▲New Holding3,2670.0%ETFTSLATesla$264,213$264,213 ▲New Holding1,5030.0%Auto/Tires/TrucksBMAYInnovator U.S. Equity Buffer ETF- May$261,126$261,126 ▲New Holding7,3350.0%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$253,394$253,394 ▲New Holding12,4030.0%ETFBJUNInnovator U.S. Equity Buffer ETF - June$250,750$250,750 ▲New Holding6,6690.0%ETFTAT&T$242,476$15,083 ▲6.6%13,7770.0%Computer and TechnologyPEPPepsiCo$240,289$240,289 ▲New Holding1,3730.0%Consumer StaplesCARRCarrier Global$236,241$236,241 ▲New Holding4,0640.0%Computer and TechnologyBABoeing$229,273$229,273 ▲New Holding1,1880.0%AerospaceTIPiShares TIPS Bond ETF$226,206$226,206 ▲New Holding2,1060.0%ETFHDHome Depot$224,821$224,821 ▲New Holding5860.0%Retail/WholesaleGOOGAlphabet$218,494$218,494 ▲New Holding1,4350.0%Computer and TechnologyKOCoca-Cola$210,031$210,031 ▲New Holding3,4330.0%Consumer StaplesXLEEnergy Select Sector SPDR Fund$208,730$208,730 ▲New Holding2,2110.0%ETFHONHoneywell International$205,250$205,250 ▲New Holding1,0000.0%Multi-Sector ConglomeratesPFEPfizer$0$611,918 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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