Ervin Investment Management, LLC Top Holdings and 13F Report (2024) → Did You Get Your Free Bitcoin Yet? (From Crypto Swap Profits) (Ad) About Ervin Investment Management, LLCInvestment ActivityErvin Investment Management, LLC has $142.72 million in total holdings as of March 31, 2024.Ervin Investment Management, LLC owns shares of 36 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.64% of the portfolio was purchased this quarter.About 2.07% of the portfolio was sold this quarter.This quarter, Ervin Investment Management, LLC has purchased 35 new stocks and bought additional shares in 8 stocks.Ervin Investment Management, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $39,550,876Microsoft $16,404,988Apple $11,157,967SPDR Portfolio S&P 1500 Composite Stock Market ETF $10,653,880Loews $7,411,999 Largest New Holdings this Quarter Brookfield Asset Management $1,595,037 HoldingTeck Resources $297,570 Holding Largest Purchases this Quarter Brookfield Asset Management 37,959 shares (about $1.60M)Teck Resources 6,500 shares (about $297.57K)Vanguard Small-Cap Value ETF 801 shares (about $153.70K)SPDR Portfolio Developed World ex-US ETF 2,406 shares (about $86.23K)NextEra Energy Partners 2,429 shares (about $73.06K) Largest Sales this Quarter Microsoft 2,422 shares (about $1.02M)Berkshire Hathaway 906 shares (about $380.99K)Apple 1,577 shares (about $270.42K)Alphabet 1,585 shares (about $239.22K)SPDR Portfolio Emerging Markets ETF 3,282 shares (about $118.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofErvin Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$39,550,876$380,992 ▼-1.0%94,05227.7%FinanceMSFTMicrosoft$16,404,988$1,018,975 ▼-5.8%38,99311.5%Computer and TechnologyAAPLApple$11,157,967$270,422 ▼-2.4%65,0697.8%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$10,653,880$23,992 ▲0.2%166,0787.5%ETFLLoews$7,411,999$32,647 ▼-0.4%94,6745.2%FinanceBNBrookfield$6,941,192$3,224 ▼0.0%165,7804.9%FinanceGOOGLAlphabet$5,886,119$239,224 ▼-3.9%38,9994.1%Computer and TechnologyVBRVanguard Small-Cap Value ETF$4,587,851$153,696 ▲3.5%23,9103.2%ETFJEFJefferies Financial Group$4,260,589$51,156 ▼-1.2%96,6123.0%FinanceMKLMarkel Group$4,044,599$28,912 ▲0.7%2,6582.8%Multi-Sector ConglomeratesGMGeneral Motors$3,471,543$6,803 ▼-0.2%76,5502.4%Auto/Tires/TrucksPXDPioneer Natural Resources$2,976,221$13,125 ▼-0.4%11,3382.1%Oils/EnergySPDWSPDR Portfolio Developed World ex-US ETF$2,973,251$86,231 ▲3.0%82,9592.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,547,088$118,776 ▼-4.5%70,3811.8%ETFGOOGAlphabet$2,002,676$15,226 ▼-0.8%13,1531.4%Computer and TechnologyBAMBrookfield Asset Management$1,595,037$1,595,037 ▲New Holding37,9591.1%FinanceORCLOracle$1,555,090$55,898 ▼-3.5%12,3801.1%Computer and TechnologyYUMYum! Brands$1,548,998$26,344 ▼-1.7%11,1721.1%Retail/WholesaleIVViShares Core S&P 500 ETF$1,528,350$6,309 ▼-0.4%2,9071.1%ETFSGOLabrdn Physical Gold Shares ETF$1,499,013$46,622 ▲3.2%70,5751.1%ETFBEPBrookfield Renewable Partners$1,063,748$34,125 ▲3.3%45,7920.7%UtilitiesESGVVanguard ESG US Stock ETF$1,060,129$4,659 ▲0.4%11,3760.7%ETFDEODiageo$1,036,123$43,135 ▼-4.0%6,9660.7%Consumer StaplesAXPAmerican Express$1,020,3530.0%4,4810.7%FinanceVXUSVanguard Total International Stock ETF$890,5710.0%14,7690.6%ETFNEPNextEra Energy Partners$816,251$73,064 ▲9.8%27,1360.6%Oils/EnergyPMPhilip Morris International$752,2000.0%8,2100.5%Consumer StaplesVTIVanguard Total Stock Market ETF$748,5120.0%2,8800.5%ETFGEGeneral Electric$520,271$70,212 ▼-11.9%2,9640.4%TransportationAMZNAmazon.com$502,539$15,152 ▼-2.9%2,7860.4%Retail/WholesaleYUMCYum China$333,122$4,377 ▼-1.3%8,3720.2%Retail/WholesaleCNXCNX Resources$298,872$30,836 ▼-9.4%12,6000.2%Oils/EnergyTECKTeck Resources$297,570$297,570 ▲New Holding6,5000.2%Basic MaterialsBABoeing$275,9760.0%1,4300.2%AerospaceVTSVitesse Energy$259,464$9,017 ▼-3.4%10,9340.2%Oils/EnergyMOAltria Group$248,6340.0%5,7000.2%Consumer StaplesBRK.ABerkshire Hathaway$0$542,625 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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