Ackerman Asset Management, LLC Top Holdings and 13F Report (2025) About Ackerman Asset Management, LLCInvestment ActivityAckerman Asset Management, LLC has $124.82 million in total holdings as of June 30, 2025.Ackerman Asset Management, LLC owns shares of 24 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.17% of the portfolio was purchased this quarter.About 0.23% of the portfolio was sold this quarter.This quarter, Ackerman Asset Management, LLC has purchased 24 new stocks and bought additional shares in 5 stocks.Ackerman Asset Management, LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $51,495,274iShares S&P 100 ETF $27,062,193SPDR S&P 500 ETF Trust $9,828,958iShares Russell 1000 ETF $7,456,278JPMorgan Ultra-Short Income ETF $6,912,752 Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 44,930 shares (about $2.28M)Invesco S&P 500 Top 50 ETF 3,056 shares (about $159.22K)iShares 0-3 Month Treasury Bond ETF 1,223 shares (about $123.14K)iShares Core S&P 500 ETF 125 shares (about $77.61K)Invesco QQQ 127 shares (about $70.06K) Largest Sales this Quarter iShares S&P 100 ETF 677 shares (about $206.04K)Apple 336 shares (about $68.94K)Berkshire Hathaway 10 shares (about $4.86K)SPDR S&P 500 ETF Trust 3 shares (about $1.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAckerman Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$51,495,274$77,612 ▲0.2%82,93741.3%ETFOEFiShares S&P 100 ETF$27,062,193$206,045 ▼-0.8%88,91821.7%ETFSPYSPDR S&P 500 ETF Trust$9,828,958$1,854 ▼0.0%15,9087.9%FinanceIWBiShares Russell 1000 ETF$7,456,2780.0%21,9586.0%ETFJPSTJPMorgan Ultra-Short Income ETF$6,912,752$2,277,052 ▲49.1%136,4005.5%ETFQQQInvesco QQQ$6,435,984$70,058 ▲1.1%11,6675.2%FinanceXLGInvesco S&P 500 Top 50 ETF$4,211,504$159,218 ▲3.9%80,8353.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,946,491$123,144 ▲4.4%29,2632.4%ETFXLKTechnology Select Sector SPDR Fund$1,265,1370.0%4,9961.0%ETFCBNKCapital Bancorp$1,208,8800.0%36,0001.0%FinanceAAPLApple$1,066,884$68,937 ▼-6.1%5,2000.9%Computer and TechnologyVOOVanguard S&P 500 ETF$717,9900.0%1,2640.6%ETFITAiShares U.S. Aerospace & Defense ETF$675,1430.0%3,5790.5%ETFIWViShares Russell 3000 ETF$473,8500.0%1,3500.4%ETFIZRLARK Israel Innovative Technology ETF$470,7200.0%17,3250.4%ETFBRK.BBerkshire Hathaway$380,358$4,858 ▼-1.3%7830.3%FinanceISRAVanEck Israel ETF$352,5180.0%6,8010.3%ETFMARMarriott International$319,3820.0%1,1690.3%Consumer DiscretionaryEWGiShares MSCI Germany ETF$300,9090.0%7,1120.2%ETFHDHome Depot$281,2130.0%7670.2%Retail/WholesaleUTFCohen & Steers Infrastructure Fund$256,0250.0%9,5000.2%Financial ServicesEWNiShares MSCI Netherlands ETF$243,6150.0%4,4700.2%ETFFLGBFranklin FTSE United Kingdom ETF$237,9340.0%7,7680.2%ETFVTIVanguard Total Stock Market ETF$222,1730.0%7310.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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