The Analysis of Ackerman Asset Management, LLC's Holdings
Currently, Ackerman Asset Management, LLC holds 33 types of securities in its portfolio with a total value $150.4M. In the most recent quarter, they have increased their positions in AAPL (+21.4K shares, valued at $5.8M), JPST (+16.6K shares, valued at $840.8K), XLK (+5.0K shares, valued at $719.3K); decreased their positions in IVV (-288 shares, valued at $197.3K), SGOV (-1.1K shares, valued at $109.3K), N/A (-168 shares, valued at $103.2K); initiated new positions in AXON (+680 shares, valued at $386.2K), MSFT (+571 shares, valued at $276.1K), LLY (+239 shares, valued at $256.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR82.4K shares-0.35%2025-12-312026-02-13
OEF ISHARES TR88.7K shares-0.17%2025-12-312026-02-13 SPY SPDR S&P 500 ETF TR15.3K shares-0.69%2025-12-312026-02-13 IWB ISHARES TR22.0K shares0.00%2025-12-312026-02-13 JPST J P MORGAN EXCHANGE TRADED F145.5K shares12.90%2025-12-312026-02-13 AAPL APPLE INC26.6K shares410.92%2025-12-312026-02-13 IWM ISHARES TR21.0K shares0.07%2025-12-312026-02-13 XLG INVESCO EXCHANGE TRADED FD T80.8K shares0.00%2025-12-312026-02-13 SGOV ISHARES TR29.2K shares-3.59%2025-12-312026-02-13 XLK SELECT SECTOR SPDR TR10.0K shares100.00%2025-12-312026-02-13 CBNK CAPITAL BANCORP INC MD32.1K shares0.00%2025-12-312026-02-13 ITA ISHARES TR3.6K shares0.00%2025-12-312026-02-13 ICSH ISHARES TR12.0K shares-0.73%2025-12-312026-02-13 IWV ISHARES TR1.4K shares0.00%2025-12-312026-02-13 IZRL ARK ETF TR17.3K shares0.00%2025-12-312026-02-13 ISRA VANECK ETF TRUST6.8K shares0.00%2025-12-312026-02-13 AXON AXON ENTERPRISE INC680 sharesnew addition2025-12-312026-02-13 HD HOME DEPOT INC1.1K shares38.72%2025-12-312026-02-13 MAR MARRIOTT INTL INC NEW1.2K shares0.00%2025-12-312026-02-13 EWG ISHARES INC7.0K shares-1.00%2025-12-312026-02-13 MSFT MICROSOFT CORP571 sharesnew addition2025-12-312026-02-13 FLGB FRANKLIN TEMPLETON ETF TR7.7K shares-0.97%2025-12-312026-02-13 LLY ELI LILLY & CO239 sharesnew addition2025-12-312026-02-13 EWN ISHARES INC4.5K shares0.00%2025-12-312026-02-13 AGG ISHARES TR2.5K sharesnew addition2025-12-312026-02-13 VTI VANGUARD INDEX FDS709 shares0.00%2025-12-312026-02-13 ETHA ISHARES ETHEREUM TR10.3K sharesnew addition2025-12-312026-02-13 UTF COHEN & STEERS INFRASTRUCTUR9.5K shares0.00%2025-12-312026-02-13 PLTR PALANTIR TECHNOLOGIES INC1.2K shares0.00%2025-12-312026-02-13 WTM WHITE MTNS INS GROUP LTD100 sharesnew addition2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available