The Analysis of Berkshire Money Management, Inc.'s Holdings
Currently, Berkshire Money Management, Inc. holds 131 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in XLU (+293.9K shares, valued at $12.5M), N/A (+53.7K shares, valued at $5.2M), N/A (+5.6K shares, valued at $3.5M); decreased their positions in BSV (-81.0K shares, valued at $6.4M), USMV (-49.4K shares, valued at $4.6M), SPY (-462 shares, valued at $315.0K); initiated new positions in N/A (+5.6K shares, valued at $3.5M), MSFT (+6.5K shares, valued at $3.1M), OEF (+6.5K shares, valued at $2.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR340.8K shares-0.14%2025-12-312026-01-27
DIA SPDR DOW JONES INDL AVERAGE206.6K shares2.87%2025-12-312026-01-27 KAUG INNOVATOR ETFS TRUST2.5M shares1.93%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS283.1K shares-0.00%2025-12-312026-01-27 IWF ISHARES TR114.7K shares1.05%2025-12-312026-01-27 SJNK SPDR SERIES TRUST1.8M shares2.97%2025-12-312026-01-27 IVE ISHARES TR152.4K shares0.17%2025-12-312026-01-27 BSV VANGUARD BD INDEX FDS406.8K shares-16.60%2025-12-312026-01-27 PJUN INNOVATOR ETFS TRUST637.2K shares0.23%2025-12-312026-01-27 VUG VANGUARD INDEX FDS54.5K shares2.78%2025-12-312026-01-27 XLU SELECT SECTOR SPDR TR576.1K shares104.15%2025-12-312026-01-27 BIL SPDR SERIES TRUST251.3K shares2.79%2025-12-312026-01-27 MOAT VANECK ETF TRUST212.6K shares2.28%2025-12-312026-01-27 THNQ EXCHANGE TRADED CONCEPTS TRU241.1K shares3.05%2025-12-312026-01-27 IGPT INVESCO EXCHANGE TRADED FD T245.6K shares0.86%2025-12-312026-01-27 AAPL APPLE INC26.9K shares12.54%2025-12-312026-01-27 GRNY TIDAL TRUST I287.5K shares17.19%2025-12-312026-01-27 BFEB INNOVATOR ETFS TRUST141.4K shares-0.00%2025-12-312026-01-27 KJAN INNOVATOR ETFS TRUST149.4K shares-2.83%2025-12-312026-01-27 QQQE DIREXION SHS ETF TR55.4K shares-1.68%2025-12-312026-01-27 KAPR INNOVATOR ETFS TRUST100.5K shares-0.76%2025-12-312026-01-27 MTUM ISHARES TR13.9K shares16.16%2025-12-312026-01-27 UJAN INNOVATOR ETFS TRUST79.8K shares0.00%2025-12-312026-01-27 MSFT MICROSOFT CORP6.5K sharesnew addition2025-12-312026-01-27 NVDA NVIDIA CORPORATION16.6K shares3.96%2025-12-312026-01-27 BOCT INNOVATOR ETFS TRUST55.6K shares-1.40%2025-12-312026-01-27 AMZN AMAZON COM INC11.0K shares2.39%2025-12-312026-01-27 OEF ISHARES TR6.5K sharesnew addition2025-12-312026-01-27 PJUL INNOVATOR ETFS TRUST44.1K shares0.00%2025-12-312026-01-27 BROADCOM INC BROADCOM INC5.6K sharesnew addition2025-12-312026-01-27 BJUL INNOVATOR ETFS TRUST35.2K shares-1.93%2025-12-312026-01-27 IWM ISHARES TR7.1K sharesnew addition2025-12-312026-01-27 VOT VANGUARD INDEX FDS6.2K sharesnew addition2025-12-312026-01-27 ALPHABET INC ALPHABET INC5.3K sharesnew addition2025-12-312026-01-27 VONE VANGUARD SCOTTSDALE FDS5.3K sharesnew addition2025-12-312026-01-27 VCSH VANGUARD SCOTTSDALE FDS18.5K shares4.19%2025-12-312026-01-27 VV VANGUARD INDEX FDS4.4K sharesnew addition2025-12-312026-01-27 MDY SPDR S&P MIDCAP 400 ETF TR2.2K sharesnew addition2025-12-312026-01-27 BJAN INNOVATOR ETFS TRUST23.2K shares-1.54%2025-12-312026-01-27 XOM EXXON MOBIL CORP10.4K shares-3.71%2025-12-312026-01-27 SMH VANECK ETF TRUST3.3K sharesnew addition2025-12-312026-01-27 IGV ISHARES TR11.2K sharesnew addition2025-12-312026-01-27 RTX RTX CORPORATION6.4K sharesnew addition2025-12-312026-01-27 IVV ISHARES TR1.6K sharesnew addition2025-12-312026-01-27 SGOV ISHARES TR10.5K shares0.00%2025-12-312026-01-27 META META PLATFORMS INC1.6K sharesnew addition2025-12-312026-01-27 BAPR INNOVATOR ETFS TRUST21.4K shares0.00%2025-12-312026-01-27 KDEC INNOVATOR ETFS TRUST39.0K shares-0.43%2025-12-312026-01-27 BNOV INNOVATOR ETFS TRUST21.4K shares3.19%2025-12-312026-01-27 USMV ISHARES TR10.1K shares-83.07%2025-12-312026-01-27 XLV SELECT SECTOR SPDR TR5.4K sharesnew addition2025-12-312026-01-27 V VISA INC2.0K sharesnew addition2025-12-312026-01-27 MGK VANGUARD WORLD FD1.7K sharesnew addition2025-12-312026-01-27 NJAN INNOVATOR ETFS TRUST12.1K shares0.00%2025-12-312026-01-27 BSEP INNOVATOR ETFS TRUST12.7K shares0.00%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW702 sharesnew addition2025-12-312026-01-27 FDN FIRST TR EXCHANGE-TRADED FD2.2K sharesnew addition2025-12-312026-01-27 BSCQ INVESCO EXCH TRD SLF IDX FD28.9K shares0.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC1.8K sharesnew addition2025-12-312026-01-27 BAUG INNOVATOR ETFS TRUST10.8K shares-7.46%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.1.6K sharesnew addition2025-12-312026-01-27 TFC TRUIST FINL CORP10.2K shares-0.97%2025-12-312026-01-27 PNOV INNOVATOR ETFS TRUST11.9K shares0.00%2025-12-312026-01-27 PRK PARK NATL CORP3.2K sharesnew addition2025-12-312026-01-27 TSLA TESLA INC1.1K sharesnew addition2025-12-312026-01-27 PH PARKER-HANNIFIN CORP552 sharesnew addition2025-12-312026-01-27 GLD SPDR GOLD TR1.2K sharesnew addition2025-12-312026-01-27 HD HOME DEPOT INC1.3K sharesnew addition2025-12-312026-01-27 XLI SELECT SECTOR SPDR TR2.9K sharesnew addition2025-12-312026-01-27 AMD ADVANCED MICRO DEVICES INC2.1K sharesnew addition2025-12-312026-01-27 VOOV VANGUARD ADMIRAL FDS INC2.1K sharesnew addition2025-12-312026-01-27 BA BOEING CO1.9K sharesnew addition2025-12-312026-01-27 MA MASTERCARD INCORPORATED729 sharesnew addition2025-12-312026-01-27 BSCS INVESCO EXCH TRD SLF IDX FD20.2K shares0.00%2025-12-312026-01-27 KO COCA COLA CO5.9K sharesnew addition2025-12-312026-01-27 SDY SPDR SERIES TRUST2.9K sharesnew addition2025-12-312026-01-27 PJAN INNOVATOR ETFS TRUST8.2K sharesnew addition2025-12-312026-01-27 MU MICRON TECHNOLOGY INC1.3K sharesnew addition2025-12-312026-01-27 LLY ELI LILLY & CO346 sharesnew addition2025-12-312026-01-27 IYJ ISHARES TR2.5K sharesnew addition2025-12-312026-01-27 W WAYFAIR INC3.5K sharesnew addition2025-12-312026-01-27 PG PROCTER AND GAMBLE CO2.4K sharesnew addition2025-12-312026-01-27 JNJ JOHNSON & JOHNSON1.6K sharesnew addition2025-12-312026-01-27 EMR EMERSON ELEC CO2.5K sharesnew addition2025-12-312026-01-27 LQD ISHARES TR3.0K sharesnew addition2025-12-312026-01-27 CSX CSX CORP8.9K sharesnew addition2025-12-312026-01-27 HLT HILTON WORLDWIDE HLDGS INC1.1K sharesnew addition2025-12-312026-01-27 POCT INNOVATOR ETFS TRUST7.0K sharesnew addition2025-12-312026-01-27 DLN WISDOMTREE TR3.5K sharesnew addition2025-12-312026-01-27 ADI ANALOG DEVICES INC1.1K sharesnew addition2025-12-312026-01-27 BJUN INNOVATOR ETFS TRUST6.3K sharesnew addition2025-12-312026-01-27 MGC VANGUARD WORLD FD1.2K sharesnew addition2025-12-312026-01-27 MMTM SPDR SERIES TRUST994 sharesnew addition2025-12-312026-01-27 PFG PRINCIPAL FINANCIAL GROUP IN3.2K sharesnew addition2025-12-312026-01-27 CSCO CISCO SYS INC3.5K sharesnew addition2025-12-312026-01-27 BMAY INNOVATOR ETFS TRUST6.1K sharesnew addition2025-12-312026-01-27 ABT ABBOTT LABS2.2K sharesnew addition2025-12-312026-01-27 WMT WALMART INC2.3K sharesnew addition2025-12-312026-01-27 CARR CARRIER GLOBAL CORPORATION4.9K sharesnew addition2025-12-312026-01-27 BSCR INVESCO EXCH TRD SLF IDX FD13.0K shares0.00%2025-12-312026-01-27 BAC BANK AMERICA CORP4.6K sharesnew addition2025-12-312026-01-27 QCOM QUALCOMM INC1.5K sharesnew addition2025-12-312026-01-27 VERA VERA THERAPEUTICS INC5.0K sharesnew addition2025-12-312026-01-27 ADP AUTOMATIC DATA PROCESSING IN982 sharesnew addition2025-12-312026-01-27 CAT CATERPILLAR INC434 sharesnew addition2025-12-312026-01-27 TSM TAIWAN SEMICONDUCTOR MFG LTD811 sharesnew addition2025-12-312026-01-27 TJX TJX COS INC NEW1.6K sharesnew addition2025-12-312026-01-27 NFLX NETFLIX INC2.6K sharesnew addition2025-12-312026-01-27 IVW ISHARES TR1.9K sharesnew addition2025-12-312026-01-27 PAUG INNOVATOR ETFS TRUST5.2K sharesnew addition2025-12-312026-01-27 CEG CONSTELLATION ENERGY CORP620 sharesnew addition2025-12-312026-01-27 TIP ISHARES TR2.0K sharesnew addition2025-12-312026-01-27 UNH UNITEDHEALTH GROUP INC651 sharesnew addition2025-12-312026-01-27 XLF SELECT SECTOR SPDR TR3.9K sharesnew addition2025-12-312026-01-27 HON HONEYWELL INTL INC1.1K sharesnew addition2025-12-312026-01-27 CRM SALESFORCE INC791 sharesnew addition2025-12-312026-01-27 T AT&T INC8.4K sharesnew addition2025-12-312026-01-27 QQQM INVESCO EXCH TRADED FD TR II821 sharesnew addition2025-12-312026-01-27 PEP PEPSICO INC1.4K sharesnew addition2025-12-312026-01-27 VB VANGUARD INDEX FDS801 sharesnew addition2025-12-312026-01-27 EFA ISHARES TR2.1K sharesnew addition2025-12-312026-01-27 BND VANGUARD BD INDEX FDS2.8K sharesnew addition2025-12-312026-01-27 XLE SELECT SECTOR SPDR TR4.5K sharesnew addition2025-12-312026-01-27 NEE NEXTERA ENERGY INC2.5K sharesnew addition2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available