Ackerman Asset Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AA Ackerman Asset Management, LLC | Institutional Filer | ▼ 4.68% | $143.3M | 35 |
Current Portfolio Holdings
Showing all 35 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 82K | $53.3M | 37.18% |
| 2 | OEF | ISHARES TR | — | 88K | $27.9M | 19.44% |
| 3 | SPY | SPDR S&P 500 ETF Trust | — | 15K | $10.0M | 6.97% |
| 4 | IWB | iShares Russell 1000 ETF | — | 21K | $7.7M | 5.34% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | — | 146K | $7.4M | 5.14% |
| 6 | AAPL | Apple Inc. | Technology | 27K | $6.8M | 4.76% |
| 7 | QQQ | Invesco QQQ Trust | — | 11K | $6.6M | 4.58% |
| 8 | IWM | iShares Russell 2000 ETF | — | 21K | $5.1M | 3.58% |
| 9 | XLG | INVESCO EXCHANGE TRADED FD T | — | 81K | $4.4M | 3.08% |
| 10 | SGOV | ISHARES TR | — | 29K | $2.9M | 2.00% |
| 11 | XLK | Technology Select Sector SPDR Fund | — | 10K | $1.3M | 0.93% |
| 12 | ICSH | ISHARES TR | — | 25K | $1.3M | 0.87% |
| 13 | CBNK | Capital Bancorp, Inc. | Financial Services | 27K | $812K | 0.57% |
| 14 | ITA | ISHARES TR | — | 4K | $783K | 0.55% |
| 15 | VOO | VANGUARD INDEX FDS | — | 1K | $680K | 0.47% |
Showing 1 to 15 of 35 holdings