Berkshire Money Management, Inc. Top Holdings and 13F Report (2024) About Berkshire Money Management, Inc.Investment ActivityBerkshire Money Management, Inc. has $873.70 million in total holdings as of September 30, 2024.Berkshire Money Management, Inc. owns shares of 40 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.36% of the portfolio was purchased this quarter.About 8.26% of the portfolio was sold this quarter.This quarter, Berkshire Money Management, Inc. has purchased 39 new stocks and bought additional shares in 17 stocks.Berkshire Money Management, Inc. sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $223,672,604Invesco QQQ $74,783,495Innovator U.S. Small Cap Power Buffer ETF - January $68,571,419Invesco S&P 500 Equal Weight ETF $61,985,061SPDR Dow Jones Industrial Average ETF Trust $61,645,655 Largest New Holdings this Quarter INNOVATOR ETFS TRUST $2,223,377 HoldingInvesco BulletShares 2028 Corporate Bond ETF $414,470 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 324,664 shares (about $58.17M)SPDR S&P 500 ETF Trust 9,993 shares (about $5.73M)Innovator U.S. Small Cap Power Buffer ETF - January 101,700 shares (about $3.77M)Invesco QQQ 5,564 shares (about $2.72M)INNOVATOR ETFS TRUST 88,793 shares (about $2.22M) Largest Sales this Quarter Direxion NASDAQ-100 Equal Weighted Index Shares 698,966 shares (about $63.05M)Innovator U.S. Equity Buffer ETF - July 165,983 shares (about $7.25M)iShares Russell 1000 Growth ETF 1,573 shares (about $590.47K)SPDR Dow Jones Industrial Average ETF Trust 422 shares (about $178.56K)Apple 252 shares (about $58.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBerkshire Money Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$223,672,604$5,733,577 ▲2.6%389,83725.6%FinanceQQQInvesco QQQ$74,783,495$2,715,619 ▲3.8%153,2238.6%FinanceKJANInnovator U.S. Small Cap Power Buffer ETF - January$68,571,419$3,770,019 ▲5.8%1,849,7827.8%ETFRSPInvesco S&P 500 Equal Weight ETF$61,985,061$58,166,803 ▲1,523.4%345,9767.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$61,645,655$178,557 ▼-0.3%145,6937.1%FinanceVIGVanguard Dividend Appreciation ETF$61,175,188$25,352 ▼0.0%308,8727.0%ETFIWFiShares Russell 1000 Growth ETF$47,805,188$590,475 ▼-1.2%127,3515.5%ETFBSVVanguard Short-Term Bond ETF$42,709,825$1,646,115 ▲4.0%542,7614.9%ETFIVEiShares S&P 500 Value ETF$40,340,310$341,498 ▲0.9%204,5974.6%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$38,869,371$1,648,258 ▲4.4%1,509,4904.4%ETFVUGVanguard Growth ETF$30,599,605$572,440 ▲1.9%79,7013.5%ETFMOATVanEck Morningstar Wide Moat ETF$24,029,349$1,140,714 ▲5.0%247,8532.8%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$22,199,475$749,812 ▲3.5%241,7982.5%ETFEFAiShares MSCI EAFE ETF$13,200,886$910,729 ▲7.4%157,8491.5%FinanceMGCVanguard Mega Cap ETF$10,131,146$1,327,662 ▲15.1%49,0281.2%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$9,174,229$63,046,644 ▼-87.3%101,7101.1%ETFIWMiShares Russell 2000 ETF$6,515,332$250,046 ▲4.0%29,4960.7%FinanceXLVHealth Care Select Sector SPDR Fund$4,840,733$1,078 ▼0.0%31,4290.6%ETFAAPLApple$4,773,443$58,716 ▼-1.2%20,4870.5%Computer and TechnologyBJULInnovator U.S. Equity Buffer ETF - July$3,774,258$7,250,138 ▼-65.8%86,4070.4%ETFUJANInnovator U.S. Equity Ultra Buffer ETF - January$3,036,1240.0%79,7930.3%ETFBOCTInnovator U.S. Equity Buffer ETF - October$2,624,557$8,490 ▼-0.3%61,8270.3%ETFINNOVATOR ETFS TRUST$2,223,377$2,223,377 ▲New Holding88,7930.3%US SMALL CAP PWRPJULInnovator U.S. Equity Power Buffer ETF - July$1,786,6620.0%44,1370.2%ETFNVDANVIDIA$1,713,051$90,595 ▲5.6%14,1060.2%Computer and TechnologyBSEPInnovator U.S. Equity Buffer ETF - September$1,607,173$13,227 ▲0.8%38,1540.2%ETFXOMExxon Mobil$1,491,841$12,191 ▲0.8%12,7270.2%Oils/EnergyBFEBInnovator U.S. Equity Buffer ETF - February$1,121,0460.0%26,7170.1%ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$1,119,9580.0%30,3710.1%ETFBJANInnovator U.S. Equity Buffer ETF - January$1,083,312$47 ▼0.0%23,2670.1%ETFBAPRInnovator U.S. Equity Buffer ETF - April$926,9910.0%21,3740.1%ETFBNOVInnovator U.S. Equity Buffer ETF - November$740,6390.0%19,4250.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$566,1060.0%28,9420.1%ETFNJANInnovator Growth-100 Power Buffer ETF - January$560,0310.0%12,0550.1%ETFBAUGInnovator U.S. Equity Buffer ETF - August$537,234$36,617 ▼-6.4%12,5590.1%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$488,6740.0%13,2360.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$414,470$414,470 ▲New Holding20,1590.0%ETFTAT&T$349,721$67,564 ▲23.9%15,8960.0%Computer and TechnologyBSCRInvesco BulletShares 2027 Corporate Bond ETF$256,4390.0%13,0040.0%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$256,1220.0%12,4030.0%ETFNJULInnovator Growth-100 Power Buffer ETF - July$0$963,728 ▼-100.0%00.0%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. 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