Berkshire Money Management, Inc. Top Holdings and 13F Report (2025) About Berkshire Money Management, Inc.Investment ActivityBerkshire Money Management, Inc. has $919.76 million in total holdings as of December 31, 2024.Berkshire Money Management, Inc. owns shares of 86 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 12.29% of the portfolio was purchased this quarter.About 8.15% of the portfolio was sold this quarter.This quarter, Berkshire Money Management, Inc. has purchased 40 new stocks and bought additional shares in 18 stocks.Berkshire Money Management, Inc. sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $229,500,511Invesco QQQ $78,631,155SPDR Dow Jones Industrial Average ETF Trust $62,369,947Invesco S&P 500 Equal Weight ETF $62,204,197Vanguard Dividend Appreciation ETF $61,324,512 Largest New Holdings this Quarter INNOVATOR ETFS TRUST $9,197,098 HoldingVanguard S&P 500 ETF $3,608,923 HoldingMicrosoft $3,285,761 HoldingAmazon.com $2,055,091 HoldingVanguard Mid-Cap Growth ETF $1,573,268 Holding Largest Purchases this Quarter INNOVATOR ETFS TRUST 1,963,140 shares (about $49.36M)iShares Russell 2000 ETF 59,540 shares (about $13.16M)INNOVATOR ETFS TRUST 383,532 shares (about $9.20M)Vanguard S&P 500 ETF 6,698 shares (about $3.61M)Microsoft 7,795 shares (about $3.29M) Largest Sales this Quarter Innovator U.S. Small Cap Power Buffer ETF - January 1,479,582 shares (about $55.26M)iShares MSCI EAFE ETF 154,195 shares (about $11.66M)Health Care Select Sector SPDR Fund 24,724 shares (about $3.40M)Innovator U.S. Equity Buffer ETF - July 46,581 shares (about $2.08M)Innovator U.S. Equity Buffer ETF - September 25,467 shares (about $1.09M) 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$229,500,511$1,025,053 ▲0.4%391,58625.0%FinanceQQQInvesco QQQ$78,631,155$299,069 ▲0.4%153,8088.5%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$62,369,947$377,419 ▲0.6%146,5806.8%FinanceRSPInvesco S&P 500 Equal Weight ETF$62,204,197$1,578,822 ▲2.6%354,9866.8%ETFVIGVanguard Dividend Appreciation ETF$61,324,512$838,152 ▲1.4%313,1526.7%ETFINNOVATOR ETFS TRUST$51,591,753$49,359,231 ▲2,210.9%2,051,9335.6%US SMALL CAP PWRIWFiShares Russell 1000 Growth ETF$50,472,588$669,032 ▼-1.3%125,6855.5%ETFBSVVanguard Short-Term Bond ETF$43,778,153$1,839,025 ▲4.4%566,5614.8%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$40,373,643$2,259,017 ▲5.9%1,598,9564.4%ETFIVEiShares S&P 500 Value ETF$39,421,700$368,208 ▲0.9%206,5264.3%ETFVUGVanguard Growth ETF$32,882,401$169,922 ▲0.5%80,1153.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$23,362,211$1,254,603 ▲5.7%255,5202.5%ETFMOATVanEck Morningstar Wide Moat ETF$23,157,699$175,528 ▲0.8%249,7462.5%ETFIWMiShares Russell 2000 ETF$19,673,503$13,156,031 ▲201.9%89,0362.1%FinanceKJANInnovator U.S. Small Cap Power Buffer ETF - January$13,826,970$55,262,388 ▼-80.0%370,2001.5%ETFMGCVanguard Mega Cap ETF$10,503,491$77,196 ▲0.7%49,3911.1%ETFINNOVATOR ETFS TRUST$9,197,098$9,197,098 ▲New Holding383,5321.0%US SMALL CAP PWRQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$9,068,732$61,762 ▼-0.7%101,0221.0%ETFAAPLApple$5,793,032$662,619 ▲12.9%23,1330.6%Computer and TechnologyVOOVanguard S&P 500 ETF$3,608,923$3,608,923 ▲New Holding6,6980.4%ETFMSFTMicrosoft$3,285,761$3,285,761 ▲New Holding7,7950.4%Computer and TechnologyUJANInnovator U.S. Equity Ultra Buffer ETF - January$3,107,9380.0%79,7930.3%ETFNVDANVIDIA$2,618,643$724,357 ▲38.2%19,5000.3%Computer and TechnologyBOCTInnovator U.S. Equity Buffer ETF - October$2,436,853$235,620 ▼-8.8%56,3760.3%ETFAMZNAmazon.com$2,055,091$2,055,091 ▲New Holding9,3670.2%Retail/WholesalePJULInnovator U.S. Equity Power Buffer ETF - July$1,817,1210.0%44,1370.2%ETFBJULInnovator U.S. Equity Buffer ETF - July$1,774,551$2,075,538 ▼-53.9%39,8260.2%ETFVOTVanguard Mid-Cap Growth ETF$1,573,268$1,573,268 ▲New Holding6,2000.2%ETFXOMExxon Mobil$1,504,296$135,219 ▲9.9%13,9840.2%Oils/EnergyVVVanguard Large-Cap ETF$1,460,156$1,460,156 ▲New Holding5,4140.2%ETFOEFiShares S&P 100 ETF$1,276,140$1,276,140 ▲New Holding4,4180.1%ETFBFEBInnovator U.S. Equity Buffer ETF - February$1,150,7230.0%26,7170.1%ETFBJANInnovator U.S. Equity Buffer ETF - January$1,115,6530.0%23,2670.1%ETFBAPRInnovator U.S. Equity Buffer ETF - April$947,0820.0%21,3740.1%ETFXLVHealth Care Select Sector SPDR Fund$922,463$3,401,488 ▼-78.7%6,7050.1%ETFGOOGLAlphabet$858,629$858,629 ▲New Holding4,5360.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$800,382$800,382 ▲New Holding1,4050.1%ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$792,523$346,980 ▼-30.5%21,1230.1%ETFTSLATesla$768,912$768,912 ▲New Holding1,9040.1%Auto/Tires/TrucksBNOVInnovator U.S. Equity Buffer ETF - November$762,8200.0%19,4250.1%ETFMETAMeta Platforms$749,921$749,921 ▲New Holding1,2810.1%Computer and TechnologyBRK.BBerkshire Hathaway$705,304$705,304 ▲New Holding1,5560.1%FinanceEMREmerson Electric$582,719$582,719 ▲New Holding4,7020.1%Industrial ProductsNJANInnovator Growth-100 Power Buffer ETF - January$579,7250.0%12,0550.1%ETFCOSTCostco Wholesale$574,594$574,594 ▲New Holding6270.1%Retail/WholesaleBSCQInvesco BulletShares 2026 Corporate Bond ETF$562,3440.0%28,9420.1%ETFRTXRTX$559,391$559,391 ▲New Holding4,8340.1%AerospacePRKPark National$553,377$553,377 ▲New Holding3,2280.1%FinanceBSEPInnovator U.S. Equity Buffer ETF - September$544,294$1,092,578 ▼-66.7%12,6870.1%ETFVOOVVanguard S&P 500 Value ETF$525,485$525,485 ▲New Holding2,8480.1%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$521,764$20,452 ▲4.1%13,7760.1%ETFBAUGInnovator U.S. Equity Buffer ETF - August$509,323$38,049 ▼-7.0%11,6860.1%ETFJPMJPMorgan Chase & Co.$471,304$471,304 ▲New Holding1,9660.1%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$466,740$466,740 ▲New Holding6,0000.1%FinanceVCSHVanguard Short-Term Corporate Bond ETF$464,472$464,472 ▲New Holding5,9540.1%ETFMMTMSPDR S&P 1500 Momentum Tilt ETF$458,398$458,398 ▲New Holding1,7610.0%ETFHDHome Depot$457,095$457,095 ▲New Holding1,1750.0%Retail/WholesaleVVisa$435,188$435,188 ▲New Holding1,3770.0%Business ServicesAVGOBroadcom$418,987$418,987 ▲New Holding1,8070.0%Computer and TechnologyBSCSInvesco BulletShares 2028 Corporate Bond ETF$405,8010.0%20,1590.0%ETFIVWiShares S&P 500 Growth ETF$364,087$364,087 ▲New Holding3,5860.0%ETFPHParker-Hannifin$351,089$351,089 ▲New Holding5520.0%Industrial ProductsPJANInnovator U.S. Equity Power Buffer ETF - January$346,619$346,619 ▲New Holding8,2040.0%ETFSDYSPDR S&P Dividend ETF$339,497$339,497 ▲New Holding2,5700.0%ETFPGProcter & Gamble$338,989$338,989 ▲New Holding2,0220.0%Consumer StaplesIVViShares Core S&P 500 ETF$336,464$336,464 ▲New Holding5720.0%ETFGOOGAlphabet$335,364$335,364 ▲New Holding1,7610.0%Computer and TechnologyNFLXNetflix$335,209$335,209 ▲New Holding3760.0%Consumer DiscretionaryHLTHilton Worldwide$323,039$323,039 ▲New Holding1,3070.0%Consumer DiscretionaryCRMSalesforce$304,909$304,909 ▲New Holding9120.0%Computer and TechnologyCARRCarrier Global$302,324$302,324 ▲New Holding4,4290.0%Computer and TechnologyLLYEli Lilly and Company$301,724$301,724 ▲New Holding3910.0%MedicalUNHUnitedHealth Group$296,434$296,434 ▲New Holding5860.0%MedicalGDGeneral Dynamics$290,366$290,366 ▲New Holding1,1020.0%AerospaceBMAYInnovator U.S. Equity Buffer ETF - May$287,338$287,338 ▲New Holding7,1270.0%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$278,785$278,785 ▲New Holding7,0460.0%ETFEFAiShares MSCI EAFE ETF$276,279$11,658,686 ▼-97.7%3,6540.0%FinanceMTUMiShares MSCI USA Momentum Factor ETF$269,662$269,662 ▲New Holding1,3030.0%ETFTAT&T$268,064$93,878 ▼-25.9%11,7730.0%Computer and TechnologyBJUNInnovator U.S. Equity Buffer ETF - June$262,781$262,781 ▲New Holding6,3290.0%ETFCVXChevron$258,685$258,685 ▲New Holding1,7860.0%Oils/EnergyBSCPInvesco BulletShares 2025 Corporate Bond ETF$256,1220.0%12,4030.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$253,3180.0%13,0040.0%ETFQQQMInvesco NASDAQ 100 ETF$250,015$250,015 ▲New Holding1,1880.0%ETFCOMPCompass$109,980$109,980 ▲New Holding18,8000.0%Computer and TechnologyAVXLAnavex Life Sciences$107,400$107,400 ▲New Holding10,0000.0%MedicalShowing 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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