Berkshire Money Management, Inc. Top Holdings and 13F Report (2025) About Berkshire Money Management, Inc.Investment ActivityBerkshire Money Management, Inc. has $891.12 million in total holdings as of March 31, 2025.Berkshire Money Management, Inc. owns shares of 102 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.77% of the portfolio was purchased this quarter.About 4.83% of the portfolio was sold this quarter.This quarter, Berkshire Money Management, Inc. has purchased 86 new stocks and bought additional shares in 19 stocks.Berkshire Money Management, Inc. sold shares of 39 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $216,778,215Invesco QQQ $70,692,404SPDR Dow Jones Industrial Average ETF Trust $60,810,690INNOVATOR ETFS TRUST $57,054,078Vanguard Dividend Appreciation ETF $55,004,827 Largest New Holdings this Quarter 81369Y886 - Utilities Select Sector SPDR Fund $20,192,460 Holding46137V639 - Invesco AI and Next Gen Software ETF $6,397,380 Holding301505731 - ROBO Global Artificial Intelligence ETF $5,830,458 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $391,305 Holding097023105 - Boeing $332,402 Holding Largest Purchases this Quarter Utilities Select Sector SPDR Fund 256,087 shares (about $20.19M)INNOVATOR ETFS TRUST 322,718 shares (about $7.75M)Invesco AI and Next Gen Software ETF 157,999 shares (about $6.40M)ROBO Global Artificial Intelligence ETF 131,757 shares (about $5.83M)Vanguard Short-Term Bond ETF 27,581 shares (about $2.16M) Largest Sales this Quarter iShares S&P 500 Value ETF 74,771 shares (about $14.25M)Invesco S&P 500 Equal Weight ETF 47,110 shares (about $8.16M)Vanguard Dividend Appreciation ETF 29,607 shares (about $5.74M)Innovator U.S. Small Cap Power Buffer ETF - January 116,559 shares (about $4.17M)SPDR S&P 500 ETF Trust 4,060 shares (about $2.27M) 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$216,778,215$2,271,124 ▼-1.0%387,52624.3%FinanceQQQInvesco QQQ$70,692,404$1,431,142 ▼-2.0%150,7567.9%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$60,810,690$735,209 ▼-1.2%144,8296.8%FinanceINNOVATOR ETFS TRUST$57,054,078$7,753,720 ▲15.7%2,374,6516.4%US SMALL CAP PWRVIGVanguard Dividend Appreciation ETF$55,004,827$5,743,455 ▼-9.5%283,5456.2%ETFRSPInvesco S&P 500 Equal Weight ETF$53,333,360$8,160,865 ▼-13.3%307,8766.0%ETFBSVVanguard Short-Term Bond ETF$46,509,398$2,159,039 ▲4.9%594,1425.2%ETFIWFiShares Russell 1000 Growth ETF$44,014,919$1,368,527 ▼-3.0%121,8954.9%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$41,968,066$1,738,330 ▲4.3%1,668,0474.7%ETFVUGVanguard Growth ETF$29,539,893$168,352 ▼-0.6%79,6613.3%ETFIVEiShares S&P 500 Value ETF$25,109,842$14,249,842 ▼-36.2%131,7552.8%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$24,521,211$1,082,324 ▲4.6%267,3192.8%ETFMOATVanEck Morningstar Wide Moat ETF$22,351,560$373,912 ▲1.7%253,9952.5%ETFXLUUtilities Select Sector SPDR Fund$20,192,460$20,192,460 ▲New Holding256,0872.3%ETFIWMiShares Russell 2000 ETF$18,748,665$986,877 ▲5.6%93,9832.1%FinanceINNOVATOR ETFS TRUST$10,127,700$1,340,215 ▲15.3%442,0261.1%US SMALL CAP PWRMGCVanguard Mega Cap ETF$9,846,677$99,683 ▼-1.0%48,8961.1%ETFKJANInnovator U.S. Small Cap Power Buffer ETF - January$9,065,130$4,165,819 ▼-31.5%253,6411.0%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$6,839,782$1,968,311 ▼-22.3%78,4470.8%ETFIGPTInvesco AI and Next Gen Software ETF$6,397,380$6,397,380 ▲New Holding157,9990.7%ETFTHNQROBO Global Artificial Intelligence ETF$5,830,458$5,830,458 ▲New Holding131,7570.7%ETFAAPLApple$5,168,594$29,988 ▲0.6%23,2680.6%Computer and TechnologyVOOVanguard S&P 500 ETF$3,290,093$152,119 ▼-4.4%6,4020.4%ETFUJANInnovator U.S. Equity Ultra Buffer ETF - January$3,043,4330.0%79,7930.3%ETFMSFTMicrosoft$2,443,936$482,405 ▼-16.5%6,5100.3%Computer and TechnologyBOCTInnovator U.S. Equity Buffer ETF - October$2,369,8330.0%56,3760.3%ETFAMZNAmazon.com$1,817,991$35,770 ▲2.0%9,5550.2%Retail/WholesalePJULInnovator U.S. Equity Power Buffer ETF - July$1,773,8670.0%44,1370.2%ETFNVDANVIDIA$1,632,782$480,676 ▼-22.7%15,0650.2%Computer and TechnologyXOMExxon Mobil$1,632,728$30,447 ▼-1.8%13,7280.2%EnergyBJULInnovator U.S. Equity Buffer ETF - July$1,586,809$132,723 ▼-7.7%36,7520.2%ETFVOTVanguard Mid-Cap Growth ETF$1,516,7850.0%6,2000.2%ETFVVVanguard Large-Cap ETF$1,206,242$185,319 ▼-13.3%4,6930.1%ETFBFEBInnovator U.S. Equity Buffer ETF - February$1,109,5630.0%26,7170.1%ETFOEFiShares S&P 100 ETF$1,102,279$94,249 ▼-7.9%4,0700.1%ETFBJANInnovator U.S. Equity Buffer ETF - January$1,099,679$14,689 ▲1.4%23,5820.1%ETFBAPRInnovator U.S. Equity Buffer ETF - April$907,7540.0%21,3740.1%ETFXLVHealth Care Select Sector SPDR Fund$899,507$79,424 ▼-8.1%6,1610.1%ETFBRK.BBerkshire Hathaway$847,868$19,173 ▲2.3%1,5920.1%FinancePJUNInnovator U.S. Equity Power Buffer ETF - June$781,7630.0%21,1230.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$747,520$2,134 ▼-0.3%1,4010.1%ETFMETAMeta Platforms$745,228$6,916 ▲0.9%1,2930.1%Computer and TechnologyCOSTCostco Wholesale$742,533$149,453 ▲25.2%7850.1%Retail/WholesaleBNOVInnovator U.S. Equity Buffer ETF - November$741,8410.0%19,4250.1%ETFGOOGLAlphabet$717,081$15,619 ▲2.2%4,6370.1%Computer and TechnologyRTXRTX$620,841$19,472 ▼-3.0%4,6870.1%AerospaceBSCQInvesco BulletShares 2026 Corporate Bond ETF$563,7910.0%28,9420.1%ETFNJANInnovator Growth-100 Power Buffer ETF - January$559,0150.0%12,0550.1%ETFBSEPInnovator U.S. Equity Buffer ETF - September$530,0040.0%12,6870.1%ETFVVisa$519,032$36,448 ▲7.6%1,4810.1%Business ServicesEMREmerson Electric$517,501$1,974 ▲0.4%4,7200.1%IndustrialsPNOVInnovator U.S. Equity Power Buffer ETF - November$512,7430.0%13,7760.1%ETFBAUGInnovator U.S. Equity Buffer ETF - August$496,0710.0%11,6860.1%ETFPRKPark National$488,7200.0%3,2280.1%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$476,2200.0%6,0000.1%FinanceJPMJPMorgan Chase & Co.$476,191$6,133 ▼-1.3%1,9410.1%FinanceVCSHVanguard Short-Term Corporate Bond ETF$470,0090.0%5,9540.1%ETFHDHome Depot$428,091$2,566 ▼-0.6%1,1680.0%Retail/WholesaleBSCSInvesco BulletShares 2028 Corporate Bond ETF$410,2360.0%20,1590.0%ETFVOOVVanguard S&P 500 Value ETF$398,403$126,170 ▼-24.1%2,1630.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$391,305$391,305 ▲New Holding3,8870.0%ETFMMTMSPDR S&P 1500 Momentum Tilt ETF$382,563$41,677 ▼-9.8%1,5880.0%ETFSDYSPDR S&P Dividend ETF$348,6980.0%2,5700.0%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$340,2200.0%8,2040.0%ETFPGProcter & Gamble$338,455$6,135 ▼-1.8%1,9860.0%Consumer StaplesPHParker-Hannifin$335,5340.0%5520.0%IndustrialsTAT&T$332,863$85 ▼0.0%11,7700.0%Computer and TechnologyBABoeing$332,402$332,402 ▲New Holding1,9490.0%AerospaceTSLATesla$323,173$170,268 ▼-34.5%1,2470.0%Auto/Tires/TrucksHLTHilton Worldwide$305,373$7,964 ▲2.7%1,3420.0%Consumer DiscretionaryNFLXNetflix$305,014$45,705 ▼-13.0%3270.0%Consumer DiscretionaryGOOGAlphabet$298,456$23,283 ▲8.5%1,9100.0%Computer and TechnologyUNHUnitedHealth Group$296,443$10,475 ▼-3.4%5660.0%MedicalGDGeneral Dynamics$288,663$11,721 ▼-3.9%1,0590.0%AerospaceIVWiShares S&P 500 Growth ETF$283,596$49,293 ▼-14.8%3,0550.0%ETFBMAYInnovator U.S. Equity Buffer ETF - May$282,7280.0%7,1270.0%ETFCARRCarrier Global$280,7990.0%4,4290.0%Computer and TechnologyAVGOBroadcom$278,164$24,450 ▼-8.1%1,6610.0%Computer and TechnologyPOCTInnovator U.S. Equity Power Buffer ETF - October$273,7380.0%7,0460.0%ETFIVViShares Core S&P 500 ETF$269,498$51,654 ▼-16.1%4800.0%ETFWMTWalmart$259,725$259,725 ▲New Holding2,9580.0%Retail/WholesaleBSCPInvesco BulletShares 2025 Corporate Bond ETF$256,4950.0%12,4030.0%ETFBJUNInnovator U.S. Equity Buffer ETF - June$256,3410.0%6,3290.0%ETFLLYEli Lilly and Company$256,049$66,903 ▼-20.7%3100.0%MedicalMTUMiShares MSCI USA Momentum Factor ETF$255,351$8,087 ▼-3.1%1,2630.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$254,7490.0%13,0040.0%ETFCRMSalesforce$254,406$9,661 ▲3.9%9480.0%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$250,474$250,474 ▲New Holding2,3040.0%FinanceCVXChevron$249,430$49,351 ▼-16.5%1,4910.0%EnergyPEPPepsiCo$233,457$233,457 ▲New Holding1,5570.0%Consumer StaplesVBVanguard Small-Cap ETF$232,173$232,173 ▲New Holding1,0470.0%ETFQCOMQUALCOMM$227,927$227,927 ▲New Holding1,4840.0%Computer and TechnologyHONHoneywell International$224,455$224,455 ▲New Holding1,0600.0%Multi-Sector ConglomeratesQQQMInvesco NASDAQ 100 ETF$220,043$9,265 ▼-4.0%1,1400.0%ETFKOCoca-Cola$213,142$213,142 ▲New Holding2,9760.0%Consumer StaplesGLDSPDR Gold Shares$212,072$212,072 ▲New Holding7360.0%FinanceXLEEnergy Select Sector SPDR Fund$209,603$209,603 ▲New Holding2,2430.0%ETFOTISOtis Worldwide$206,400$206,400 ▲New Holding2,0000.0%ConstructionMRKMerck & Co., Inc.$203,217$203,217 ▲New Holding2,2640.0%MedicalCOMPCompass$129,204$34,920 ▼-21.3%14,8000.0%Computer and TechnologyShowing 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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