AA

Ackerman Asset Management, LLC

13F
Ackerman Asset Management, LLC
Last update 2025-05-08 24 Stocks (0 new)
Value $111.00 Mil Turnover 0 %
Countries:
Top Holdings: IVV(42.09%)OEF(21.95%)SPY(8.05%)IWB(6.09%)QQQ(4.89%)
Summary Stock Picks Current Portfolio
Ackerman Asset Management, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
82,812
46,531.8
0%
42.090
0%
0.010
+19.67%
+7.80%
634,518.9
 
OEF
iShares S&P 100 ETF
89,595
24,265.0
0%
21.950
0%
0.140
+22.12%
+7.63%
20,987.9
 
SPY
SPDR S&P 500 ETF Trust
15,911
8,900.6
0%
8.050
0%
0.000
+19.57%
+7.72%
643,289.7
 
IWB
iShares Russell 1000 ETF
21,958
6,735.4
0%
6.090
0%
0.020
+19.79%
+7.71%
41,628.5
 
QQQ
INVESCO QQQ Trust
11,540
5,411.3
0%
4.890
0%
0.000
+26.52%
+10.07%
357,775.2
 
JPST
JPMorgan Ultra-Short Income ETF
91,470
4,631.1
0%
4.190
0%
0.020
+1.35%
+2.74%
32,077.9
 
XLG
Invesco S&P 500 Top 50 ETF
77,779
3,579.4
0%
3.240
0%
0.040
+23.25%
+6.75%
9,648.7
 
SGOV
iShares 0-3 Month Treasury Bond ETF
28,040
2,822.8
0%
2.550
0%
0.010
+1.06%
+2.35%
51,002.5
 
AAPL
Apple Inc
5,536
1,229.7
0%
1.110
0%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
XLK
Technology Select Sector SPDR ETF
4,996
1,031.6
0%
0.930
0%
0.000
+35.50%
+12.58%
82,351.5
 

Ackerman Asset Management, LLC's Historical Top Holdings Breakdowns

Ackerman Asset Management, LLC Total Holding History ($B)

To

Ackerman Asset Management, LLC's Asset Allocation

To

Ackerman Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Ackerman Asset Management, LLC's Hypothetical Growth since 2025-03-31

Ackerman Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Ackerman Asset Management, LLC's Holdings Heat Map

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Ackerman Asset Management, LLC's Holdings Bubble Chart

Ackerman Asset Management, LLC News

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