AC

Ackerman Capital Advisors, LLC

13F
Ackerman Capital Advisors, LLC
Last update 2025-05-09 109 Stocks (9 new)
Value $379.00 Mil Turnover 2 %
Countries:
Top Holdings: VTEB(15.32%)SPYG(14.04%)VIGI(4.29%)SCHG(4.11%)SPYV(3.97%)
Summary Stock Picks Current Portfolio
Ackerman Capital Advisors, 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
VTEB
Vanguard Tax-Exempt Bond ETF
1,169,258
58,018.6
-4.06%
15.320
-0.65%
0.160
+0.70%
-1.57%
35,683.6
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
661,363
53,153.8
-0.62%
14.040
-0.09%
0.170
+25.09%
+11.35%
39,068.8
 
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
195,666
16,228.5
-3.83%
4.290
-0.16%
0.230
+8.02%
+13.44%
8,472.0
 
SCHG
Schwab U.S. Large-Cap Growth ETF
621,102
15,552.4
-3.39%
4.110
-0.16%
0.040
+23.62%
+7.43%
45,727.4
 
SPYV
SPDR Portfolio S&P 500 Value ETF
294,169
15,023.2
+4.87%
3.970
+0.18%
0.060
+11.49%
+4.95%
27,326.2
 
TFI
SPDR Nuveen Bloomberg Municipal Bond ETF
SPDR Nuveen Bloomberg Municipal Bond ETF
323,890
14,597.7
-5.38%
3.860
-0.22%
0.460
+0.36%
-2.98%
3,158.0
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
109,649
12,759.8
+1.88%
3.370
+0.06%
0.380
+3.19%
+8.85%
3,268.8
 
IVLU
iShares MSCI Intl Value Factor ETF
410,978
12,456.7
-0.22%
3.290
-0.01%
0.620
+11.98%
+26.23%
2,432.9
 
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
161,222
11,880.5
+0.36%
3.140
+0.01%
0.150
+11.37%
+21.98%
10,755.2
 
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
107,116
11,311.5
-0.64%
2.990
-0.02%
0.120
+1.26%
+0.98%
10,038.5
 

Ackerman Capital Advisors, LLC's Historical Top Holdings Breakdowns

Ackerman Capital Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Reduce
Reduce
-0.65%
●
49.25 ($50.03) 50.66
$48.54
-2.98%
Reduce -4.06%
1,169,258
-49,484
TFI
SPDR Nuveen Bloomberg Municipal Bond ETF
SPDR Nuveen Bloomberg Municipal Bond ETF
2025-03-31
Reduce
Reduce
-0.22%
●
44.81 ($45.6) 46.22
$44.26
-2.94%
Reduce -5.38%
323,890
-18,428
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.18%
●
49.78 ($51.86) 53.19
$53.67
3.49%
Add 4.87%
294,169
13,668
ITM
VanEck Intermediate Muni ETF
2025-03-31
New Buy
New Buy
+0.18%
●
45.21 ($46.02) 46.67
$45.28
-1.61%
New holding
14,962
14,962
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.16%
●
24.91 ($27.39) 29.02
$29.94
9.31%
Reduce -3.39%
621,102
-21,808
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
2025-03-31
Reduce
Reduce
-0.16%
●
78.97 ($83.11) 85.82
$90.74
9.18%
Reduce -3.83%
195,666
-7,800
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.15%
●
50.83 ($53.83) 55.94
$62.03
15.23%
Reduce -7.1%
147,909
-11,305
IBIT
ISHARES BITCOIN TR
2025-03-31
Add
Add
+0.12%
●
44.91 ($52.94) 60.42
$67.29
27.11%
Add 52.35%
27,742
9,533
MUB
iShares National Muni Bond ETF
2025-03-31
Add
Add
+0.12%
●
104.71 ($106.35) 107.68
$103.54
-2.64%
Add 5.29%
86,403
4,342
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.10%
●
57.44 ($58.5) 59.4
$59.32
1.40%
Add 7.36%
90,473
6,201

Ackerman Capital Advisors, LLC Total Holding History ($B)

To

Ackerman Capital Advisors, LLC's Asset Allocation

To

Ackerman Capital Advisors, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Ackerman Capital Advisors, LLC's Hypothetical Growth since 2025-03-31

Ackerman Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Ackerman Capital Advisors, LLC's Holdings Heat Map

Size field:

Ackerman Capital Advisors, LLC's Holdings Bubble Chart

Ackerman Capital Advisors, LLC News

  • 1

Discussions on Ackerman Capital Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.