EI
| |
Ervin Investment Management, LLC13F | |
| Ervin Investment Management, LLC | |
| Last update 2025-04-09 | 38 Stocks (1 new) |
| Value $148.00 Mil | Turnover 4 % |
Ervin Investment Management, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 86,046 | 45,826.5 | -1.46% | 30.930 | -0.37% | 0.000 | -1.96% | +7.82% | 1,055,089.4 | Insurance | |
MSFT | Microsoft Corp | 35,703 | 13,402.4 | +0.26% | 9.040 | +0.02% | 0.000 | +16.84% | +11.38% | 3,476,052.1 | Software | |
AAPL | Apple Inc | 56,385 | 12,524.7 | -3.02% | 8.450 | -0.28% | 0.000 | -14.78% | -19.69% | 2,996,574.8 | Hardware | |
BN | Brookfield Corp | 163,425 | 8,565.1 | +1.24% | 5.780 | +0.07% | 0.010 | +5.43% | +1.35% | 88,910.6 | Asset Management | |
L | Loews Corp | 88,566 | 8,140.1 | +0.02% | 5.490 | 0% | 0.040 | +3.90% | +4.78% | 18,581.2 | Insurance | |
GOOGL | Alphabet Inc | 36,517 | 5,646.9 | +3.89% | 3.810 | +0.14% | 0.000 | -2.67% | -11.04% | 2,048,508.5 | Interactive Media | |
MKL | Markel Group Inc | 2,588 | 4,839.2 | +0.74% | 3.270 | +0.02% | 0.020 | +1.61% | +12.22% | 24,571.6 | Insurance | |
JEF | Jefferies Financial Group Inc | 87,485 | 4,686.6 | +148.89% | 3.160 | +1.89% | 0.040 | -15.53% | -34.05% | 10,523.2 | Capital Markets | |
VBR | Vanguard Small Cap Value ETF | 24,350 | 4,536.1 | -0.68% | 3.060 | -0.02% | 0.010 | -0.65% | -3.77% | 27,383.3 | ||
SGOL | abrdn Physical Gold Shares ETF | 137,065 | 4,087.3 | +33.87% | 2.760 | +0.70% | 0.090 | +14.77% | +27.82% | 5,264.1 |
Ervin Investment Management, LLC's Historical Top Holdings Breakdowns
Ervin Investment Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 2025-03-31 | Reduce | -3.91% | 67.03 ($71.58) 74.61 | $71.94 | 0.50% | Reduce -52.22% | 77,668 | -84,870 | |
JEF | Jefferies Financial Group Inc | 2025-03-31 | Add | +1.89% | 52.22 ($67.88) 81.31 | $51.02 | -24.84% | Add 148.89% | 87,485 | 52,335 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | New Buy | +0.81% | 100.34 ($100.51) 100.68 | $100.41 | -0.10% | New holding | 11,981 | 11,981 | |
SGOL | abrdn Physical Gold Shares ETF | 2025-03-31 | Add | +0.70% | 25.14 ($27.36) 29.82 | $32.02 | 17.03% | Add 33.87% | 137,065 | 34,680 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce | -0.37% | 442.66 ($486.15) 534.52 | $488.74 | 0.53% | Reduce -1.46% | 86,046 | -1,275 | |
AAPL | Apple Inc | 2025-03-31 | Reduce | -0.28% | 209.68 ($231.67) 247.1 | $200.63 | -13.40% | Reduce -3.02% | 56,385 | -1,756 | |
BEP | Brookfield Renewable Partners LP | 2025-03-31 | Reduce | -0.23% | 20.03 ($22.33) 23.79 | $23.85 | 6.81% | Reduce -90.45% | 1,642 | -15,558 | |
ASML | ASML Holding NV | 2025-03-31 | Add | +0.19% | 662.63 ($727.48) 776.99 | $747.81 | 2.79% | Add 40.94% | 1,477 | 429 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce | -0.17% | 271.18 ($290.53) 303.12 | $291.72 | 0.41% | Reduce -35.17% | 1,696 | -920 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add | +0.14% | 154.33 ($181.36) 206.38 | $168.21 | -7.25% | Add 3.89% | 36,517 | 1,367 |
Ervin Investment Management, LLC Total Holding History ($B)
Ervin Investment Management, LLC's Asset Allocation
Ervin Investment Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ervin Investment Management, LLC's Hypothetical Growth since 2025-03-31
Ervin Investment Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Ervin Investment Management, LLC's Holdings Heat Map
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Ervin Investment Management, LLC's Holdings Bubble Chart
Ervin Investment Management, LLC News
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