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  Name: Berkshire Money Management Inc.
  City: Pittsfield
  State: MA
  Zip: 01202-9914
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-09-30
  Total Value : $873,697,000
  Total Value Change : $50,186,000
  Securities Held Change : 1
   
All Securities Held : 40
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 17
  Unchanged Positions : 11
  Decreased Positions : 10

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Holdings Found : 17     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 1 - $580.01 $223,673,000 389,837 25.6% 16,954,000 9,993 0.004    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 2 - $496.38 $74,783,000 153,223 8.56% 4,038,000 5,564 0.032    Closed - End Fund - Debt
   (KJAN)1 Year Chart         KJAN Innovator Russell 2000 Powe... 3 - $0.00 $68,571,000 1,849,782 7.85% 7,545,000 101,700 20.553    N/A
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 4 - $178.19 $61,985,000 345,976 7.09% 58,484,000 324,664 0.113    Closed - End Fund - E...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 8 - $77.67 $42,710,000 542,761 4.89% 2,685,000 20,919 0.103    Closed - End Fund - E...
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 9 - $195.89 $40,340,000 204,597 4.62% 3,417,000 1,732 0.145    Closed - End Fund - E...
   (SJNK)1 Year Chart         SJNK Spdr Barclays Capital Short... 10 - $24.91 $38,869,000 1,509,490 4.45% 2,775,000 64,010 1.14    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 11 - $394.25 $30,600,000 79,701 3.5% 1,349,000 1,491 0.03    Closed - End Fund - E...
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 12 - $53.88 $24,029,000 247,853 2.75% 3,582,000 11,766 0.028    N/A
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 13 - $0.00 $22,199,000 241,798 2.54% 756,000 8,167 0.027    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 14 - $79.71 $13,201,000 157,849 1.51% 1,690,000 10,890 0.022    Closed - End Fund - E...
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 15 - $185.36 $10,131,000 49,028 1.16% 1,726,000 6,425 0.2    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 17 - $221.44 $6,515,000 29,496 0.75% 760,000 1,132 0.001    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 24 - $139.34 $1,713,000 14,106 0.2% 62,000 746 0    Semiconductor - Speci...
   (BSEP)1 Year Chart         BSEP Innovator S&p 500 Buffer Et... 25 - $0.00 $1,607,000 38,154 0.18% 68,000 314 0.424    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 26 - $116.69 $1,492,000 12,727 0.17% 39,000 104 0    Integrated Oil & Gas
   (T)1 Year Chart         T AT&T Corp 37 - $22.02 $350,000 15,896 0.04% 105,000 3,071 0    Long Distance Carriers

      17 Records Found
  1    
Page 1 of 1
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