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| Name: |
Berkshire Money Management Inc. |
| City: |
Pittsfield |
| State: |
MA |
| Zip: |
01202-9914 |
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data |
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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 |
|
MSFT |
Microsoft Corp |
22 |
New |
$416.56 |
$3,464,000 |
8,233 |
0.42% |
3,464,000 |
8,233 |
0 |
Application Software |
|
|
VOT |
Van Kampen Municipal Opport... |
29 |
New |
$230.90 |
$1,462,000 |
6,200 |
0.18% |
1,462,000 |
6,200 |
0.013 |
Closed - End Fund - Debt |
|
|
AMZN |
Amazon.com Inc |
30 |
New |
$187.07 |
$1,317,000 |
7,299 |
0.16% |
1,317,000 |
7,299 |
0 |
Internet Software & S... |
|
|
OEF |
iShares S&P 100 Index |
31 |
New |
$249.45 |
$1,184,000 |
4,786 |
0.14% |
1,184,000 |
4,786 |
0.01 |
Closed - End Fund - E... |
|
|
NVDA |
NVIDIA Corporation |
36 |
New |
$913.56 |
$866,000 |
958 |
0.1% |
866,000 |
958 |
0 |
Semiconductor - Speci... |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
39 |
New |
$551.79 |
$782,000 |
1,405 |
0.09% |
782,000 |
1,405 |
0.003 |
Closed - End Fund - E... |
|
|
VCSH |
Vanguard Scottsdale Funds |
41 |
New |
$76.95 |
$642,000 |
8,310 |
0.08% |
642,000 |
8,310 |
0.002 |
N/A |
|
|
NOBL |
ProShares S&P 500 Dividend ... |
42 |
New |
$0.00 |
$624,000 |
6,149 |
0.08% |
624,000 |
6,149 |
0.007 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
43 |
New |
$410.24 |
$619,000 |
1,472 |
0.07% |
619,000 |
1,472 |
0 |
Property & Casualty I... |
|
|
VOOV |
Vanguard S&P 500 Value Etf |
46 |
New |
$178.50 |
$529,000 |
2,930 |
0.06% |
529,000 |
2,930 |
0.024 |
N/A |
|
|
FB |
Meta Platforms Inc |
48 |
New |
$471.85 |
$486,000 |
1,001 |
0.06% |
486,000 |
1,001 |
0 |
Internet Service Prov... |
|
|
SCHX |
Schwab Strategic Trust |
49 |
New |
$62.05 |
$477,000 |
7,690 |
0.06% |
477,000 |
7,690 |
0 |
Closed - End Fund - Debt |
|
|
MMTM |
Spdr S |
51 |
New |
$0.00 |
$470,000 |
2,046 |
0.06% |
470,000 |
2,046 |
0.409 |
N/A |
|
|
PRK |
Park National Corp |
52 |
New |
$139.25 |
$439,000 |
3,228 |
0.05% |
439,000 |
3,228 |
0.02 |
Domestic Regional Banks |
|
|
DLN |
WisdomTree LargeCap Dividen... |
53 |
New |
$70.09 |
$433,000 |
6,000 |
0.05% |
433,000 |
6,000 |
0.003 |
Closed - End Fund - E... |
|
|
COST |
Costco Wholesale Corp |
54 |
New |
$777.90 |
$423,000 |
577 |
0.05% |
423,000 |
577 |
0 |
Discount, Variety Stores |
|
|
RTX |
RTX Corp |
55 |
New |
$101.02 |
$388,000 |
3,983 |
0.05% |
388,000 |
3,983 |
0 |
Conglomerates |
|
|
GOOGL |
Alphabet Inc |
56 |
New |
$170.34 |
$359,000 |
2,379 |
0.04% |
359,000 |
2,379 |
0 |
Search Engines & Info... |
|
|
QCOM |
QUALCOMM Inc |
57 |
New |
$188.97 |
$356,000 |
2,100 |
0.04% |
356,000 |
2,100 |
0 |
Communication Equipment |
|
|
MTUM |
Ishares Msci Usa Momentum F... |
58 |
New |
$0.00 |
$348,000 |
1,860 |
0.04% |
348,000 |
1,860 |
0 |
N/A |
|
|
SDY |
streetTRACKS Series Trust -... |
59 |
New |
$131.33 |
$337,000 |
2,570 |
0.04% |
337,000 |
2,570 |
0.002 |
Closed - End Fund - E... |
|
|
LQD |
iShares Trust Goldman Sachs |
60 |
New |
$106.66 |
$325,000 |
2,985 |
0.04% |
325,000 |
2,985 |
0.001 |
Closed - End Fund - E... |
|
|
PJAN |
Innovator S&p 500 Power Buf... |
61 |
New |
$0.00 |
$321,000 |
8,204 |
0.04% |
321,000 |
8,204 |
0.009 |
N/A |
|
|
V |
Visa Inc |
62 |
New |
$277.74 |
$308,000 |
1,104 |
0.04% |
308,000 |
1,104 |
0 |
Business Services |
|
|
PH |
Parker Hannifin Corp |
63 |
New |
$549.40 |
$307,000 |
552 |
0.04% |
307,000 |
552 |
0 |
Industrial Equipment ... |
|
|
JPM |
JP Morgan Chase & Co |
64 |
New |
$201.51 |
$302,000 |
1,510 |
0.04% |
302,000 |
1,510 |
0 |
Domestic Money Center... |
|
|
GD |
General Dynamics Corp |
65 |
New |
$294.06 |
$299,000 |
1,059 |
0.04% |
299,000 |
1,059 |
0 |
Aerospace/Defense - M... |
|
|
IVV |
iShares Core S&P 500 Etf |
66 |
New |
$525.96 |
$299,000 |
568 |
0.04% |
299,000 |
568 |
0 |
Closed - End Fund - E... |
|
|
EMR |
Emerson Electric Co |
67 |
New |
$114.35 |
$285,000 |
2,510 |
0.03% |
285,000 |
2,510 |
0 |
Industrial Electrical... |
|
|
HLT |
Hilton Worldwide Holdings Inc. |
68 |
New |
$205.30 |
$279,000 |
1,307 |
0.03% |
279,000 |
1,307 |
0 |
Lodging |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
70 |
New |
$85.26 |
$276,000 |
3,267 |
0.03% |
276,000 |
3,267 |
0 |
Closed - End Fund - E... |
|
|
TSLA |
Tesla Motors Inc |
71 |
New |
$177.81 |
$264,000 |
1,503 |
0.03% |
264,000 |
1,503 |
0 |
Auto Manufacturers |
|
|
BSCP |
Invesco Bulletshares 2025 C... |
73 |
New |
$20.46 |
$253,000 |
12,403 |
0.03% |
253,000 |
12,403 |
0.004 |
N/A |
|
|
PEP |
Pepsico Inc |
76 |
New |
$179.87 |
$240,000 |
1,373 |
0.03% |
240,000 |
1,373 |
0 |
Beverage Soft Drinks... |
|
|
CARR |
Carrier Global Corp |
77 |
New |
$64.96 |
$236,000 |
4,064 |
0.03% |
236,000 |
4,064 |
0 |
N/A |
|
|
BA |
Boeing Co |
78 |
New |
$180.76 |
$229,000 |
1,188 |
0.03% |
229,000 |
1,188 |
0 |
Aerospace/Defense - M... |
|
|
TIP |
iShares Lehman TIPS Bond |
79 |
New |
$106.29 |
$226,000 |
2,106 |
0.03% |
226,000 |
2,106 |
0 |
Closed - End Fund - E... |
|
|
HD |
Home Depot Inc |
80 |
New |
$340.50 |
$225,000 |
586 |
0.03% |
225,000 |
586 |
0 |
Home Improvement Stores |
|
|
GOOG |
Alphabet Inc |
81 |
New |
$171.93 |
$218,000 |
1,435 |
0.03% |
218,000 |
1,435 |
0 |
Search Engines & Info... |
|
|
KO |
Coca-Cola Co |
82 |
New |
$63.10 |
$210,000 |
3,433 |
0.03% |
210,000 |
3,433 |
0 |
Beverage Soft Drinks... |
|
|
XLE |
SPDR Energy Sector |
83 |
New |
$93.70 |
$209,000 |
2,211 |
0.03% |
209,000 |
2,211 |
0 |
Closed - End Fund - E... |
|
|
HON |
Honeywell International Inc |
84 |
New |
$203.21 |
$205,000 |
1,000 |
0.02% |
205,000 |
1,000 |
0 |
Conglomerates |
|
