$18.7 Billion is the total value of Ackerman Capital Advisors, LLC's 160 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EOG | EOG RES INC | $1,179,000 | +9.1% | 12,391 | 0.0% | 0.01% | -92.9% | |
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $1,104,000 | +9.9% | 12,892 | 0.0% | 0.01% | -92.3% | |
| AMZN | AMAZON COM INC | $1,072,000 | +18.6% | 602 | 0.0% | 0.01% | -91.4% | |
| BDX | BECTON DICKINSON & CO | $835,000 | +10.9% | 3,342 | 0.0% | 0.00% | -93.1% | |
| DEM | WISDOMTREE TRemer mkt high fd | $769,000 | +9.2% | 17,535 | 0.0% | 0.00% | -92.7% | |
| V | VISA INC | $684,000 | +18.3% | 4,382 | 0.0% | 0.00% | -91.1% | |
| GOOGL | ALPHABET INCcap stk cl a | $588,000 | +12.6% | 500 | 0.0% | 0.00% | -92.5% | |
| IWM | ISHARES TRrussell 2000 etf | $306,000 | +14.2% | 2,000 | 0.0% | 0.00% | -90.5% | |
| EFAV | ISHARES TRmin vol eafe etf | $310,000 | +8.0% | 4,300 | 0.0% | 0.00% | -90.9% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $359,000 | +16.2% | 2,000 | 0.0% | 0.00% | -91.7% | |
| HD | HOME DEPOT INC | $388,000 | +11.8% | 2,021 | 0.0% | 0.00% | -92.6% | |
| MKL | MARKEL CORP | $304,000 | -4.1% | 305 | 0.0% | 0.00% | -92.0% | |
| MLM | MARTIN MARIETTA MATLS INC | $293,000 | +16.7% | 1,458 | 0.0% | 0.00% | -89.5% | |
| SCHK | SCHWAB STRATEGIC TR1000 index etf | $330,000 | +13.4% | 11,857 | 0.0% | 0.00% | -91.3% | |
| UDR | UDR INC | $457,000 | +14.8% | 10,050 | 0.0% | 0.00% | -93.5% | |
| UNP | UNION PACIFIC CORP | $435,000 | +21.2% | 2,600 | 0.0% | 0.00% | -92.9% | |
| DLN | WISDOMTREE TRus largecap divd | $380,000 | +11.4% | 4,035 | 0.0% | 0.00% | -92.3% | |
| SPYD | SPDR SER TRprtflo s&p500 hi | $256,000 | +10.8% | 6,776 | 0.0% | 0.00% | -94.4% | |
| VOO | VANGUARD INDEX FDS | $260,000 | +13.0% | 1,000 | 0.0% | 0.00% | -94.4% | |
| MMM | 3M CO | $265,000 | +9.1% | 1,275 | 0.0% | 0.00% | -94.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 2.7% |
| ISHARES INC | 26 | Q2 2024 | 6.5% |
| SCHWAB STRATEGIC TR | 26 | Q2 2024 | 14.1% |
| VANGUARD INTL EQUITY INDEX F | 26 | Q2 2024 | 16.2% |
| ISHARES TR | 26 | Q2 2024 | 3.9% |
| ISHARES TR | 26 | Q2 2024 | 7.9% |
| VANGUARD BD INDEX FDS | 26 | Q2 2024 | 3.2% |
| SCHWAB STRATEGIC TR | 26 | Q2 2024 | 10.0% |
| ISHARES TR | 26 | Q2 2024 | 3.4% |
| MCDONALDS CORP | 26 | Q2 2024 | 3.0% |
View Ackerman Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-19 |
View Ackerman Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.