$290 Million is the total value of Ackerman Capital Advisors, LLC's 142 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 30.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $47,080,000 | +2.1% | 629,249 | +2.5% | 16.25% | +7120.9% |
| FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $24,982,000 | -11.0% | 912,412 | -6.6% | 8.62% | +6192.7% |
| ACWV | Buy | ISHARES INCmin vol gbl etf | $18,846,000 | +8.4% | 198,903 | +5.4% | 6.50% | +7551.8% |
| QUAL | Buy | ISHARES TRusa quality fctr | $15,968,000 | +5.5% | 172,815 | +4.5% | 5.51% | +7347.3% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $13,184,000 | +1.2% | 156,150 | -0.5% | 4.55% | +7009.4% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $11,795,000 | -27.0% | 427,802 | -26.2% | 4.07% | +5051.9% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $11,536,000 | +1.0% | 291,673 | -0.1% | 3.98% | +7008.9% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $8,449,000 | +0.4% | 104,580 | +0.1% | 2.92% | +7012.2% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $7,809,000 | +1137.6% | 553,845 | +1084.7% | 2.70% | +89733.3% |
| MTUM | Buy | ISHARES TRusa momentum fct | $7,082,000 | +7.4% | 59,384 | +6.8% | 2.44% | +7537.5% |
| IMTM | Sell | ISHARES TRintl momentum ft | $6,358,000 | -1.3% | 216,400 | -0.2% | 2.19% | +6977.4% |
| IQLT | Buy | ISHARES TRintl qlty factor | $6,068,000 | -0.3% | 204,457 | +1.4% | 2.09% | +6880.0% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $5,852,000 | +6.9% | 180,942 | +4.5% | 2.02% | +7381.5% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $4,959,000 | -1.1% | 84,632 | -0.4% | 1.71% | +6744.0% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $4,712,000 | +1.7% | 124,780 | +1.6% | 1.63% | +6969.6% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $3,977,000 | -99.9% | 56,000 | 0.0% | 1.37% | -92.9% | |
| HDV | Sell | ISHARES TRcore high dv etf | $3,793,000 | -3.0% | 40,279 | -2.7% | 1.31% | +6789.5% |
| ITOT | ISHARES TRcore s&p ttl stk | $3,488,000 | -99.9% | 52,000 | 0.0% | 1.20% | -92.9% | |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $3,304,000 | +2.4% | 56,166 | -0.3% | 1.14% | +7025.0% |
| IYE | Sell | ISHARES TRu.s. energy etf | $3,065,000 | -8.9% | 96,490 | -1.4% | 1.06% | +6512.5% |
| FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $2,904,000 | -15.7% | 94,507 | -14.3% | 1.00% | +5794.1% |
| PICK | Sell | ISHARES INCmsci gbl etf new | $2,752,000 | -18.9% | 103,373 | -7.7% | 0.95% | +5488.2% |
| BLV | Buy | VANGUARD BD INDEX FD INClong term bond | $2,722,000 | +6.1% | 26,510 | +0.3% | 0.94% | +7123.1% |
| IDV | Sell | ISHARES TRintl sel div etf | $2,597,000 | -18.3% | 84,477 | -18.3% | 0.90% | +5500.0% |
| VWOB | Buy | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $2,032,000 | +0.7% | 25,211 | +0.5% | 0.70% | +6910.0% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $1,978,000 | -10.3% | 38,805 | -10.4% | 0.68% | +6109.1% |
| XOM | Buy | EXXON MOBIL CORP | $1,801,000 | -7.8% | 25,510 | +0.1% | 0.62% | +6120.0% |
| MUE | Sell | BLACKROCK MUNIHLDNGS QLTY II | $1,537,000 | -10.4% | 120,369 | -11.7% | 0.53% | +6525.0% |
| MCD | Buy | MCDONALDS CORP | $1,451,000 | -99.8% | 6,760 | +1.6% | 0.50% | -83.6% |
| BYM | Sell | BLACKROCK MUNICIPL INC QLTY | $1,432,000 | -8.3% | 101,222 | -10.8% | 0.49% | +6075.0% |
| MQT | Sell | BLACKROCK MUNIY QUALITY FD I | $1,406,000 | -12.5% | 108,417 | -15.2% | 0.48% | +5962.5% |
| MYI | Sell | BLACKROCK MUNIYIELD QLTY FD | $1,393,000 | -6.3% | 102,643 | -8.8% | 0.48% | +6771.4% |
| EDC | Buy | DIREXION SHS ETF TRdly emg mk bl 3x | $1,327,000 | -16.2% | 20,416 | +0.7% | 0.46% | +5625.0% |
| CVX | Buy | CHEVRON CORP NEW | $1,254,000 | -4.6% | 10,571 | +0.0% | 0.43% | +7116.7% |
| DBEU | Buy | DBX ETF TRxtrack msci eurp | $1,171,000 | +20.0% | 39,256 | +17.1% | 0.40% | +7980.0% |
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $1,144,000 | +1.5% | 12,892 | 0.0% | 0.40% | +6483.3% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,110,000 | -2.9% | 5,334 | -0.5% | 0.38% | +6283.3% |
| MSFT | Sell | MICROSOFT CORP | $1,076,000 | -99.7% | 7,741 | -0.5% | 0.37% | -79.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,073,000 | +1.5% | 3,616 | +0.3% | 0.37% | +7300.0% |
| KTF | Buy | DWS MUN INCOME TR NEW | $1,065,000 | +11.8% | 91,901 | +8.7% | 0.37% | +7260.0% |
| MFL | Buy | BLACKROCK MUNIHLDS INVSTM QL | $1,053,000 | +5.2% | 77,847 | +3.5% | 0.36% | +7160.0% |
| MAV | Buy | PIONEER MUN HIGH INCOME ADV | $1,038,000 | +74.7% | 94,903 | +71.9% | 0.36% | +11833.3% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $990,000 | +6.5% | 18,065 | +3.1% | 0.34% | +6740.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $978,000 | -5.0% | 7,559 | +2.2% | 0.34% | +6660.0% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $949,000 | +2.2% | 17,618 | +0.5% | 0.33% | +6440.0% |
| SBI | Sell | WESTERN ASSET INTM MUNI FD I | $948,000 | +1.8% | 103,271 | -0.9% | 0.33% | +6440.0% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $924,000 | +0.8% | 10,997 | -0.2% | 0.32% | +7875.0% |
| EOG | Buy | EOG RES INC | $917,000 | -18.8% | 12,355 | +2.0% | 0.32% | +5166.7% |
| AAPL | Sell | APPLE INC | $891,000 | +12.5% | 3,976 | -0.7% | 0.31% | +7575.0% |
| BDX | Buy | BECTON DICKINSON & CO | $881,000 | +4.6% | 3,482 | +4.2% | 0.30% | +7500.0% |
| PEP | Buy | PEPSICO INC | $821,000 | +7.6% | 5,992 | +3.0% | 0.28% | +6975.0% |
| LUV | Sell | SOUTHWEST AIRLS CO | $769,000 | -99.8% | 14,234 | -6.6% | 0.26% | -88.1% |
| V | Sell | VISA INC | $744,000 | -2.1% | 4,326 | -1.3% | 0.26% | +6325.0% |
| SHM | Buy | SPDR SERIES TRUSTnuveen blmbrg sr | $741,000 | +4.2% | 15,120 | +4.1% | 0.26% | +8433.3% |
| IWF | New | ISHARES TRrus 1000 grw etf | $740,000 | – | 4,635 | +100.0% | 0.26% | – |
| PG | Buy | PROCTER & GAMBLE CO | $691,000 | -99.7% | 5,559 | +16.3% | 0.24% | -79.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $684,000 | +10.3% | 5,814 | +4.9% | 0.24% | +7766.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $663,000 | +1.4% | 9,345 | +0.3% | 0.23% | +7533.3% |
| RSX | VANECK VECTORS ETF TRrussia etf | $653,000 | -3.5% | 28,629 | 0.0% | 0.22% | +7400.0% | |
| EWZ | Sell | ISHARES INCmsci brazil etf | $642,000 | -4.7% | 15,235 | -1.2% | 0.22% | +7300.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $635,000 | +17.4% | 520 | +4.0% | 0.22% | +7200.0% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $630,000 | -13.5% | 15,244 | -6.5% | 0.22% | +5325.0% |
| DIS | Buy | DISNEY WALT CO | $555,000 | -1.4% | 4,257 | +5.5% | 0.19% | +6300.0% |
| PXH | Sell | INVESCO EXCHNG TRADED FD TRftse rafi emng | $543,000 | -10.5% | 27,019 | -3.9% | 0.19% | +6133.3% |
| YUM | Buy | YUM BRANDS INC | $541,000 | -99.8% | 4,768 | +58.9% | 0.19% | -88.5% |
| DAL | DELTA AIR LINES INC DEL | $518,000 | -99.9% | 9,000 | 0.0% | 0.18% | -92.8% | |
| PSX | Sell | PHILLIPS 66 | $512,000 | -99.9% | 5,000 | -16.7% | 0.18% | -93.5% |
| GREK | Sell | GLOBAL X FDSmsci greece etf | $510,000 | -22.0% | 54,646 | -20.1% | 0.18% | +5766.7% |
| ETN | New | EATON CORP PLC | $499,000 | – | 6,000 | +100.0% | 0.17% | – |
| HD | Buy | HOME DEPOT INC | $499,000 | +18.0% | 2,151 | +5.6% | 0.17% | +8500.0% |
| UDR | UDR INC | $487,000 | +8.0% | 10,050 | 0.0% | 0.17% | +8300.0% | |
| C | Sell | CITIGROUP INC | $484,000 | -99.9% | 7,000 | -12.5% | 0.17% | -93.9% |
| MQY | Buy | BLACKROCK MUNIYIELD QUALITY | $476,000 | +54.5% | 31,649 | +49.0% | 0.16% | +8100.0% |
| AFL | Buy | AFLAC INC | $471,000 | -99.9% | 9,000 | +12.5% | 0.16% | -92.4% |
| SPYD | Buy | SPDR SERIES TRUSTprtflo s&p500 hi | $472,000 | +0.9% | 12,439 | +1.2% | 0.16% | +8050.0% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $465,000 | -0.2% | 1,320 | +0.4% | 0.16% | +7900.0% |
| VIAV | Sell | VIAVI SOLUTIONS INC | $465,000 | -20.0% | 33,232 | -24.0% | 0.16% | +5233.3% |
| TXN | Sell | TEXAS INSTRS INC | $455,000 | +12.1% | 3,523 | -0.3% | 0.16% | +7750.0% |
| FMN | Buy | FEDERATED PREM MUN INC FD | $434,000 | +59.6% | 30,582 | +54.8% | 0.15% | +14900.0% |
| UNH | UNITEDHEALTH GROUP INC | $435,000 | -99.9% | 2,000 | 0.0% | 0.15% | -93.7% | |
| WTM | WHITE MTNS INS GROUP LTD | $432,000 | -99.9% | 400 | 0.0% | 0.15% | -92.5% | |
| ABT | Buy | ABBOTT LABS | $424,000 | +6.0% | 5,068 | +6.6% | 0.15% | +7200.0% |
| UNP | Sell | UNION PACIFIC CORP | $421,000 | -5.0% | 2,600 | -0.7% | 0.14% | +7150.0% |
| INTC | Sell | INTEL CORP | $412,000 | -99.9% | 8,000 | -27.3% | 0.14% | -94.5% |
| FXI | ISHARES TRchina lg-cap etf | $408,000 | -6.8% | 10,247 | 0.0% | 0.14% | +6950.0% | |
| EWT | ISHARES INCmsci taiwan etf | $405,000 | +3.8% | 11,148 | 0.0% | 0.14% | +6900.0% | |
| COP | Buy | CONOCOPHILLIPS | $403,000 | -2.9% | 7,070 | +3.8% | 0.14% | +6850.0% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $399,000 | -0.2% | 7,977 | +0.2% | 0.14% | +6800.0% |
| MLM | MARTIN MARIETTA MATLS INC | $400,000 | +19.0% | 1,458 | 0.0% | 0.14% | +6800.0% | |
| LMT | LOCKHEED MARTIN CORP | $390,000 | -99.9% | 1,000 | 0.0% | 0.14% | -92.4% | |
| DLN | WISDOMTREE TRus largecap divd | $380,000 | +2.2% | 3,835 | 0.0% | 0.13% | +6450.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $378,000 | +1.3% | 2,000 | 0.0% | 0.13% | +6400.0% | |
| NEE | Buy | NEXTERA ENERGY INC | $361,000 | +19.1% | 1,548 | +4.8% | 0.12% | +12400.0% |
| MKL | MARKEL CORP | $360,000 | +8.4% | 305 | 0.0% | 0.12% | +6100.0% | |
| DRI | Sell | DARDEN RESTAURANTS INC | $355,000 | -99.9% | 3,000 | -25.0% | 0.12% | -94.8% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $352,000 | +5.1% | 2,578 | +0.1% | 0.12% | +5950.0% |
| SCHK | SCHWAB STRATEGIC TR1000 index etf | $346,000 | +1.2% | 11,857 | 0.0% | 0.12% | +5850.0% | |
| TGT | Sell | TARGET CORP | $321,000 | -99.9% | 3,000 | -25.0% | 0.11% | -93.4% |
| EFAV | ISHARES TRmin vol eafe etf | $315,000 | +1.0% | 4,300 | 0.0% | 0.11% | +5350.0% | |
| SBUX | Sell | STARBUCKS CORP | $310,000 | +5.1% | 3,506 | -0.3% | 0.11% | +10600.0% |
| IWM | ISHARES TRrussell 2000 etf | $303,000 | -2.6% | 2,000 | 0.0% | 0.10% | +5150.0% | |
| WFC | Sell | WELLS FARGO CO NEW | $303,000 | -99.9% | 6,000 | -14.3% | 0.10% | -93.5% |
| MUI | New | BLACKROCK MUNI INTER DR FD I | $299,000 | – | 21,066 | +100.0% | 0.10% | – |
| MVT | New | BLACKROCK MUNIVEST FD II INC | $292,000 | – | 19,835 | +100.0% | 0.10% | – |
| DHR | DANAHER CORPORATION | $289,000 | +1.0% | 2,000 | 0.0% | 0.10% | +9900.0% | |
| NFLX | NETFLIX INC | $291,000 | -27.2% | 1,089 | 0.0% | 0.10% | +4900.0% | |
| EPOL | New | ISHARES TRmsci poland etf | $284,000 | – | 13,739 | +100.0% | 0.10% | – |
| WMT | Buy | WALMART INC | $279,000 | +36.1% | 2,352 | +27.0% | 0.10% | +9500.0% |
| EL | LAUDER ESTEE COS INCcl a | $279,000 | -99.9% | 1,400 | 0.0% | 0.10% | -92.3% | |
| NEV | Sell | NUVEEN ENHANCED MUN VALUE FD | $278,000 | -26.8% | 19,365 | -27.8% | 0.10% | +4700.0% |
| EWW | Sell | ISHARES INCmsci mexico etf | $272,000 | -26.3% | 6,377 | -24.9% | 0.09% | +4600.0% |
| VSH | VISHAY INTERTECHNOLOGY INC | $271,000 | -99.9% | 16,000 | 0.0% | 0.09% | -92.7% | |
| VOO | VANGUARD INDEX FDS | $273,000 | +1.5% | 1,000 | 0.0% | 0.09% | +9300.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $269,000 | +5.5% | 1,847 | 0.0% | 0.09% | +9200.0% | |
| USMV | ISHARES TRmsci min vol etf | $265,000 | +3.5% | 4,139 | 0.0% | 0.09% | +9000.0% | |
| FM | Sell | ISHARES INCmsci frntr100etf | $259,000 | -33.1% | 9,220 | -29.5% | 0.09% | +4350.0% |
| KSS | Sell | KOHLS CORP | $248,000 | -99.9% | 5,000 | -16.7% | 0.09% | -93.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $247,000 | +5.1% | 5,489 | -1.4% | 0.08% | +8400.0% |
| MEN | New | BLACKROCK MUNIENHANCED FD IN | $240,000 | – | 21,196 | +100.0% | 0.08% | – |
| AXP | AMERICAN EXPRESS CO | $237,000 | -99.9% | 2,000 | 0.0% | 0.08% | -93.2% | |
| EIDO | New | ISHARES TRmsci indonia etf | $238,000 | – | 9,737 | +100.0% | 0.08% | – |
| EPU | ISHARES TRmsci peru etf | $236,000 | -5.2% | 6,729 | 0.0% | 0.08% | +8000.0% | |
| CXH | Buy | MFS INVT GRADE MUN TRsh ben int | $229,000 | +33.9% | 23,088 | +28.8% | 0.08% | +7800.0% |
| EEM | ISHARES TRmsci emg mkt etf | $230,000 | -5.0% | 5,631 | 0.0% | 0.08% | +7800.0% | |
| MET | METLIFE INC | $222,000 | -99.9% | 4,700 | 0.0% | 0.08% | -93.2% | |
| VCV | New | INVESCO CALIF VALUE MUN INC | $222,000 | – | 17,281 | +100.0% | 0.08% | – |
| GILD | New | GILEAD SCIENCES INC | $222,000 | – | 3,500 | +100.0% | 0.08% | – |
| SBR | New | SABINE ROYALTY TRunit ben int | $216,000 | – | 5,004 | +100.0% | 0.08% | – |
| NBO | New | NEUBERGER BRMAN NY MUNI FD I | $213,000 | – | 17,053 | +100.0% | 0.07% | – |
| KEY | KEYCORP NEW | $214,000 | -99.9% | 12,000 | 0.0% | 0.07% | -92.9% | |
| QCOM | Sell | QUALCOMM INC | $215,000 | -99.8% | 2,815 | -36.2% | 0.07% | -87.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $209,000 | -7.5% | 699 | -9.0% | 0.07% | +7100.0% |
| STI | SUNTRUST BKS INC | $206,000 | -99.9% | 3,000 | 0.0% | 0.07% | -92.3% | |
| IJT | ISHARES TRs&p sml 600 gwt | $205,000 | -2.4% | 1,150 | 0.0% | 0.07% | +7000.0% | |
| BBY | Sell | BEST BUY INC | $207,000 | -99.9% | 3,000 | -25.0% | 0.07% | -94.8% |
| CASY | New | CASEYS GEN STORES INC | $201,000 | – | 1,250 | +100.0% | 0.07% | – |
| VGM | New | INVESCO TR INVT GRADE MUNS | $172,000 | – | 13,362 | +100.0% | 0.06% | – |
| FULT | FULTON FINL CORP PA | $162,000 | -99.9% | 10,000 | 0.0% | 0.06% | -93.0% | |
| MUS | New | BLACKROCK MUNIHOLDNGS QLTY I | $159,000 | – | 12,397 | +100.0% | 0.06% | – |
| MPA | New | BLACKROCK MUNIYIELD PA QLTY | $149,000 | – | 10,466 | +100.0% | 0.05% | – |
| MVF | Sell | BLACKROCK MUNIVEST FD INC | $133,000 | -76.4% | 14,493 | -76.4% | 0.05% | +1433.3% |
| NKG | New | NUVEEN GEORGIA QLTY MUN INC | $128,000 | – | 10,294 | +100.0% | 0.04% | – |
| INDA | Exit | ISHARES TRmsci india etf | $0 | – | -5,746 | -100.0% | -0.00% | – |
| IIPR | Exit | INNOVATIVE INDL PPTYS INC | $0 | – | -1,865 | -100.0% | -0.00% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -108 | -100.0% | -0.00% | – |
| PMX | Exit | PIMCO MUN INCOME FD III | $0 | – | -22,313 | -100.0% | -0.00% | – |
| NUO | Exit | NUVEEN OHIO QLTY MUN INCOME | $0 | – | -12,807 | -100.0% | -0.00% | – |
| MYD | Exit | BLACKROCK MUNIYIELD FD INC | $0 | – | -14,389 | -100.0% | -0.00% | – |
| LEO | Exit | BNY MELLON STRATEGIC MUNS IN | $0 | – | -32,478 | -100.0% | -0.00% | – |
| BFK | Exit | BLACKROCK MUN INCOME TRsh ben int | $0 | – | -14,493 | -100.0% | -0.00% | – |
| PNF | Exit | PIMCO NY MUNICIPAL INCOME FD | $0 | – | -19,316 | -100.0% | -0.00% | – |
| NID | Exit | NUVEEN INTER DURATION MN TMF | $0 | – | -17,733 | -100.0% | -0.00% | – |
| MUJ | Exit | BLACKROCK MUNIHLDGS NJ QLTY | $0 | – | -12,406 | -100.0% | -0.00% | – |
| PML | Exit | PIMCO MUN INCOME FD II | $0 | – | -26,700 | -100.0% | -0.00% | – |
| EIM | Exit | EATON VANCE MUN BD FD | $0 | – | -37,944 | -100.0% | -0.00% | – |
| EVN | Exit | EATON VANCE MUNI INCOME TRUSsh ben int | $0 | – | -27,661 | -100.0% | -0.00% | – |
| EWY | Exit | ISHARES INCmsci sth kor etf | $0 | – | -9,696 | -100.0% | -0.00% | – |
| AFB | Exit | ALLIANCEBERNSTEIN NATL MUNI | $0 | – | -62,638 | -100.0% | -0.00% | – |
| ATSG | Exit | AIR TRANSPORT SERVICES GRP I | $0 | – | -5,000 | -100.0% | -0.60% | – |
| CWST | Exit | CASELLA WASTE SYS INCcl a | $0 | – | -4,000 | -100.0% | -0.77% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -2,000 | -100.0% | -0.84% | – |
| BBBY | Exit | BED BATH & BEYOND INC | $0 | – | -15,000 | -100.0% | -0.85% | – |
| IBCP | Exit | INDEPENDENT BANK CORP MICH | $0 | – | -8,724 | -100.0% | -0.93% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -5,000 | -100.0% | -0.94% | – |
| VRSN | Exit | VERISIGN INC | $0 | – | -1,000 | -100.0% | -1.02% | – |
| MBWM | Exit | MERCANTILE BANK CORP | $0 | – | -6,451 | -100.0% | -1.03% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -3,000 | -100.0% | -1.07% | – |
| SIRI | Exit | SIRIUS XM HLDGS INC | $0 | – | -40,000 | -100.0% | -1.09% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -4,200 | -100.0% | -1.12% | – |
| ZION | Exit | ZIONS BANCORPORATION N A | $0 | – | -5,000 | -100.0% | -1.12% | – |
| INVA | Exit | INNOVIVA INC | $0 | – | -16,000 | -100.0% | -1.14% | – |
| IR | Exit | INGERSOLL-RAND PLC | $0 | – | -1,900 | -100.0% | -1.18% | – |
| VLO | Exit | VALERO ENERGY CORP NEW | $0 | – | -4,000 | -100.0% | -1.67% | – |
| PFE | Exit | PFIZER INC | $0 | – | -8,000 | -100.0% | -1.69% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 2.7% |
| ISHARES INC | 23 | Q3 2023 | 6.5% |
| SCHWAB STRATEGIC TR | 23 | Q3 2023 | 14.1% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q3 2023 | 16.2% |
| ISHARES TR | 23 | Q3 2023 | 7.9% |
| SCHWAB STRATEGIC TR | 23 | Q3 2023 | 10.0% |
| ISHARES TR | 23 | Q3 2023 | 3.9% |
| VANGUARD BD INDEX FDS | 23 | Q3 2023 | 3.2% |
| ISHARES TR | 23 | Q3 2023 | 3.4% |
| MCDONALDS CORP | 23 | Q3 2023 | 3.0% |
View Ackerman Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-16 |
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.