$257 Million is the total value of Ackerman Capital Advisors, LLC's 91 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UDR | UDR INC | $367,000 | -21.7% | 10,050 | 0.0% | 0.14% | +2.9% | |
| UNP | UNION PAC CORP | $367,000 | -21.9% | 2,600 | 0.0% | 0.14% | +2.9% | |
| DEM | WISDOMTREE TRemer mkt high fd | $364,000 | -29.5% | 11,280 | 0.0% | 0.14% | -7.2% | |
| DLN | WISDOMTREE TRus largecap divd | $310,000 | -23.6% | 3,835 | 0.0% | 0.12% | +0.8% | |
| EFAV | ISHARES TRmin vol eafe etf | $267,000 | -16.8% | 4,300 | 0.0% | 0.10% | +9.5% | |
| SIRI | SIRIUS XM HLDGS INC | $198,000 | -30.8% | 40,000 | 0.0% | 0.08% | -9.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
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.