$349 Million is the total value of Ackerman Capital Advisors, LLC's 105 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MYD | New | BLACKROCK MUNIYIELD FD INC | $510,000 | – | 38,034 | +100.0% | 0.14% | – |
| MMU | New | WESTERN ASSET MANAGED MUNS F | $507,000 | – | 41,612 | +100.0% | 0.14% | – |
| EZA | New | ISHARES INCmsci sth afr etf | $370,000 | – | 10,006 | +100.0% | 0.10% | – |
| NKG | New | NUVEEN GEORGIA QLTY MUN INC | $282,000 | – | 23,099 | +100.0% | 0.08% | – |
| MYF | New | BLACKROCK MUNIYIELD INVT FD | $276,000 | – | 20,642 | +100.0% | 0.08% | – |
| EWH | New | ISHARES INCmsci hong kg etf | $240,000 | – | 10,933 | +100.0% | 0.07% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $236,000 | – | 5,453 | +100.0% | 0.07% | – |
| MNP | New | WESTERN ASSET MUN PARTNERS F | $236,000 | – | 16,414 | +100.0% | 0.07% | – |
| ASHR | New | DBX ETF TRxtrack hrvst csi | $229,000 | – | 6,650 | +100.0% | 0.06% | – |
| VGM | New | INVESCO TR INVT GRADE MUNS | $223,000 | – | 17,986 | +100.0% | 0.06% | – |
| ETN | New | EATON CORP PLC | $214,000 | – | 2,100 | +100.0% | 0.06% | – |
| EIDO | New | ISHARES TRmsci indonia etf | $216,000 | – | 12,499 | +100.0% | 0.06% | – |
| WMT | New | WALMART INC | $204,000 | – | 1,456 | +100.0% | 0.06% | – |
| MFM | New | MFS MUN INCOME TRsh ben int | $202,000 | – | 31,434 | +100.0% | 0.06% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $203,000 | – | 1,150 | +100.0% | 0.06% | – |
| NUM | New | NUVEEN MICH QUALITY MUN INCO | $180,000 | – | 12,720 | +100.0% | 0.05% | – |
| NUO | New | NUVEEN OHIO QLTY MUN INCOME | $169,000 | – | 11,248 | +100.0% | 0.05% | – |
| CXH | New | MFS INVT GRADE MUN TRsh ben int | $114,000 | – | 12,106 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-02
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.