Portfolio (Quarterly)
Guide ↗
Berkshire Money Management, Inc.
· CIK 0001535172| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | WMT | WALMART INC | Consumer Defensive | 2,323 | $259K | 0.03% | SOLD |
| 62 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 4,862 | $257K | 0.03% | SOLD |
| 63 | BAC | BANK AMERICA CORP | Financial Services | 4,637 | $255K | 0.02% | SOLD |
| 64 | QCOM | QUALCOMM INC | Technology | 1,485 | $254K | 0.02% | SOLD |
| 65 | VERA | VERA THERAPEUTICS INC | Healthcare | 5,000 | $253K | 0.02% | SOLD |
| 66 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 982 | $253K | 0.02% | SOLD |
| 67 | CAT | CATERPILLAR INC | Industrials | 434 | $249K | 0.02% | SOLD |
| 68 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 811 | $246K | 0.02% | SOLD |
| 69 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,604 | $246K | 0.02% | SOLD |
| 70 | NFLX | NETFLIX INC | Communication Services | 2,591 | $243K | 0.02% | SOLD |
| 71 | IVW | ISHARES TR | — | 1,875 | $231K | 0.02% | SOLD |
| 72 | PAUG | INNOVATOR ETFS TRUST | — | 5,173 | $224K | 0.02% | SOLD |
| 73 | CEG | CONSTELLATION ENERGY CORP | Utilities | 620 | $219K | 0.02% | SOLD |
| 74 | TIP | ISHARES TR | — | 1,963 | $216K | 0.02% | SOLD |
| 75 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 651 | $215K | 0.02% | SOLD |
| 76 | XLF | SELECT SECTOR SPDR TR | — | 3,882 | $213K | 0.02% | SOLD |
| 77 | HON | HONEYWELL INTL INC | Industrials | 1,084 | $211K | 0.02% | SOLD |
| 78 | CRM | SALESFORCE INC | Technology | 791 | $210K | 0.02% | SOLD |
| 79 | T | AT&T INC | Communication Services | 8,396 | $209K | 0.02% | SOLD |
| 80 | QQQM | INVESCO EXCH TRADED FD TR II | — | 821 | $208K | 0.02% | SOLD |
Sector Allocation
Financial Services
96.2%
Technology
2.8%
Consumer Cyclical
0.6%
Energy
0.3%