ACKERMAN ASSET MANAGEMENT, LLC
ACKERMAN ASSET MANAGEMENT, LLC runs ACKERMAN ASSET MANAGEMENT, LLC and currently holds 38 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $166.66M. Their top holdings are IVV, OEF, SPY, JPST, IWB. The top five represent 73.9% of reported portfolio weight. ACKERMAN ASSET MANAGEMENT, LLC ranks #785 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ACKERMAN ASSET MANAGEMENT, LLC initiated 3 new positions. They added to 6 existing positions. They trimmed 8 positions. Their current best-performing preview position is XLK with returns of +43.36%.
38 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
IVV ISHARES TR | 36.63% | $561.99 | $769.30 | +36.89% | Trimmed -0.05% |
OEF ISHARES TR | 19.27% | $271.07 | $377.78 | +39.37% | Added +0.25% |
SPY STATE STR SPDR S&P 500 ETF T | 6.83% | $559.39 | $765.62 | +36.87% | Trimmed -0.74% |
JPST J P MORGAN EXCHANGE TRADED F | 5.96% | $50.62 | $50.53 | -0.19% | Added +35.00% |
IWB ISHARES TR | 5.25% | $306.74 | $419.55 | +36.78% | Trimmed -0.42% |
QQQ INVESCO QQQ TR | 5.03% | $470.18 | $713.44 | +51.74% | Added +0.01% |
AAPL APPLE INC | 4.67% | $262.03 | $309.35 | +18.06% | Held |
IWM ISHARES TR | 3.87% | $243.95 | $299.93 | +22.95% | Added +3.52% |
XLG INVESCO EXCHANGE TRADED FD T | 2.90% | $46.25 | $62.07 | +34.21% | Trimmed -2.33% |
SGOV ISHARES TR | 1.67% | $100.67 | $100.63 | -0.04% | Trimmed -2.81% |
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