Berkshire-Money-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "GOOGL",
  "T",
  "AVGO",
  "GD",
  "HLT",
  "HON",
  "HD",
  "QCOM",
  "GALT",
  null,
  null,
  null,
  null,
  "EMR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "PRK",
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "DLN",
  null,
  "IWF",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  null,
  null,
  "RTX",
  "GLD",
  null,
  null,
  null,
  "VV",
  "AVXL",
  null,
  "VIG",
  null,
  null,
  "MGC",
  "SDY",
  "AMZN",
  "IVE",
  "VUG",
  "VOOV",
  null,
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "V",
  "WMT",
  null,
  "OTIS",
  "CRM",
  "DIA",
  null,
  "MTUM",
  "BRK-B",
  "BA",
  "CARR",
  "CVX",
  "KO",
  "COMP",
  "COST",
  "RSP",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 102
Total Value: 890821502
Accession Number: 0001398344-25-007540
Form Type: 13F-HR
CIK: berkshire-money-management
Manager Name: Berkshire-Money-Management

Data Enrichment

62% identified

63 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $890,821.502K total value

102 positions

Manager:

SEC FilingSEC DataHachi Filing

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301505731

Shares:131.8K

Value:$5.8M

Apple Inc.

AAPL|037833100

Shares:23.3K

Value:$5.2M

922908363

VOO|922908363

Shares:6.4K

Value:$3.3M

45782C300

Shares:79.8K

Value:$3.0M

MICROSOFT CORP

MSFT|594918104

Shares:6.5K

Value:$2.4M

45782C771

Shares:56.4K

Value:$2.4M

AMAZON COM INC

AMZN|023135106

Shares:9.6K

Value:$1.8M

45782C813

Shares:44.1K

Value:$1.8M

NVIDIA CORP

NVDA|67066G104

Shares:15.1K

Value:$1.6M

EXXON MOBIL CORP

XOM|30231G102

Shares:13.7K

Value:$1.6M

45782C789

Shares:36.8K

Value:$1.6M

922908538

VOT|922908538

Shares:6.2K

Value:$1.5M

922908637

VV|922908637

Shares:4.7K

Value:$1.2M

45782C433

Shares:26.7K

Value:$1.1M

464287101

Shares:4.1K

Value:$1.1M

45782C409

Shares:23.6K

Value:$1.1M

45782C888

Shares:21.4K

Value:$907.8K

81369Y209

Shares:6.2K

Value:$899.5K

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.6K

Value:$847.9K

45782C748

Shares:21.1K

Value:$781.8K

Instrument	Shares		Other Manager	Value
(cusip301505731)✕	131.8K	QoQ NEW(+131.8K) YoY NEW(+131.8K)	All Managers (Combined)	$5.8M	QoQ NEW(+$5.8M) YoY NEW(+$5.8M)
Apple Inc.(AAPLcusip037833100)	23.3K	QoQ +0.58% (-135) YoY -12.66% (-3.4K)	All Managers (Combined)	$5.2M	QoQ -10.77% (-$624.4K) YoY +13.13% (-$599.9K)
(VOOcusip922908363)	6.4K	QoQ -4.41% (-296) YoY -12.83% (-943)	All Managers (Combined)	$3.3M	QoQ -8.83% (-$318.8K) YoY -6.81% (-$240.4K)
(cusip45782C300)✕	79.8K	QoQ 0.00% (-0) YoY -0.27% (-217)	All Managers (Combined)	$3.0M	QoQ -2.07% (-$64.5K) YoY +5.36% (-$154.9K)
MICROSOFT CORP(MSFTcusip594918104)	6.5K	QoQ -16.48% (-1.3K) YoY -20.92% (-1.7K)	All Managers (Combined)	$2.4M	QoQ -25.62% (-$841.8K) YoY -29.44% (-$1.0M)
(cusip45782C771)✕	56.4K	QoQ 0.00% (-0) YoY -9.11% (-5.7K)	All Managers (Combined)	$2.4M	QoQ -2.75% (-$67.0K) YoY -5.59% (-$140.4K)
AMAZON COM INC(AMZNcusip023135106)	9.6K	QoQ +2.00% (-188) YoY +30.90% (+2.3K)	All Managers (Combined)	$1.8M	QoQ -11.53% (-$237.1K) YoY +38.07% (+$501.3K)
(cusip45782C813)✕	44.1K	QoQ 0.00% (-0) YoY -1.39% (-623)	All Managers (Combined)	$1.8M	QoQ -2.38% (-$43.3K) YoY +4.34% (-$73.9K)
NVIDIA CORP(NVDAcusip67066G104)	15.1K	QoQ -22.74% (-4.4K) YoY +1472.54% (+14.1K)	All Managers (Combined)	$1.6M	QoQ -37.64% (-$985.9K) YoY +88.57% (+$766.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	13.7K	QoQ -1.83% (-256) YoY +7.16% (+918)	All Managers (Combined)	$1.6M	QoQ +8.53% (-$128.4K) YoY +9.65% (+$143.7K)
(cusip45782C789)✕	36.8K	QoQ -7.71% (-3.1K) YoY -85.46% (-216.1K)	All Managers (Combined)	$1.6M	QoQ -10.57% (-$187.7K) YoY -84.44% (-$8.6M)
(VOTcusip922908538)	6.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	QoQ -3.59% (-$56.5K) YoY +3.75% (+$54.9K)
(VVcusip922908637)	4.7K	QoQ -13.31% (-721) YoY -57.69% (-6.4K)	All Managers (Combined)	$1.2M	QoQ -17.38% (-$253.9K) YoY -54.65% (-$1.5M)
(cusip45782C433)✕	26.7K	QoQ 0.00% (-0) YoY -0.01% (-3)	All Managers (Combined)	$1.1M	QoQ -3.57% (-$41.2K) YoY +5.71% (-$60.0K)
(cusip464287101)✕	4.1K	QoQ -7.87% (-348) YoY -14.96% (-716)	All Managers (Combined)	$1.1M	QoQ -13.62% (-$173.9K) YoY -6.91% (-$81.8K)
(cusip45782C409)✕	23.6K	QoQ +1.35% (-315) YoY +0.88% (+206)	All Managers (Combined)	$1.1M	QoQ -1.43% (-$16.0K) YoY +8.04% (+$81.9K)
(cusip45782C888)✕	21.4K	QoQ 0.00% (-0) YoY -1.06% (-230)	All Managers (Combined)	$907.8K	QoQ -4.15% (-$39.3K) YoY +4.93% (-$42.7K)
(cusip81369Y209)✕	6.2K	QoQ -8.11% (-544) YoY -80.16% (-24.9K)	All Managers (Combined)	$899.5K	QoQ -2.48% (-$23.0K) YoY -80.40% (-$3.7M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.6K	QoQ +2.31% (+36) YoY +8.15% (+120)	All Managers (Combined)	$847.9K	QoQ +20.21% (+$142.6K) YoY +36.97% (+$228.9K)
(cusip45782C748)✕	21.1K	QoQ 0.00% (-0) YoY -32.07% (-10.0K)	All Managers (Combined)	$781.8K	QoQ -1.35% (-$10.8K) YoY -27.17% (-$291.7K)