Beckerman-Institutional

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-05
Total Holdings
102
Total Value
138110
Accession Number
0002043468-25-000003
Form Type
13F-HR
Manager Name
Beckerman-Institutional
Data Enrichment
51% identified
52 identified50 unidentified

Holdings

102 positions • $138.1K total value
Manager:
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SPDR S&P 500 ETF TRUST
Shares:634
Value:$355.0K
% of Portfolio:257.0% ($355.0K/$138.1K)
COCA COLA CO
Shares:4.9K
Value:$353.0K
% of Portfolio:255.6% ($353.0K/$138.1K)
464287556
Shares:2.8K
Value:$352.0K
% of Portfolio:254.9% ($352.0K/$138.1K)
46434G103
Shares:6.0K
Value:$326.0K
% of Portfolio:236.0% ($326.0K/$138.1K)
78464A847
Shares:6.1K
Value:$311.0K
% of Portfolio:225.2% ($311.0K/$138.1K)
INTUITIVE SURGICAL INC
Shares:604
Value:$299.0K
% of Portfolio:216.5% ($299.0K/$138.1K)
46432F834
Shares:4.3K
Value:$298.0K
% of Portfolio:215.8% ($298.0K/$138.1K)
GOLDMAN SACHS GROUP INC
Shares:541
Value:$296.0K
% of Portfolio:214.3% ($296.0K/$138.1K)
ALTRIA GROUP, INC.
Shares:4.8K
Value:$291.0K
% of Portfolio:210.7% ($291.0K/$138.1K)
464288273
Shares:4.6K
Value:$290.0K
% of Portfolio:210.0% ($290.0K/$138.1K)
CAPITAL ONE FINANCIAL CORP
Shares:1.6K
Value:$281.0K
% of Portfolio:203.5% ($281.0K/$138.1K)
PIMCO NEW YORK MUNICIPAL INCOME FUND II
Shares:39.1K
Value:$277.0K
% of Portfolio:200.6% ($277.0K/$138.1K)
AMAZON COM INC
Shares:1.4K
Value:$263.0K
% of Portfolio:190.4% ($263.0K/$138.1K)
78470P200
Shares:5.5K
Value:$259.0K
% of Portfolio:187.5% ($259.0K/$138.1K)
Alphabet Inc.
Shares:1.5K
Value:$233.0K
% of Portfolio:168.7% ($233.0K/$138.1K)
464288679
Shares:2.1K
Value:$232.0K
% of Portfolio:168.0% ($232.0K/$138.1K)
46654Q716
Shares:4.2K
Value:$226.0K
% of Portfolio:163.6% ($226.0K/$138.1K)
AT&T INC.
Shares:7.3K
Value:$207.0K
% of Portfolio:149.9% ($207.0K/$138.1K)
INVESCO QQQ TRUST, SERIES 1
Shares:429
Value:$201.0K
% of Portfolio:145.5% ($201.0K/$138.1K)
45782C425
Shares:6.2K
Value:$200.0K
% of Portfolio:144.8% ($200.0K/$138.1K)