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Ackerman Capital Advisors, LLC

Q4 2024 · 13F-HR

Ackerman Capital Advisors, LLCholdings as filed

Filed 2025-02-04 · accession 0001699506-25-000001

$381.4M
Reported value
100
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922907746VTEBVANGUARD MUN BD FDS$61.1M16.0%1,218,742CommonNONE
78464A409SPYGSPDR SER TR$58.5M15.3%665,457CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$17.9M4.70%642,910CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$16.3M4.27%203,466CommonNONE
78468R721TFISPDR SER TR$15.6M4.09%342,318CommonNONE
78464A508SPYVSPDR SER TR$14.3M3.76%280,501CommonNONE
464286525ACWVISHARES INC$11.8M3.08%107,628CommonNONE
464288158SUBISHARES TR$11.4M2.98%107,805CommonNONE
46435G409IVLUISHARES TR$11.2M2.93%411,898CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$10.9M2.86%160,645CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$10.4M2.73%399,628CommonNONE
78464A516BWXSPDR SER TR$8.8M2.32%412,910CommonNONE
464288414MUBISHARES TR$8.7M2.29%82,061CommonNONE
46434G103IEMGISHARES INC$8.3M2.18%159,214CommonNONE
922908744VTVVANGUARD INDEX FDS$6.6M1.73%38,905CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$6.4M1.67%192,262CommonNONE
808524706SCHESCHWAB STRATEGIC TR$6.1M1.59%227,768CommonNONE
46436E718SGOVISHARES TR$5.6M1.46%55,601CommonNONE
464285204IAUISHARES GOLD TR$5.6M1.46%112,645CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$5.4M1.43%98,386CommonNONE
922908611VBRVANGUARD INDEX FDS$5.2M1.36%26,141CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$4.9M1.28%84,272CommonNONE
46434V456IQLTISHARES TR$4.6M1.20%123,066CommonNONE
922908595VBKVANGUARD INDEX FDS$4.3M1.14%15,509CommonNONE
464288638IGIBISHARES TR$3.3M0.87%64,076CommonNONE
464287200IVVISHARES TR$2.7M0.72%4,667CommonNONE
921937827BSVVANGUARD BD INDEX FDS$2.6M0.67%33,310CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$2.4M0.63%37,768CommonNONE
464287671IUSGISHARES TR$2.2M0.57%15,698CommonNONE
30231G102XOMEXXON MOBIL CORP$2.1M0.54%19,094CommonNONE
05588W108LEOBNY MELLON STRATEGIC MUNS IN$1.9M0.50%317,221CommonNONE
09662W109DMBBNY MELLON MUN BD INFRASTRUC$1.7M0.44%161,892CommonNONE
02079K305GOOGLALPHABET INC$1.7M0.44%8,800CommonNONE
09249N101BLEBLACKROCK MUNI INCOME TR II$1.7M0.43%157,386CommonNONE
09253T101XMVTXBLACKROCK MUNIVEST FD II INC$1.6M0.43%155,771CommonNONE
594918104MSFTMICROSOFT CORP$1.4M0.38%3,438CommonNONE
037833100AAPLAPPLE INC$1.4M0.38%5,752CommonNONE
46432F339QUALISHARES TR$1.4M0.37%7,973CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1.3M0.35%45,531CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.33%2,749CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$1.2M0.32%12,905CommonNONE
166764100CVXCHEVRON CORP NEW$1.1M0.30%7,807CommonNONE
92826C839VVISA INC$1.1M0.29%3,476CommonNONE
464287614IWFISHARES TR$1.0M0.27%2,610CommonNONE
921932794VIOGVANGUARD ADMIRAL FDS INC$1.0M0.27%8,949CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$1.0M0.27%43,752CommonNONE
78468R739SHMSPDR SER TR$1.0M0.26%21,169CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$965,9870.25%18,209CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$951,2580.25%8,097CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$898,1060.24%7,039CommonNONE
09662E109DSMBNY MELLON STRATEGIC MUN BD$857,8120.22%147,644CommonNONE
64124P101NBHNEUBERGER BERMAN MUN FD INC$832,9890.22%80,482CommonNONE
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$756,6010.20%64,833CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$749,5730.20%3,127CommonNONE
09248F109BLACKROCK MUN INCOME TR$728,2400.19%73,858CommonNONE
580135101MCDMCDONALDS CORP$716,0280.19%2,470CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$708,2950.19%16,083CommonNONE
64110L106NFLXNETFLIX INC$701,4690.18%787CommonNONE
26875P101EOGEOG RES INC$698,8290.18%5,701CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$635,6080.17%1,110CommonNONE
46435G524IGROISHARES TR$605,7950.16%8,914CommonNONE
907818108UNPUNION PAC CORP$593,1320.16%2,601CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$559,6760.15%2,407CommonNONE
20825C104COPCONOCOPHILLIPS$540,4770.14%5,450CommonNONE
002824100ABTABBOTT LABS$520,5320.14%4,602CommonNONE
09254E103MYIBLACKROCK MUNIYIELD QUALITY$517,3790.14%46,864CommonNONE
09257P105BTTBLACKROCK MUN TARGET TERM TR$499,1630.13%24,243CommonNONE
46434V449IMTMISHARES TR$490,1270.13%13,105CommonNONE
902653104UDRUDR INC$436,2710.11%10,050CommonNONE
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$421,9030.11%31,068CommonNONE
713448108PEPPEPSICO INC$409,3600.11%2,692CommonNONE
670928100NUVNUVEEN MUN VALUE FD INC$407,7840.11%47,472CommonNONE
78464A300SLYVSPDR SER TR$397,1620.10%4,552CommonNONE
31423P108FMNFEDERATED HERMES PREM MUNI I$370,9290.10%33,999CommonNONE
95766M105MMUWESTERN ASSET MANAGED MUNS F$358,3870.09%35,136CommonNONE
78464A201SLYGSPDR SER TR$332,5780.09%3,681CommonNONE
56064K100MMDNYLI MACKAY DEFINEDTERM MUNI$327,5940.09%21,942CommonNONE
09247D105XBKNXBLACKROCK INVT QUALITY MUN T$313,8950.08%28,152CommonNONE
464287887IJTISHARES TR$311,3510.08%2,300CommonNONE
46429B689EFAVISHARES TR$304,0530.08%4,300CommonNONE
060505104BACBANK AMERICA CORP$301,6210.08%6,863CommonNONE
882508104TXNTEXAS INSTRS INC$300,0160.08%1,600CommonNONE
235851102DHRDANAHER CORPORATION$286,7080.08%1,249CommonNONE
254687106DISDISNEY WALT CO$285,7530.07%2,566CommonNONE
025816109AXPAMERICAN EXPRESS CO$280,7630.07%946CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$279,9450.07%11,822CommonNONE
478160104JNJJOHNSON & JOHNSON$274,7780.07%1,900CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$266,9400.07%15,315CommonNONE
09254G108XMQTXBLACKROCK MUNIYIELD QUALITY$263,4690.07%26,721CommonNONE
747525103QCOMQUALCOMM INC$260,5400.07%1,696CommonNONE
437076102HDHOME DEPOT INC$232,6160.06%598CommonNONE
27829L105EOTEATON VANCE NATL MUN OPPORT$228,6290.06%13,890CommonNONE
785688102SBRSABINE RTY TR$221,4560.06%3,417CommonNONE
844741108LUVSOUTHWEST AIRLS CO$214,5630.06%6,382CommonNONE
092479104BLACKROCK MUN INCOME QUALITY$181,4120.05%16,720CommonNONE
27826U108EVNEATON VANCE MUNI INCOME TRUS$142,4200.04%14,087CommonNONE
24610T108VFLABRDN NATL MUN INCOME FD$140,3010.04%13,850CommonNONE
01864U106AFBALLIANCEBERNSTEIN NATL MUN I$112,1460.03%10,317CommonNONE
56270V205MGRXMANGOCEUTICALS INC$83,4900.02%34,500CommonNONE
09229E303BLACKBOXSTOCKS INC$27,7790.01%12,627CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.