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Ackerman Capital Advisors, LLC

Q1 2025 · 13F-HR

Ackerman Capital Advisors, LLCholdings as filed

Filed 2025-05-09 · accession 0001699506-25-000002

$378.6M
Reported value
109
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922907746VTEBVANGUARD MUN BD FDS$58.0M15.3%1,169,258CommonNONE
78464A409SPYGSPDR SER TR$53.2M14.0%661,363CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$16.2M4.29%195,666CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$15.6M4.11%621,102CommonNONE
78464A508SPYVSPDR SER TR$15.0M3.97%294,169CommonNONE
78468R721TFISPDR SER TR$14.6M3.86%323,890CommonNONE
464286525ACWVISHARES INC$12.8M3.37%109,649CommonNONE
46435G409IVLUISHARES TR$12.5M3.29%410,978CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$11.9M3.14%161,222CommonNONE
464288158SUBISHARES TR$11.3M2.99%107,116CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$10.8M2.85%406,394CommonNONE
464288414MUBISHARES TR$9.1M2.41%86,403CommonNONE
78464A516BWXSPDR SER TR$8.8M2.32%401,451CommonNONE
46434G103IEMGISHARES INC$8.0M2.11%147,909CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$7.1M1.89%197,585CommonNONE
922908744VTVVANGUARD INDEX FDS$6.7M1.77%38,723CommonNONE
464285204IAUISHARES GOLD TR$6.6M1.74%111,790CommonNONE
808524706SCHESCHWAB STRATEGIC TR$6.3M1.65%227,201CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$5.7M1.51%99,002CommonNONE
46436E718SGOVISHARES TR$5.6M1.49%56,016CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$5.4M1.42%90,473CommonNONE
46434V456IQLTISHARES TR$5.0M1.31%124,874CommonNONE
922908611VBRVANGUARD INDEX FDS$4.9M1.29%26,260CommonNONE
922908595VBKVANGUARD INDEX FDS$3.9M1.04%15,590CommonNONE
464288638IGIBISHARES TR$3.4M0.90%64,614CommonNONE
921937827BSVVANGUARD BD INDEX FDS$2.6M0.70%33,769CommonNONE
464287200IVVISHARES TR$2.6M0.69%4,650CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$2.5M0.66%38,677CommonNONE
30231G102XOMEXXON MOBIL CORP$2.3M0.60%19,094CommonNONE
464287671IUSGISHARES TR$2.0M0.53%15,698CommonNONE
05588W108LEOBNY MELLON STRATEGIC MUNS IN$1.8M0.48%296,722CommonNONE
09662W109DMBBNY MELLON MUN BD INFRASTRUC$1.8M0.46%165,932CommonNONE
09253T101XMVTXBLACKROCK MUNIVEST FD II INC$1.6M0.42%148,924CommonNONE
09249N101BLEBLACKROCK MUNI INCOME TR II$1.5M0.40%146,802CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.38%2,682CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1.4M0.37%45,317CommonNONE
02079K305GOOGLALPHABET INC$1.4M0.36%8,800CommonNONE
46432F339QUALISHARES TR$1.4M0.36%7,905CommonNONE
166764100CVXCHEVRON CORP NEW$1.3M0.34%7,807CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.3M0.34%27,742CommonNONE
594918104MSFTMICROSOFT CORP$1.3M0.34%3,438CommonNONE
92826C839VVISA INC$1.2M0.32%3,476CommonNONE
037833100AAPLAPPLE INC$1.2M0.32%5,449CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$1.2M0.32%14,292CommonNONE
78468R739SHMSPDR SER TR$1.0M0.27%21,567CommonNONE
921932794VIOGVANGUARD ADMIRAL FDS INC$1.0M0.27%9,447CommonNONE
09662E109DSMBNY MELLON STRATEGIC MUN BD$992,3590.26%171,986CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$946,8840.25%20,921CommonNONE
464287614IWFISHARES TR$942,4450.25%2,610CommonNONE
64124P101NBHNEUBERGER BERMAN MUN FD INC$931,5900.25%89,576CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$931,2160.25%8,031CommonNONE
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$915,6730.24%77,996CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$907,7490.24%7,039CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$810,9620.21%3,306CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$799,9260.21%34,719CommonNONE
580135101MCDMCDONALDS CORP$771,5540.20%2,470CommonNONE
64110L106NFLXNETFLIX INC$733,9010.19%787CommonNONE
26875P101EOGEOG RES INC$731,0960.19%5,701CommonNONE
92189H201ITMVANECK ETF TRUST$680,9060.18%14,962CommonNONE
09254E103MYIBLACKROCK MUNIYIELD QUALITY$654,1030.17%59,518CommonNONE
46435G524IGROISHARES TR$645,7300.17%8,914CommonNONE
09248F109BLACKROCK MUN INCOME TR$626,3730.17%63,270CommonNONE
907818108UNPUNION PAC CORP$614,4600.16%2,601CommonNONE
002824100ABTABBOTT LABS$610,4550.16%4,602CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$606,3820.16%1,110CommonNONE
20825C104COPCONOCOPHILLIPS$572,3590.15%5,450CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$546,5530.14%2,647CommonNONE
46434V449IMTMISHARES TR$521,9760.14%13,069CommonNONE
56064K100MMDNYLI MACKAY DEFINEDTERM MUNI$476,7840.13%31,617CommonNONE
902653104UDRUDR INC$453,9590.12%10,050CommonNONE
31423P108FMNFEDERATED HERMES PREM MUNI I$448,6270.12%41,310CommonNONE
713448108PEPPEPSICO INC$403,6580.11%2,692CommonNONE
95766M105MMUWESTERN ASSET MANAGED MUNS F$382,1910.10%37,142CommonNONE
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$380,7350.10%27,710CommonNONE
78464A300SLYVSPDR SER TR$356,8770.09%4,552CommonNONE
09247D105XBKNXBLACKROCK INVT QUALITY MUN T$351,6280.09%30,603CommonNONE
46429B689EFAVISHARES TR$335,0560.09%4,300CommonNONE
092479104BLACKROCK MUN INCOME QUALITY$331,2690.09%30,730CommonNONE
478160104JNJJOHNSON & JOHNSON$315,0960.08%1,900CommonNONE
09257P105BTTBLACKROCK MUN TARGET TERM TR$309,7460.08%14,590CommonNONE
78464A201SLYGSPDR SER TR$305,5230.08%3,681CommonNONE
882508104TXNTEXAS INSTRS INC$287,5200.08%1,600CommonNONE
464287887IJTISHARES TR$286,3500.08%2,300CommonNONE
060505104BACBANK AMERICA CORP$284,6120.08%6,820CommonNONE
27829L105EOTEATON VANCE NATL MUN OPPORT$274,8250.07%16,506CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$261,2680.07%11,066CommonNONE
747525103QCOMQUALCOMM INC$260,5230.07%1,696CommonNONE
235851102DHRDANAHER CORPORATION$256,0450.07%1,249CommonNONE
025816109AXPAMERICAN EXPRESS CO$254,5210.07%946CommonNONE
254687106DISDISNEY WALT CO$253,2900.07%2,566CommonNONE
785688102SBRSABINE RTY TR$230,5110.06%3,417CommonNONE
437076102HDHOME DEPOT INC$219,1610.06%598CommonNONE
844741108LUVSOUTHWEST AIRLS CO$214,3080.06%6,382CommonNONE
532457108LLYELI LILLY & CO$212,2590.06%257CommonNONE
78463V107GLDSPDR GOLD TR$207,7490.05%721CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$204,8960.05%824CommonNONE
24610T108VFLABRDN NATL MUN INCOME FD$184,2440.05%18,170CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$161,5730.04%15,315CommonNONE
01864U106AFBALLIANCEBERNSTEIN NATL MUN I$152,0730.04%14,003CommonNONE
09254G108XMQTXBLACKROCK MUNIYIELD QUALITY$143,4600.04%14,346CommonNONE
27826U108EVNEATON VANCE MUNI INCOME TRUS$139,4130.04%13,588CommonNONE
670928100NUVNUVEEN MUN VALUE FD INC$131,3920.03%14,982CommonNONE
72200N106XPCQXPIMCO CALIF MUN INCOME FD$121,6880.03%13,750CommonNONE
09254C107BLACKROCK MUNIHOLDINGS QUALI$118,1000.03%11,810CommonNONE
552738106MFMMFS MUN INCOME TR$107,7600.03%20,332CommonNONE
09253R105XMVFXBLACKROCK MUNIVEST FD INC$106,8460.03%15,242CommonNONE
46132C107VMOINVESCO MUN OPPORTUNITY TR$96,9020.03%10,211CommonNONE
56270V205MGRXMANGOCEUTICALS INC$67,2750.02%34,500CommonNONE
09229E303BLACKBOXSTOCKS INC$42,9320.01%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.