What ETF does Warren Buffett hold?
Most of Warren Buffett's portfolio through his holding company Berkshire Hathaway is comprised of individual stocks. He does own two ETFs, though, both of which are S&P 500 ETFs: the Vanguard S&P 500 ETF (VOO 1.03%) and the SPDR S&P 500 ETF Trust (SPY 1.05%).
Buffett's favorite ETF
portfolio: the SPDR S&P 500 ETF Trust (NYSEMKT: SPY) and the Vanguard 500 Index Fund ETF (NYSEMKT: VOO). Both are index ETFs that track the S&P 500.
Key Points. Apple is -- by far -- Berkshire Hathaway's biggest equity holding, after Warren Buffett invested $40 billion in the stock. Berkshire's also recently built a substantial stake in Occidental Petroleum. But you won't find Buffett's favorite stock in Berkshire's portfolio.
| ETF | Weight | Holdings |
|---|---|---|
| SPDR S&P US Financials Select Sector UCITS ETF | 12.49% | 72.00 |
| iShares S&P 500 Financials Sector UCITS ETF (Acc) | 12.46% | 72.00 |
| Xtrackers MSCI USA Financials UCITS ETF 1D | 8.68% | 88.00 |
| SPDR MSCI World Financials UCITS ETF | 5.11% | 234.00 |
Key Points. Berkshire Hathaway got $704 million in dividends from Coca-Cola in 2022 alone. Buffett's company has over $2 billion invested in Kroger -- an undervalued grocery leader that pays an above-average dividend yield.
Most of Warren Buffett's portfolio through his holding company Berkshire Hathaway is comprised of individual stocks. He does own two ETFs, though, both of which are S&P 500 ETFs: the Vanguard S&P 500 ETF (VOO -1.63%) and the SPDR S&P 500 ETF Trust (SPY -1.63%).
| Stock | Number of Shares Owned | Value of Stake |
|---|---|---|
| Apple (NASDAQ:AAPL) | 915,560,382 | $168.3 billion |
| Bank of America (NYSE:BAC) | 1,032,852,006 | $33.2 billion |
| American Express (NYSE:AXP) | 151,610,700 | $27.3 billion |
| Coca-Cola (NYSE:KO) | 400,000,000 | $24.1 billion |
Coming in at roughly 14% of the total portfolio's weight, the SPDR S&P 500 ETF Trust (NYSEMKT: SPY) is New England Asset Management's biggest holding by far. The exchange-traded fund (ETF) aims to mirror the performance of the S&P 500 by matching its composition.
Warren Buffett is a famous proponent of value investing. Warren Buffett's investment style is to “buy ably-managed businesses, in whole or in part, that possess favorable economic characteristics.” We also look at his investment history and portfolio.
Warren Buffett is one of the wealthiest people in the world, amassing his fortune through a successful investment strategy. Buffett follows the Benjamin Graham school of value investing which looks for securities with prices that are unjustifiably low based on their intrinsic worth.
Is Berkshire Hathaway better than ETF?
Warren Buffett is highly regarded for his ability to consistently beat the benchmark S&P 500. Berkshire Hathaway's investing profile has dramatically changed since the turn of the century, however. As a result, growth investors will likely be better served owning this low-cost indexed Vanguard ETF.
| Symbol | Name | 5-Year Return |
|---|---|---|
| IWY | iShares Russell Top 200 Growth ETF | 20.03% |
| GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index | 19.46% |
| MGK | Vanguard Mega Cap Growth ETF | 19.44% |
| PKB | Invesco Building & Construction ETF | 19.24% |
- 10-year return: 24.37%
- Assets under management: $10.9B.
- Expense ratio: 0.35%
- As of date: November 30, 2023.
Warren Buffett's fund bought 9.6 million Sirius XM Holdings Inc. (NASDAQ:SIRI) shares during the third quarter of 2023. The total value of these shares was about $44 million.
Yes, you can buy shares of Berkshire Hathaway in a brokerage account. The company has two stock symbols: BRK. A and BRK. B.
Berkshire Hathaway stock held strong in 2022, making a slight gain compared to a loss of more than 19% for the S&P 500. But it lagged in 2023 rising about 16% compared to the S&P 500's gain of 24%. All-around performance is solid, but not ideal, for Berkshire Hathaway stock.
The 90/10 strategy calls for allocating 90% of your investment capital to low-cost S&P 500 index funds and the remaining 10% to short-term government bonds. Warren Buffett described the strategy in a 2013 letter to his company's shareholders.
| ETF | Ticker | Annualized 5-year return |
|---|---|---|
| iShares Core S&P 500 ETF | IVV | 15.65% |
| SPDR S&P 500 ETF Trust | SPY | 15.52% |
| Vanguard S&P 500 ETF | VOO | 14.26% |
This ranking presents the largest providers of Exchange Traded Funds (ETFs) in the United States as of September 11, 2023, by assets under management (AUM). At that time, BlackRock proved to be the largest ETFs provider, with managed assets amounting to approximately 2.1 trillion U.S. dollars.
Consistent with his down-to-earth lifestyle, Buffett's choice of vehicle is practical, reliable, and understated. The Cadillac XTS is valued for its comfort and efficiency, rather than its status symbol when compared to higher end options made by Bentley, Jaguar, or Rolls Royce.
What are the Motley Fool's 10 stocks?
The Motley Fool has positions in and recommends Advanced Micro Devices, Airbnb, Alphabet, Amazon, Meta Platforms, Microsoft, Netflix, Nvidia, Peloton Interactive, Spotify Technology, Tesla, and Zillow Group.
Despite being a large, mature, and stable company, Berkshire Hathaway does not pay dividends to its investors. Instead, the company chooses to reinvest retained earnings into new projects, investments, and acquisitions.
- BYD , which is as of October 25, 2023.
- HP , which is as of November 30, 2023.
- Itochu, Marubeni, Mitsubishi, Mitsui, and Sumitomo, which are as of June 12, 2023. ...
- Liberty SiriusXM Series A, which is as of February 1, 2024.
- Liberty SiriusXM Series C, which is as of February 1, 2024.
His fortune is largely tied to his investment company.
The vast majority of Buffett's net worth is tied to Berkshire Hathaway, his publicly traded holding and investment company. Buffett owns about 38% of the company's Class A shares and less than 0.001% of Class B shares, according to the Bloomberg Billionaires index.
The current portfolio value is calculated to be $313.26 Bil. The turnover rate is 0%. In Warren Buffett's current portfolio as of 2023-09-30, the top 5 holdings are Apple Inc (AAPL), Bank of America Corp (BAC), American Express Co (AXP), Coca-Cola Co (KO), Chevron Corp (CVX), not including call and put options.
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