Warren Buffett, Dan Ives Bet On The Same 3 Stocks — Some Might Surprise You
When it comes to the financial markets, Warren Buffett and Dan Ives are two of the most recognizable names. While Buffett has retired as CEO of Berkshire Hathaway, Ives has become one of the most prominent analysts, with a particular focus on technology stocks.
The two investors share several investments in common across Berkshire Hathaway and the Dan Ives Wedbush AI Revolution ETF.
The 3 Stocks In Common
The Dan Ives Wedbush AI Revolution ETF was launched in 2025, containing the top AI stock picks from Wedbush analyst.
A look at the Wedbush AI Revolution ETF shows 30 holdings, with three of the stocks also owned in the investment portfolio of Berkshire Hathaway.
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Here are the three stocks they have in common:
Apple Inc: The technology giant is the top holding in the IVES ETF at 5.11% of assets. Apple is also the top holding of the Berkshire Hathaway investment portfolio with 227,917,808 shares owned. Apple represents 23% of the Berkshire investment portfolio, with the stake worth $61.96 billion at the end of the fourth quarter. Berkshire decreased its position in Apple stock by 4% in the fourth quarter.
Amazon.com Inc: The e-commerce giant is the second-largest holding in the IVES ETF at 4.94% of assets. Amazon is a smaller position in the Berkshire Hathaway investment portfolio at around 0.3% of assets and a valuation of $702.01 million at the end of the fourth quarter. Berkshire sold Amazon stock in the fourth quarter, lowering its stake in the company by around 77%.
Alphabet Inc: Tech giant is the seventh-largest holding in the IVES ETF at 4.66% of assets. Alphabet is also the 10th largest holding in the Berkshire Hathaway investment portfolio at around 2% of assets. The conglomerate owns 17,846,142 GOOGL shares valued at around $5.59 billion at the end of the fourth quarter. Berkshire took its initial stake in Alphabet in the third quarter of 2025.
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Different Investment Styles
For years, Buffett and Berkshire Hathaway avoided technology stocks. The legendary investor preferred to invest in value stocks with reliable revenue and earnings and not invest in stocks with high valuation multiples or, in some cases, unprofitability.
The three tech stocks owned by Berkshire Hathaway above are profitable and market leaders in several areas. Market leadership is a trait Buffett often looked for in stock picks.
Ives has discussed the “fourth industrial revolution” multiple times and assigned multi-billion- or trillion-dollar opportunities in AI among several top stock picks, including Tesla.
In 2025, Ives highlighted the Trump administration and the AI Action Plan as being key to AI growth going forward.
“We have barely scratched the surface of this fourth Industrial Revolution now playing out around the world led by the Big Tech stalwarts,” Ives said previously.
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