The Analysis of Berman McAleer LLC's Holdings
Currently, Berman McAleer LLC holds 164 types of securities in its portfolio with a total value $715.0M. In the most recent quarter, they have increased their positions in PRF (+1.6M shares, valued at $70.4M), AGOX (+2.2M shares, valued at $66.8M), DFAI (+1.7M shares, valued at $62.8M); initiated new positions in PRF (+1.6M shares, valued at $70.4M), AGOX (+2.2M shares, valued at $66.8M), DFAI (+1.7M shares, valued at $62.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PRF INVESCO EXCHANGE TRADED FD T1.6M sharesnew addition2025-09-302025-11-04
AGOX STARBOARD INVT TR2.2M sharesnew addition2025-09-302025-11-04 DFAI DIMENSIONAL ETF TRUST1.7M sharesnew addition2025-09-302025-11-04 VOE VANGUARD INDEX FDS294.5K sharesnew addition2025-09-302025-11-04 IJR ISHARES TR401.4K sharesnew addition2025-09-302025-11-04 JGRO J P MORGAN EXCHANGE TRADED F439.2K sharesnew addition2025-09-302025-11-04 VTV VANGUARD INDEX FDS201.4K sharesnew addition2025-09-302025-11-04 SPLV INVESCO EXCH TRADED FD TR II353.3K sharesnew addition2025-09-302025-11-04 FNDX SCHWAB STRATEGIC TR985.3K sharesnew addition2025-09-302025-11-04 IEFA ISHARES TR173.9K sharesnew addition2025-09-302025-11-04 VXUS VANGUARD STAR FDS199.0K sharesnew addition2025-09-302025-11-04 IWD ISHARES TR70.0K sharesnew addition2025-09-302025-11-04 VTI VANGUARD INDEX FDS42.3K sharesnew addition2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR20.6K sharesnew addition2025-09-302025-11-04 RSP INVESCO EXCHANGE TRADED FD T64.8K sharesnew addition2025-09-302025-11-04 VB VANGUARD INDEX FDS44.3K sharesnew addition2025-09-302025-11-04 FLRG FIDELITY COVINGTON TRUST276.8K sharesnew addition2025-09-302025-11-04 VIOO VANGUARD ADMIRAL FDS INC91.1K sharesnew addition2025-09-302025-11-04 AAPL APPLE INC34.7K sharesnew addition2025-09-302025-11-04 VOO VANGUARD INDEX FDS14.2K sharesnew addition2025-09-302025-11-04 MSFT MICROSOFT CORP14.6K sharesnew addition2025-09-302025-11-04 IWF ISHARES TR15.6K sharesnew addition2025-09-302025-11-04 AHH ARMADA HOFFLER PPTYS INC1.0M sharesnew addition2025-09-302025-11-04 AON AON PLC18.1K sharesnew addition2025-09-302025-11-04 JNJ JOHNSON & JOHNSON33.5K sharesnew addition2025-09-302025-11-04 FBTC FIDELITY WISE ORIGIN BITCOIN58.6K sharesnew addition2025-09-302025-11-04 AMZN AMAZON COM INC25.4K sharesnew addition2025-09-302025-11-04 IJK ISHARES TR49.8K sharesnew addition2025-09-302025-11-04 IVV ISHARES TR5.5K sharesnew addition2025-09-302025-11-04 MSI MOTOROLA SOLUTIONS INC6.3K sharesnew addition2025-09-302025-11-04 USMV ISHARES TR28.8K sharesnew addition2025-09-302025-11-04 HD HOME DEPOT INC6.6K sharesnew addition2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL5.3K sharesnew addition2025-09-302025-11-04 MDY SPDR S&P MIDCAP 400 ETF TR4.0K sharesnew addition2025-09-302025-11-04 IEMG ISHARES INC34.0K sharesnew addition2025-09-302025-11-04 IWB ISHARES TR5.9K sharesnew addition2025-09-302025-11-04 NVDA NVIDIA CORPORATION10.7K sharesnew addition2025-09-302025-11-04 V VISA INC5.7K sharesnew addition2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.6.1K sharesnew addition2025-09-302025-11-04 ITOT ISHARES TR12.8K sharesnew addition2025-09-302025-11-04 EFA ISHARES TR19.4K sharesnew addition2025-09-302025-11-04 GOOG ALPHABET INC7.4K sharesnew addition2025-09-302025-11-04 AVDE AMERICAN CENTY ETF TR22.3K sharesnew addition2025-09-302025-11-04 IJJ ISHARES TR13.0K sharesnew addition2025-09-302025-11-04 IVE ISHARES TR8.1K sharesnew addition2025-09-302025-11-04 AFL AFLAC INC14.1K sharesnew addition2025-09-302025-11-04 KO COCA COLA CO23.1K sharesnew addition2025-09-302025-11-04 GOOGL ALPHABET INC6.1K sharesnew addition2025-09-302025-11-04 MDYV SPDR SERIES TRUST16.6K sharesnew addition2025-09-302025-11-04 IBM INTERNATIONAL BUSINESS MACHS4.8K sharesnew addition2025-09-302025-11-04 IVW ISHARES TR11.1K sharesnew addition2025-09-302025-11-04 SUSA ISHARES TR9.2K sharesnew addition2025-09-302025-11-04 META META PLATFORMS INC1.7K sharesnew addition2025-09-302025-11-04 WMT WALMART INC11.7K sharesnew addition2025-09-302025-11-04 TGRW T ROWE PRICE ETF INC25.9K sharesnew addition2025-09-302025-11-04 UNP UNION PAC CORP4.4K sharesnew addition2025-09-302025-11-04 PG PROCTER AND GAMBLE CO6.6K sharesnew addition2025-09-302025-11-04 GE GE AEROSPACE3.1K sharesnew addition2025-09-302025-11-04 ORCL ORACLE CORP3.2K sharesnew addition2025-09-302025-11-04 IJH ISHARES TR13.8K sharesnew addition2025-09-302025-11-04 SPSM SPDR SERIES TRUST18.9K sharesnew addition2025-09-302025-11-04 NOC NORTHROP GRUMMAN CORP1.4K sharesnew addition2025-09-302025-11-04 VT VANGUARD INTL EQUITY INDEX F6.2K sharesnew addition2025-09-302025-11-04 CSCO CISCO SYS INC12.2K sharesnew addition2025-09-302025-11-04 AMT AMERICAN TOWER CORP NEW4.3K sharesnew addition2025-09-302025-11-04 VNQ VANGUARD INDEX FDS9.0K sharesnew addition2025-09-302025-11-04 VONG VANGUARD SCOTTSDALE FDS6.7K sharesnew addition2025-09-302025-11-04 EMR EMERSON ELEC CO6.0K sharesnew addition2025-09-302025-11-04 IUSV ISHARES TR7.8K sharesnew addition2025-09-302025-11-04 XOM EXXON MOBIL CORP6.9K sharesnew addition2025-09-302025-11-04 EEM ISHARES TR14.4K sharesnew addition2025-09-302025-11-04 JAAA JANUS DETROIT STR TR14.9K sharesnew addition2025-09-302025-11-04 SBAC SBA COMMUNICATIONS CORP NEW3.8K sharesnew addition2025-09-302025-11-04 BAC BANK AMERICA CORP13.4K sharesnew addition2025-09-302025-11-04 IDEV ISHARES TR8.4K sharesnew addition2025-09-302025-11-04 XLK SELECT SECTOR SPDR TR2.4K sharesnew addition2025-09-302025-11-04 AZN ASTRAZENECA PLC8.7K sharesnew addition2025-09-302025-11-04 CMI CUMMINS INC1.6K sharesnew addition2025-09-302025-11-04 URI UNITED RENTALS INC682 sharesnew addition2025-09-302025-11-04 VEU VANGUARD INTL EQUITY INDEX F9.0K sharesnew addition2025-09-302025-11-04 XME SPDR SERIES TRUST6.8K sharesnew addition2025-09-302025-11-04 MKC MCCORMICK & CO INC9.1K sharesnew addition2025-09-302025-11-04 DIS DISNEY WALT CO5.2K sharesnew addition2025-09-302025-11-04 HL HECLA MNG CO49.0K sharesnew addition2025-09-302025-11-04 VZ VERIZON COMMUNICATIONS INC12.4K sharesnew addition2025-09-302025-11-04 COF CAPITAL ONE FINL CORP2.6K sharesnew addition2025-09-302025-11-04 VIG VANGUARD SPECIALIZED FUNDS2.5K sharesnew addition2025-09-302025-11-04 CVX CHEVRON CORP NEW3.4K sharesnew addition2025-09-302025-11-04 VTEB VANGUARD MUN BD FDS10.4K sharesnew addition2025-09-302025-11-04 T AT&T INC18.4K sharesnew addition2025-09-302025-11-04 IWP ISHARES TR3.6K sharesnew addition2025-09-302025-11-04 TSLA TESLA INC1.2K sharesnew addition2025-09-302025-11-04 AYI ACUITY INC1.5K sharesnew addition2025-09-302025-11-04 AVGO BROADCOM INC1.5K sharesnew addition2025-09-302025-11-04 TT TRANE TECHNOLOGIES PLC1.2K sharesnew addition2025-09-302025-11-04 PM PHILIP MORRIS INTL INC3.0K sharesnew addition2025-09-302025-11-04 VUG VANGUARD INDEX FDS980 sharesnew addition2025-09-302025-11-04 ABBV ABBVIE INC2.0K sharesnew addition2025-09-302025-11-04 OLN OLIN CORP18.2K sharesnew addition2025-09-302025-11-04 BX BLACKSTONE INC2.6K sharesnew addition2025-09-302025-11-04 AVUS AMERICAN CENTY ETF TR4.0K sharesnew addition2025-09-302025-11-04 GEV GE VERNOVA INC711 sharesnew addition2025-09-302025-11-04 NEE NEXTERA ENERGY INC5.5K sharesnew addition2025-09-302025-11-04 LLY ELI LILLY & CO531 sharesnew addition2025-09-302025-11-04 AOA ISHARES TR4.5K sharesnew addition2025-09-302025-11-04 CEG CONSTELLATION ENERGY CORP1.2K sharesnew addition2025-09-302025-11-04 ALL ALLSTATE CORP1.8K sharesnew addition2025-09-302025-11-04 MA MASTERCARD INCORPORATED642 sharesnew addition2025-09-302025-11-04 WHR WHIRLPOOL CORP4.6K sharesnew addition2025-09-302025-11-04 DFIS DIMENSIONAL ETF TRUST11.3K sharesnew addition2025-09-302025-11-04 VBR VANGUARD INDEX FDS1.7K sharesnew addition2025-09-302025-11-04 DFAC DIMENSIONAL ETF TRUST9.3K sharesnew addition2025-09-302025-11-04 TROW PRICE T ROWE GROUP INC3.4K sharesnew addition2025-09-302025-11-04 STX SEAGATE TECHNOLOGY HLDNGS PL1.5K sharesnew addition2025-09-302025-11-04 MO ALTRIA GROUP INC5.2K sharesnew addition2025-09-302025-11-04 IYW ISHARES TR1.8K sharesnew addition2025-09-302025-11-04 BSY BENTLEY SYS INC6.7K sharesnew addition2025-09-302025-11-04 OKE ONEOK INC NEW4.6K sharesnew addition2025-09-302025-11-04 QQQ INVESCO QQQ TR551 sharesnew addition2025-09-302025-11-04 A AGILENT TECHNOLOGIES INC2.5K sharesnew addition2025-09-302025-11-04 RTX RTX CORPORATION1.9K sharesnew addition2025-09-302025-11-04 PEP PEPSICO INC2.3K sharesnew addition2025-09-302025-11-04 SCHX SCHWAB STRATEGIC TR12.0K sharesnew addition2025-09-302025-11-04 UNH UNITEDHEALTH GROUP INC882 sharesnew addition2025-09-302025-11-04 MDLZ MONDELEZ INTL INC4.8K sharesnew addition2025-09-302025-11-04 MCD MCDONALDS CORP999 sharesnew addition2025-09-302025-11-04 LDOS LEIDOS HOLDINGS INC1.6K sharesnew addition2025-09-302025-11-04 MRK MERCK & CO INC3.5K sharesnew addition2025-09-302025-11-04 VGT VANGUARD WORLD FD400 sharesnew addition2025-09-302025-11-04 C CITIGROUP INC2.9K sharesnew addition2025-09-302025-11-04 ABT ABBOTT LABS2.2K sharesnew addition2025-09-302025-11-04 ADI ANALOG DEVICES INC1.2K sharesnew addition2025-09-302025-11-04 VLO VALERO ENERGY CORP1.7K sharesnew addition2025-09-302025-11-04 REET ISHARES TR11.0K sharesnew addition2025-09-302025-11-04 INTU INTUIT403 sharesnew addition2025-09-302025-11-04 MINT PIMCO ETF TR2.7K sharesnew addition2025-09-302025-11-04 NFLX NETFLIX INC225 sharesnew addition2025-09-302025-11-04 PFE PFIZER INC10.0K sharesnew addition2025-09-302025-11-04 MMM 3M CO1.6K sharesnew addition2025-09-302025-11-04 PYPL PAYPAL HLDGS INC3.7K sharesnew addition2025-09-302025-11-04 IWV ISHARES TR632 sharesnew addition2025-09-302025-11-04 TRV TRAVELERS COMPANIES INC848 sharesnew addition2025-09-302025-11-04 VRTX VERTEX PHARMACEUTICALS INC597 sharesnew addition2025-09-302025-11-04 DVY ISHARES TR1.6K sharesnew addition2025-09-302025-11-04 PEG PUBLIC SVC ENTERPRISE GRP IN2.7K sharesnew addition2025-09-302025-11-04 ACWX ISHARES TR3.4K sharesnew addition2025-09-302025-11-04 ALE ALLETE INC3.3K sharesnew addition2025-09-302025-11-04 LION2 LIONSGATE STUDIOS CORP31.8K sharesnew addition2025-09-302025-11-04 INTC INTEL CORP6.5K sharesnew addition2025-09-302025-11-04 HOUS ANYWHERE REAL ESTATE INC20.6K sharesnew addition2025-09-302025-11-04 GLD SPDR GOLD TR605 sharesnew addition2025-09-302025-11-04 UBER UBER TECHNOLOGIES INC2.2K sharesnew addition2025-09-302025-11-04 SMID SMITH MIDLAND CORP5.8K sharesnew addition2025-09-302025-11-04 COST COSTCO WHSL CORP NEW229 sharesnew addition2025-09-302025-11-04 XSLV INVESCO EXCH TRADED FD TR II4.6K sharesnew addition2025-09-302025-11-04 TENB TENABLE HLDGS INC7.2K sharesnew addition2025-09-302025-11-04 VCR VANGUARD WORLD FD516 sharesnew addition2025-09-302025-11-04 NVS NOVARTIS AG1.6K sharesnew addition2025-09-302025-11-04 SYK STRYKER CORPORATION540 sharesnew addition2025-09-302025-11-04 SPGI S&P GLOBAL INC411 sharesnew addition2025-09-302025-11-04 KVUE KENVUE INC12.0K sharesnew addition2025-09-302025-11-04 NIO NIO INC25.0K sharesnew addition2025-09-302025-11-04 DNP DNP SELECT INCOME FD INC17.8K sharesnew addition2025-09-302025-11-04 IMRX IMMUNEERING CORP25.0K sharesnew addition2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available