Sponsored

The Analysis of Berman McAleer LLC's Holdings & P&L

Currently, Berman McAleer LLC holds 162 types of securities in its portfolio with a total value $733.0M. In the most recent quarter, they have increased their positions in FBTC (+58.3K shares, valued at $3.4M), DFAI (+35.6K shares, valued at $1.4M), AGOX (+50.6K shares, valued at $1.3M); decreased their positions in HL (-35.0K shares, valued at $651.8K), VTI (-1.7K shares, valued at $560.5K), MSFT (-1.5K shares, valued at $537.5K); initiated new positions in N/A (+4.3K shares, valued at $854.1K), AMAT (+1.2K shares, valued at $403.3K), COST (+276 shares, valued at $275.0K).

1M P&L

+1.0M+0.15%

3M P&L

+8.3M+1.29%

HY P&L

+48.9M+8.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A517.2M

87.3%

2Drug Manufacturers - General8.8M

1.5%

3Consumer Electronics8.5M

1.4%

Top Industries by Stock Count

1N/A67 stocks

46.2%

2Drug Manufacturers - General5 stocks

3.4%

3Semiconductors3 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.6M shares0.40%2026-03-312026-04-17

DFAI DIMENSIONAL ETF TRUST1.8M shares1.99%2026-03-312026-04-17

AGOX STARBOARD INVT TR2.2M shares2.31%2026-03-312026-04-17

VOE VANGUARD INDEX FDS306.2K shares1.89%2026-03-312026-04-17

IJR ISHARES TR408.0K shares0.42%2026-03-312026-04-17

VTV VANGUARD INDEX FDS204.6K shares0.10%2026-03-312026-04-17

JGRO J P MORGAN EXCHANGE TRADED F453.3K shares2.61%2026-03-312026-04-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II377.1K shares3.56%2026-03-312026-04-17

Sponsored

FNDX SCHWAB STRATEGIC TR987.6K shares-0.92%2026-03-312026-04-17

VXUS VANGUARD STAR FDS202.5K shares0.32%2026-03-312026-04-17

IEFA ISHARES TR162.4K shares-3.18%2026-03-312026-04-17

IWD ISHARES TR68.3K shares-2.18%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T74.7K shares4.50%2026-03-312026-04-17

VTI VANGUARD INDEX FDS43.4K shares-3.87%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T20.2K shares0.04%2026-03-312026-04-17

FLRG FIDELITY COVINGTON TRUST323.0K shares10.84%2026-03-312026-04-17

Sponsored

VB VANGUARD INDEX FDS41.4K shares-1.87%2026-03-312026-04-17

VIOO VANGUARD ADMIRAL FDS INC93.5K shares-0.85%2026-03-312026-04-17

FBTC FIDELITY WISE ORIGIN BITCOIN157.2K shares58.92%2026-03-312026-04-17

AAPL APPLE INC33.6K shares2.40%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS13.9K shares0.76%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON30.0K shares-2.57%2026-03-312026-04-17

AHH AH RLTY TR INC1.0M shares0.00%2026-03-312026-04-17

AMZN AMAZON COM INC25.9K shares2.61%2026-03-312026-04-17

Sponsored

AON PLC AON PLC16.6K shares-0.02%2026-03-312026-04-17

IWF ISHARES TR12.4K shares-3.20%2026-03-312026-04-17

IJK ISHARES TR51.4K shares-5.30%2026-03-312026-04-17

MSFT MICROSOFT CORP12.6K shares-10.33%2026-03-312026-04-17

IVV ISHARES TR5.5K shares1.70%2026-03-312026-04-17

VOT VANGUARD INDEX FDS13.6K shares-1.37%2026-03-312026-04-17

MSI MOTOROLA SOLUTIONS INC6.3K shares0.00%2026-03-312026-04-17

USMV ISHARES TR28.8K shares2.64%2026-03-312026-04-17

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.3K shares0.76%2026-03-312026-04-17

IEMG ISHARES INC33.3K shares-1.79%2026-03-312026-04-17

HD HOME DEPOT INC6.7K shares1.49%2026-03-312026-04-17

IWB ISHARES TR5.8K shares-2.10%2026-03-312026-04-17

EFA ISHARES TR20.9K shares8.08%2026-03-312026-04-17

ALPHABET INC ALPHABET INC7.0K shares-2.71%2026-03-312026-04-17

AVDE AMERICAN CENTY ETF TR23.5K shares-2.43%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO6.3K shares0.00%2026-03-312026-04-17

Sponsored

V VISA INC6.1K shares2.69%2026-03-312026-04-17

ITOT ISHARES TR12.8K shares1.35%2026-03-312026-04-17

MDY STATE STR SPDR S&P MIDCAP 402.9K shares-22.24%2026-03-312026-04-17

ALPHABET INC ALPHABET INC6.1K shares-1.69%2026-03-312026-04-17

KO COCA COLA CO23.0K shares-1.50%2026-03-312026-04-17

NVDA NVIDIA CORPORATION9.9K shares-7.72%2026-03-312026-04-17

IJJ ISHARES TR11.8K shares-7.47%2026-03-312026-04-17

AFL AFLAC INC14.1K shares-0.50%2026-03-312026-04-17

Sponsored

MDYV SPDR SERIES TRUST15.4K shares-4.31%2026-03-312026-04-17

WMT WALMART INC10.2K shares1.56%2026-03-312026-04-17

SUSA ISHARES TR9.3K shares0.00%2026-03-312026-04-17

JAAA JANUS DETROIT STR TR24.1K shares51.38%2026-03-312026-04-17

XOM EXXON MOBIL CORP7.0K shares0.97%2026-03-312026-04-17

IVW ISHARES TR10.1K shares0.00%2026-03-312026-04-17

UNP UNION PAC CORP4.4K shares0.76%2026-03-312026-04-17

TGRW T ROWE PRICE ETF INC25.9K shares0.00%2026-03-312026-04-17

Sponsored

META META PLATFORMS INC1.8K shares5.28%2026-03-312026-04-17

IJH ISHARES TR14.6K shares1.04%2026-03-312026-04-17

FENI FIDELITY COVINGTON TRUST26.4K shares266.70%2026-03-312026-04-17

NOC NORTHROP GRUMMAN CORP1.4K shares0.28%2026-03-312026-04-17

IDEV ISHARES TR11.7K shares3.29%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS4.0K shares-14.92%2026-03-312026-04-17

IVE ISHARES TR4.6K shares0.00%2026-03-312026-04-17

PG PROCTER & GAMBLE CO6.5K shares3.44%2026-03-312026-04-17

Sponsored

SPSM SPDR SERIES TRUST18.4K shares-7.54%2026-03-312026-04-17

VT VANGUARD INTL EQUITY INDEX F6.3K shares-1.81%2026-03-312026-04-17

CSCO CISCO SYS INC11.1K shares0.40%2026-03-312026-04-17

ASTRAZENECA PLC ASTRAZENECA PLC4.3K sharesnew addition2026-03-312026-04-17

MINT PIMCO ETF TR8.4K shares-24.05%2026-03-312026-04-17

VONG VANGUARD SCOTTSDALE FDS7.7K shares3.39%2026-03-312026-04-17

CMI CUMMINS INC1.6K shares0.00%2026-03-312026-04-17

EEM ISHARES TR14.2K shares-1.25%2026-03-312026-04-17

Sponsored

DFIS DIMENSIONAL ETF TRUST23.6K shares23.07%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE2.7K shares-8.17%2026-03-312026-04-17

IUSV ISHARES TR7.4K shares1.11%2026-03-312026-04-17

AMT AMERICAN TOWER CORP4.3K shares2.14%2026-03-312026-04-17

CVX CHEVRON CORPORATION3.6K shares5.98%2026-03-312026-04-17

VNQ VANGUARD INDEX FDS8.4K shares-6.68%2026-03-312026-04-17

EMR EMERSON ELEC CO5.7K shares-0.09%2026-03-312026-04-17

XME SPDR SERIES TRUST6.5K shares35.24%2026-03-312026-04-17

Sponsored

VEU VANGUARD INTL EQUITY INDEX F8.9K shares0.00%2026-03-312026-04-17

SBAC SBA COMMUNICATIONS CORP3.8K shares0.00%2026-03-312026-04-17

AOA ISHARES TR7.4K shares-12.00%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC12.7K shares1.65%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR4.7K shares0.00%2026-03-312026-04-17

TSLA TESLA INC1.6K shares39.60%2026-03-312026-04-17

GEV GE VERNOVA INC668 shares0.00%2026-03-312026-04-17

DIS DISNEY WALT CO5.8K shares-0.50%2026-03-312026-04-17

Sponsored

BAC BANK AMERICA CORP11.4K shares0.66%2026-03-312026-04-17

OLN OLIN CORP18.2K shares0.00%2026-03-312026-04-17

BROADCOM INC BROADCOM INC1.7K shares16.69%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.00%2026-03-312026-04-17

LLY ELI LILLY & CO571 shares7.33%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS10.4K shares0.00%2026-03-312026-04-17

NEE NEXTERA ENERGY INC5.5K shares-0.31%2026-03-312026-04-17

URI UNITED RENTALS INC682 shares-0.29%2026-03-312026-04-17

Sponsored

PM PHILIP MORRIS INTL INC3.0K shares-1.03%2026-03-312026-04-17

TT TRANE TECHNOLOGIES PLC1.2K shares-0.26%2026-03-312026-04-17

IWP ISHARES TR3.6K shares0.00%2026-03-312026-04-17

ABBV ABBVIE INC2.1K shares4.89%2026-03-312026-04-17

COF CAPITAL ONE FINL CORP2.5K shares-3.48%2026-03-312026-04-17

VLO VALERO ENERGY CORP1.8K shares5.91%2026-03-312026-04-17

ORCL ORACLE CORP2.9K shares-1.95%2026-03-312026-04-17

VUG VANGUARD INDEX FDS980 shares0.00%2026-03-312026-04-17

Sponsored

AYI ACUITY INC1.5K shares0.00%2026-03-312026-04-17

OKE ONEOK INC NEW4.6K shares0.00%2026-03-312026-04-17

AMAT APPLIED MATLS INC1.2K sharesnew addition2026-03-312026-04-17

T AT&T INC13.3K shares-0.93%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC3.1K shares-0.32%2026-03-312026-04-17

ADI ANALOG DEVICES INC1.2K shares0.00%2026-03-312026-04-17

VBR VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-17

RTX RTX CORPORATION1.9K shares0.00%2026-03-312026-04-17

Sponsored

DFAC DIMENSIONAL ETF TRUST9.3K shares0.00%2026-03-312026-04-17

MKC MCCORMICK & CO INC7.0K shares-22.18%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR609 shares6.10%2026-03-312026-04-17

CITIGROUP INC CITIGROUP INC3.1K shares7.43%2026-03-312026-04-17

ALL ALLSTATE CORP1.6K shares-2.52%2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR13.0K shares8.04%2026-03-312026-04-17

MO ALTRIA GROUP INC5.0K shares-3.21%2026-03-312026-04-17

CEG CONSTELLATION ENERGY CORP1.2K shares2.34%2026-03-312026-04-17

Sponsored

IYW ISHARES TR1.8K shares0.00%2026-03-312026-04-17

MA MASTERCARD INCORPORATED642 shares-0.77%2026-03-312026-04-17

GLD SPDR GOLD TR745 shares23.14%2026-03-312026-04-17

TROW PRICE T ROWE GROUP INC3.4K shares0.00%2026-03-312026-04-17

LION2 LIONSGATE STUDIOS CORP31.8K shares0.00%2026-03-312026-04-17

BLACKSTONE INC BLACKSTONE INC2.6K shares-0.12%2026-03-312026-04-17

A AGILENT TECHNOLOGIES INC2.5K shares-0.87%2026-03-312026-04-17

VGT VANGUARD WORLD FD400 shares0.00%2026-03-312026-04-17

Sponsored

COST COSTCO WHOLESALE CORPORATION276 sharesnew addition2026-03-312026-04-17

PFE PFIZER INC9.6K shares-4.98%2026-03-312026-04-17

MDLZ MONDELEZ INTL INC4.7K shares-7.82%2026-03-312026-04-17

MCD MCDONALDS CORP853 shares-4.37%2026-03-312026-04-17

HL HECLA MINING COMPANY14.0K shares-71.37%2026-03-312026-04-17

INTC INTEL CORP5.9K shares-9.15%2026-03-312026-04-17

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL661 shares-55.19%2026-03-312026-04-17

TRV TRAVELERS COMPANIES INC864 shares1.89%2026-03-312026-04-17

Sponsored

WHR WHIRLPOOL CORP4.6K shares0.00%2026-03-312026-04-17

VRTX VERTEX PHARMACEUTICALS INC557 shares0.00%2026-03-312026-04-17

DVY ISHARES TR1.6K shares0.00%2026-03-312026-04-17

UNH UNITEDHEALTH GROUP INC882 shares-1.01%2026-03-312026-04-17

BSY BENTLEY SYS INC6.7K shares0.00%2026-03-312026-04-17

MMM 3M CO1.6K shares3.38%2026-03-312026-04-17

ACWX ISHARES TR3.4K shares0.00%2026-03-312026-04-17

AMGN AMGEN INC662 shares-1.49%2026-03-312026-04-17

Sponsored

HON HONEYWELL INTL INC1.0K sharesnew addition2026-03-312026-04-17

LOW LOWES COS INC953 sharesnew addition2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP369 sharesnew addition2026-03-312026-04-17

ABT ABBOTT LABORATORIES2.1K shares0.71%2026-03-312026-04-17

TJX TJX COS INC NEW1.4K shares-0.44%2026-03-312026-04-17

PEG PUBLIC SVC ENTERPRISE GROUP2.7K shares0.00%2026-03-312026-04-17

NFLX NETFLIX INC.2.3K shares0.00%2026-03-312026-04-17

XSLV INVESCO EXCH TRADED FD TR II4.6K shares0.00%2026-03-312026-04-17

Sponsored

URA GLOBAL X FDS4.5K sharesnew addition2026-03-312026-04-17

COPX GLOBAL X FDS2.8K sharesnew addition2026-03-312026-04-17

BOXX EA SERIES TRUST1.8K shares0.00%2026-03-312026-04-17

LAM RESEARCH CORP LAM RESEARCH CORP950 sharesnew addition2026-03-312026-04-17

KVUE KENVUE INC11.5K shares0.00%2026-03-312026-04-17

DNP DNP SELECT INCOME FD INC17.8K shares0.00%2026-03-312026-04-17

NIO NIO INC25.0K shares0.00%2026-03-312026-04-17

IMRX IMMUNEERING CORP25.0K shares0.00%2026-03-312026-04-17

Sponsored

COMP COMPASS INC14.8K sharesnew addition2026-03-312026-04-17

BGC BGC GROUP INC10.0K sharesnew addition2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T

0.40%

Shares1.6M

Event2026-03-31

Filed2026-04-17

DFAI

DIMENSIONAL ETF TRUST

1.99%

Shares1.8M

Event2026-03-31

Filed2026-04-17

AGOX

STARBOARD INVT TR

2.31%

Shares2.2M

Event2026-03-31

Filed2026-04-17

VOE

VANGUARD INDEX FDS

1.89%

Shares306.2K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

0.42%

Shares408.0K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

0.10%

Shares204.6K

Event2026-03-31

Filed2026-04-17

JGRO

J P MORGAN EXCHANGE TRADED F

2.61%

Shares453.3K

Event2026-03-31

Filed2026-04-17

INVESCO EXCH TRADED FD TR II

3.56%

Shares377.1K

Event2026-03-31

Filed2026-04-17

FNDX

SCHWAB STRATEGIC TR

-0.92%

Shares987.6K

Event2026-03-31

Filed2026-04-17

VXUS

VANGUARD STAR FDS

0.32%

Shares202.5K

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

-3.18%

Shares162.4K

Event2026-03-31

Filed2026-04-17

IWD

ISHARES TR

-2.18%

Shares68.3K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

4.50%

Shares74.7K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-3.87%

Shares43.4K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

0.04%

Shares20.2K

Event2026-03-31

Filed2026-04-17

FLRG

FIDELITY COVINGTON TRUST

10.84%

Shares323.0K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-1.87%

Shares41.4K

Event2026-03-31

Filed2026-04-17

VIOO

VANGUARD ADMIRAL FDS INC

-0.85%

Shares93.5K

Event2026-03-31

Filed2026-04-17

FBTC

FIDELITY WISE ORIGIN BITCOIN

58.92%

Shares157.2K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

2.40%

Shares33.6K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

0.76%

Shares13.9K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

-2.57%

Shares30.0K

Event2026-03-31

Filed2026-04-17

AHH

AH RLTY TR INC

0.00%

Shares1.0M

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

2.61%

Shares25.9K

Event2026-03-31

Filed2026-04-17

AON PLC

-0.02%

Shares16.6K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR

-3.20%

Shares12.4K

Event2026-03-31

Filed2026-04-17

IJK

ISHARES TR

-5.30%

Shares51.4K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-10.33%

Shares12.6K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

1.70%

Shares5.5K

Event2026-03-31

Filed2026-04-17

VOT

VANGUARD INDEX FDS

-1.37%

Shares13.6K

Event2026-03-31

Filed2026-04-17

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

2.64%

Shares28.8K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

0.76%

Shares5.3K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

-1.79%

Shares33.3K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

1.49%

Shares6.7K

Event2026-03-31

Filed2026-04-17

IWB

ISHARES TR

-2.10%

Shares5.8K

Event2026-03-31

Filed2026-04-17

EFA

ISHARES TR

8.08%

Shares20.9K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-2.71%

Shares7.0K

Event2026-03-31

Filed2026-04-17

AVDE

AMERICAN CENTY ETF TR

-2.43%

Shares23.5K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-17

VISA INC

2.69%

Shares6.1K

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES TR

1.35%

Shares12.8K

Event2026-03-31

Filed2026-04-17

MDY

STATE STR SPDR S&P MIDCAP 40

-22.24%

Shares2.9K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-1.69%

Shares6.1K

Event2026-03-31

Filed2026-04-17

COCA COLA CO

-1.50%

Shares23.0K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-7.72%

Shares9.9K

Event2026-03-31

Filed2026-04-17

IJJ

ISHARES TR

-7.47%

Shares11.8K

Event2026-03-31

Filed2026-04-17

AFL

AFLAC INC

-0.50%

Shares14.1K

Event2026-03-31

Filed2026-04-17

MDYV

SPDR SERIES TRUST

-4.31%

Shares15.4K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

1.56%

Shares10.2K

Event2026-03-31

Filed2026-04-17

SUSA

ISHARES TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-17

JAAA

JANUS DETROIT STR TR

51.38%

Shares24.1K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

0.97%

Shares7.0K

Event2026-03-31

Filed2026-04-17

IVW

ISHARES TR

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-17

UNP

UNION PAC CORP

0.76%

Shares4.4K

Event2026-03-31

Filed2026-04-17

TGRW

T ROWE PRICE ETF INC

0.00%

Shares25.9K

Event2026-03-31

Filed2026-04-17