Berman Capital Advisors
Latest statistics and disclosures from Berman Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, IEFA, BND, ITOT, IWF, and represent 41.62% of Berman Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: BND (+$10.79M), VV (+$7.06M), SPY, VUG, SHM, SUB, MEAR, QUAL, MSFT, IEFA.
- Started 312 new stock positions in FOCS, WMK, NEOG, HEFA, MMS, Nikola Corp, TACO, STIM, REYN, CNR.
- Reduced shares in these 10 stocks: VXUS (-$6.16M), IEMG, AAPL, VEU, ITOT, VTV, VO, VEA, VT, IWD.
- Sold out of its positions in MITT, Alerian Mlp Etf, ANIP, AZZ, AAN, AKR, ATI, ALTM, ACH, AMX.
- Berman Capital Advisors was a net buyer of stock by $13.44M.
- Berman Capital Advisors has $373.51M in assets under management (AUM), growing by 26.18%.
Portfolio Holdings for Berman Capital Advisors
Companies in the Berman Capital Advisors portfolio as of the June 2020 quarterly 13F filing
Berman Capital Advisors has 1761 total positions. Only the first 250 positions are shown. To access all holdings:
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- View the Berman Capital Advisors June 30, 2020 positions
- Download the Berman Capital Advisors June 2020 csv data.
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Large-Cap Index Fund Etf (VV) | 12.46 | $46.56M | +17% | 325.58k | 143.00 | |
| iShares Core MSCI EAFE ETF Etf (IEFA) | 11.11 | $41.51M | 726.29k | 57.16 | ||
| Vanguard Total Bond Market Index Etf (BND) | 8.10 | $30.26M | +55% | 342.52k | 88.34 | |
| iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT) | 4.99 | $18.63M | -9% | 268.26k | 69.44 | |
| iShares Russell 1000 Growth ETF Etf (IWF) | 4.95 | $18.50M | 96.41k | 191.95 | ||
| Vanguard Mid-Cap Index Fund Etf (VO) | 4.85 | $18.12M | -8% | 110.66k | 163.76 | |
| iShares Edge MSCI USA Quality Etf (QUAL) | 4.05 | $15.14M | +12% | 157.87k | 95.92 | |
| SPDR S&P 500 Trust Etf (SPY) | 3.87 | $14.44M | +47% | 46.84k | 308.29 | |
| Vanguard Total International Stock ETF Etf (VXUS) | 2.96 | $11.05M | -35% | 224.81k | 49.15 | |
| Vanguard Growth Index Fund Etf (VUG) | 1.97 | $7.34M | +73% | 36.34k | 202.08 | |
| Vanguard Total Stock Market Index Fund Etf (VTI) | 1.78 | $6.65M | 42.48k | 156.52 | ||
| Vanguard Value Index Fund Etf (VTV) | 1.75 | $6.53M | -23% | 65.62k | 99.59 | |
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 1.62 | $6.06M | -36% | 127.30k | 47.57 | |
| Apple Stock (AAPL) | 1.48 | $5.52M | -28% | 15.21k | 362.71 | |
| Microsoft Corp Stock (MSFT) | 1.30 | $4.85M | +28% | 23.83k | 203.38 | |
| Amazon Stock (AMZN) | 1.21 | $4.53M | +17% | 1.64k | 2758.74 | |
| iShares Core S&P Mid-Cap ETF Etf (IJH) | 0.91 | $3.39M | -19% | 19.06k | 177.83 | |
| Vanguard FTSE Emerging Markets ETF Etf (VWO) | 0.90 | $3.36M | -18% | 84.78k | 39.61 | |
| SPDR Nuveen Bloomberg Barclays St Muni Bd ETF Etf (SHM) | 0.83 | $3.11M | +5953% | 62.30k | 49.86 | |
| Vanguard FTSE All-World Ex US Index Fund Etf (VEU) | 0.73 | $2.74M | -42% | 57.47k | 47.61 | |
| Vanguard Dividend Appreciation Index Fund Etf (VIG) | 0.70 | $2.63M | 22.43k | 117.02 | ||
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 0.69 | $2.59M | -38% | 66.81k | 38.78 | |
| Ishares Short-term National Muni Bond Etf Etf (SUB) | 0.58 | $2.15M | NEW | 19.93k | 107.84 | |
| Rivernorth Marketplace Lending Cef (RSF) | 0.56 | $2.09M | -6% | 140.52k | 14.85 | |
| iShares Short Maturity Muni Bond ETF Etf (MEAR) | 0.53 | $1.99M | NEW | 39.72k | 50.13 | |
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.49 | $1.82M | +21% | 1.28k | 1417.72 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.48 | $1.81M | -14% | 10.13k | 178.10 | |
| Mastercard Inc Cl A Stock (MA) | 0.47 | $1.77M | -9% | 6.06k | 291.48 | |
| iShares National Muni Bond ETF Etf (MUB) | 0.47 | $1.75M | 15.16k | 115.40 | ||
| iShares Core S&P 500 ETF Etf (IVV) | 0.46 | $1.71M | +41% | 5.51k | 309.61 | |
| Vanguard Total World Stock Index Fund Etf (VT) | 0.43 | $1.61M | -36% | 21.52k | 74.76 | |
| Powershares QQQ Trust, Series 1 Etf (QQQ) | 0.42 | $1.58M | +55% | 6.38k | 247.43 | |
| Facebook Inc Cl A Stock (FB) | 0.42 | $1.57M | +15% | 6.93k | 226.71 | |
| iShares Russell Mid-Cap ETF Etf (IWR) | 0.41 | $1.54M | 28.78k | 53.58 | ||
| iShares Russell 2000 ETF Etf (IWM) | 0.41 | $1.53M | -25% | 10.66k | 143.13 | |
| SPDR Portfolio S&P 400 Mid Cap ETF Etf (SPMD) | 0.40 | $1.48M | 47.43k | 31.25 | ||
| iShares MSCI EAFE ETF Etf (EFA) | 0.39 | $1.44M | 23.72k | 60.87 | ||
| iShares Russell 3000 ETF Etf (IWV) | 0.36 | $1.35M | +65% | 7.50k | 179.70 | |
| Servicenow Stock (NOW) | 0.34 | $1.27M | +5% | 3.31k | 384.62 | |
| Johnson & Johnson Stock (JNJ) | 0.34 | $1.26M | 9.01k | 139.45 | ||
| Adobe Sys Stock (ADBE) | 0.33 | $1.22M | +8% | 2.81k | 433.70 | |
| JPMorgan Chase & Co Stock (JPM) | 0.32 | $1.19M | +9% | 12.85k | 92.70 | |
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.31 | $1.16M | +10% | 823 | 1412.70 | |
| iShares MSCI ACWI Ex US Index Fund Etf (ACWX) | 0.29 | $1.10M | -19% | 25.46k | 43.21 | |
| Visa Inc Com Cl A Stock (V) | 0.29 | $1.09M | +18% | 5.66k | 192.41 | |
| iShares S&P 500 Growth ETF Etf (IVW) | 0.29 | $1.08M | +66% | 5.22k | 207.36 | |
| Bank Amer Corp Stock (BAC) | 0.29 | $1.07M | +14% | 45.18k | 23.68 | |
| iShares Core S&P U.S. Growth ETF Etf (IUSG) | 0.29 | $1.07M | 14.89k | 71.85 | ||
| Procter & Gamble Company Stock (PG) | 0.29 | $1.07M | +9% | 9.06k | 118.11 | |
| iShares Russell Mid-Cap Growth ETF Etf (IWP) | 0.28 | $1.05M | 6.65k | 158.07 | ||
| Lamar Advertising Co New Cl A Reit (LAMR) | 0.27 | $1.00M | 15.20k | 65.99 | ||
| Home Depot Stock (HD) | 0.24 | $891.81k | +11% | 3.62k | 246.70 | |
| Docusign Stock (DOCU) | 0.22 | $809.76k | 5.06k | 160.00 | ||
| Cisco Sys Stock (CSCO) | 0.20 | $762.40k | +5% | 16.42k | 46.43 | |
| Blackstone Group L P Com Unit Stock (BX) | 0.19 | $718.48k | +6% | 15.09k | 47.62 | |
| Pfizer Stock (PFE) | 0.19 | $714.91k | -14% | 22.18k | 32.23 | |
| Disney Walt Stock (DIS) | 0.18 | $682.44k | 6.25k | 109.15 | ||
| Merck & Co Stock (MRK) | 0.18 | $679.52k | -22% | 8.94k | 76.00 | |
| Coca Cola Stock (KO) | 0.18 | $663.74k | +4% | 15.21k | 43.62 | |
| Costco Wholesale Corporation Stock (COST) | 0.16 | $613.94k | +13% | 2.03k | 303.03 | |
| Unitedhealth Group Stock (UNH) | 0.16 | $603.10k | +36% | 2.06k | 293.48 | |
| Exxon Mobil Corp Stock (XOM) | 0.15 | $573.36k | -30% | 13.17k | 43.55 | |
| Agora Inc Ads Adr | 0.15 | $573.00k | NEW | 12.98k | 44.15 | |
| Energy Transfer Equity L P Com Ut Ltd Ptn Stock (ET) | 0.15 | $565.85k | +167% | 79.80k | 7.09 | |
| PayPal Hldgs Stock (PYPL) | 0.15 | $560.61k | +25% | 3.24k | 172.97 | |
| Pepsico Stock (PEP) | 0.15 | $546.88k | +13% | 4.18k | 130.77 | |
| Alpine Immune Sciences Stock (ALPN) | 0.14 | $529.00k | NEW | 54.52k | 9.70 | |
| Netflix Stock (NFLX) | 0.14 | $518.85k | +4% | 1.15k | 450.00 | |
| Intel Corp Stock (INTC) | 0.14 | $516.69k | +7% | 8.74k | 59.09 | |
| Nvidia Corp Stock (NVDA) | 0.12 | $466.54k | +19% | 1.24k | 375.94 | |
| Automatic Data Processing Stock (ADP) | 0.12 | $451.58k | 3.04k | 148.79 | ||
| Thermo Fisher Scientific Stock (TMO) | 0.12 | $442.38k | +19% | 1.23k | 358.49 | |
| Tesla Mtrs Stock (TSLA) | 0.12 | $441.54k | +5% | 410 | 1076.92 | |
| Abbvie Stock (ABBV) | 0.12 | $434.76k | +39% | 4.43k | 98.07 | |
| Abbott Labs Stock (ABT) | 0.11 | $428.23k | +38% | 4.70k | 91.11 | |
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.11 | $425.82k | NEW | 4.83k | 88.24 | |
| Comcast Corp New Cl A Stock (CMCSA) | 0.11 | $424.39k | -2% | 10.94k | 38.80 | |
| Jefferies Finl Group Stock (JEF) | 0.11 | $400.83k | -2% | 28.46k | 14.08 | |
| Salesforce Stock (CRM) | 0.11 | $392.52k | +11% | 2.15k | 182.48 | |
| At&t Stock (T) | 0.10 | $383.46k | -10% | 12.73k | 30.12 | |
| Honeywell International Stock (HON) | 0.10 | $375.93k | 2.75k | 136.75 | ||
| Hilton Worldwide Hldgs Stock (HLT) | 0.10 | $368.56k | +2% | 5.04k | 73.17 | |
| SPDR S&P Oil & Gas Exploration & Production ETF Etf (XOP) | 0.10 | $363.00k | NEW | 6.96k | 52.14 | |
| Verizon Communications Stock (VZ) | 0.10 | $357.76k | -22% | 8.47k | 42.25 | |
| Fedex Corp Stock (FDX) | 0.09 | $347.02k | -21% | 2.49k | 139.53 | |
| OKTA Inc Cl A Stock (OKTA) | 0.09 | $346.11k | +349% | 1.78k | 194.44 | |
| Micron Technology Stock (MU) | 0.09 | $334.95k | +77% | 7.10k | 47.17 | |
| Amgen Stock (AMGN) | 0.09 | $334.07k | +35% | 1.43k | 233.45 | |
| Wal-Mart Stores Stock (WMT) | 0.09 | $330.14k | +3% | 2.78k | 118.84 | |
| Philip Morris Intl Stock (PM) | 0.09 | $319.03k | -22% | 4.91k | 64.94 | |
| American Tower Corp Reit (AMT) | 0.08 | $314.26k | +78% | 1.22k | 258.23 | |
| Medtronic Stock (MDT) | 0.08 | $300.86k | 3.36k | 89.60 | ||
| Halliburton Stock (HAL) | 0.08 | $283.27k | +1875% | 22.28k | 12.71 | |
| Starbucks Corp Stock (SBUX) | 0.08 | $282.69k | -3% | 4.10k | 68.97 | |
| Enterprise Prods Partners Stock (EPD) | 0.08 | $280.46k | -27% | 15.74k | 17.82 | |
| Hanesbrands Stock (HBI) | 0.07 | $279.00k | -12% | 24.80k | 11.25 | |
| Consumer Staples Select Sector SPDR Fund Etf (XLP) | 0.07 | $279.00k | 4.76k | 58.61 | ||
| Broadcom Stock (AVGO) | 0.07 | $278.53k | +44% | 882 | 315.79 | |
| Graphic Packaging Hldg Stock (GPK) | 0.07 | $276.14k | -24% | 20.05k | 13.77 | |
| Bristol Myers Squibb Stock (BMY) | 0.07 | $272.10k | +31% | 4.64k | 58.59 | |
| McDonald's Corp Stock (MCD) | 0.07 | $271.45k | +30% | 1.49k | 181.82 | |
| Chevron Corp Stock (CVX) | 0.07 | $269.08k | -4% | 3.10k | 86.69 | |
| Atlassian Corp Plc Cl A Stock (TEAM) | 0.07 | $267.90k | +391% | 1.51k | 177.42 | |
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.07 | $267.00k | 1 | 267000.00 | ||
| Lilly Eli & Co Stock (LLY) | 0.07 | $261.22k | +11% | 1.61k | 162.65 | |
| Lockheed Martin Corp Stock (LMT) | 0.07 | $261.09k | +4% | 718 | 363.64 | |
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.07 | $259.66k | +38% | 5.15k | 50.44 | |
| Union Pac Corp Stock (UNP) | 0.07 | $258.72k | +10% | 1.57k | 164.89 | |
| Nike Inc Cl B Stock (NKE) | 0.07 | $258.40k | +22% | 2.75k | 93.90 | |
| Alibaba Group Hldg Adr (BABA) | 0.07 | $258.21k | -72% | 1.21k | 214.29 | |
| General Mtrs Stock (GM) | 0.07 | $257.69k | -22% | 10.30k | 25.02 | |
| KKR & Co Stock (KKR) | 0.06 | $239.59k | 8.23k | 29.13 | ||
| Baytex Energy Corp Stock (BTE) | 0.06 | $236.98k | 471.70k | 0.50 | ||
| iShares Russell 2000 Growth ETF Etf (IWO) | 0.06 | $236.00k | 1.14k | 206.84 | ||
| Albemarle Corp Stock (ALB) | 0.06 | $235.65k | -22% | 3.14k | 75.00 | |
| Tortoise North American Pipeline Fund Etf (TPYP) | 0.06 | $233.00k | -74% | 14.11k | 16.51 | |
| Regions Finl Corp Stock (RF) | 0.06 | $231.25k | -14% | 25.44k | 9.09 | |
| Datadog Inc Cl A Stock (DDOG) | 0.06 | $228.00k | +3% | 2.63k | 86.66 | |
| iShares MSCI USA Esg Optimized ETF Etf (ESGU) | 0.06 | $228.00k | +13% | 3.26k | 69.92 | |
| Applied Matls Stock (AMAT) | 0.06 | $226.00k | 3.75k | 60.27 | ||
| iShares 1-3 Year Treasury Bond ETF Etf (SHY) | 0.06 | $224.00k | 2.59k | 86.59 | ||
| Qualcomm Stock (QCOM) | 0.06 | $223.88k | +83% | 2.59k | 86.54 | |
| Axalta Coating Sys Stock (AXTA) | 0.06 | $218.68k | -20% | 11.92k | 18.35 | |
| Danaher Corp Del Stock (DHR) | 0.06 | $216.43k | 1.23k | 175.68 | ||
| Urban Outfitters Stock (URBN) | 0.06 | $216.00k | -19% | 14.20k | 15.21 | |
| Nextera Energy Stock (NEE) | 0.06 | $216.00k | +16% | 936 | 230.77 | |
| Accenture Plc Ireland SHS Class A Stock (ACN) | 0.06 | $215.00k | +34% | 1.00k | 214.57 | |
| Norfolk Southern Corp Stock (NSC) | 0.06 | $214.17k | -6% | 1.28k | 166.67 | |
| Citigroup Stock (C) | 0.06 | $212.72k | 4.28k | 49.70 | ||
| Crown Castle Intl Corp Reit (CCI) | 0.06 | $211.98k | 1.28k | 165.35 | ||
| Oracle Corp Stock (ORCL) | 0.06 | $210.89k | +8% | 3.87k | 54.47 | |
| iShares 7-10 Year Treasury Bond ETF Etf (IEF) | 0.06 | $210.00k | 1.73k | 121.53 | ||
| Mgm Growth Pptys LLC Cl A Reit (MGP) | 0.06 | $208.00k | NEW | 7.65k | 27.18 | |
| Charter Communications Inc New Cl A Stock (CHTR) | 0.06 | $206.50k | +4% | 413 | 500.00 | |
| Dollar Gen Corp Stock (DG) | 0.05 | $204.81k | +29% | 1.11k | 185.19 | |
| Lowes Companies Stock (LOW) | 0.05 | $198.94k | -5% | 1.48k | 134.33 | |
| Inseego Corp Stock (INSG) | 0.05 | $194.24k | +19324% | 27.39k | 7.09 | |
| Biogen Stock (BIIB) | 0.05 | $192.00k | 719 | 267.04 | ||
| Fidelity Natl Information Svcs Stock (FIS) | 0.05 | $188.80k | +57% | 1.41k | 133.80 | |
| Equifax Stock (EFX) | 0.05 | $185.67k | -4% | 1.11k | 166.67 | |
| Apple Hospitality Reit Reit (APLE) | 0.05 | $184.65k | 20.22k | 9.13 | ||
| Prologis Reit (PLD) | 0.05 | $178.06k | +58% | 1.93k | 92.31 | |
| Dominion Energy Stock (D) | 0.05 | $177.56k | -8% | 2.28k | 78.01 | |
| Lam Research Corp Stock (LRCX) | 0.05 | $172.74k | +95% | 583 | 296.30 | |
| Texas Instrs Stock (TXN) | 0.05 | $171.89k | +26% | 1.36k | 126.76 | |
| Unilever N V Ny Adr (UN) | 0.05 | $170.38k | -19% | 5.79k | 29.41 | |
| iShares Edge MSCI Min Vol USA ETF Etf (USMV) | 0.04 | $166.00k | +50% | 2.75k | 60.30 | |
| Zoetis Inc Cl A Stock (ZTS) | 0.04 | $165.98k | +51% | 1.22k | 135.71 | |
| Greensky Inc Cl A Stock (GSKY) | 0.04 | $165.00k | 33.77k | 4.89 | ||
| Wabtec Corp Stock (WAB) | 0.04 | $164.74k | +118% | 3.13k | 52.63 | |
| Vanguard High Dividend Yield Index Fund ETF Shares Etf (VYM) | 0.04 | $164.00k | 2.08k | 78.77 | ||
| Ecolab Stock (ECL) | 0.04 | $158.86k | +4% | 834 | 190.48 | |
| Williams Cos Stock (WMB) | 0.04 | $157.99k | -31% | 8.66k | 18.24 | |
| Nikola Corp Wt Exp 060325 Stock | 0.04 | $155.00k | NEW | 4.67k | 33.16 | |
| iShares S&P 500 Value ETF Etf (IVE) | 0.04 | $153.00k | +41% | 1.41k | 108.20 | |
| Technology Select Sector SPDR Fund Etf (XLK) | 0.04 | $153.00k | 1.47k | 104.15 | ||
| 3M Company Stock (MMM) | 0.04 | $151.43k | +54% | 1.06k | 142.86 | |
| Cigna Corporation Stock (CI) | 0.04 | $151.11k | +15% | 850 | 177.78 | |
| Vanguard Consumer Staples Index Fund Etf (VDC) | 0.04 | $150.00k | NEW | 1.01k | 148.81 | |
| Aurora Cannabis Stock | 0.04 | $150.00k | NEW | 12.10k | 12.40 | |
| Blackrock Stock (BLK) | 0.04 | $148.00k | -18% | 272 | 544.12 | |
| Condor Hospitality Tr Reit (CDOR) | 0.04 | $147.00k | 35.99k | 4.08 | ||
| Allogene Therapeutics Stock (ALLO) | 0.04 | $146.00k | NEW | 3.42k | 42.74 | |
| Devon Energy Corp Stock (DVN) | 0.04 | $143.92k | -3% | 13.90k | 10.35 | |
| Boston Scientific Corp Stock (BSX) | 0.04 | $143.74k | +70% | 4.14k | 34.69 | |
| Fortive Corp Stock (FTV) | 0.04 | $142.00k | 2.10k | 67.52 | ||
| Vanguard Small-Cap Index Fund Etf (VB) | 0.04 | $141.00k | -44% | 967 | 145.81 | |
| International Business Machs Stock (IBM) | 0.04 | $139.57k | -12% | 1.19k | 117.19 | |
| Sherwin Williams Stock (SHW) | 0.04 | $139.04k | +2% | 241 | 576.92 | |
| Schwab U.S. Large-Cap Value ETF Etf (SCHV) | 0.04 | $139.00k | 2.77k | 50.11 | ||
| Martin Marietta Matls Stock (MLM) | 0.04 | $137.44k | -22% | 733 | 187.50 | |
| Intuit Stock (INTU) | 0.04 | $137.14k | 480 | 285.71 | ||
| Activision Blizzard Stock (ATVI) | 0.04 | $135.05k | +63% | 1.78k | 75.83 | |
| MSA Safety Stock (MSA) | 0.04 | $134.00k | -8% | 1.18k | 114.04 | |
| Global Pmts Stock (GPN) | 0.04 | $133.00k | +13% | 817 | 162.79 | |
| S&P Global Stock (SPGI) | 0.03 | $129.38k | +18% | 418 | 309.52 | |
| Linde Stock (LIN) | 0.03 | $128.78k | 631 | 204.08 | ||
| Xtant Med Hldgs Stock (XTNT) | 0.03 | $125.99k | NEW | 140.84k | 0.89 | |
| United Technologies Corp Stock (RTX) | 0.03 | $124.47k | +71% | 2.06k | 60.54 | |
| Colgate Palmolive Stock (CL) | 0.03 | $124.44k | +7% | 2.24k | 55.56 | |
| Cloudflare Inc Cl A Stock (NET) | 0.03 | $124.14k | NEW | 3.60k | 34.53 | |
| Southern Stock (SO) | 0.03 | $123.66k | +3% | 2.43k | 50.85 | |
| Ebay Stock (EBAY) | 0.03 | $122.00k | +6% | 2.38k | 51.28 | |
| Illinois Tool Wks Stock (ITW) | 0.03 | $120.42k | +8% | 704 | 171.05 | |
| Walgreens Boots Alliance Stock (WBA) | 0.03 | $118.00k | -5% | 2.79k | 42.26 | |
| Marriott Intl Inc New Cl A Stock (MAR) | 0.03 | $117.21k | 1.64k | 71.43 | ||
| Vertex Pharmaceuticals Stock (VRTX) | 0.03 | $116.95k | +17% | 404 | 289.47 | |
| Humana Stock (HUM) | 0.03 | $114.36k | +32% | 296 | 386.36 | |
| Advanced Micro Devices Stock (AMD) | 0.03 | $114.00k | +5% | 2.17k | 52.58 | |
| Edwards Lifesciences Corp Stock (EW) | 0.03 | $113.49k | +207% | 1.68k | 67.63 | |
| Air Prods & Chems Stock (APD) | 0.03 | $112.68k | +43% | 485 | 232.32 | |
| Roper Technologies Stock (ROP) | 0.03 | $112.67k | +73% | 312 | 361.11 | |
| Newmont Mining Corp Stock (NEM) | 0.03 | $112.66k | +18% | 1.86k | 60.44 | |
| Berkley W R Corp Stock (WRB) | 0.03 | $112.00k | +6% | 1.97k | 56.91 | |
| Autodesk Stock (ADSK) | 0.03 | $112.00k | +10% | 470 | 238.30 | |
| Duke Energy Corp Stock (DUK) | 0.03 | $110.13k | +2% | 1.42k | 77.72 | |
| WPX Energy Stock (WPX) | 0.03 | $109.81k | -13% | 17.82k | 6.16 | |
| SPDR Dow Jones International Real Estate ETF Etf (RWX) | 0.03 | $109.00k | -43% | 3.79k | 28.72 | |
| Eaton Corp Stock (ETN) | 0.03 | $108.02k | +48% | 1.25k | 86.42 | |
| Entegris Stock (ENTG) | 0.03 | $108.00k | -28% | 1.83k | 58.95 | |
| Brown Forman Corp Cl A Stock (BF.A) | 0.03 | $106.78k | -22% | 1.96k | 54.42 | |
| Equinix Inc Com Par $0.001 Reit (EQIX) | 0.03 | $106.40k | +10% | 152 | 700.00 | |
| iShares Global 100 ETF Etf (IOO) | 0.03 | $105.00k | 2.00k | 52.50 | ||
| Altria Group Stock (MO) | 0.03 | $103.00k | +5% | 2.64k | 39.00 | |
| Baxter Intl Stock (BAX) | 0.03 | $102.00k | 1.19k | 85.50 | ||
| Aon Plc SHS Cl A Stock (AON) | 0.03 | $100.00k | +9% | 519 | 192.68 | |
| WisdomTree Cloud Computing Fund Etf (WCLD) | 0.03 | $99.00k | NEW | 2.56k | 38.61 | |
| SPDR Dow Jones Global Real Estate ETF Etf (RWO) | 0.03 | $97.00k | 2.51k | 38.65 | ||
| Principal Finl Group Stock (PFG) | 0.03 | $94.71k | +13% | 2.94k | 32.26 | |
| Morgan Stanley Stock (MS) | 0.03 | $94.60k | +15% | 2.06k | 45.83 | |
| State Str Corp Stock (STT) | 0.03 | $93.42k | -9% | 1.56k | 60.00 | |
| Waste Mgmt Inc Del Stock (WM) | 0.02 | $92.36k | +9% | 1.02k | 90.91 | |
| Stryker Corp Stock (SYK) | 0.02 | $89.70k | -28% | 527 | 170.21 | |
| Fiserv Stock (FISV) | 0.02 | $88.20k | +5% | 1.01k | 87.50 | |
| Fastly Inc Cl A Stock (FSLY) | 0.02 | $88.13k | -14% | 1.05k | 84.18 | |
| Intuitive Surgical Stock (ISRG) | 0.02 | $88.00k | +9% | 168 | 523.81 | |
| Astrazeneca Adr (AZN) | 0.02 | $87.15k | +95% | 1.69k | 51.69 | |
| Coupa Software Stock (COUP) | 0.02 | $87.03k | +847% | 322 | 270.27 | |
| Fifth Third Bancorp Stock (FITB) | 0.02 | $85.87k | +15% | 5.15k | 16.67 | |
| BB&T Corp Stock (TFC) | 0.02 | $85.06k | -39% | 2.28k | 37.24 | |
| American Express Stock (AXP) | 0.02 | $85.00k | -4% | 902 | 94.23 | |
| Illumina Stock (ILMN) | 0.02 | $83.63k | +6% | 227 | 368.42 | |
| iShares S&P Small-Cap 600 Growth ETF Etf (IJT) | 0.02 | $83.00k | 490 | 169.39 | ||
| Marsh & Mclennan Cos Stock (MMC) | 0.02 | $80.26k | +24% | 788 | 101.85 | |
| Ford Mtr Co Del Com Par $0.01 Stock (F) | 0.02 | $79.56k | +16% | 13.14k | 6.05 | |
| Moodys Corp Stock (MCO) | 0.02 | $79.33k | +5% | 299 | 265.31 | |
| Live Nation Entertainment Stock (LYV) | 0.02 | $79.22k | -36% | 1.83k | 43.22 | |
| Sunstone Hotel Invs Reit (SHO) | 0.02 | $78.98k | 11.41k | 6.92 | ||
| Quest Diagnostics Stock (DGX) | 0.02 | $78.90k | +3% | 789 | 100.00 | |
| iShares Core U.S. Value ETF Etf (IUSV) | 0.02 | $78.00k | -77% | 1.51k | 51.69 | |
| Energy Select Sector SPDR Fund Etf (XLE) | 0.02 | $78.00k | NEW | 2.06k | 37.77 | |
| Dow Stock (DOW) | 0.02 | $77.35k | 2.01k | 38.46 | ||
| Centene Corp Del Stock (CNC) | 0.02 | $77.04k | -4% | 1.30k | 59.26 | |
| Square Inc Cl A Stock (SQ) | 0.02 | $76.96k | +175% | 747 | 103.03 | |
| Magellan Midstream Prtnrs LP Com Unit Rp Stock (MMP) | 0.02 | $76.00k | -25% | 1.76k | 43.06 | |
| Anthem Stock (ANTM) | 0.02 | $76.00k | -22% | 292 | 260.27 | |
| Guggenheim S&P 500 Equal Weight ETF Etf (RSP) | 0.02 | $76.00k | 750 | 101.33 | ||
| Regeneron Pharmaceuticals Stock (REGN) | 0.02 | $75.17k | +24% | 123 | 611.11 | |
| Utilities Select Sector Spdr Fund Etf (XLU) | 0.02 | $75.00k | 1.34k | 55.85 | ||
| General Electric Stock (GE) | 0.02 | $74.21k | -13% | 11.50k | 6.45 | |
| LKQ Corp Stock (LKQ) | 0.02 | $74.17k | -10% | 3.04k | 24.39 | |
| CSX Corp Stock (CSX) | 0.02 | $73.99k | -2% | 1.07k | 69.15 | |
| Consumer Discretionary Select Sector Spdr Fund Etf (XLY) | 0.02 | $73.00k | 576 | 126.74 | ||
| Autozone Stock (AZO) | 0.02 | $72.00k | +6% | 64 | 1125.00 | |
| Verisign Stock (VRSN) | 0.02 | $71.32k | +6% | 378 | 188.68 | |
| Brown Forman Corp Cl B Stock (BF.B) | 0.02 | $71.20k | -34% | 1.12k | 63.46 | |
| Sba Communications Corp Reit (SBAC) | 0.02 | $70.93k | +6% | 266 | 266.67 | |
| West Pharmaceutical Svsc Stock (WST) | 0.02 | $70.00k | +3% | 309 | 226.54 | |
| Targa Res Corp Stock (TRGP) | 0.02 | $69.86k | -16% | 3.56k | 19.61 | |
| Marketaxess Hldgs Stock (MKTX) | 0.02 | $69.00k | +10% | 138 | 500.00 |
Past Filings by Berman Capital Advisors
View past SEC 13F filings for Berman Capital Advisors
- Berman Capital Advisors 2020 Q1 filed May 14, 2020
- Berman Capital Advisors 2019 Q3 amended filed March 4, 2020
- Berman Capital Advisors 2019 Q2 amended filed March 4, 2020
- Berman Capital Advisors 2019 Q4 filed Feb. 14, 2020
- Berman Capital Advisors 2019 Q3 filed Nov. 14, 2019
- Berman Capital Advisors 2019 Q2 filed July 30, 2019
- Berman Capital Advisors 2019 Q1 filed May 8, 2019
- Berman Capital Advisors 2018 Q4 filed Feb. 13, 2019
- Berman Capital Advisors 2018 Q3 filed Nov. 5, 2018
- Berman Capital Advisors 2018 Q2 filed Aug. 9, 2018
- Berman Capital Advisors 2018 Q1 filed April 24, 2018
- Berman Capital Advisors 2017 Q4 filed Feb. 14, 2018