Berman Capital Advisors
Latest statistics and disclosures from Berman Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, IEFA, VO, QUAL, IWF, and represent 42.08% of Berman Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$9.6M), VV (+$8.4M), LPRO (+$6.4M), DFUS, MSFT, NVDA, DFAT, AMZN, PYPL, AAPL.
- Started 296 new stock positions in ARCT, SWI, BTRS, MDLA, MESA, ATNI, DRVN, DCPH, RIOT, OCDX.
- Reduced shares in these 10 stocks: ITOT (-$28M), BND (-$21M), VXUS, VUG, SPY, MEAR, VT, General Electric Company, RBLX, RSF.
- Sold out of its positions in AMCX, AFIB, Alexion Pharmaceuticals, ALCO, MDRX, ALTO, AMSWA, AMSC, AU, ARDX.
- Berman Capital Advisors was a net buyer of stock by $11M.
- Berman Capital Advisors has $620M in assets under management (AUM), dropping by 0.63%.
- Central Index Key (CIK): 0001720336
Tip: Access up to 7 years of quarterly data
Positions held by Berman Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Berman Capital Advisors
Companies in the Berman Capital Advisors portfolio as of the September 2021 quarterly 13F filing
Berman Capital Advisors has 2247 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Berman Capital Advisors Sept. 30, 2021 positions
- Download the Berman Capital Advisors September 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Large-Cap Index Fund Etf (VV) | 17.5 | $109M | +8% | 540k | 200.92 | |
| iShares Core MSCI EAFE ETF Etf (IEFA) | 12.1 | $75M | +14% | 1.0M | 74.25 | |
| Vanguard Mid-Cap Index Fund Etf (VO) | 4.4 | $27M | +2% | 116k | 235.81 | |
| iShares Edge MSCI USA Quality Etf (QUAL) | 4.1 | $25M | 193k | 131.73 | ||
| iShares Russell 1000 Growth ETF Etf (IWF) | 3.9 | $24M | 89k | 274.03 | ||
| Apple Stock (AAPL) | 2.4 | $15M | +7% | 104k | 141.10 | |
| Microsoft Corp Stock (MSFT) | 2.0 | $12M | +26% | 44k | 281.58 | |
| Vanguard Total World Stock Index Fund Etf (VT) | 1.9 | $12M | -7% | 119k | 101.82 | |
| Amazon Stock (AMZN) | 1.9 | $12M | +11% | 3.6k | 3282.41 | |
| Vanguard Total International Stock ETF Etf (VXUS) | 1.8 | $11M | -26% | 180k | 63.26 | |
| Spdr S&p 500 Etf Etf (SPY) | 1.6 | $10M | -15% | 24k | 419.35 | |
| Vanguard Total Stock Market Index Fund Etf (VTI) | 1.5 | $9.5M | 43k | 222.05 | ||
| Vanguard Value Index Fund Etf (VTV) | 1.5 | $9.3M | 69k | 135.37 | ||
| Open Lending Corp Com CL A Stock (LPRO) | 1.0 | $6.4M | NEW | 200k | 32.09 | |
Setup an alertBerman Capital Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.9 | $5.3M | +14% | 2.0k | 2670.00 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.8 | $5.2M | +8% | 19k | 272.52 | |
| Dimensional U.S. Equity ETF Etf (DFUS) | 0.8 | $4.9M | NEW | 105k | 47.15 | |
| Home Depot Stock (HD) | 0.8 | $4.8M | +4% | 15k | 327.78 | |
| Vanguard FTSE All-World Ex US Index Fund Etf (VEU) | 0.7 | $4.6M | 75k | 60.95 | ||
| Vanguard FTSE Emerging Markets ETF Etf (VWO) | 0.7 | $4.5M | 90k | 50.01 | ||
| Vanguard Total Bond Market Index Etf (BND) | 0.7 | $4.3M | -82% | 51k | 85.44 | |
| Facebook Inc Cl A Stock (FB) | 0.6 | $4.0M | +16% | 12k | 338.98 | |
| Vanguard Dividend Appreciation Index Fund Etf (VIG) | 0.6 | $3.4M | 22k | 153.32 | ||
| Invesco QQQ Trust Etf (QQQ) | 0.5 | $3.3M | 9.2k | 357.92 | ||
| Tesla Stock (TSLA) | 0.5 | $3.1M | 4.0k | 774.67 | ||
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.5 | $3.0M | +29% | 1.1k | 2663.19 | |
| Visa Inc Com Cl A Stock (V) | 0.5 | $2.9M | +20% | 13k | 222.74 | |
| Nvidia Corporation Stock (NVDA) | 0.5 | $2.9M | +399% | 14k | 207.06 | |
| iShares S&P Midcap Fund Etf (IJH) | 0.4 | $2.8M | 11k | 263.02 | ||
| JPMorgan Chase & Co Stock (JPM) | 0.4 | $2.8M | +20% | 17k | 163.47 | |
| PayPal Hldgs Stock (PYPL) | 0.4 | $2.7M | +56% | 10k | 260.08 | |
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 0.4 | $2.7M | -5% | 44k | 61.75 | |
| iShares Core S&P 500 ETF Etf (IVV) | 0.4 | $2.7M | 6.2k | 430.84 | ||
| Johnson & Johnson Stock (JNJ) | 0.4 | $2.6M | +19% | 16k | 161.49 | |
| Mastercard Incorporated Cl A Stock (MA) | 0.4 | $2.6M | +14% | 7.4k | 347.29 | |
| Bk Of America Corp Stock (BAC) | 0.4 | $2.5M | +11% | 60k | 42.44 | |
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.4 | $2.4M | 16k | 149.79 | ||
| Adobe Systems Incorporated Stock (ADBE) | 0.4 | $2.3M | +23% | 4.0k | 574.07 | |
| Servicenow Stock (NOW) | 0.4 | $2.3M | +21% | 3.7k | 621.91 | |
| Unitedhealth Group Stock (UNH) | 0.4 | $2.2M | +22% | 5.6k | 390.28 | |
| Procter and Gamble Stock (PG) | 0.3 | $2.1M | +13% | 15k | 139.00 | |
| Disney Walt Stock (DIS) | 0.3 | $2.1M | +15% | 13k | 168.75 | |
| Lamar Advertising Co New Cl A Reit (LAMR) | 0.3 | $2.0M | 18k | 111.11 | ||
| Logistics Innovtn Technlgs Crp Unit Ex 06/10/26 Stock (LITTU) | 0.3 | $2.0M | 200k | 9.92 | ||
| Salesforce Stock (CRM) | 0.3 | $1.9M | +45% | 7.1k | 270.83 | |
| iShares National Muni Bond ETF Etf (MUB) | 0.3 | $1.8M | 16k | 116.15 | ||
| SPDR Gold Shares Etf (GLD) | 0.3 | $1.7M | 10k | 164.19 | ||
| Blackstone Group Inc Com Cl A Stock (BX) | 0.3 | $1.7M | +7% | 14k | 116.02 | |
| iShares MSCI EAFE ETF Etf (EFA) | 0.3 | $1.6M | 20k | 77.84 | ||
| Netflix Stock (NFLX) | 0.2 | $1.5M | +14% | 2.5k | 609.55 | |
| Merck & Co Stock (MRK) | 0.2 | $1.5M | +10% | 20k | 73.65 | |
| Pfizer Stock (PFE) | 0.2 | $1.5M | -10% | 35k | 42.50 | |
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 0.2 | $1.4M | 28k | 50.47 | ||
| iShares S&P 500 Growth ETF Etf (IVW) | 0.2 | $1.4M | 19k | 73.90 | ||
| iShares MSCI ACWI Ex US Index Fund Etf (ACWX) | 0.2 | $1.4M | 26k | 55.40 | ||
| Dimensional U.S. Targeted Value ETF Etf (DFAT) | 0.2 | $1.4M | NEW | 32k | 44.40 | |
| iShares Russell Mid-Cap ETF Etf (IWR) | 0.2 | $1.4M | 18k | 78.19 | ||
| iShares Short-Term National Muni Bond ETF Etf (SUB) | 0.2 | $1.4M | 13k | 107.56 | ||
| Rivernorth Marketplace Lending Cef (RSF) | 0.2 | $1.3M | -15% | 69k | 19.19 | |
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $1.3M | +26% | 2.3k | 569.13 | |
| Cisco Sys Stock (CSCO) | 0.2 | $1.3M | +17% | 24k | 54.35 | |
| Coca Cola Stock (KO) | 0.2 | $1.3M | -6% | 24k | 52.43 | |
| SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF Etf (SHM) | 0.2 | $1.2M | 25k | 49.38 | ||
| iShares Russell Mid-Cap Growth ETF Etf (IWP) | 0.2 | $1.2M | 11k | 112.03 | ||
| Vapotherm Stock (VAPO) | 0.2 | $1.2M | +266% | 66k | 18.52 | |
| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $1.2M | +32% | 21k | 55.88 | |
| Costco Whsl Corp Stock (COST) | 0.2 | $1.1M | +4% | 2.6k | 445.50 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.2 | $1.1M | 5.2k | 217.39 | ||
| Jefferies Finl Group Stock (JEF) | 0.2 | $1.1M | 31k | 36.59 | ||
| Abbott Labs Stock (ABT) | 0.2 | $1.1M | +15% | 9.0k | 117.92 | |
| Vanguard Growth Index Fund Etf (VUG) | 0.2 | $1.0M | -65% | 3.6k | 290.10 | |
| Texas Pacific Land Corporation Stock (TPL) | 0.2 | $1.0M | 850.00 | 1209.41 | ||
| Peloton Interactive Inc Cl A Stock (PTON) | 0.2 | $1.0M | -9% | 12k | 85.06 | |
| Lilly Eli & Co Stock (LLY) | 0.2 | $955k | +13% | 4.1k | 230.62 | |
| Pepsico Stock (PEP) | 0.2 | $937k | +10% | 6.4k | 146.79 | |
| Square Inc Cl A Stock (SQ) | 0.2 | $933k | +31% | 4.0k | 234.48 | |
| Docusign Stock (DOCU) | 0.1 | $904k | 3.5k | 256.55 | ||
| Honeywell Intl Stock (HON) | 0.1 | $902k | +18% | 4.4k | 206.35 | |
| Verizon Communications Stock (VZ) | 0.1 | $896k | +43% | 19k | 48.54 | |
| Intel Corp Stock (INTC) | 0.1 | $885k | +49% | 17k | 53.16 | |
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $880k | +4% | 3.6k | 242.72 | |
| Walmart Stock (WMT) | 0.1 | $855k | +38% | 6.2k | 136.99 | |
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $845k | +51% | 35k | 23.85 | |
| Cloudflare Inc Cl A Stock (NET) | 0.1 | $831k | +6% | 7.5k | 111.11 | |
| iShares Russell 3000 ETF Etf (IWV) | 0.1 | $822k | 3.2k | 254.65 | ||
| Abbvie Stock (ABBV) | 0.1 | $821k | +14% | 7.9k | 104.48 | |
| Starbucks Corp Stock (SBUX) | 0.1 | $814k | +7% | 7.4k | 109.68 | |
| Nike Inc Cl B Stock (NKE) | 0.1 | $804k | +11% | 5.5k | 145.16 | |
| Oracle Corp Stock (ORCL) | 0.1 | $801k | +12% | 9.4k | 84.94 | |
| Snowflake Inc Cl A Stock (SNOW) | 0.1 | $779k | -2% | 2.6k | 300.00 | |
| Automatic Data Processing Stock (ADP) | 0.1 | $777k | +9% | 3.9k | 199.79 | |
| Qualcomm Stock (QCOM) | 0.1 | $753k | +17% | 5.9k | 127.19 | |
| Broadcom Stock (AVGO) | 0.1 | $748k | +3% | 1.5k | 483.87 | |
| Danaher Corporation Stock (DHR) | 0.1 | $739k | +34% | 2.7k | 277.78 | |
| Target Corp Stock (TGT) | 0.1 | $735k | +8% | 3.6k | 206.90 | |
| Nextera Energy Stock (NEE) | 0.1 | $729k | +25% | 9.3k | 78.24 | |
| Intuitive Surgical Stock (ISRG) | 0.1 | $723k | +60% | 749.00 | 965.52 | |
| Eaton Corp Stock (ETN) | 0.1 | $722k | +10% | 4.8k | 148.97 | |
| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $709k | +4% | 3.9k | 181.55 | |
| Vanguard Tax-Exempt Bond ETF Etf (VTEB) | 0.1 | $681k | 12k | 54.71 | ||
| Veeva Sys Inc Cl A Stock (VEEV) | 0.1 | $680k | +90% | 2.4k | 288.00 | |
| Accenture Plc Ireland SHS Class A Stock (ACN) | 0.1 | $669k | +17% | 2.1k | 312.50 | |
| Medtronic Stock (MDT) | 0.1 | $661k | +32% | 5.7k | 116.28 | |
| At&t Stock (T) | 0.1 | $645k | -25% | 24k | 26.91 | |
| Micron Technology Stock (MU) | 0.1 | $634k | -14% | 9.1k | 69.60 | |
| Caterpillar Stock (CAT) | 0.1 | $629k | +9% | 3.3k | 191.98 | |
| Exxon Mobil Corp Stock (XOM) | 0.1 | $622k | +27% | 11k | 54.55 | |
| Advanced Micro Devices Stock (AMD) | 0.1 | $619k | +24% | 6.1k | 102.18 | |
| Texas Instrs Stock (TXN) | 0.1 | $616k | +25% | 3.2k | 192.31 | |
| Fedex Corp Stock (FDX) | 0.1 | $599k | -4% | 2.7k | 219.07 | |
| Mcdonalds Corp Stock (MCD) | 0.1 | $597k | +40% | 2.8k | 210.53 | |
| Twilio Inc Cl A Stock (TWLO) | 0.1 | $590k | +70% | 1.9k | 317.27 | |
| iShares Core S&P U.S. Growth ETF Etf (IUSG) | 0.1 | $590k | 5.8k | 102.34 | ||
| Chevron Corp Stock (CVX) | 0.1 | $584k | +24% | 5.9k | 99.34 | |
| KKR & Co Stock (KKR) | 0.1 | $579k | +7% | 9.5k | 60.76 | |
| Shopify Inc Cl A Stock (SHOP) | 0.1 | $575k | +32% | 425.00 | 1352.94 | |
| 3M Stock (MMM) | 0.1 | $569k | +23% | 3.3k | 175.19 | |
| Autodesk Stock (ADSK) | 0.1 | $565k | +78% | 2.0k | 277.11 | |
| Edwards Lifesciences Corp Stock (EW) | 0.1 | $560k | +54% | 5.0k | 111.36 | |
| Global Pmts Stock (GPN) | 0.1 | $552k | +2% | 3.5k | 156.99 | |
| Citigroup Stock (C) | 0.1 | $532k | +54% | 7.6k | 69.79 | |
| Applied Matls Stock (AMAT) | 0.1 | $524k | +6% | 4.7k | 111.11 | |
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $513k | +69% | 286.00 | 1794.12 | |
| Perkinelmer Stock (PKI) | 0.1 | $510k | -2% | 3.0k | 172.71 | |
| Union Pac Corp Stock (UNP) | 0.1 | $508k | +8% | 2.7k | 187.50 | |
| Raytheon Technologies Corp Stock (RTX) | 0.1 | $504k | +51% | 5.9k | 85.11 | |
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $504k | +33% | 8.7k | 58.17 | |
| General Electric Stock (GE) | 0.1 | $496k | NEW | 4.9k | 101.56 | |
| Lowes Cos Stock (LOW) | 0.1 | $495k | +5% | 2.8k | 173.91 | |
| Prologis Reit (PLD) | 0.1 | $495k | +21% | 4.0k | 123.64 | |
| General Mtrs Stock (GM) | 0.1 | $488k | -13% | 9.8k | 50.00 | |
| Intuit Stock (INTU) | 0.1 | $480k | +11% | 889.00 | 539.93 | |
| Walgreens Boots Alliance Stock (WBA) | 0.1 | $467k | -9% | 13k | 37.04 | |
| Dexcom Stock (DXCM) | 0.1 | $466k | +91% | 932.00 | 500.00 | |
| Moderna Stock (MRNA) | 0.1 | $465k | +46% | 1.2k | 375.00 | |
| Charter Communications Inc New Cl A Stock (CHTR) | 0.1 | $457k | +13% | 634.00 | 720.59 | |
| Regions Financial Corp Stock (RF) | 0.1 | $452k | -6% | 21k | 21.17 | |
| Wells Fargo Stock (WFC) | 0.1 | $452k | +75% | 9.8k | 46.30 | |
| Goldman Sachs Group Stock (GS) | 0.1 | $451k | +58% | 1.2k | 363.64 | |
| American Tower Corp Reit (AMT) | 0.1 | $448k | +12% | 1.7k | 266.67 | |
| Blackrock Stock (BLK) | 0.1 | $440k | +27% | 587.00 | 750.00 | |
| Sherwin Williams Stock (SHW) | 0.1 | $436k | 1.6k | 278.35 | ||
| Datadog Inc Cl A Stock (DDOG) | 0.1 | $432k | +205% | 3.1k | 140.74 | |
| Philip Morris Intl Stock (PM) | 0.1 | $429k | +45% | 4.9k | 86.96 | |
| Fireeye Stock (FEYE) | 0.1 | $422k | -10% | 24k | 17.62 | |
| CVS Health Corp Stock (CVS) | 0.1 | $420k | +41% | 6.4k | 65.22 | |
| Deere & Co Stock (DE) | 0.1 | $413k | +4% | 1.2k | 333.33 | |
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.1 | $411k | 1.00 | 411000.00 | ||
| Ebay Stock (EBAY) | 0.1 | $401k | +70% | 5.8k | 69.59 | |
| US Bancorp Del Stock (USB) | 0.1 | $399k | +29% | 6.8k | 58.99 | |
| Lululemon Athletica Stock (LULU) | 0.1 | $388k | +84% | 970.00 | 400.00 | |
| Emerson Elec Stock (EMR) | 0.1 | $379k | +5% | 4.1k | 93.46 | |
| Lockheed Martin Corp Stock (LMT) | 0.1 | $378k | +9% | 1.2k | 320.00 | |
| Confluent Inc Class A Stock (CFLT) | 0.1 | $375k | +79% | 6.3k | 59.62 | |
| Uber Technologies Stock (UBER) | 0.1 | $370k | 8.3k | 44.69 | ||
| Global X Lithium & Battery Tech ETF Etf (LIT) | 0.1 | $369k | +10% | 4.5k | 81.80 | |
| Align Technology Stock (ALGN) | 0.1 | $363k | +85% | 726.00 | 500.00 | |
| Bristol-Myers Squibb Stock (BMY) | 0.1 | $362k | +13% | 7.8k | 46.15 | |
| American Express Stock (AXP) | 0.1 | $358k | +30% | 2.4k | 150.00 | |
| Zoetis Inc Cl A Stock (ZTS) | 0.1 | $357k | +9% | 2.1k | 166.67 | |
| S&P Global Stock (SPGI) | 0.1 | $341k | +20% | 853.00 | 400.00 | |
| Anthem Stock (ANTM) | 0.1 | $340k | +71% | 1.0k | 333.33 | |
| Vanguard Small-Cap Index Fund Etf (VB) | 0.1 | $335k | 1.5k | 218.38 | ||
| Palo Alto Networks Stock (PANW) | 0.1 | $332k | -8% | 693.00 | 478.41 | |
| Fiserv Stock (FISV) | 0.1 | $330k | +38% | 3.1k | 107.44 | |
| Crown Castle Intl Corp Reit (CCI) | 0.1 | $328k | +5% | 2.0k | 166.67 | |
| Consumer Staples Select Sector SPDR Fund Etf (XLP) | 0.1 | $327k | 4.8k | 68.70 | ||
| Amgen Stock (AMGN) | 0.1 | $327k | -8% | 1.9k | 176.47 | |
| Synovus Finl Corp Stock (SNV) | 0.1 | $326k | +14% | 7.4k | 43.82 | |
| Alleghany Corp Del Stock (Y) | 0.1 | $325k | +10% | 527.00 | 616.82 | |
| iShares Russell 2000 Growth ETF Etf (IWO) | 0.1 | $324k | 1.1k | 293.48 | ||
| Ford Mtr Co Del Stock (F) | 0.1 | $322k | 23k | 14.15 | ||
| Biogen Stock (BIIB) | 0.1 | $322k | +2% | 1.1k | 280.42 | |
| iShares Esg Aware MSCI USA ETF Etf (ESGU) | 0.1 | $321k | 3.3k | 98.44 | ||
| Intercontinental Exchange Stock (ICE) | 0.1 | $319k | +28% | 3.0k | 105.26 | |
| Axalta Coating Sys Stock (AXTA) | 0.1 | $315k | -16% | 11k | 28.25 | |
| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $312k | +27% | 517.00 | 603.66 | |
| Graphic Packaging Hldg Stock (GPK) | 0.1 | $312k | -29% | 17k | 18.90 | |
| Carrier Global Corporation Stock (CARR) | 0.1 | $312k | +15% | 6.2k | 50.31 | |
| Norfolk Southn Corp Stock (NSC) | 0.1 | $311k | -2% | 1.3k | 238.68 | |
| Lions Gate Entmnt Corp Cl B Non Vtg Stock (LGF.B) | 0.0 | $309k | +11% | 32k | 9.71 | |
| Urban Outfitters Stock (URBN) | 0.0 | $308k | 10k | 29.62 | ||
| Stryker Corporation Stock (SYK) | 0.0 | $308k | +25% | 1.4k | 214.29 | |
| Progressive Corp Stock (PGR) | 0.0 | $307k | +2% | 3.8k | 80.00 | |
| Analog Devices Stock (ADI) | 0.0 | $307k | +84% | 1.9k | 157.89 | |
| Mercadolibre Stock (MELI) | 0.0 | $302k | +169% | 183.00 | 1650.00 | |
| Schwab Charles Corp Stock (SCHW) | 0.0 | $300k | +55% | 5.5k | 54.05 | |
| CSX Corp Stock (CSX) | 0.0 | $298k | +56% | 10k | 29.57 | |
| Lam Research Corp Stock (LRCX) | 0.0 | $297k | +6% | 594.00 | 500.00 | |
| Southern Stock (SO) | 0.0 | $297k | +32% | 5.0k | 59.78 | |
| Tractor Supply Stock (TSCO) | 0.0 | $297k | +115% | 1.5k | 202.15 | |
| Duke Energy Corp Stock (DUK) | 0.0 | $287k | +35% | 2.9k | 97.45 | |
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $286k | +31% | 2.3k | 125.00 | |
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $284k | +32% | 1.9k | 149.16 | |
| Truist Finl Corp Stock (TFC) | 0.0 | $282k | +63% | 5.2k | 53.69 | |
| Capital One Finl Corp Stock (COF) | 0.0 | $281k | +26% | 1.8k | 157.89 | |
| International Business Machs Stock (IBM) | 0.0 | $280k | +82% | 2.4k | 115.38 | |
| Delta Air Lines Inc Del Stock (DAL) | 0.0 | $278k | +83% | 6.5k | 42.57 | |
| Ecolab Stock (ECL) | 0.0 | $278k | +16% | 1.3k | 208.17 | |
| Williams Cos Stock (WMB) | 0.0 | $278k | +12% | 11k | 25.00 | |
| Air Prods & Chems Stock (APD) | 0.0 | $276k | +33% | 1.1k | 250.00 | |
| Equinix Reit (EQIX) | 0.0 | $275k | +30% | 367.00 | 750.00 | |
| Equifax Stock (EFX) | 0.0 | $273k | +17% | 1.1k | 253.01 | |
| Entegris Stock (ENTG) | 0.0 | $272k | +5% | 2.2k | 125.58 | |
| Dominion Energy Stock (D) | 0.0 | $263k | +32% | 3.6k | 72.58 | |
| Burlington Stores Stock (BURL) | 0.0 | $263k | +103% | 931.00 | 282.18 | |
| Humana Stock (HUM) | 0.0 | $257k | +20% | 662.00 | 388.22 | |
| Conocophillips Stock (COP) | 0.0 | $251k | +63% | 3.8k | 65.84 | |
| Bank New York Mellon Corp Stock (BK) | 0.0 | $250k | +54% | 4.8k | 51.79 | |
| Condor Hospitality Tr Reit (CDOR) | 0.0 | $250k | 36k | 6.95 | ||
| Becton Dickinson & Co Stock (BDX) | 0.0 | $246k | +57% | 1.2k | 200.00 | |
| Dollar Gen Corp Stock (DG) | 0.0 | $246k | +16% | 1.7k | 142.86 | |
| Illinois Tool Wks Stock (ITW) | 0.0 | $245k | +10% | 1.2k | 206.40 | |
| AF Acquisition Corp Unit EX 033128 Stock (AFAQU) | 0.0 | $245k | 25k | 9.80 | ||
| Altria Group Stock (MO) | 0.0 | $244k | +16% | 7.8k | 31.25 | |
| Hanesbrands Stock (HBI) | 0.0 | $243k | -6% | 16k | 15.28 | |
| Gilead Sciences Stock (GILD) | 0.0 | $240k | +64% | 4.4k | 54.05 | |
| Tricida Stock (TCDA) | 0.0 | $236k | 51k | 4.63 | ||
| International Flavors&Fragranc Stock (IFF) | 0.0 | $233k | -9% | 2.1k | 111.11 | |
| Illumina Stock (ILMN) | 0.0 | $232k | +21% | 589.00 | 394.37 | |
| Dupont De Nemours Stock (DD) | 0.0 | $227k | +2% | 6.6k | 34.48 | |
| Cigna Corp Stock (CI) | 0.0 | $225k | +4% | 1.1k | 197.72 | |
| Principal Financial Group Stock (PFG) | 0.0 | $223k | +6% | 3.5k | 63.89 | |
| Marvell Technology Group Ltd Ord Stock (MRVL) | 0.0 | $222k | +57% | 3.8k | 58.47 | |
| Brunswick Corp Stock (BC) | 0.0 | $221k | +10953% | 3.3k | 66.67 | |
| Morgan Stanley Stock (MS) | 0.0 | $221k | +2% | 2.3k | 95.24 | |
| Boston Scientific Corp Stock (BSX) | 0.0 | $220k | +43% | 5.5k | 40.00 | |
| Graco Stock (GGG) | 0.0 | $219k | 3.7k | 59.52 | ||
| Technology Select Sector SPDR Fund Etf (XLK) | 0.0 | $219k | 1.5k | 149.08 | ||
| Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $217k | +59% | 296.00 | 733.33 | |
| Corning Stock (GLW) | 0.0 | $217k | +2% | 8.7k | 25.00 | |
| Vanguard High Dividend Yield ETF Etf (VYM) | 0.0 | $215k | 2.1k | 103.27 | ||
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $211k | -10% | 1.9k | 110.51 | |
| Twitter Stock (TWTR) | 0.0 | $211k | +34% | 3.6k | 59.32 | |
| Prudential Finl Stock (PRU) | 0.0 | $209k | +45% | 2.5k | 83.33 | |
| Idexx Labs Stock (IDXX) | 0.0 | $209k | +21% | 348.00 | 600.00 | |
| Chubb Stock (CB) | 0.0 | $208k | +53% | 1.5k | 142.86 | |
| Allstate Corp Stock (ALL) | 0.0 | $207k | +21% | 1.6k | 126.76 | |
| Aon Plc SHS Cl A Stock (AON) | 0.0 | $207k | +24% | 1.0k | 200.00 | |
| Blackrock Short Maturity Municipal Bond ETF Etf (MEAR) | 0.0 | $205k | -86% | 4.1k | 50.04 | |
| Unilever Adr (UL) | 0.0 | $205k | -3% | 3.8k | 54.01 | |
| Roper Technologies Stock (ROP) | 0.0 | $202k | +21% | 505.00 | 400.00 | |
| Ameriprise Finl Stock (AMP) | 0.0 | $201k | +36% | 764.00 | 263.09 | |
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $200k | -5% | 1.4k | 142.86 | |
| iShares 7-10 Year Treasury Bond ETF Etf (IEF) | 0.0 | $199k | 1.7k | 115.16 | ||
| TJX Cos Stock (TJX) | 0.0 | $197k | +21% | 3.9k | 50.00 | |
| Marinemax Stock (HZO) | 0.0 | $194k | NEW | 4.0k | 48.50 | |
| MGM Resorts International Stock (MGM) | 0.0 | $194k | +20% | 4.6k | 42.29 | |
| Insulet Corp Stock (PODD) | 0.0 | $193k | +151% | 965.00 | 200.00 | |
| Kla Corp Stock (KLAC) | 0.0 | $192k | +9% | 575.00 | 333.91 | |
Past Filings by Berman Capital Advisors
SEC 13F filings are viewable for Berman Capital Advisors going back to 2017
- Berman Capital Advisors 2021 Q3 filed Oct. 7, 2021
- Berman Capital Advisors 2021 Q2 filed Aug. 11, 2021
- Berman Capital Advisors 2021 Q1 filed May 11, 2021
- Berman Capital Advisors 2020 Q4 restated filed Feb. 19, 2021
- Berman Capital Advisors 2020 Q4 filed Feb. 11, 2021
- Berman Capital Advisors 2020 Q3 filed Nov. 5, 2020
- Berman Capital Advisors 2020 Q2 filed Aug. 6, 2020
- Berman Capital Advisors 2020 Q1 filed May 14, 2020
- Berman Capital Advisors 2019 Q2 restated filed March 4, 2020
- Berman Capital Advisors 2019 Q3 restated 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