Berman Capital Advisors
Latest statistics and disclosures from Berman Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, IEFA, IWF, VO, QUAL, and represent 43.95% of Berman Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$5.4M), BRK.B, HD, VV, TSLA, QUAL, MA, GPN, T, TCDA.
- Started 141 new stock positions in PRMW, LMNR, MOMO, SPNS, ROIC, GLU, CMC Materials, BXMX, HCKT, Bigcommerce Hldgs.
- Reduced shares in these 10 stocks: BND (-$20M), ITOT (-$19M), VUG (-$7.3M), IEFA, IEMG, VXUS, SHM, SPY, SPMD, SUB.
- Sold out of its positions in ATNI, ACER, AGLE, AEIS, AGIO, API, ALEX, ALLO, ALPN, ACC.
- Berman Capital Advisors was a net seller of stock by $-50M.
- Berman Capital Advisors has $341M in assets under management (AUM), dropping by -8.73%.
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Portfolio Holdings for Berman Capital Advisors
Companies in the Berman Capital Advisors portfolio as of the September 2020 quarterly 13F filing
Berman Capital Advisors has 1758 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Berman Capital Advisors Sept. 30, 2020 positions
- Download the Berman Capital Advisors September 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Large-Cap Index Fund Etf (VV) | 15.4 | $52M | +2% | 335k | 156.44 | |
| iShares Core MSCI EAFE ETF Etf (IEFA) | 11.8 | $40M | -8% | 665k | 60.28 | |
| iShares Russell 1000 Growth ETF Etf (IWF) | 6.1 | $21M | 96k | 216.89 | ||
| Vanguard Mid-Cap Index Fund Etf (VO) | 5.7 | $20M | 112k | 174.67 | ||
| iShares Edge MSCI USA Quality Etf (QUAL) | 5.0 | $17M | +3% | 163k | 103.74 | |
| SPDR S&P 500 Trust Etf (SPY) | 4.3 | $15M | -5% | 44k | 334.88 | |
| Vanguard Total Bond Market Index Etf (BND) | 3.0 | $10M | -65% | 118k | 88.21 | |
| Vanguard Total International Stock ETF Etf (VXUS) | 2.7 | $9.1M | -22% | 175k | 52.17 | |
| Apple Stock (AAPL) | 2.1 | $7.2M | +309% | 62k | 115.69 | |
| Vanguard Total Stock Market Index Fund Etf (VTI) | 2.1 | $7.1M | 42k | 170.30 | ||
| Vanguard Value Index Fund Etf (VTV) | 1.9 | $6.5M | -5% | 62k | 104.50 | |
| Microsoft Corp Stock (MSFT) | 1.4 | $4.8M | -3% | 23k | 208.60 | |
| Amazon Stock (AMZN) | 1.3 | $4.5M | -12% | 1.4k | 3147.47 | |
| Vanguard FTSE Emerging Markets ETF Etf (VWO) | 1.1 | $3.8M | +4% | 89k | 43.24 | |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.1 | $3.8M | +75% | 18k | 212.41 | |
| iShares Core S&P Mid-Cap ETF Etf (IJH) | 1.0 | $3.5M | 19k | 185.28 | ||
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 1.0 | $3.4M | -49% | 64k | 52.79 | |
| Vanguard FTSE All-World Ex US Index Fund Etf (VEU) | 0.9 | $2.9M | 58k | 50.44 | ||
| Vanguard Dividend Appreciation Index Fund Etf (VIG) | 0.8 | $2.8M | -4% | 22k | 128.15 | |
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 0.8 | $2.7M | 67k | 40.90 | ||
| Home Depot Stock (HD) | 0.7 | $2.5M | +156% | 9.3k | 274.19 | |
| Mastercard Inc Cl A Stock (MA) | 0.7 | $2.4M | +22% | 7.4k | 325.58 | |
| SPDR Nuveen Bloomberg Barclays St Muni Bd ETF Etf (SHM) | 0.6 | $2.1M | -31% | 43k | 49.86 | |
| Vanguard Total World Stock Index Fund Etf (VT) | 0.6 | $2.0M | +14% | 25k | 80.63 | |
| Rivernorth Marketplace Lending Cef (RSF) | 0.6 | $1.9M | -6% | 131k | 14.83 | |
| iShares Core S&P 500 ETF Etf (IVV) | 0.5 | $1.8M | -2% | 5.4k | 335.94 | |
| Powershares QQQ Trust, Series 1 Etf (QQQ) | 0.5 | $1.8M | 6.4k | 277.74 | ||
| iShares National Muni Bond ETF Etf (MUB) | 0.5 | $1.8M | 15k | 115.92 | ||
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.5 | $1.7M | -8% | 1.2k | 1452.05 | |
| Facebook Inc Cl A Stock (FB) | 0.5 | $1.6M | -7% | 6.4k | 255.47 | |
| iShares Russell Mid-Cap ETF Etf (IWR) | 0.5 | $1.6M | 29k | 57.38 | ||
| iShares Short Maturity Muni Bond ETF Etf (MEAR) | 0.5 | $1.6M | -21% | 31k | 50.19 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.4 | $1.5M | -3% | 10k | 149.75 | |
| iShares MSCI EAFE ETF Etf (EFA) | 0.4 | $1.5M | -2% | 23k | 63.62 | |
| iShares Short-Term National Muni Bond ETF Etf (SUB) | 0.4 | $1.4M | -33% | 13k | 108.10 | |
| Johnson & Johnson Stock (JNJ) | 0.4 | $1.4M | +8% | 9.8k | 144.44 | |
| iShares Russell 3000 ETF Etf (IWV) | 0.4 | $1.4M | -5% | 7.1k | 195.29 | |
| Procter & Gamble Company Stock (PG) | 0.4 | $1.3M | +9% | 10k | 132.91 | |
| iShares S&P 500 Growth ETF Etf (IVW) | 0.4 | $1.2M | 5.2k | 230.93 | ||
| iShares Core S&P U.S. Growth ETF Etf (IUSG) | 0.3 | $1.2M | 15k | 79.95 | ||
| iShares MSCI ACWI Ex US Index Fund Etf (ACWX) | 0.3 | $1.2M | 26k | 45.96 | ||
| iShares Russell Mid-Cap Growth ETF Etf (IWP) | 0.3 | $1.1M | 6.6k | 172.74 | ||
| Adobe Sys Stock (ADBE) | 0.3 | $1.1M | -15% | 2.4k | 484.08 | |
| Bank Amer Corp Stock (BAC) | 0.3 | $1.1M | -3% | 44k | 24.06 | |
| Lamar Advertising Co New Cl A Reit (LAMR) | 0.3 | $1.0M | 15k | 65.99 | ||
| Vanguard Growth Index Fund Etf (VUG) | 0.3 | $998k | -87% | 4.4k | 227.59 | |
| Pfizer Stock (PFE) | 0.3 | $926k | +14% | 25k | 36.50 | |
| Visa Inc Com Cl A Stock (V) | 0.3 | $925k | -15% | 4.8k | 193.80 | |
| Tesla Mtrs Stock (TSLA) | 0.3 | $918k | +422% | 2.1k | 428.71 | |
| Blackstone Group L P Com Unit Stock (BX) | 0.3 | $878k | +11% | 17k | 52.04 | |
| Coca Cola Stock (KO) | 0.3 | $859k | +16% | 18k | 48.54 | |
| JPMorgan Chase & Co Stock (JPM) | 0.2 | $817k | -30% | 8.9k | 91.37 | |
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.2 | $736k | -39% | 501.00 | 1469.14 | |
| SPDR Portfolio S&P 400 Mid Cap ETF Etf (SPMD) | 0.2 | $736k | -52% | 23k | 32.62 | |
| Disney Walt Stock (DIS) | 0.2 | $730k | -2% | 6.1k | 120.00 | |
| At&t Stock (T) | 0.2 | $665k | +83% | 23k | 28.50 | |
| Nvidia Corp Stock (NVDA) | 0.2 | $664k | +3% | 1.3k | 515.15 | |
| Costco Wholesale Corporation Stock (COST) | 0.2 | $644k | -10% | 1.8k | 354.84 | |
| Abbott Labs Stock (ABT) | 0.2 | $599k | +18% | 5.6k | 107.76 | |
| Unitedhealth Group Stock (UNH) | 0.2 | $597k | -3% | 2.0k | 302.33 | |
| Netflix Stock (NFLX) | 0.2 | $587k | 1.2k | 500.00 | ||
| Servicenow Stock (NOW) | 0.2 | $579k | -30% | 2.3k | 250.00 | |
| Merck & Co Stock (MRK) | 0.2 | $575k | -3% | 8.6k | 66.67 | |
| Global Pmts Stock (GPN) | 0.2 | $559k | +298% | 3.3k | 171.43 | |
| Verizon Communications Stock (VZ) | 0.2 | $547k | +14% | 9.7k | 56.54 | |
| Docusign Stock (DOCU) | 0.2 | $545k | -49% | 2.6k | 211.68 | |
| Cisco Sys Stock (CSCO) | 0.2 | $542k | -9% | 15k | 36.36 | |
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $539k | 1.2k | 437.50 | ||
| Salesforce Stock (CRM) | 0.2 | $522k | +2% | 2.2k | 236.36 | |
| Jefferies Finl Group Stock (JEF) | 0.1 | $488k | 29k | 17.16 | ||
| Pepsico Stock (PEP) | 0.1 | $469k | -15% | 3.5k | 133.33 | |
| Exxon Mobil Corp Stock (XOM) | 0.1 | $455k | +7% | 14k | 32.26 | |
| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $446k | -5% | 10k | 43.17 | |
| Intel Corp Stock (INTC) | 0.1 | $440k | +4% | 9.1k | 48.25 | |
| Abbvie Stock (ABBV) | 0.1 | $434k | +11% | 5.0k | 87.65 | |
| PayPal Hldgs Stock (PYPL) | 0.1 | $434k | 3.3k | 133.33 | ||
| Automatic Data Processing Stock (ADP) | 0.1 | $408k | -3% | 2.9k | 139.46 | |
| Fedex Corp Stock (FDX) | 0.1 | $396k | -26% | 1.8k | 217.39 | |
| Wal-Mart Stores Stock (WMT) | 0.1 | $379k | 2.8k | 136.36 | ||
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $367k | -41% | 2.8k | 130.43 | |
| Eaton Corp Stock (ETN) | 0.1 | $365k | +210% | 3.9k | 94.12 | |
| Target Corp Stock (TGT) | 0.1 | $356k | 2.5k | 142.86 | ||
| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $356k | +164% | 2.8k | 125.00 | |
| Medtronic Stock (MDT) | 0.1 | $351k | 3.4k | 103.77 | ||
| Perkinelmer Stock (PKI) | 0.1 | $347k | 2.8k | 124.44 | ||
| 3M Company Stock (MMM) | 0.1 | $322k | +90% | 2.0k | 159.83 | |
| Starbucks Corp Stock (SBUX) | 0.1 | $321k | -2% | 4.0k | 80.46 | |
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.1 | $320k | 1.00 | 320000.00 | ||
| General Mtrs Stock (GM) | 0.1 | $312k | +4% | 11k | 29.16 | |
| Consumer Staples Select Sector SPDR Fund Etf (XLP) | 0.1 | $305k | 4.8k | 64.08 | ||
| Amgen Stock (AMGN) | 0.1 | $304k | -16% | 1.2k | 253.97 | |
| Regions Finl Corp Stock (RF) | 0.1 | $300k | +5% | 27k | 11.23 | |
| Graphic Packaging Hldg Stock (GPK) | 0.1 | $298k | +8% | 22k | 13.71 | |
| Lilly Eli & Co Stock (LLY) | 0.1 | $297k | +60% | 2.6k | 115.38 | |
| Urban Outfitters Stock (URBN) | 0.1 | $289k | -2% | 14k | 20.79 | |
| Hanesbrands Stock (HBI) | 0.1 | $289k | -25% | 18k | 15.71 | |
| Qualcomm Stock (QCOM) | 0.1 | $287k | -5% | 2.4k | 117.65 | |
| Union Pac Corp Stock (UNP) | 0.1 | $285k | 1.6k | 183.67 | ||
| Broadcom Stock (AVGO) | 0.1 | $283k | -3% | 849.00 | 333.33 | |
| Shopify Inc Cl A Stock (SHOP) | 0.1 | $281k | +1773% | 281.00 | 1000.00 | |
| Tricida Stock (TCDA) | 0.1 | $280k | +44755% | 31k | 9.05 | |
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $279k | 5.1k | 54.95 | ||
| Cloudflare Inc Cl A Stock (NET) | 0.1 | $277k | +88% | 6.8k | 40.92 | |
| Axalta Coating Sys Stock (AXTA) | 0.1 | $276k | +7% | 13k | 21.58 | |
| Fireeye Stock (FEYE) | 0.1 | $273k | +13% | 24k | 11.26 | |
| Unilever N V Ny Adr (UN) | 0.1 | $267k | -19% | 4.7k | 56.99 | |
| American Tower Corp Reit (AMT) | 0.1 | $261k | -11% | 1.1k | 241.44 | |
| Lockheed Martin Corp Stock (LMT) | 0.1 | $259k | +3% | 741.00 | 350.00 | |
| McDonald's Corp Stock (MCD) | 0.1 | $258k | -16% | 1.2k | 208.33 | |
| Nextera Energy Stock (NEE) | 0.1 | $253k | 941.00 | 269.23 | ||
| iShares Russell 2000 Growth ETF Etf (IWO) | 0.1 | $253k | 1.1k | 221.54 | ||
| Snowflake Inc Cl A Stock | 0.1 | $251k | NEW | 1.0k | 251.00 | |
| Lowes Companies Stock (LOW) | 0.1 | $250k | +8% | 1.6k | 154.76 | |
| OKTA Inc Cl A Stock (OKTA) | 0.1 | $249k | -23% | 1.4k | 181.82 | |
| iShares MSCI USA Esg Optimized ETF Etf (ESGU) | 0.1 | $248k | 3.3k | 76.05 | ||
| Bristol Myers Squibb Stock (BMY) | 0.1 | $243k | -13% | 4.0k | 60.19 | |
| CVS Health Corp Stock (CVS) | 0.1 | $242k | +50% | 4.4k | 55.56 | |
| Danaher Corp Del Stock (DHR) | 0.1 | $240k | 1.2k | 196.08 | ||
| KKR & Co Stock (KKR) | 0.1 | $240k | 8.2k | 29.13 | ||
| Peloton Interactive Inc Cl A Stock (PTON) | 0.1 | $239k | +425% | 3.8k | 62.50 | |
| Charter Communications Inc New Cl A Stock (CHTR) | 0.1 | $239k | 409.00 | 583.33 | ||
| Micron Technology Stock (MU) | 0.1 | $238k | +10% | 7.9k | 30.30 | |
| Alibaba Group Hldg Adr (BABA) | 0.1 | $234k | -33% | 800.00 | 292.62 | |
| Accenture Plc Ireland SHS Class A Stock (ACN) | 0.1 | $227k | 1.0k | 225.65 | ||
| Alleghany Corp Del Stock (Y) | 0.1 | $225k | +1025% | 450.00 | 500.00 | |
| iShares 1-3 Year Treasury Bond ETF Etf (SHY) | 0.1 | $223k | 2.6k | 86.20 | ||
| Applied Matls Stock (AMAT) | 0.1 | $222k | 3.7k | 59.29 | ||
| Mgm Growth Pptys LLC Cl A Reit (MGP) | 0.1 | $218k | 7.8k | 27.97 | ||
| Oracle Corp Stock (ORCL) | 0.1 | $211k | -3% | 3.7k | 56.45 | |
| Crown Castle Intl Corp Reit (CCI) | 0.1 | $210k | +10% | 1.4k | 148.15 | |
| iShares 7-10 Year Treasury Bond ETF Etf (IEF) | 0.1 | $210k | 1.7k | 121.53 | ||
| Philip Morris Intl Stock (PM) | 0.1 | $210k | -34% | 3.2k | 65.22 | |
| Corning Stock (GLW) | 0.1 | $206k | -25% | 8.0k | 25.64 | |
| Zoetis Inc Cl A Stock (ZTS) | 0.1 | $199k | +3% | 1.3k | 157.14 | |
| Biogen Stock (BIIB) | 0.1 | $195k | -4% | 689.00 | 283.02 | |
| Prologis Reit (PLD) | 0.1 | $193k | +4% | 2.0k | 95.24 | |
| Emerson Elec Stock (EMR) | 0.1 | $183k | +185% | 2.8k | 64.61 | |
| Wabtec Corp Stock (WAB) | 0.1 | $181k | +50% | 4.7k | 38.46 | |
| Advanced Micro Devices Stock (AMD) | 0.1 | $177k | 2.2k | 81.98 | ||
| Boeing Stock (BA) | 0.1 | $177k | 1.1k | 161.29 | ||
| Invesco Ultra-Short Duration ETF Etf (GSY) | 0.1 | $176k | NEW | 3.5k | 50.29 | |
| iShares Edge MSCI Min Vol USA ETF Etf (USMV) | 0.1 | $175k | 2.8k | 63.41 | ||
| Texas Instrs Stock (TXN) | 0.1 | $172k | 1.4k | 126.98 | ||
| Technology Select Sector SPDR Fund Etf (XLK) | 0.1 | $171k | 1.5k | 116.41 | ||
| Dominion Energy Stock (D) | 0.0 | $170k | 2.3k | 75.47 | ||
| Vanguard High Dividend Yield Index Fund ETF Shares Etf (VYM) | 0.0 | $168k | 2.1k | 80.69 | ||
| Vanguard Consumer Staples Index Fund Etf (VDC) | 0.0 | $165k | 1.0k | 162.72 | ||
| Atlassian Corp Plc Cl A Stock (TEAM) | 0.0 | $165k | -36% | 962.00 | 171.43 | |
| Dollar Gen Corp Stock (DG) | 0.0 | $159k | 1.1k | 142.86 | ||
| iShares S&P 500 Value ETF Etf (IVE) | 0.0 | $159k | 1.4k | 112.45 | ||
| Fortive Corp Stock (FTV) | 0.0 | $159k | 2.1k | 76.00 | ||
| Williams Cos Stock (WMB) | 0.0 | $159k | +7% | 9.3k | 17.09 | |
| Sherwin Williams Stock (SHW) | 0.0 | $159k | 238.00 | 666.67 | ||
| MSA Safety Stock (MSA) | 0.0 | $158k | 1.2k | 134.01 | ||
| Blackrock Stock (BLK) | 0.0 | $153k | 272.00 | 562.50 | ||
| Linde Stock (LIN) | 0.0 | $150k | +10% | 699.00 | 214.29 | |
| CSX Corp Stock (CSX) | 0.0 | $150k | +93% | 2.1k | 72.29 | |
| Southern Stock (SO) | 0.0 | $149k | +38% | 3.4k | 44.12 | |
| Vanguard Small-Cap Index Fund Etf (VB) | 0.0 | $149k | 969.00 | 153.77 | ||
| Greensky Inc Cl A Stock (GSKY) | 0.0 | $149k | 34k | 4.41 | ||
| Schwab U.S. Large-Cap Value ETF Etf (SCHV) | 0.0 | $146k | 2.8k | 52.11 | ||
| Albemarle Corp Stock (ALB) | 0.0 | $146k | -38% | 1.9k | 75.00 | |
| Activision Blizzard Stock (ATVI) | 0.0 | $145k | 1.8k | 80.45 | ||
| Air Prods & Chems Stock (APD) | 0.0 | $145k | 488.00 | 297.13 | ||
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $145k | -4% | 1.6k | 92.18 | |
| Intuit Stock (INTU) | 0.0 | $145k | 482.00 | 300.00 | ||
| S&P Global Stock (SPGI) | 0.0 | $144k | -2% | 408.00 | 352.94 | |
| Norfolk Southern Corp Stock (NSC) | 0.0 | $142k | 1.3k | 111.11 | ||
| Square Inc Cl A Stock (SQ) | 0.0 | $138k | +15% | 860.00 | 160.61 | |
| SPDR S&P Oil & Gas Exploration & Production ETF Etf (XOP) | 0.0 | $138k | -52% | 3.3k | 41.98 | |
| Tortoise North American Pipeline Fund Etf (TPYP) | 0.0 | $135k | -35% | 9.1k | 14.90 | |
| Entegris Stock (ENTG) | 0.0 | $131k | -3% | 1.8k | 73.89 | |
| US Bancorp Del Stock (USB) | 0.0 | $131k | +181% | 3.7k | 35.27 | |
| Illinois Tool Wks Stock (ITW) | 0.0 | $129k | -2% | 689.00 | 187.50 | |
| Ecolab Stock (ECL) | 0.0 | $127k | 827.00 | 153.85 | ||
| Altria Group Stock (MO) | 0.0 | $120k | +30% | 3.4k | 35.00 | |
| Boston Scientific Corp Stock (BSX) | 0.0 | $120k | -24% | 3.1k | 38.20 | |
| Berkley W R Corp Stock (WRB) | 0.0 | $120k | 2.0k | 60.85 | ||
| HD Supply Hldgs Stock (HDS) | 0.0 | $120k | 3.0k | 39.40 | ||
| Wells Fargo & Co Stock (WFC) | 0.0 | $119k | +311% | 5.1k | 23.50 | |
| Principal Finl Group Stock (PFG) | 0.0 | $119k | +2% | 3.0k | 39.68 | |
| Intuitive Surgical Stock (ISRG) | 0.0 | $115k | +20% | 202.00 | 571.43 | |
| General Electric Stock (GE) | 0.0 | $115k | +60% | 19k | 6.21 | |
| Baxter Intl Stock (BAX) | 0.0 | $114k | +19% | 1.4k | 80.17 | |
| Stryker Corp Stock (SYK) | 0.0 | $114k | +29% | 681.00 | 166.67 | |
| Edwards Lifesciences Corp Stock (EW) | 0.0 | $113k | -5% | 1.6k | 71.43 | |
| Roper Technologies Stock (ROP) | 0.0 | $113k | -3% | 301.00 | 375.00 | |
| iShares Global 100 ETF Etf (IOO) | 0.0 | $112k | 2.0k | 56.00 | ||
| SPDR Dow Jones International Real Estate ETF Etf (RWX) | 0.0 | $112k | 3.8k | 29.51 | ||
| Fifth Third Bancorp Stock (FITB) | 0.0 | $112k | +2% | 5.3k | 21.05 | |
| Aon Plc SHS Cl A Stock (AON) | 0.0 | $108k | 525.00 | 205.71 | ||
| Autodesk Stock (ADSK) | 0.0 | $108k | 469.00 | 230.28 | ||
| Walgreens Boots Alliance Stock (WBA) | 0.0 | $108k | +8% | 3.0k | 35.67 | |
| Humana Stock (HUM) | 0.0 | $107k | -2% | 290.00 | 368.42 | |
| WPX Energy Stock (WPX) | 0.0 | $106k | +38% | 25k | 4.31 | |
| Devon Energy Corp Stock (DVN) | 0.0 | $105k | -8% | 13k | 8.28 | |
| Citigroup Stock (C) | 0.0 | $104k | -29% | 3.0k | 34.48 | |
| Fiserv Stock (FISV) | 0.0 | $103k | 1.0k | 102.79 | ||
| Varian Med Sys Stock (VAR) | 0.0 | $103k | +4% | 599.00 | 171.72 | |
| Colgate Palmolive Stock (CL) | 0.0 | $101k | -38% | 1.4k | 74.07 | |
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.0 | $99k | NEW | 1.8k | 53.95 | |
| Anthem Stock (ANTM) | 0.0 | $99k | +26% | 369.00 | 268.29 | |
| Equinix Inc Com Par $0.001 Reit (EQIX) | 0.0 | $99k | +8% | 165.00 | 600.00 | |
| SPDR Dow Jones Global Real Estate ETF Etf (RWO) | 0.0 | $99k | 2.5k | 39.44 | ||
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $99k | +5% | 428.00 | 230.77 | |
| Duke Energy Corp Stock (DUK) | 0.0 | $98k | -11% | 1.2k | 78.43 | |
| Analog Devices Stock (ADI) | 0.0 | $97k | +126% | 842.00 | 115.48 | |
| Lam Research Corp Stock (LRCX) | 0.0 | $97k | -37% | 362.00 | 266.67 | |
| Astrazeneca Adr (AZN) | 0.0 | $94k | +11% | 1.9k | 50.00 | |
| Enterprise Prods Partners Stock (EPD) | 0.0 | $94k | -61% | 6.0k | 15.72 | |
| Zoom Video Communications Inc Cl A Stock (ZM) | 0.0 | $94k | +279% | 201.00 | 467.66 | |
| Condor Hospitality Tr Reit (CDOR) | 0.0 | $94k | 36k | 2.61 | ||
| Dow Stock (DOW) | 0.0 | $94k | +21% | 2.4k | 38.46 | |
| American Express Stock (AXP) | 0.0 | $92k | 919.00 | 100.11 | ||
| Glaxosmithkline Adr (GSK) | 0.0 | $92k | +212% | 2.5k | 37.28 | |
| Sunstone Hotel Invs Reit (SHO) | 0.0 | $90k | 12k | 7.77 | ||
| Ford Mtr Co Del Com Par $0.01 Stock (F) | 0.0 | $86k | +8% | 14k | 6.05 | |
| iShares S&P Small-Cap 600 Growth ETF Etf (IJT) | 0.0 | $86k | 491.00 | 175.15 | ||
| Avnet Stock (AVT) | 0.0 | $85k | +5219% | 4.1k | 20.83 | |
| Tattooed Chef Inc Com Cl A Stock (FMCI) | 0.0 | $85k | NEW | 3.6k | 23.61 | |
| Moodys Corp Stock (MCO) | 0.0 | $85k | 297.00 | 285.71 | ||
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $84k | 788.00 | 107.14 | ||
| West Pharmaceutical Svsc Stock (WST) | 0.0 | $84k | 309.00 | 271.84 | ||
| Consumer Discretionary Select Sector Spdr Fund Etf (XLY) | 0.0 | $84k | 576.00 | 145.83 | ||
| Cme Group Stock (CME) | 0.0 | $83k | +6% | 496.00 | 166.67 | |
| Newmont Mining Corp Stock (NEM) | 0.0 | $82k | +3% | 1.9k | 42.55 | |
| Calamos Strategic Totl Retn Fd Com Sh Ben Int Cef (CSQ) | 0.0 | $81k | NEW | 6.0k | 13.41 | |
| Guggenheim S&P 500 Equal Weight ETF Etf (RSP) | 0.0 | $81k | 750.00 | 108.00 | ||
| Dexcom Stock (DXCM) | 0.0 | $81k | +40% | 198.00 | 409.09 | |
| iShares Core U.S. Value ETF Etf (IUSV) | 0.0 | $81k | 1.5k | 53.68 | ||
| First Tr Enhanced Eqty Cef (FFA) | 0.0 | $80k | NEW | 5.3k | 15.01 | |
| Quest Diagnostics Stock (DGX) | 0.0 | $79k | 791.00 | 100.00 | ||
| Utilities Select Sector Spdr Fund Etf (XLU) | 0.0 | $79k | 1.3k | 58.82 | ||
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $78k | 1.0k | 76.92 | ||
| Ross Stores Stock (ROST) | 0.0 | $75k | -13% | 813.00 | 92.25 | |
| LKQ Corp Stock (LKQ) | 0.0 | $74k | 3.0k | 24.39 | ||
| Autozone Stock (AZO) | 0.0 | $73k | -3% | 62.00 | 1177.42 | |
| Datadog Inc Cl A Stock (DDOG) | 0.0 | $73k | -72% | 718.00 | 101.67 | |
| United Technologies Corp Stock (RTX) | 0.0 | $73k | -21% | 1.6k | 44.78 | |
| Vanguard Russell 2000 ETF Etf (VTWO) | 0.0 | $71k | 589.00 | 120.54 | ||
| Priceline Grp Stock (BKNG) | 0.0 | $70k | +46% | 41.00 | 1710.53 | |
| Deere & Co Stock (DE) | 0.0 | $70k | 327.00 | 214.29 | ||
| Hca Holdings Stock (HCA) | 0.0 | $70k | +27% | 562.00 | 124.56 | |
| Morgan Stanley Stock (MS) | 0.0 | $69k | -24% | 1.6k | 43.90 | |
| Lauder Estee Cos Inc Cl A Stock (EL) | 0.0 | $68k | 315.00 | 214.29 | ||
| BB&T Corp Stock (TFC) | 0.0 | $67k | -22% | 1.8k | 37.68 | |
| Schwab International Equity ETF Etf (SCHF) | 0.0 | $67k | 2.1k | 31.40 | ||
| Splunk Stock (SPLK) | 0.0 | $67k | 401.00 | 166.67 | ||
| TJX Cos Stock (TJX) | 0.0 | $67k | 1.8k | 37.74 | ||
| Kraft Heinz Stock (KHC) | 0.0 | $66k | +89% | 2.3k | 29.00 | |
Past Filings by Berman Capital Advisors
SEC 13F filings are viewable for Berman Capital Advisors going back to 2017
- 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
- 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