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 44.06% of Berman Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: VV (+$9.0M), IEFA, SFNC, AMZN, QUAL, IVW, V, IWP, QQQ, Texas Pacific Land Corp.
- Started 184 new stock positions in QMCO, SUPN, ZS, IWS, BCE, EMB, NAV, SLV, IVAC, SWBI.
- Reduced shares in these 10 stocks: BND, AAPL, VO, IEMG, IWV, IWM, IWR, SHM, XOM, MA.
- Sold out of its positions in AMLP, AVK, Advanced Disposal Services I, Aimmune Therapeutics, Akcea Therapeutics Inc equities, AWF, ANH, Apartment Invt And Mgmt Co -a, BSAC, BXS.
- Berman Capital Advisors was a net buyer of stock by $21M.
- Berman Capital Advisors has $413M in assets under management (AUM), dropping by 21.21%.
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Positions held by Berman Capital Advisors, LLC consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Berman Capital Advisors
Companies in the Berman Capital Advisors portfolio as of the December 2020 quarterly 13F filing
Berman Capital Advisors has 1843 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Berman Capital Advisors Dec. 31, 2020 positions
- Download the Berman Capital Advisors December 2020 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Large-Cap Index Fund Etf (VV) | 16.4 | $68M | +15% | 386k | 175.74 | |
iShares Core MSCI EAFE ETF Etf (IEFA) | 11.9 | $49M | +7% | 713k | 69.09 | |
iShares Russell 1000 Growth ETF Etf (IWF) | 5.6 | $23M | 96k | 241.14 | ||
Vanguard Mid-Cap Index Fund Etf (VO) | 5.2 | $22M | -6% | 105k | 205.24 | |
iShares Edge MSCI USA Quality Etf (QUAL) | 4.9 | $20M | +6% | 174k | 116.21 | |
Spdr S&p 500 Etf Etf (SPY) | 4.1 | $17M | +2% | 45k | 373.33 | |
Vanguard Total International Stock ETF Etf (VXUS) | 2.5 | $10M | -2% | 171k | 60.16 | |
Vanguard Total Bond Market Index Etf (BND) | 2.1 | $8.8M | -14% | 100k | 88.19 | |
Vanguard Total Stock Market Index Fund Etf (VTI) | 2.1 | $8.5M | +4% | 44k | 194.64 | |
Vanguard Value Index Fund Etf (VTV) | 1.8 | $7.6M | +3% | 64k | 118.95 | |
Apple Stock (AAPL) | 1.6 | $6.7M | -18% | 51k | 132.51 | |
Amazon Stock (AMZN) | 1.5 | $6.3M | +35% | 1.9k | 3253.46 | |
Microsoft Corp Stock (MSFT) | 1.4 | $5.6M | +9% | 25k | 222.18 | |
Vanguard FTSE Emerging Markets ETF Etf (VWO) | 1.1 | $4.5M | 90k | 50.10 | ||
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iShares S&P Midcap Fund Etf (IJH) | 1.0 | $4.2M | -5% | 18k | 229.80 | |
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.0 | $4.1M | 18k | 231.39 | ||
Vanguard FTSE All-World Ex US Index Fund Etf (VEU) | 0.8 | $3.4M | 58k | 58.35 | ||
Vanguard FTSE Developed Markets ETF Etf (VEA) | 0.8 | $3.3M | +5% | 70k | 47.20 | |
Vanguard Dividend Appreciation Index Fund Etf (VIG) | 0.7 | $3.0M | 22k | 140.73 | ||
iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 0.7 | $3.0M | -23% | 49k | 62.03 | |
Invesco QQQ Trust Etf (QQQ) | 0.7 | $2.7M | +35% | 8.6k | 313.66 | |
Home Depot Stock (HD) | 0.6 | $2.5M | +2% | 9.5k | 265.28 | |
Mastercard Incorporated Cl A Stock (MA) | 0.6 | $2.4M | -10% | 6.7k | 356.51 | |
Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.6 | $2.4M | +15% | 1.4k | 1750.00 | |
Vanguard Total World Stock Index Fund Etf (VT) | 0.6 | $2.3M | 25k | 92.57 | ||
Simmons 1St Natl Corp Cl A $1 Par Stock (SFNC) | 0.5 | $2.1M | NEW | 96k | 21.59 | |
iShares Core S&P 500 ETF Etf (IVV) | 0.5 | $2.1M | +2% | 5.5k | 375.34 | |
Rivernorth Marketplace Lending Cef (RSF) | 0.5 | $2.0M | -6% | 123k | 16.59 | |
Facebook Inc Cl A Stock (FB) | 0.5 | $1.9M | +7% | 6.9k | 272.08 | |
Visa Inc Com Cl A Stock (V) | 0.4 | $1.8M | +76% | 8.4k | 218.50 | |
iShares National Muni Bond ETF Etf (MUB) | 0.4 | $1.8M | 15k | 117.17 | ||
Johnson & Johnson Stock (JNJ) | 0.4 | $1.7M | +12% | 11k | 157.30 | |
Tesla Stock (TSLA) | 0.4 | $1.7M | +10% | 2.4k | 705.46 | |
iShares MSCI EAFE ETF Etf (EFA) | 0.4 | $1.6M | -6% | 22k | 72.85 | |
Blackrock Short Maturity Municipal Bond ETF Etf (MEAR) | 0.4 | $1.6M | 31k | 50.21 | ||
SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF Etf (SHM) | 0.4 | $1.5M | -28% | 30k | 49.78 | |
Servicenow Stock (NOW) | 0.4 | $1.5M | +17% | 2.7k | 549.70 | |
Lamar Advertising Co New Cl A Reit (LAMR) | 0.3 | $1.4M | +16% | 18k | 80.81 | |
iShares Short-Term National Muni Bond ETF Etf (SUB) | 0.3 | $1.4M | 13k | 108.10 | ||
iShares Russell Mid-Cap Growth ETF Etf (IWP) | 0.3 | $1.4M | +106% | 14k | 102.60 | |
JPMorgan Chase & Co Stock (JPM) | 0.3 | $1.4M | +23% | 11k | 127.02 | |
Disney Walt Stock (DIS) | 0.3 | $1.4M | +25% | 7.6k | 181.18 | |
iShares MSCI ACWI Ex US Index Fund Etf (ACWX) | 0.3 | $1.4M | 26k | 53.01 | ||
Procter And Gamble Stock (PG) | 0.3 | $1.3M | -3% | 9.6k | 139.00 | |
iShares S&P 500 Growth ETF Etf (IVW) | 0.3 | $1.3M | +300% | 21k | 63.82 | |
iShares Core S&P U.S. Growth ETF Etf (IUSG) | 0.3 | $1.3M | 15k | 88.65 | ||
Bk Of America Corp Stock (BAC) | 0.3 | $1.3M | 43k | 30.28 | ||
Vanguard Growth Index Fund Etf (VUG) | 0.3 | $1.3M | +16% | 5.1k | 253.17 | |
Unitedhealth Group Stock (UNH) | 0.3 | $1.3M | +86% | 3.7k | 350.60 | |
Adobe Systems Incorporated Stock (ADBE) | 0.3 | $1.3M | +7% | 2.6k | 500.00 | |
iShares Russell Mid-Cap ETF Etf (IWR) | 0.3 | $1.2M | -36% | 18k | 68.55 | |
iShares Russell 2000 ETF Etf (IWM) | 0.3 | $1.2M | -41% | 6.0k | 195.65 | |
Blackstone Group Inc Com Cl A Stock (BX) | 0.3 | $1.1M | +3% | 18k | 64.15 | |
Pfizer Stock (PFE) | 0.2 | $988k | +6% | 27k | 36.57 | |
Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.2 | $945k | +7% | 541.00 | 1747.13 | |
SPDR Portfolio S&P 400 Mid Cap ETF Etf (SPMD) | 0.2 | $915k | 23k | 40.39 | ||
Coca Cola Stock (KO) | 0.2 | $881k | -8% | 16k | 54.71 | |
Nvidia Corporation Stock (NVDA) | 0.2 | $747k | +11% | 1.4k | 520.00 | |
iShares Russell 3000 ETF Etf (IWV) | 0.2 | $720k | -54% | 3.2k | 223.46 | |
Docusign Stock (DOCU) | 0.2 | $716k | +25% | 3.2k | 221.05 | |
Global Pmts Stock (GPN) | 0.2 | $699k | 3.3k | 214.88 | ||
Costco Whsl Corp Stock (COST) | 0.2 | $695k | 1.9k | 375.00 | ||
PayPal Hldgs Stock (PYPL) | 0.2 | $693k | +2% | 3.3k | 206.90 | |
Netflix Stock (NFLX) | 0.2 | $688k | +8% | 1.3k | 540.28 | |
Honeywell Intl Stock (HON) | 0.2 | $672k | +11% | 3.2k | 209.13 | |
Merck & Co Stock (MRK) | 0.2 | $669k | 8.7k | 76.92 | ||
Jefferies Finl Group Stock (JEF) | 0.2 | $664k | 29k | 23.33 | ||
Peloton Interactive Inc Cl A Stock (PTON) | 0.2 | $661k | +16% | 4.5k | 148.15 | |
Starbucks Corp Stock (SBUX) | 0.2 | $658k | +54% | 6.2k | 106.92 | |
Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $639k | +18% | 12k | 52.39 | |
Verizon Communications Stock (VZ) | 0.2 | $637k | +14% | 11k | 57.55 | |
Abbott Labs Stock (ABT) | 0.2 | $634k | +4% | 5.8k | 109.36 | |
Micron Technology Stock (MU) | 0.2 | $634k | +7% | 8.4k | 75.02 | |
Texas Pacific Land Corporation Stock | 0.1 | $614k | NEW | 845.00 | 726.63 | |
Thermo Fisher Scientific Stock (TMO) | 0.1 | $609k | +6% | 1.3k | 463.33 | |
Cisco Sys Stock (CSCO) | 0.1 | $608k | -8% | 14k | 44.53 | |
Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $603k | 2.9k | 211.54 | ||
Automatic Data Processing Stock (ADP) | 0.1 | $569k | +10% | 3.2k | 175.52 | |
Dupont De Nemours Stock (DD) | 0.1 | $541k | +4% | 7.6k | 71.04 | |
Abbvie Stock (ABBV) | 0.1 | $536k | 5.0k | 106.54 | ||
Salesforce Stock (CRM) | 0.1 | $527k | +7% | 2.4k | 220.95 | |
Snowflake Inc Cl A Stock (SNOW) | 0.1 | $523k | +86% | 1.9k | 280.66 | |
Union Pac Corp Stock (UNP) | 0.1 | $520k | +61% | 2.5k | 207.50 | |
At&t Stock (T) | 0.1 | $507k | -22% | 18k | 28.23 | |
Pepsico Stock (PEP) | 0.1 | $496k | +5% | 3.7k | 133.33 | |
United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $495k | +3% | 2.9k | 167.96 | |
Fedex Corp Stock (FDX) | 0.1 | $493k | +4% | 1.9k | 259.15 | |
Nike Inc Cl B Stock (NKE) | 0.1 | $491k | +29% | 3.5k | 140.92 | |
Eaton Corp Stock (ETN) | 0.1 | $470k | 3.9k | 119.45 | ||
Intel Corp Stock (INTC) | 0.1 | $460k | +2% | 9.3k | 49.50 | |
Lilly Eli & Co Stock (LLY) | 0.1 | $451k | +3% | 2.7k | 168.74 | |
General Mtrs Stock (GM) | 0.1 | $450k | 11k | 41.27 | ||
Walmart Stock (WMT) | 0.1 | $447k | +11% | 3.1k | 144.01 | |
Qualcomm Stock (QCOM) | 0.1 | $429k | +16% | 2.8k | 151.52 | |
Fireeye Stock (FEYE) | 0.1 | $422k | -19% | 20k | 21.55 | |
Caterpillar Stock (CAT) | 0.1 | $417k | +10% | 2.3k | 181.25 | |
Target Corp Stock (TGT) | 0.1 | $416k | +7% | 2.7k | 155.56 | |
Regions Financial Corp Stock (RF) | 0.1 | $407k | -3% | 26k | 15.79 | |
Broadcom Stock (AVGO) | 0.1 | $397k | +6% | 907.00 | 437.50 | |
Perkinelmer Stock (PKI) | 0.1 | $397k | 2.8k | 142.22 | ||
iShares Russell 2000 Growth ETF Etf (IWO) | 0.1 | $390k | +19% | 1.4k | 286.34 | |
Graphic Packaging Hldg Stock (GPK) | 0.1 | $372k | +3% | 23k | 16.54 | |
Viacomcbs Inc Cl B Stock (VIAC) | 0.1 | $367k | -14% | 10k | 36.92 | |
Shopify Inc Cl A Stock (SHOP) | 0.1 | $357k | +16% | 327.00 | 1090.91 | |
3M Stock (MMM) | 0.1 | $356k | 2.0k | 174.90 | ||
Wabtec Stock (WAB) | 0.1 | $350k | +2% | 4.8k | 72.56 | |
OKTA Inc Cl A Stock (OKTA) | 0.1 | $348k | 1.4k | 253.10 | ||
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.1 | $347k | 1.00 | 347000.00 | ||
Corning Stock (GLW) | 0.1 | $340k | +17% | 9.5k | 35.82 | |
Unilever Adr (UL) | 0.1 | $322k | +1662% | 5.5k | 58.82 | |
Axalta Coating Sys Stock (AXTA) | 0.1 | $322k | 13k | 25.18 | ||
Consumer Staples Select Sector SPDR Fund Etf (XLP) | 0.1 | $321k | 4.8k | 67.44 | ||
KKR & Co Stock (KKR) | 0.1 | $320k | 8.2k | 38.84 | ||
Twilio Inc Cl A Stock (TWLO) | 0.1 | $312k | +522% | 1.0k | 307.69 | |
Nextera Energy Stock (NEE) | 0.1 | $311k | +340% | 4.1k | 75.00 | |
Accenture Plc Ireland SHS Class A Stock (ACN) | 0.1 | $304k | +16% | 1.2k | 260.50 | |
Norfolk Southn Corp Stock (NSC) | 0.1 | $301k | 1.3k | 237.57 | ||
Charter Communications Inc New Cl A Stock (CHTR) | 0.1 | $301k | +11% | 458.00 | 656.49 | |
Bristol-Myers Squibb Stock (BMY) | 0.1 | $295k | +17% | 4.8k | 62.00 | |
Amgen Stock (AMGN) | 0.1 | $291k | +7% | 1.3k | 226.42 | |
Lowes Cos Stock (LOW) | 0.1 | $290k | +12% | 1.8k | 160.40 | |
Mcdonalds Corp Stock (MCD) | 0.1 | $284k | +6% | 1.3k | 214.29 | |
iShares Esg Aware MSCI USA ETF Etf (ESGU) | 0.1 | $280k | 3.3k | 85.86 | ||
Crown Castle Intl Corp Reit (CCI) | 0.1 | $267k | +19% | 1.7k | 157.14 | |
Graco Stock (GGG) | 0.1 | $266k | 3.7k | 72.29 | ||
Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $266k | +4% | 5.3k | 50.00 | |
Urban Outfitters Stock (URBN) | 0.1 | $263k | -25% | 10k | 25.53 | |
WPX Energy Stock (WPX) | 0.1 | $263k | +31% | 32k | 8.14 | |
Alleghany Corp Del Stock (Y) | 0.1 | $259k | 449.00 | 575.76 | ||
Medtronic Stock (MDT) | 0.1 | $253k | -14% | 2.9k | 86.96 | |
Oracle Corp Stock (ORCL) | 0.1 | $250k | +3% | 3.9k | 64.52 | |
Mgm Growth Pptys LLC Cl A Reit (MGP) | 0.1 | $248k | 7.9k | 31.27 | ||
Dollar Gen Corp Stock (DG) | 0.1 | $242k | +3% | 1.2k | 210.25 | |
Emerson Elec Stock (EMR) | 0.1 | $241k | +6% | 3.0k | 79.97 | |
Chewy Inc Cl A Stock (CHWY) | 0.1 | $238k | NEW | 2.6k | 89.88 | |
1Life Healthcare Stock (ONEM) | 0.1 | $237k | NEW | 5.4k | 43.49 | |
Square Inc Cl A Stock (SQ) | 0.1 | $235k | +27% | 1.1k | 215.15 | |
Texas Instrs Stock (TXN) | 0.1 | $234k | +16% | 1.6k | 148.94 | |
Chevron Corp Stock (CVX) | 0.1 | $230k | 2.9k | 80.00 | ||
Intercontinental Exchange Stock (ICE) | 0.1 | $225k | +32% | 2.0k | 114.81 | |
Danaher Corporation Stock (DHR) | 0.1 | $221k | +8% | 1.3k | 166.67 | |
Applied Matls Stock (AMAT) | 0.1 | $221k | 3.8k | 58.82 | ||
Activision Blizzard Stock (ATVI) | 0.1 | $220k | +31% | 2.4k | 92.80 | |
Tricida Stock (TCDA) | 0.1 | $218k | 31k | 7.04 | ||
Alibaba Group Hldg Adr (BABA) | 0.1 | $217k | +16% | 934.00 | 232.18 | |
Brown Forman Corp Cl A Stock (BF.A) | 0.1 | $214k | 3.2k | 68.03 | ||
Zoetis Inc Cl A Stock (ZTS) | 0.1 | $213k | 1.3k | 165.24 | ||
Lockheed Martin Corp Stock (LMT) | 0.1 | $211k | -5% | 703.00 | 300.00 | |
Advanced Micro Devices Stock (AMD) | 0.1 | $211k | +14% | 2.5k | 85.47 | |
Equifax Stock (EFX) | 0.1 | $209k | +8% | 1.2k | 176.47 | |
Marriott Intl Inc New Cl A Stock (MAR) | 0.1 | $208k | 1.6k | 131.90 | ||
Palo Alto Networks Stock (PANW) | 0.1 | $208k | +358% | 591.00 | 351.65 | |
iShares 7-10 Year Treasury Bond ETF Etf (IEF) | 0.1 | $207k | 1.7k | 119.79 | ||
Vanguard Small-Cap Index Fund Etf (VB) | 0.0 | $204k | +8% | 1.1k | 193.92 | |
Vanguard Tax-Exempt Bond ETF Etf (VTEB) | 0.0 | $203k | +101% | 3.7k | 54.92 | |
Fortive Corp Stock (FTV) | 0.0 | $201k | +37% | 2.9k | 70.00 | |
Hanesbrands Stock (HBI) | 0.0 | $199k | -25% | 14k | 14.53 | |
General Electric Stock (GE) | 0.0 | $197k | +3% | 19k | 10.31 | |
Veeva Sys Inc Cl A Stock (VEEV) | 0.0 | $194k | +415% | 722.00 | 268.18 | |
Fidelity Natl Information Svcs Stock (FIS) | 0.0 | $193k | 1.4k | 141.50 | ||
Prologis Reit (PLD) | 0.0 | $191k | +3% | 2.1k | 90.91 | |
Technology Select Sector SPDR Fund Etf (XLK) | 0.0 | $191k | 1.5k | 130.02 | ||
Vanguard High Dividend Yield ETF Etf (VYM) | 0.0 | $190k | 2.1k | 91.26 | ||
Biogen Stock (BIIB) | 0.0 | $190k | +12% | 778.00 | 244.22 | |
Boeing Stock (BA) | 0.0 | $188k | -8% | 1.0k | 187.50 | |
Ecolab Stock (ECL) | 0.0 | $187k | +4% | 866.00 | 215.85 | |
Sherwin Williams Stock (SHW) | 0.0 | $184k | +5% | 252.00 | 731.18 | |
Linde Stock (LIN) | 0.0 | $182k | 690.00 | 263.77 | ||
TJX Cos Stock (TJX) | 0.0 | $181k | +52% | 2.7k | 67.14 | |
iShares S&P 500 Value ETF Etf (IVE) | 0.0 | $181k | 1.4k | 128.01 | ||
Intuit Stock (INTU) | 0.0 | $180k | +2% | 496.00 | 363.64 | |
Vanguard Consumer Staples Index Fund Etf (VDC) | 0.0 | $176k | 1.0k | 173.57 | ||
MSA Safety Stock (MSA) | 0.0 | $175k | 1.2k | 148.68 | ||
US Bancorp Del Stock (USB) | 0.0 | $175k | +2% | 3.8k | 46.13 | |
Blackrock Stock (BLK) | 0.0 | $172k | +5% | 287.00 | 600.00 | |
Stryker Corporation Stock (SYK) | 0.0 | $170k | +2% | 696.00 | 244.25 | |
Anthem Stock (ANTM) | 0.0 | $168k | +43% | 530.00 | 316.67 | |
Williams Cos Stock (WMB) | 0.0 | $166k | -10% | 8.3k | 20.00 | |
Bank Ozk Stock (OZK) | 0.0 | $165k | 6.3k | 26.32 | ||
Raytheon Technologies Corp Stock (RTX) | 0.0 | $163k | +43% | 2.3k | 70.36 | |
Dominion Energy Stock (D) | 0.0 | $163k | 2.2k | 72.58 | ||
Southern Stock (SO) | 0.0 | $161k | -21% | 2.6k | 61.11 | |
Citigroup Stock (C) | 0.0 | $160k | -12% | 2.6k | 60.90 | |
Lam Research Corp Stock (LRCX) | 0.0 | $159k | +9% | 397.00 | 400.00 | |
Principal Financial Group Stock (PFG) | 0.0 | $158k | +6% | 3.2k | 49.25 | |
Illinois Tool Wks Stock (ITW) | 0.0 | $157k | +14% | 786.00 | 200.00 | |
Altria Group Stock (MO) | 0.0 | $157k | +23% | 4.3k | 36.84 | |
Greensky Inc Cl A Stock (GSKY) | 0.0 | $156k | 34k | 4.62 | ||
American Express Stock (AXP) | 0.0 | $154k | +39% | 1.3k | 120.00 | |
Edwards Lifesciences Corp Stock (EW) | 0.0 | $153k | +7% | 1.7k | 89.37 | |
Walgreens Boots Alliance Stock (WBA) | 0.0 | $149k | +23% | 3.7k | 39.82 | |
Intuitive Surgical Stock (ISRG) | 0.0 | $149k | -9% | 183.00 | 814.21 | |
Fiserv Stock (FISV) | 0.0 | $149k | +31% | 1.3k | 113.14 | |
Becton Dickinson & Co Stock (BDX) | 0.0 | $144k | +60% | 576.00 | 250.00 | |
Condor Hospitality Tr Reit (CDOR) | 0.0 | $141k | 36k | 3.92 | ||
Analog Devices Stock (ADI) | 0.0 | $140k | +12% | 947.00 | 147.42 | |
Air Prods & Chems Stock (APD) | 0.0 | $139k | +32% | 648.00 | 214.29 | |
Morgan Stanley Stock (MS) | 0.0 | $137k | +36% | 2.1k | 64.52 | |
Schwab U.S. Large-Cap ETF Etf (SCHX) | 0.0 | $137k | NEW | 1.5k | 90.73 | |
Philip Morris Intl Stock (PM) | 0.0 | $136k | -47% | 1.7k | 81.24 | |
Price T Rowe Group Stock (TROW) | 0.0 | $136k | +83% | 905.00 | 150.00 | |
Dow Stock (DOW) | 0.0 | $135k | 2.4k | 55.19 | ||
Ford Mtr Co Del Stock (F) | 0.0 | $135k | +10% | 16k | 8.59 | |
Aon Plc SHS Cl A Stock (AON) | 0.0 | $133k | +20% | 631.00 | 210.78 | |
Avnet Stock (AVT) | 0.0 | $131k | 4.2k | 31.45 | ||
State Str Corp Stock (STT) | 0.0 | $129k | +12% | 1.8k | 72.47 | |
Schwab Charles Corp Stock (SCHW) | 0.0 | $126k | +85% | 2.4k | 52.00 | |
iShares Global 100 ETF Etf (IOO) | 0.0 | $125k | 2.0k | 62.50 | ||
Berkley W R Corp Stock (WRB) | 0.0 | $125k | +7% | 2.1k | 58.82 | |
CVS Health Corp Stock (CVS) | 0.0 | $124k | -29% | 3.1k | 40.00 | |
Autodesk Stock (ADSK) | 0.0 | $123k | +4% | 491.00 | 250.00 | |
Autozone Stock (AZO) | 0.0 | $121k | +66% | 103.00 | 1175.00 | |
Vanguard Russell 2000 ETF Etf (VTWO) | 0.0 | $121k | +30% | 767.00 | 157.76 | |
Fastly Inc Cl A Stock (FSLY) | 0.0 | $120k | +314% | 2.5k | 47.62 | |
Waste Mgmt Inc Del Stock (WM) | 0.0 | $120k | 1.0k | 117.19 | ||
Equinix Reit (EQIX) | 0.0 | $119k | 167.00 | 712.57 | ||
T-Mobile US Stock (TMUS) | 0.0 | $119k | +27% | 883.00 | 134.77 | |
Colgate Palmolive Stock (CL) | 0.0 | $119k | +2% | 1.4k | 85.18 | |
Enterprise Prods Partners Stock (EPD) | 0.0 | $119k | +2% | 6.1k | 19.33 | |
SPDR Gold Shares Etf (GLD) | 0.0 | $118k | NEW | 667.00 | 176.91 | |
Exxon Mobil Corp Stock (XOM) | 0.0 | $117k | -79% | 2.8k | 41.18 | |
Ebay Stock (EBAY) | 0.0 | $115k | +2% | 2.3k | 49.91 | |
Goldman Sachs Group Stock (GS) | 0.0 | $114k | +84% | 432.00 | 263.89 | |
Newmont Corp Stock (NEM) | 0.0 | $113k | 1.9k | 59.57 | ||
Duke Energy Corp Stock (DUK) | 0.0 | $112k | 1.2k | 91.13 | ||
CSX Corp Stock (CSX) | 0.0 | $110k | -39% | 1.3k | 86.96 | |
Varian Med Sys Stock (VAR) | 0.0 | $109k | +5% | 634.00 | 171.64 | |
iShares Silver Trust Etf (SLV) | 0.0 | $108k | NEW | 4.4k | 24.41 | |
Illumina Stock (ILMN) | 0.0 | $108k | +35% | 293.00 | 368.60 | |
Lincoln Natl Corp Ind Stock (LNC) | 0.0 | $107k | +9% | 2.1k | 50.09 | |
Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $106k | +29% | 220.00 | 480.00 | |
Lauder Estee Cos Inc Cl A Stock (EL) | 0.0 | $103k | +23% | 389.00 | 264.78 | |
Fifth Third Bancorp Stock (FITB) | 0.0 | $103k | -28% | 3.8k | 27.06 | |
iShares S&P Small-Cap 600 Growth ETF Etf (IJT) | 0.0 | $102k | +81% | 893.00 | 114.22 | |
D R Horton Stock (DHI) | 0.0 | $100k | +61% | 1.5k | 68.00 | |
Deere & Co Stock (DE) | 0.0 | $99k | +12% | 368.00 | 269.02 | |
Delta Air Lines Inc Del Stock (DAL) | 0.0 | $99k | +92% | 2.5k | 39.40 | |
Humana Stock (HUM) | 0.0 | $99k | +2% | 296.00 | 333.33 | |
Iqvia Hldgs Stock (IQV) | 0.0 | $98k | +13% | 561.00 | 175.00 | |
Chipotle Mexican Grill Stock (CMG) | 0.0 | $98k | +61% | 71.00 | 1375.00 | |
Devon Energy Corp Stock (DVN) | 0.0 | $97k | -51% | 6.1k | 15.79 | |
Baxter Intl Stock (BAX) | 0.0 | $96k | -15% | 1.2k | 80.00 | |
Marsh & Mclennan Cos Stock (MMC) | 0.0 | $96k | +33% | 1.1k | 90.91 | |
Splunk Stock (SPLK) | 0.0 | $95k | +40% | 563.00 | 169.49 | |
Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.0 | $95k | 750.00 | 126.67 | ||
Northrop Grumman Corp Stock (NOC) | 0.0 | $95k | 314.00 | 302.55 | ||
Ringcentral Inc Cl A Stock (RNG) | 0.0 | $95k | +21% | 274.00 | 344.83 | |
Invesco Stock (IVZ) | 0.0 | $94k | +6% | 5.4k | 17.43 | |
MGM Resorts International Stock (MGM) | 0.0 | $94k | +9% | 3.0k | 30.86 | |
iShares Russell 2000 Value ETF Etf (IWN) | 0.0 | $92k | +415% | 701.00 | 131.24 |
Past Filings by Berman Capital Advisors
SEC 13F filings are viewable for Berman Capital Advisors going back to 2017
- 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
- 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