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Berman McAleer

Latest statistics and disclosures from Berman McAleer's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002094332

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Positions held by Berman McAleer consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Berman McAleer

Berman McAleer holds 162 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	10.2	$75M	1.6M	47.53	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	9.7	$71M	1.8M	38.96	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	8.1	$60M	2.2M	26.62	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	7.7	$56M	306k	184.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.9	$51M	408k	124.31	View chart
Vanguard Index Fds Value Etf (VTV)	5.5	$40M	205k	196.20	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	5.2	$38M	453k	84.52	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	3.8	$28M	377k	73.14	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.8	$28M	988k	27.85	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.1	$16M	203k	77.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$15M	162k	90.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.0	$15M	68k	213.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.0	$14M	75k	191.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$14M	43k	320.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$13M	20k	650.34	View chart
Fidelity Covington Trust Fidelity Us Mltf (FLRG)	1.6	$12M	323k	36.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$11M	41k	261.92	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	1.5	$11M	94k	114.83	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.3	$9.3M	157k	59.03	View chart
Apple (AAPL)	1.2	$8.5M	34k	253.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$8.3M	14k	597.55	View chart
Johnson & Johnson (JNJ)	1.0	$7.3M	30k	244.44	View chart
Armada Hoffler Pptys (AHH)	0.8	$5.6M	1.0M	5.50	View chart
Amazon (AMZN)	0.7	$5.4M	26k	208.27	View chart
Aon Shs Cl A (AON)	0.7	$5.4M	17k	322.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$5.3M	12k	426.41	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.7	$5.2M	51k	100.62	View chart
Microsoft Corporation (MSFT)	0.6	$4.7M	13k	370.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$3.6M	5.5k	653.21	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$3.5M	14k	257.35	View chart
Motorola Solutions Com New (MSI)	0.4	$2.7M	6.3k	433.97	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$2.7M	29k	92.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.6M	5.3k	479.20	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.3M	33k	69.75	View chart
Home Depot (HD)	0.3	$2.2M	6.7k	328.89	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$2.1M	5.8k	356.58	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$2.0M	21k	97.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.0M	7.0k	286.87	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$2.0M	24k	84.84	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.9M	6.3k	294.16	View chart
Visa Com Cl A (V)	0.3	$1.8M	6.1k	302.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.8M	13k	142.43	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$1.8M	2.9k	616.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.8M	6.1k	287.57	View chart
Coca-Cola Company (KO)	0.2	$1.8M	23k	76.05	View chart
NVIDIA Corporation (NVDA)	0.2	$1.7M	9.9k	174.40	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$1.6M	12k	132.50	View chart
AFLAC Incorporated (AFL)	0.2	$1.5M	14k	109.71	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$1.3M	15k	85.15	View chart
Wal-Mart Stores (WMT)	0.2	$1.3M	10k	124.28	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$1.2M	9.3k	132.10	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$1.2M	24k	50.37	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.2M	7.0k	169.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.1M	10k	113.11	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M	4.4k	242.62	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$1.0M	26k	40.50	View chart
Meta Platforms Cl A (META)	0.1	$1.0M	1.8k	572.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$987k	15k	67.53	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$982k	26k	37.20	View chart
Northrop Grumman Corporation (NOC)	0.1	$981k	1.4k	682.16	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$975k	12k	83.57	View chart
International Business Machines (IBM)	0.1	$973k	4.0k	242.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$968k	4.6k	211.15	View chart
Procter & Gamble Company (PG)	0.1	$944k	6.5k	144.44	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$889k	18k	48.32	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$876k	6.3k	138.32	View chart
Cisco Systems (CSCO)	0.1	$861k	11k	77.59	View chart
Astrazeneca Ord (AZN)	0.1	$854k	4.3k	197.20	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$842k	8.4k	100.57	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$840k	7.7k	109.69	View chart
Cummins (CMI)	0.1	$839k	1.6k	538.02	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$809k	14k	56.79	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$793k	24k	33.67	View chart
Ge Aerospace Com New (GE)	0.1	$756k	2.7k	283.77	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$756k	7.4k	102.25	View chart
American Tower Reit (AMT)	0.1	$750k	4.3k	172.58	View chart
Chevron Corporation (CVX)	0.1	$744k	3.6k	206.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$743k	8.4k	88.70	View chart
Emerson Electric (EMR)	0.1	$743k	5.7k	131.02	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$701k	6.5k	108.01	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$671k	8.9k	75.10	View chart
Sba Communications Corp Cl A (SBAC)	0.1	$661k	3.8k	172.11	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$652k	7.4k	88.49	View chart
Verizon Communications (VZ)	0.1	$638k	13k	50.20	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$631k	4.7k	132.91	View chart
Tesla Motors (TSLA)	0.1	$599k	1.6k	371.75	View chart
Ge Vernova (GEV)	0.1	$583k	668.00	872.90	View chart
Walt Disney Company (DIS)	0.1	$560k	5.8k	96.38	View chart
Bank of America Corporation (BAC)	0.1	$554k	11k	48.75	View chart
Olin Corp Com Par $1 (OLN)	0.1	$542k	18k	29.73	View chart
Broadcom (AVGO)	0.1	$539k	1.7k	309.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$537k	2.5k	215.06	View chart
Eli Lilly & Co. (LLY)	0.1	$525k	571.00	919.77	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$521k	10k	49.89	View chart
Nextera Energy (NEE)	0.1	$510k	5.5k	92.88	View chart
United Rentals (URI)	0.1	$497k	682.00	728.56	View chart
Philip Morris International (PM)	0.1	$491k	3.0k	165.34	View chart
Trane Technologies SHS (TT)	0.1	$481k	1.2k	416.74	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$468k	3.6k	128.12	View chart
Abbvie (ABBV)	0.1	$466k	2.1k	217.49	View chart
Capital One Financial (COF)	0.1	$450k	2.5k	182.43	View chart
Valero Energy Corporation (VLO)	0.1	$443k	1.8k	247.08	View chart
Oracle Corporation (ORCL)	0.1	$428k	2.9k	147.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$428k	980.00	436.79	View chart
Acuity Brands (AYI)	0.1	$414k	1.5k	280.22	View chart
Oneok (OKE)	0.1	$414k	4.6k	90.39	View chart
Applied Materials (AMAT)	0.1	$403k	1.2k	341.79	View chart
At&t (T)	0.1	$387k	13k	28.99	View chart
Merck & Co (MRK)	0.1	$379k	3.1k	120.29	View chart
Analog Devices (ADI)	0.1	$375k	1.2k	318.14	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$371k	1.7k	217.25	View chart
Raytheon Technologies Corp (RTX)	0.1	$368k	1.9k	192.90	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$360k	9.3k	38.86	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$354k	7.0k	50.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$352k	609.00	577.18	View chart
Citigroup Com New (C)	0.0	$351k	3.1k	113.42	View chart
Allstate Corporation (ALL)	0.0	$337k	1.6k	207.34	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$333k	13k	25.64	View chart
Altria (MO)	0.0	$333k	5.0k	65.99	View chart
Constellation Energy (CEG)	0.0	$330k	1.2k	279.25	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$322k	1.8k	181.42	View chart
Mastercard Incorporated Cl A (MA)	0.0	$321k	642.00	499.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$321k	745.00	430.29	View chart
T. Rowe Price (TROW)	0.0	$307k	3.4k	90.14	View chart
Lionsgate Studios Corp (LION)	0.0	$305k	32k	9.59	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$296k	2.6k	114.99	View chart
Agilent Technologies Inc C ommon (A)	0.0	$285k	2.5k	113.98	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$279k	400.00	697.72	View chart
Costco Wholesale Corporation (COST)	0.0	$275k	276.00	996.43	View chart
Pfizer (PFE)	0.0	$271k	9.6k	28.08	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$268k	4.7k	57.64	View chart
McDonald's Corporation (MCD)	0.0	$265k	853.00	310.79	View chart
Hecla Mining Company (HL)	0.0	$262k	14k	18.63	View chart
Intel Corporation (INTC)	0.0	$260k	5.9k	44.13	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$259k	661.00	391.91	View chart
Travelers Companies (TRV)	0.0	$252k	864.00	291.68	View chart
Whirlpool Corporation (WHR)	0.0	$250k	4.6k	53.92	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$249k	557.00	446.54	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$247k	1.6k	151.41	View chart
UnitedHealth (UNH)	0.0	$239k	882.00	270.59	View chart
Bentley Sys Com Cl B (BSY)	0.0	$235k	6.7k	35.12	View chart
3M Company (MMM)	0.0	$235k	1.6k	145.23	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$234k	3.4k	68.47	View chart
Amgen (AMGN)	0.0	$233k	662.00	351.85	View chart
Honeywell International (HON)	0.0	$231k	1.0k	226.03	View chart
Lowe's Companies (LOW)	0.0	$225k	953.00	236.28	View chart
Lockheed Martin Corporation (LMT)	0.0	$223k	369.00	604.39	View chart
Abbott Laboratories (ABT)	0.0	$219k	2.1k	102.67	View chart
TJX Companies (TJX)	0.0	$218k	1.4k	159.70	View chart
Public Service Enterprise (PEG)	0.0	$216k	2.7k	80.95	View chart
Netflix (NFLX)	0.0	$216k	2.3k	96.15	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.0	$216k	4.6k	47.20	View chart
Global X Fds Global X Uranium (URA)	0.0	$216k	4.5k	48.43	View chart
Global X Fds Global X Copper (COPX)	0.0	$212k	2.8k	76.35	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$207k	1.8k	116.29	View chart
Lam Research Corp Com New (LRCX)	0.0	$203k	950.00	213.66	View chart
Kenvue (KVUE)	0.0	$198k	12k	17.24	View chart
DNP Select Income Fund (DNP)	0.0	$184k	18k	10.30	View chart
Nio Spon Ads (NIO)	0.0	$151k	25k	6.03	View chart
Immuneering Corp Class A Com (IMRX)	0.0	$132k	25k	5.27	View chart
Compass Cl A (COMP)	0.0	$108k	15k	7.31	View chart
Bgc Group Cl A (BGC)	0.0	$98k	10k	9.78	View chart

Past Filings by Berman McAleer

SEC 13F filings are viewable for Berman McAleer going back to 2026

Berman McAleer 2026 Q1 filed April 17, 2026

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