The Analysis of Berman McAleer LLC's Holdings
Currently, Berman McAleer LLC holds 162 types of securities in its portfolio with a total value $731.9M. In the most recent quarter, they have increased their positions in VOT (+13.8K shares, valued at $3.9M), FBTC (+40.3K shares, valued at $3.1M), DFAI (+66.1K shares, valued at $2.5M); decreased their positions in IWF (-2.9K shares, valued at $1.4M), IVE (-3.5K shares, valued at $742.2K), JNJ (-2.7K shares, valued at $559.2K); initiated new positions in VOT (+13.8K shares, valued at $3.9M), FENI (+7.2K shares, valued at $263.4K), AMGN (+672 shares, valued at $220.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAI DIMENSIONAL ETF TRUST1.8M shares3.83%2025-12-312026-02-05
AGOX STARBOARD INVT TR2.2M shares0.50%2025-12-312026-02-05 VOE VANGUARD INDEX FDS300.5K shares2.03%2025-12-312026-02-05 IJR ISHARES TR406.3K shares1.22%2025-12-312026-02-05 JGRO J P MORGAN EXCHANGE TRADED F441.7K shares0.59%2025-12-312026-02-05 VTV VANGUARD INDEX FDS204.4K shares1.48%2025-12-312026-02-05 FNDX SCHWAB STRATEGIC TR996.7K shares1.16%2025-12-312026-02-05 VXUS VANGUARD STAR FDS201.9K shares1.47%2025-12-312026-02-05 VTI VANGUARD INDEX FDS45.1K shares6.76%2025-12-312026-02-05 IEFA ISHARES TR167.7K shares-3.59%2025-12-312026-02-05 IWD ISHARES TR69.8K shares-0.29%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR20.2K shares-2.32%2025-12-312026-02-05 FLRG FIDELITY COVINGTON TRUST291.4K shares5.24%2025-12-312026-02-05 VB VANGUARD INDEX FDS42.2K shares-4.88%2025-12-312026-02-05 VIOO VANGUARD ADMIRAL FDS INC94.3K shares3.42%2025-12-312026-02-05 AAPL APPLE INC32.9K shares-5.35%2025-12-312026-02-05 FBTC FIDELITY WISE ORIGIN BITCOIN98.9K shares68.79%2025-12-312026-02-05 MSFT MICROSOFT CORP14.1K shares-3.64%2025-12-312026-02-05 AHH ARMADA HOFFLER PPTYS INC1.0M shares0.00%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON30.7K shares-8.08%2025-12-312026-02-05 IWF ISHARES TR12.8K shares-18.29%2025-12-312026-02-05 AON PLC AON PLC16.6K shares-8.36%2025-12-312026-02-05 AMZN AMAZON COM INC25.2K shares-0.68%2025-12-312026-02-05 IJK ISHARES TR54.3K shares9.00%2025-12-312026-02-05 VOT VANGUARD INDEX FDS13.8K sharesnew addition2025-12-312026-02-05 IVV ISHARES TR5.4K shares-1.37%2025-12-312026-02-05 USMV ISHARES TR28.1K shares-2.58%2025-12-312026-02-05 MSI MOTOROLA SOLUTIONS INC6.3K shares0.00%2025-12-312026-02-05 IEMG ISHARES INC33.9K shares-0.16%2025-12-312026-02-05 HD HOME DEPOT INC6.6K shares-0.32%2025-12-312026-02-05 ALPHABET INC ALPHABET INC7.2K shares-2.51%2025-12-312026-02-05 MDY SPDR S&P MIDCAP 400 ETF TR3.7K shares-7.02%2025-12-312026-02-05 IWB ISHARES TR5.9K shares0.30%2025-12-312026-02-05 V VISA INC5.9K shares3.59%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.6.3K shares3.13%2025-12-312026-02-05 NVDA NVIDIA CORPORATION10.7K shares0.07%2025-12-312026-02-05 AVDE AMERICAN CENTY ETF TR24.1K shares8.21%2025-12-312026-02-05 ALPHABET INC ALPHABET INC6.2K shares1.80%2025-12-312026-02-05 ITOT ISHARES TR12.6K shares-1.37%2025-12-312026-02-05 EFA ISHARES TR19.3K shares-0.44%2025-12-312026-02-05 IJJ ISHARES TR12.7K shares-2.34%2025-12-312026-02-05 KO COCA COLA CO23.4K shares0.94%2025-12-312026-02-05 AFL AFLAC INC14.1K shares0.00%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS4.7K shares-1.71%2025-12-312026-02-05 MDYV SPDR SERIES TRUST16.0K shares-3.61%2025-12-312026-02-05 SUSA ISHARES TR9.3K shares0.99%2025-12-312026-02-05 IVW ISHARES TR10.1K shares-8.76%2025-12-312026-02-05 TGRW T ROWE PRICE ETF INC25.9K shares0.00%2025-12-312026-02-05 META META PLATFORMS INC1.7K shares0.35%2025-12-312026-02-05 WMT WALMART INC10.1K shares-14.05%2025-12-312026-02-05 MINT PIMCO ETF TR11.0K shares309.78%2025-12-312026-02-05 UNP UNION PAC CORP4.4K shares-0.52%2025-12-312026-02-05 IVE ISHARES TR4.6K shares-43.31%2025-12-312026-02-05 IJH ISHARES TR14.5K shares4.97%2025-12-312026-02-05 HL HECLA MNG CO49.0K shares0.00%2025-12-312026-02-05 SPSM SPDR SERIES TRUST19.9K shares5.30%2025-12-312026-02-05 IDEV ISHARES TR11.3K shares34.84%2025-12-312026-02-05 VT VANGUARD INTL EQUITY INDEX F6.4K shares4.18%2025-12-312026-02-05 PG PROCTER AND GAMBLE CO6.3K shares-3.75%2025-12-312026-02-05 VONG VANGUARD SCOTTSDALE FDS7.4K shares10.60%2025-12-312026-02-05 GE AEROSPACE GE AEROSPACE2.9K shares-5.57%2025-12-312026-02-05 CSCO CISCO SYS INC11.1K shares-9.35%2025-12-312026-02-05 XOM EXXON MOBIL CORP6.9K shares0.67%2025-12-312026-02-05 NOC NORTHROP GRUMMAN CORP1.4K shares0.28%2025-12-312026-02-05 JAAA JANUS DETROIT STR TR15.9K shares6.71%2025-12-312026-02-05 AZN ASTRAZENECA PLC8.7K shares0.14%2025-12-312026-02-05 CMI CUMMINS INC1.6K shares0.19%2025-12-312026-02-05 VNQ VANGUARD INDEX FDS9.0K shares0.00%2025-12-312026-02-05 EEM ISHARES TR14.4K shares0.00%2025-12-312026-02-05 EMR EMERSON ELEC CO5.7K shares-5.64%2025-12-312026-02-05 AOA ISHARES TR8.4K shares85.95%2025-12-312026-02-05 IUSV ISHARES TR7.3K shares-5.93%2025-12-312026-02-05 AMT AMERICAN TOWER CORP NEW4.3K shares0.00%2025-12-312026-02-05 SBAC SBA COMMUNICATIONS CORP NEW3.8K shares0.00%2025-12-312026-02-05 XLK SELECT SECTOR SPDR TR4.7K shares99.96%2025-12-312026-02-05 DIS DISNEY WALT CO5.8K shares11.41%2025-12-312026-02-05 VEU VANGUARD INTL EQUITY INDEX F8.9K shares-1.11%2025-12-312026-02-05 DFIS DIMENSIONAL ETF TRUST19.1K shares68.70%2025-12-312026-02-05 BAC BANK AMERICA CORP11.3K shares-15.52%2025-12-312026-02-05 COF CAPITAL ONE FINL CORP2.6K shares0.24%2025-12-312026-02-05 MKC MCCORMICK & CO INC9.0K shares-1.02%2025-12-312026-02-05 ORCL ORACLE CORP3.0K shares-7.77%2025-12-312026-02-05 LLY ELI LILLY & CO532 shares0.19%2025-12-312026-02-05 URI UNITED RENTALS INC684 shares0.29%2025-12-312026-02-05 VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.00%2025-12-312026-02-05 AYI ACUITY INC1.5K shares0.00%2025-12-312026-02-05 VTEB VANGUARD MUN BD FDS10.4K shares0.00%2025-12-312026-02-05 TSLA TESLA INC1.2K shares0.00%2025-12-312026-02-05 CVX CHEVRON CORP NEW3.4K shares0.65%2025-12-312026-02-05 BROADCOM INC BROADCOM INC1.5K shares-2.10%2025-12-312026-02-05 VZ VERIZON COMMUNICATIONS INC12.5K shares0.51%2025-12-312026-02-05 IWP ISHARES TR3.6K shares0.00%2025-12-312026-02-05 XME SPDR SERIES TRUST4.8K shares-28.95%2025-12-312026-02-05 PM PHILIP MORRIS INTL INC3.0K shares1.18%2025-12-312026-02-05 VUG VANGUARD INDEX FDS980 shares0.00%2025-12-312026-02-05 ABBV ABBVIE INC2.0K shares1.44%2025-12-312026-02-05 TT TRANE TECHNOLOGIES PLC1.2K shares0.26%2025-12-312026-02-05 NEE NEXTERA ENERGY INC5.5K shares0.31%2025-12-312026-02-05 GEV GE VERNOVA INC668 shares-6.05%2025-12-312026-02-05 PEP PEPSICO INC3.0K shares30.05%2025-12-312026-02-05 CEG CONSTELLATION ENERGY CORP1.2K shares-3.35%2025-12-312026-02-05 OLN OLIN CORP18.2K shares0.00%2025-12-312026-02-05 MA MASTERCARD INCORPORATED647 shares0.78%2025-12-312026-02-05 DFAC DIMENSIONAL ETF TRUST9.3K shares0.00%2025-12-312026-02-05 VBR VANGUARD INDEX FDS1.7K shares-0.06%2025-12-312026-02-05 IYW ISHARES TR1.8K shares0.00%2025-12-312026-02-05 RTX RTX CORPORATION1.9K shares-1.60%2025-12-312026-02-05 TROW PRICE T ROWE GROUP INC3.4K shares0.00%2025-12-312026-02-05 ALL ALLSTATE CORP1.7K shares-5.44%2025-12-312026-02-05 A AGILENT TECHNOLOGIES INC2.5K shares0.00%2025-12-312026-02-05 OKE ONEOK INC NEW4.6K shares0.00%2025-12-312026-02-05 T AT&T INC13.5K shares-26.96%2025-12-312026-02-05 WHR WHIRLPOOL CORP4.6K shares0.00%2025-12-312026-02-05 SCHX SCHWAB STRATEGIC TR12.0K shares0.00%2025-12-312026-02-05 ADI ANALOG DEVICES INC1.2K shares0.00%2025-12-312026-02-05 VGT VANGUARD WORLD FD400 shares0.00%2025-12-312026-02-05 MO ALTRIA GROUP INC5.2K shares0.42%2025-12-312026-02-05 UNH UNITEDHEALTH GROUP INC891 shares1.02%2025-12-312026-02-05 LION2 LIONSGATE STUDIOS CORP31.8K shares0.00%2025-12-312026-02-05 LDOS LEIDOS HOLDINGS INC1.6K shares-1.74%2025-12-312026-02-05 VLO VALERO ENERGY CORP1.7K shares0.00%2025-12-312026-02-05 MCD MCDONALDS CORP892 shares-10.71%2025-12-312026-02-05 MDLZ MONDELEZ INTL INC5.0K shares4.47%2025-12-312026-02-05 INTU INTUIT404 shares0.25%2025-12-312026-02-05 ABT ABBOTT LABS2.1K shares-2.30%2025-12-312026-02-05 FENI FIDELITY COVINGTON TRUST7.2K sharesnew addition2025-12-312026-02-05 BSY BENTLEY SYS INC6.7K shares0.00%2025-12-312026-02-05 VRTX VERTEX PHARMACEUTICALS INC557 shares-6.70%2025-12-312026-02-05 PFE PFIZER INC10.1K shares1.38%2025-12-312026-02-05 MMM 3M CO1.6K shares-2.49%2025-12-312026-02-05 TRV TRAVELERS COMPANIES INC848 shares0.00%2025-12-312026-02-05 GLD SPDR GOLD TR605 shares0.00%2025-12-312026-02-05 INTC INTEL CORP6.5K shares-0.87%2025-12-312026-02-05 DVY ISHARES TR1.6K shares0.00%2025-12-312026-02-05 ACWX ISHARES TR3.4K shares0.00%2025-12-312026-02-05 AMGN AMGEN INC672 sharesnew addition2025-12-312026-02-05 NVS NOVARTIS AG1.6K shares0.00%2025-12-312026-02-05 PYPL PAYPAL HLDGS INC3.7K shares0.00%2025-12-312026-02-05 SPGI S&P GLOBAL INC413 shares0.49%2025-12-312026-02-05 PEG PUBLIC SVC ENTERPRISE GRP IN2.7K shares0.00%2025-12-312026-02-05 XSLV INVESCO EXCH TRADED FD TR II4.6K shares0.00%2025-12-312026-02-05 NFLX NETFLIX INC2.3K shares900.00%2025-12-312026-02-05 TJX TJX COS INC NEW1.4K sharesnew addition2025-12-312026-02-05 INCY INCYTE CORP2.1K sharesnew addition2025-12-312026-02-05 BOXX EA SERIES TRUST1.8K sharesnew addition2025-12-312026-02-05 VCR VANGUARD WORLD FD516 shares0.00%2025-12-312026-02-05 QCOM QUALCOMM INC1.2K sharesnew addition2025-12-312026-02-05 KVUE KENVUE INC11.5K shares-4.06%2025-12-312026-02-05 DNP DNP SELECT INCOME FD INC17.8K shares0.00%2025-12-312026-02-05 IMRX IMMUNEERING CORP25.0K shares0.00%2025-12-312026-02-05 HOUS ANYWHERE REAL ESTATE INC10.3K shares-50.00%2025-12-312026-02-05 NIO NIO INC25.0K shares0.00%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available