BML
Berman McAleer LLC Portfolio
Invests via Berman McAleer LLC | Managed by Berman McAleer, LLC
Invests via Berman McAleer LLC
Managed by Berman McAleer, LLC
Automatically Tracked
Company Profile
Boutique investment advisory and wealth-management firm focused on fiduciary wealth preservation and tailored portfolio solutions for high-net-worth individuals and family offices. Berman McAleer LLC emphasizes tax-aware fixed income, concentrated equities, and customized alternatives allocation, combining discretionary portfolio management with financial planning and institutional custody relationships. The firm positions itself as a conservative, client-centric allocator serving multi-generational wealth and private capital coordination.
Boutique investment advisory and wealth-management firm focused on fiduciary wealth preservation and tailored portfolio solutions for high-net-worth individuals and family offices. Berman McAleer LLC emphasizes tax-aware fixed income, concentrated equities, and customized alternatives allocation, combining discretionary portfolio management with financial planning and institutional custody relationships. The firm positions itself as a conservative, client-centric allocator serving multi-generational wealth and private capital coordination.
Investment Philosophy & Strategy
Positions capital with a conservative, fiduciary-first orientation, blending tax-aware fixed-income ladders, selective concentrated equity positions, and bespoke alternatives to preserve and grow multi-generational wealth. Prioritizes discretionary, personalized mandates and institutional custody relationships to deliver liability-conscious asset allocation, liquidity management, and tax-efficient income streams. Underwriting emphasizes downside protection, fundamental credit and equity research, and alignment with family-office objectives; horizon is long-term with measured opportunistic allocations across private and public markets.
Positions capital with a conservative, fiduciary-first orientation, blending tax-aware fixed-income ladders, selective concentrated equity positions, and bespoke alternatives to preserve and grow multi-generational wealth. Prioritizes discretionary, personalized mandates and institutional custody relationships to deliver liability-conscious asset allocation, liquidity management, and tax-efficient income streams. Underwriting emphasizes downside protection, fundamental credit and equity research, and alignment with family-office objectives; horizon is long-term with measured opportunistic allocations across private and public markets.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
13.18%
Gain +0.09%
Monthly
1.31%
Yearly
13.18%
Drawdown
8.35%
$828.68M
Equity
Holdings
$828.68M
Investment
$735.16M
$94.07M
Profit +$719,390.27
Realized
$549,985.89
Unrealized
$93.52M
Dividends
$11.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$719,390.27
Win %
77%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$401,855.17
Win %
77%
This Month
Compared to last month
Gain
0.21%
Profit
$1.75M
Win %
77%
This Year
Compared to last year
Gain
13.06%
Profit
$95.71M
Win %
73%
ABT Abbott Laboratories
+10.71%
+$20,429.72 
PM Philip Morris International Inc.
+4.95%
+$26,602.24 
ABBV AbbVie Inc.
+4.21%
+$22,030.04 
MKC McCormick & Company, Incorporated
+3.89%
+$13,893.66 
UNP Union Pacific Corporation
+3.83%
+$48,608.74 
AON Aon plc
+3.8%
+$223,889.49 
MO Altria Group, Inc.
+3.56%
+$12,645.38 
WHR Whirlpool Corporation
+3.4%
+$6,070.54 
COST Costco Wholesale Corporation
+3.17%
+$8,012.29 
MA Mastercard Incorporated
+3.05%
+$10,483.85 
TRV The Travelers Companies, Inc.
+2.62%
+$7,456.32 
VLO Valero Energy Corporation
+2.6%
+$13,626.8 
T AT&T Inc.
+2.57%
+$7,338.1 
PG Procter & Gamble Co
+2.33%
+$22,542.28 
OKE ONEOK, Inc.
+2.16%
+$9,022.6 
WMT Walmart Inc.
+2.15%
+$24,783.22 
EMR Emerson Electric Co.
+2.08%
+$16,040.44 
HD The Home Depot, Inc.
+1.93%
+$43,809.64 
VRTX Vertex Pharmaceuticals Incorporated
+1.88%
+$4,985.16 
AAPL Apple Inc.
+1.76%
+$193,766.4 
AYI Acuity Brands Inc.
+1.71%
+$8,468.95 
KVUE Kenvue Inc.
+1.71%
+$3,680 
AFL Aflac Inc.
+1.66%
+$28,272.63 
BX Blackstone Inc.
+1.51%
+$4,947.83 
COF Capital One Financial Corporation
+1.46%
+$7,505.76 
CVX Chevron Corporation
+1.26%
+$8,232.51 
JNJ Johnson & Johnson
+1.19%
+$88,375.98 
LLY Eli Lilly and Company
+1.08%
+$7,160.34 
USMV iShares MSCI USA Min Vol Factor ETF
+1.08%
+$29,969.8 
ALL Allstate Corporation
+0.99%
+$3,869.88 
NFLX Netflix, Inc.
+0.91%
+$1,507.5 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$407,957 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.63%
+$79,438.53 
AZN AstraZeneca PLC American Depositary Shares
+0.55%
+$3,984.52 
VB Vanguard Small-Cap ETF
+0.31%
+$38,060.91 
TROW T. Rowe Price Group, Inc.
+0.24%
+$987.45 
ORCL Oracle Corporation
+0.03%
+$130.92 
SUSA iShares MSCI USA ESG Select ETF
+0.01%
+$186.78 
A Agilent Technologies Inc.
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
AGOX Adaptive Alpha Opportunities ETF
0%
$0 
AHRT AMERICAN HEALTHCARE REIT INC
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMT American Tower Corporation
0%
$0 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BGC BGC Group, Inc.
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSY Bentley Systems, Incorporated Class B
0%
$0 
C Citigroup Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
+$0.01 
COMP Compass Inc.
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFIS Dimensional International Small Cap ETF
0%
$0 
DIS The Walt Disney Company
0%
$0 
DNP DNP Select Income Fund Inc.
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
FBTC Fidelity Wise Origin Bitcoin Index Fund
0%
$0 
FENI Fidelity Enhanced International ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
GE General Electric Company
0%
$0 
GOOG Alphabet Inc
0%
+$0.07 
HL Hecla Mining Company
0%
$0 
HON Honeywell International Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IMRX Immuneering Corporation
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JGRO JPMorgan Active Growth ETF
0%
+$1.81 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LION Lionsgate Studios Corp.
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LRCX Lam Research Corporation
0%
+$0.01 
MCD McDonald's Corporation
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.03 
MDYV SPDR S&P 400 Mid Cap Value ETF
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MMM 3M Company
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
+$0.01 
NOC Northrop Grumman Corporation
0%
+$0.04 
OLN Olin Corporation
0%
$0 
PFE Pfizer Inc.
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RTX RTX Corporation
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
URA Global X Uranium ETF
0%
$0 
URI United Rentals, Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
-$0.14 
VT Vanguard Total World Stock ETF
0%
+$0.06 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.43 
VTV Vanguard Value ETF
0%
-$2.05 
VUG Vanguard Growth ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XME SPDR S&P Metals & Mining ETF
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
INTC Intel Corporation
-5.84%
-$35,398.9 
GOOGL Alphabet Inc
-4.44%
-$100,488.36 
AMAT Applied Materials, Inc.
-3.19%
-$21,829.99 
CMI Cummins Inc.
-2.75%
-$28,548 
ADI Analog Devices, Inc.
-2.67%
-$12,296.96 
NVDA NVIDIA Corporation
-2.4%
-$50,484.9 
IYW iShares U.S. Technology ETF
-2.31%
-$10,206.25 
AMZN Amazon.com Inc
-1.99%
-$131,343.68 
GLD SPDR Gold Shares
-1.99%
-$5,505.56 
VGT Vanguard Information Technology ETF
-1.94%
-$7,232 
GEV GE Vernova Inc.
-1.81%
-$12,732.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.66%
-$23,333.5 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$7,186.19 
SBAC SBA Communications Corporation
-1.1%
-$7,871.98 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.09%
-$188,336.16 
TT Trane Technologies plc
-1.08%
-$6,000.81 
TSLA Tesla, Inc.
-0.86%
-$5,477.38 
NIO Nio Inc.
-0.8%
-$1,000 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$82,483.03 
PEG Public Service Enterprise Group Incorporated
-0.44%
-$935.55 
LMT Lockheed Martin Corporation
-0.18%
-$346.87 
TGRW T. Rowe Price Growth Stock ETF
-0.01%
-$155.25 
XSLV Invesco S&P SmallCap Low Volatility ETF
-0.01%
-$22.86 
FLRG Fidelity U.S. Multifactor ETF
0%
-$129.5 Events
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Dividends
Dividend Analysis
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No Data
| Trades 405 | Longs Won 286/405 70% | Profit Factor 11.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.25M |
| Average Win $360,769.66 | Best Trade (Jul 17) $14.53M | Sharpe Ratio -12.84 |
| Average Loss -$76,576.76 | Worst Trade (Jul 17) -$2.54M | Z-Score 11.21 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w | Expectancy $232,265.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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