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:
13.16%
Gain -0.01%
Monthly
0.99%
Yearly
12.54%
Drawdown
8.36%
$870.92M
Equity
Holdings
$870.92M
Investment
$778.31M
$93.81M
Profit -$101,288.13
Realized
$1.1M
Unrealized
$92.71M
Dividends
$14.1M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$101,288.13
Win %
71%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$3.3M
Win %
71%
This Month
Compared to last month
Gain
1.06%
Profit
$9.13M
Win %
71%
This Year
Compared to last year
Gain
1.05%
Profit
$9.05M
Win %
69%
NOC Northrop Grumman Corporation
+4.05%
+$29,515.57 
RTX RTX Corporation
+3.73%
+$13,389.37 
ALL Allstate Corporation
+3.46%
+$13,645.44 
PM Philip Morris International Inc.
+2.65%
+$15,788.73 
CVX Chevron Corporation
+2.58%
+$20,060.46 
XOM Exxon Mobil Corporation
+2.46%
+$29,407.77 
AMT American Tower Corporation
+2.16%
+$16,957.67 
KO The Coca-Cola Company
+2.06%
+$42,932.4 
AON Aon plc
+2%
+$49,444.25 
DNP DNP Select Income Fund Inc.
+1.83%
+$3,207.78 
SBAC SBA Communications Corporation
+1.82%
+$79,625.6 
MO Altria Group, Inc.
+1.72%
+$6,548.12 
AFL Aflac Inc.
+1.63%
+$27,083.52 
TRV The Travelers Companies, Inc.
+1.47%
+$5,051.1 
MSI Motorola Solutions, Inc.
+1.47%
+$45,641.49 
COF Capital One Financial Corporation
+1.45%
+$7,283.52 
PG Procter & Gamble Co
+1.45%
+$14,798.18 
MKC McCormick & Company, Incorporated
+1.4%
+$4,490.88 
MDLZ Mondelez International, Inc.
+1.4%
+$4,096.4 
PSX Phillips 66
+1.37%
+$3,584.91 
KVUE Kenvue Inc.
+1.28%
+$2,760 
JPM JPMorgan Chase & Co.
+1.25%
+$30,863.54 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$34,347.82 
FNV Franco-Nevada Corporation
+1.18%
+$3,337 
PNC The PNC Financial Services Group, Inc.
+1.14%
+$2,347.1 
COST Costco Wholesale Corporation
+1.14%
+$3,141.29 
NEE NextEra Energy, Inc.
+1.06%
+$4,672.92 
SPLV Invesco S&P 500 Low Volatility ETF
+1.04%
+$291,312.56 
JNJ Johnson & Johnson
+0.9%
+$68,402.28 
VZ Verizon Communications Inc.
+0.88%
+$5,107.83 
C Citigroup Inc.
+0.84%
+$3,350.88 
WMT Walmart Inc.
+0.8%
+$9,553.22 
DVY iShares Select Dividend ETF
+0.78%
+$2,002.44 
WPM Wheaton Precious Metals Corp.
+0.77%
+$1,722.78 
V Visa Inc. Class A
+0.71%
+$17,305.8 
ABBV AbbVie Inc.
+0.71%
+$4,238 
OLN Olin Corporation
+0.64%
+$2,922.8 
GE General Electric Company
+0.59%
+$4,833 
AYI Acuity Brands Inc.
+0.52%
+$2,335.24 
MRK Merck & Co., Inc.
+0.52%
+$2,449.48 
PFE Pfizer Inc.
+0.48%
+$1,464.4 
HD The Home Depot, Inc.
+0.45%
+$9,129.59 
LLY Eli Lilly and Company
+0.43%
+$3,224.92 
AAPL Apple Inc.
+0.43%
+$49,400.56 
XSLV Invesco S&P SmallCap Low Volatility ETF
+0.39%
+$883.31 
GM General Motors Company
+0.36%
+$993 
AGOX Adaptive Alpha Opportunities ETF
+0.35%
+$258,044.82 
VNQ Vanguard Real Estate ETF
+0.35%
+$1,447.68 
TT Trane Technologies plc
+0.34%
+$1,773.27 
VOE Vanguard Mid-Cap Value ETF
+0.26%
+$160,259.28 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+0.24%
+$701 
AVDE Avantis International Equity ETF
+0.2%
+$4,231.62 
VTV Vanguard Value ETF
+0.2%
+$88,928.4 
MA Mastercard Incorporated
+0.18%
+$734.78 
DFIS Dimensional International Small Cap ETF
+0.17%
+$21,799.86 
VLO Valero Energy Corporation
+0.15%
+$1,176.5 
DFAI Dimensional International Core Equity Market ETF
+0.14%
+$108,862.02 
UNP Union Pacific Corporation
+0.11%
+$1,391.28 
VTEB Vanguard Tax-Exempt Bond ETF
+0.08%
+$1,368.24 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.06%
+$150.15 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.06%
+$134.3 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.05%
+$106.8 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$535.02 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$293.02 
AHRT AMERICAN HEALTHCARE REIT INC
0%
$0 OKE
OKE
0%
$0 
STX Seagate Technology Holdings plc
-7.5%
-$28,593.6 
CRWD CrowdStrike Holdings, Inc.
-7.03%
-$22,179.39 
AMD Advanced Micro Devices, Inc.
-5.96%
-$14,128.55 
INTC Intel Corporation
-5.79%
-$32,943.36 
MU Micron Technology, Inc.
-5.63%
-$10,741.99 
ARBE Arbe Robotics Ltd.
-5.42%
-$1,320 
TENB Tenable Holdings Inc.
-5.39%
-$15,264 
COMP Compass Inc.
-5.09%
-$7,240.73 
LRCX Lam Research Corporation
-4.87%
-$13,587.59 
AMAT Applied Materials, Inc.
-4.82%
-$24,511.76 
ORCL Oracle Corporation
-4.64%
-$18,732.48 
DELL Dell Technologies Inc.
-4.58%
-$9,322.41 
AVGO Broadcom Inc.
-4.53%
-$29,804.52 
META Meta Platforms Inc Class A
-3.72%
-$51,903.96 
QCOM QUALCOMM Incorporated
-3.53%
-$6,956.74 
XLK State Street Technology Select Sector SPDR ETF
-3.02%
-$26,580.84 
IYW iShares U.S. Technology ETF
-2.88%
-$13,241.5 
VGT Vanguard Information Technology ETF
-2.87%
-$15,275.52 
LION Lionsgate Studios Corp.
-2.77%
-$7,476.16 
IWP iShares Russell Mid-Cap Growth ETF
-2.5%
-$14,403.28 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$11,083.8 
GOOGL Alphabet Inc
-2.47%
-$54,740.09 
TGRW T. Rowe Price Growth Stock ETF
-2.39%
-$29,626.87 
BSY Bentley Systems, Incorporated Class B
-2.37%
-$5,762 
BX Blackstone Inc.
-2.35%
-$6,669.15 
GOOG Alphabet Inc
-2.32%
-$56,984 
CSCO Cisco Systems, Inc.
-2.24%
-$26,737.74 
VONG Vanguard Russell 1000 Growth Fund
-2.23%
-$20,220.75 
IWF iShares Russell 1000 Growth ETF
-2.22%
-$134,356.8 
NLR VanEck Uranium and Nuclear ETF
-2.2%
-$4,897.2 
JGRO JPMorgan Active Growth ETF
-2.17%
-$974,744.37 
TSLA Tesla, Inc.
-2.13%
-$13,154.88 
ONEQ Fidelity Nasdaq Composite Index Fund
-2.12%
-$4,638.4 
ADI Analog Devices, Inc.
-2.11%
-$7,863.24 
VUG Vanguard Growth ETF
-2.06%
-$10,878 
NIO Nio Inc.
-2%
-$1,750 
VOT Vanguard Mid-Cap Growth ETF
-1.96%
-$77,821.92 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.93%
-$25,550.5 
MSFT Microsoft Corp.
-1.93%
-$131,246.63 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.9%
-$4,462.47 
AMZN Amazon.com Inc
-1.87%
-$124,721.26 
COPP Sprott Copper Miners ETF
-1.86%
-$5,655 
VRTX Vertex Pharmaceuticals Incorporated
-1.77%
-$5,171.74 
EEM iShares MSCI Emerging Markets ETF
-1.74%
-$15,251.4 
URI United Rentals, Inc.
-1.71%
-$12,288.9 
IEMG iShares Core MSCI Emerging Markets ETF
-1.67%
-$43,066.4 
KKR KKR & Co. Inc.
-1.62%
-$9,157.58 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.56%
-$81,910.71 
FV First Trust Dorsey Wright Focus 5 ETF
-1.56%
-$3,583.91 
A Agilent Technologies Inc.
-1.47%
-$6,450 
NVDA NVIDIA Corporation
-1.43%
-$32,199.7 
PFSI Pennymac Financial Services Inc.
-1.42%
-$5,220 
IMRX Immuneering Corporation
-1.37%
-$1,250 
CEG Constellation Energy Corporation
-1.32%
-$4,319.7 
UNH UnitedHealth Group Incorporated
-1.29%
-$4,102.94 
VB Vanguard Small-Cap ETF
-1.27%
-$147,883.4 
SUSA iShares MSCI USA ESG Select ETF
-1.19%
-$18,192.45 
SCHX Schwab U.S. Large-Cap ETF
-1.15%
-$4,542.3 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.15%
-$190,012.35 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.15%
-$24,842.96 
SPY SPDR S&P 500 ETF Trust
-1.11%
-$170,680.44 
VOO Vanguard S&P 500 ETF
-1.1%
-$108,017.66 
IVV iShares Core S&P 500 ETF
-1.09%
-$45,854.49 
IWB iShares Russell 1000 ETF
-1.09%
-$26,046.46 
COPX Global X Copper Miners ETF
-1.05%
-$2,358.75 
REXC Sprott Rare Earths Ex-China ETF
-0.98%
-$2,031.25 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.98%
-$107,557.8 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.96%
-$7,679.07 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.95%
-$108,864.91 
IBIT iShares Bitcoin Trust
-0.94%
-$4,318.6 
VT Vanguard Total World Stock ETF
-0.94%
-$9,686.49 
MDY SPDR S&P MidCap 400 ETF Trust
-0.94%
-$15,194.4 
IJR iShares Core S&P Small-Cap ETF
-0.93%
-$501,585.92 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$10,411.48 
BAC Bank of America Corporation
-0.91%
-$5,373.04 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.91%
-$3,796.6 
IBM International Business Machines Corporation
-0.85%
-$7,890.3 
AZN AstraZeneca PLC American Depositary Shares
-0.76%
-$5,480.01 
FCX Freeport-McMoRan Inc.
-0.74%
-$2,702.95 
AOA iShares Core Aggressive Allocation ETF
-0.7%
-$5,012.96 
GEV GE Vernova Inc.
-0.57%
-$3,536.99 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.56%
-$1,432.2 
VEU Vanguard FTSE All-World ex-US ETF
-0.56%
-$4,082.5 
FLRG Fidelity U.S. Multifactor ETF
-0.55%
-$76,078.94 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$82,524.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.42%
-$69,884.36 
EMR Emerson Electric Co.
-0.42%
-$3,859.68 
XME SPDR S&P Metals & Mining ETF
-0.41%
-$2,724.12 
TROW T. Rowe Price Group, Inc.
-0.4%
-$1,364.4 
PRF Invesco FTSE RAFI US 1000 ETF
-0.37%
-$324,327.36 
MMM 3M Company
-0.37%
-$772.26 
AMGN Amgen Inc.
-0.35%
-$1,050.28 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.32%
-$1,319.36 
USMV iShares MSCI USA Min Vol Factor ETF
-0.32%
-$9,269.44 
T AT&T Inc.
-0.3%
-$928.69 
CMI Cummins Inc.
-0.26%
-$3,669.4 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.24%
-$3,377.22 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.18%
-$58,436.46 
GLD SPDR Gold Shares
-0.18%
-$521.5 
FENI Fidelity Enhanced International ETF
-0.15%
-$44,231.1 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.15%
-$2,413.74 
IWD iShares Russell 1000 Value ETF
-0.14%
-$23,426.55 
DIS The Walt Disney Company
-0.12%
-$752.83 
EFA iShares MSCI EAFE ETF
-0.12%
-$2,499.36 
VIG Vanguard Dividend Appreciation ETF
-0.12%
-$681.8 
IEFA iShares Core MSCI EAFE ETF
-0.09%
-$13,682.88 
BGC BGC Group, Inc.
-0.09%
-$150 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$916.4 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.06%
-$113.63 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.03%
-$173.7 
IUSV iShares Core S&P U.S. Value ETF
-0.02%
-$143.66 Events
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Dividends
Dividend Analysis
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No Data
| Trades 646 | Longs Won 443/646 68% | Profit Factor 11.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $981,342.73 |
| Average Win $232,260.82 | Best Trade (Oct 17) $16.33M | Sharpe Ratio -9.74 |
| Average Loss -$44,738.78 | Worst Trade (Oct 17) -$1.21M | Z-Score 9.05 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 3d | Expectancy $145,216.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 2,500 | $321,494.85 | $432,425 | - | $110,930.15 | 34.5% | -1.47% |
| AAPL Apple Inc. | 33,836 | $8.63M | $11.62M | - | $3M | 34.72% | +0.427% |
| ABBV AbbVie Inc. | 2,098 | $484,277.9 | $598,811.18 | - | $114,533.28 | 23.65% | +0.713% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 3,410 | $221,684 | $253,090.2 | - | $31,406.2 | 14.17% | -0.563% |
| ADI Analog Devices, Inc. | 924 | $227,026.56 | $365,386.56 | - | $138,360 | 60.94% | -2.107% |
| AFL Aflac Inc. | 14,106 | $1.58M | $1.69M | - | $116,417.87 | 7.39% | +1.626% |
| AGOX Adaptive Alpha Opportunities ETF | 2.24M | $68.69M | $73.94M | - | $5.24M | 7.63% | +0.35% |
| AHRT AMERICAN HEALTHCARE REIT INC | 1.02M | $7.32M | $6.11M | - | -$1.21M | -16.5% | 0.0 |
| ALL Allstate Corporation | 1,648 | $355,881.95 | $408,506.24 | - | $52,624.29 | 14.79% | +3.456% |
| AMAT Applied Materials, Inc. | 1,183 | $405,480.45 | $484,190.08 | - | $78,709.63 | 19.41% | -4.818% |
| AMD Advanced Micro Devices, Inc. | 422 | $245,098 | $223,132.5 | - | -$21,965.5 | -8.96% | -5.955% |
| AMGN Amgen Inc. | 682 | $223,956.12 | $294,958.18 | - | $71,002.06 | 31.7% | -0.355% |
| AMT American Tower Corporation | 4,337 | $839,208.96 | $803,515.99 | - | -$35,692.97 | -4.25% | +2.156% |
| AMZN Amazon.com Inc | 26,202 | $5.75M | $6.55M | - | $799,228.79 | 13.9% | -1.868% |
| AOA iShares Core Aggressive Allocation ETF | 7,372 | $655,266.5 | $713,388.44 | - | $58,121.94 | 8.87% | -0.698% |
| AON Aon plc | 8,599 | $3.07M | $2.52M | - | -$550,514.84 | -17.95% | +2.005% |
| ARBE Arbe Robotics Ltd. | 50,000 | $31,000 | $23,015 | - | -$7,985 | -25.76% | -5.424% |
| AVDE Avantis International Equity ETF | 23,509 | $1.86M | $2.12M | - | $256,339.86 | 13.77% | +0.2% |
| AVGO Broadcom Inc. | 1,913 | $634,293.56 | $628,898.75 | - | -$5,394.81 | -0.85% | -4.525% |
| AYI Acuity Brands Inc. | 1,478 | $509,008 | $448,203.5 | - | -$60,804.5 | -11.95% | +0.524% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Berman McAleer LLC?
The largest contributions to the portfolio's profits come from the following stocks: Adaptive Alpha Opportunities ETF - $2.04M, Dimensional International Core Equity Market ETF - $1.9M, Invesco FTSE RAFI US 1000 ETF - $1.4M, Vanguard Mid-Cap Value ETF - $1.25M, and iShares Core S&P Small-Cap ETF - $1.04M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Fidelity Wise Origin Bitcoin Index Fund - $587,065.08, Microsoft Corp - $184,453.56, Aon plc - $158,632.05, Honeywell International Inc - $110,910.1, and Whirlpool Corporation - $106,025.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Berman McAleer LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.1M earned over time. The largest contributors to dividend income include Adaptive Alpha Opportunities ETF - $2M, Dimensional International Core Equity Market ETF - $1.82M, Vanguard Mid-Cap Value ETF - $1.17M, Invesco FTSE RAFI US 1000 ETF - $1.16M, and Vanguard Value ETF - $848,456.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Berman McAleer LLC's monthly returns?
Berman McAleer LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Berman McAleer LLC's strategy be considered aggressive or moderate?
Berman McAleer LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Berman McAleer LLC's strategy?
Berman McAleer LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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