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:
14.43%
Gain -0.76%
Monthly
1.23%
Yearly
14.43%
Drawdown
8.36%
$874.6M
Equity
Holdings
$874.6M
Investment
$772.6M
$102.94M
Profit -$6.22M
Realized
$941,410.08
Unrealized
$102M
Dividends
$11.49M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.76%
Profit
-$6.22M
Win %
72%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$6.64M
Win %
72%
This Month
Compared to last month
Gain
-0.71%
Profit
-$6.22M
Win %
72%
This Year
Compared to last year
Gain
1.25%
Profit
$10.78M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$945,367.9 
GOOG Alphabet Inc
+6.88%
+$163,822.04 
GOOGL Alphabet Inc
+6.73%
+$142,527.21 
TT Trane Technologies plc
+3.33%
+$17,002.54 
META Meta Platforms Inc Class A
+3.28%
+$33,503.58 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$7,286.88 
MSFT Microsoft Corp.
+3.02%
+$174,417.59 
NVDA NVIDIA Corporation
+2.93%
+$55,883.84 
CVX Chevron Corporation
+2.35%
+$16,014.36 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$4,628 
CSCO Cisco Systems, Inc.
+2.14%
+$26,751.87 
OKE ONEOK, Inc.
+1.95%
+$7,969.2 
ORCL Oracle Corporation
+1.81%
+$6,934.62 
VZ Verizon Communications Inc.
+1.52%
+$8,944.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$17,904 
NOC Northrop Grumman Corporation
+1.43%
+$11,094.02 
GE General Electric Company
+1.42%
+$13,510.57 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$2,558.4 
TGRW T. Rowe Price Growth Stock ETF
+1.18%
+$13,843.12 
AMAT Applied Materials, Inc.
+1.18%
+$6,979.72 
MSI Motorola Solutions, Inc.
+1.14%
+$35,017.72 
VUG Vanguard Growth ETF
+1.1%
+$5,468.4 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,343.42 
URI United Rentals, Inc.
+0.99%
+$7,281.56 
UNP Union Pacific Corporation
+0.92%
+$11,790.76 
AGOX Adaptive Alpha Opportunities ETF
+0.91%
+$667,972.07 
IBM International Business Machines Corporation
+0.86%
+$7,697.22 
GEV GE Vernova Inc.
+0.85%
+$5,609.25 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$7,206.35 
NIO Nio Inc.
+0.83%
+$1,000 
MCD McDonald's Corporation
+0.82%
+$1,718.21 
EMR Emerson Electric Co.
+0.79%
+$6,697.74 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$6,869.95 
TSLA Tesla, Inc.
+0.76%
+$4,021.41 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$43,699 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$18,646.78 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$106,725.82 
VOO Vanguard S&P 500 ETF
+0.71%
+$67,520.54 
CAT Caterpillar Inc.
+0.7%
+$1,196.37 
IVV iShares Core S&P 500 ETF
+0.69%
+$27,878.4 
BSY Bentley Systems, Incorporated Class B
+0.65%
+$1,541 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,703.96 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,465.82 
IWB iShares Russell 1000 ETF
+0.64%
+$14,884.08 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$1,182.99 
JGRO JPMorgan Active Growth ETF
+0.61%
+$256,236.96 
ARTY iShares Future AI & Tech ETF
+0.6%
+$1,380 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$12,357.25 
MO Altria Group, Inc.
+0.57%
+$2,010.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$85,156.3 
STX Seagate Technology Holdings plc
+0.52%
+$2,456.41 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,111.27 
IYW iShares U.S. Technology ETF
+0.46%
+$1,916.97 
IWD iShares Russell 1000 Value ETF
+0.44%
+$74,911.68 
PFE Pfizer Inc.
+0.4%
+$1,052.2 
RTX RTX Corporation
+0.39%
+$1,613.64 
VLO Valero Energy Corporation
+0.38%
+$2,159.85 
AVGO Broadcom Inc.
+0.37%
+$2,754.72 
PG Procter & Gamble Co
+0.37%
+$3,475.21 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,889.62 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,481.6 
BAC Bank of America Corporation
+0.36%
+$2,515.04 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$650 
MRK Merck & Co., Inc.
+0.32%
+$1,321.46 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$2,137.88 
TENB Tenable Holdings Inc.
+0.28%
+$648 
JPM JPMorgan Chase & Co.
+0.27%
+$5,984.04 
VT Vanguard Total World Stock ETF
+0.26%
+$2,632.61 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$8,322.88 
JNJ Johnson & Johnson
+0.21%
+$15,827.92 
ADI Analog Devices, Inc.
+0.2%
+$870.97 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$2,776.2 
CMI Cummins Inc.
+0.19%
+$1,446.96 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$155,897.5 
T AT&T Inc.
+0.17%
+$541.4 
MS Morgan Stanley
+0.17%
+$364.32 
FLRG Fidelity U.S. Multifactor ETF
+0.16%
+$22,544.18 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$39,431.88 
MMM 3M Company
+0.12%
+$277.4 
XSLV Invesco S&P SmallCap Low Volatility ETF
+0.11%
+$274.32 
C Citigroup Inc.
+0.1%
+$418.7 
AFL Aflac Inc.
+0.09%
+$1,693.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$2,607.03 
WMT Walmart Inc.
+0.09%
+$1,030.82 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$124.6 
DIS The Walt Disney Company
+0.03%
+$175.2 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$86.79 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
OLN Olin Corporation
-16.51%
-$66,714.48 
AAPL Apple Inc.
-7.35%
-$832,821.8 
TROW T. Rowe Price Group, Inc.
-6.31%
-$25,684.83 
MU Micron Technology, Inc.
-5.9%
-$15,747.13 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$289,180.65 
AYI Acuity Brands Inc.
-2.8%
-$13,981.88 
QCOM QUALCOMM Incorporated
-2.63%
-$4,412.95 
ABBV AbbVie Inc.
-2.51%
-$13,832.86 
IMRX Immuneering Corporation
-2.36%
-$2,500 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,899.29 
DNP DNP Select Income Fund Inc.
-1.74%
-$3,385.99 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,535.82 
AON Aon plc
-1.64%
-$51,766.15 
LRCX Lam Research Corporation
-1.58%
-$4,737.61 
GLD SPDR Gold Shares
-1.49%
-$4,186.89 
AHRT AMERICAN HEALTHCARE REIT INC
-1.42%
-$102,340 
BGC BGC Group, Inc.
-1.37%
-$2,400 
MDLZ Mondelez International, Inc.
-1.22%
-$3,599.76 
TJX The TJX Companies, Inc.
-1.21%
-$2,680.31 
XME SPDR S&P Metals & Mining ETF
-1.19%
-$7,848.06 
NEE NextEra Energy, Inc.
-1.15%
-$5,618.63 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,330.73 
LOW Lowe's Companies Inc.
-1.08%
-$2,199.63 
INTC Intel Corporation
-1.02%
-$5,550.24 
KO The Coca-Cola Company
-1.02%
-$20,457.9 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$7,456.2 
XOM Exxon Mobil Corporation
-0.97%
-$10,564.65 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,640.4 
COPX Global X Copper Miners ETF
-0.81%
-$1,776 
LION Lionsgate Studios Corp.
-0.75%
-$2,451.2 
MA Mastercard Incorporated
-0.74%
-$2,839 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$7,378.8 
AMGN Amgen Inc.
-0.64%
-$1,693.85 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$492,358.64 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$96,148.71 
AMT American Tower Corporation
-0.63%
-$4,790.54 
EFA iShares MSCI EAFE ETF
-0.62%
-$13,779.48 
PM Philip Morris International Inc.
-0.61%
-$3,515.19 
COMP Compass Inc.
-0.61%
-$1,034.39 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,442.96 
COF Capital One Financial Corporation
-0.54%
-$2,857.78 
LLY Eli Lilly and Company
-0.53%
-$3,647.35 
DFIS Dimensional International Small Cap ETF
-0.53%
-$62,709.12 
SBAC SBA Communications Corporation
-0.51%
-$3,532.76 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$1,088.1 
ALL Allstate Corporation
-0.49%
-$2,142.42 
IWM iShares Russell 2000 ETF
-0.47%
-$986.89 
AVDE Avantis International Equity ETF
-0.46%
-$9,873.78 
DVY iShares Select Dividend ETF
-0.45%
-$1,172.13 
STNE StoneCo Ltd.
-0.44%
-$538.1 
TRV The Travelers Companies, Inc.
-0.43%
-$1,457.22 
HD The Home Depot, Inc.
-0.42%
-$9,129.65 
VGT Vanguard Information Technology ETF
-0.38%
-$1,871.36 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,220.55 
FENI Fidelity Enhanced International ETF
-0.37%
-$101,489.55 
KVUE Kenvue Inc.
-0.36%
-$807.8 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$4,349.79 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,851.11 
CEG Constellation Energy Corporation
-0.31%
-$963.9 
VTV Vanguard Value ETF
-0.27%
-$120,509 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$4,396.22 
BX Blackstone Inc.
-0.25%
-$830.42 
A Agilent Technologies Inc.
-0.24%
-$850.02 
COST Costco Wholesale Corporation
-0.24%
-$645.23 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$146,246.71 
VB Vanguard Small-Cap ETF
-0.22%
-$27,178.64 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,827 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$3,223.71 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,597.49 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,765.81 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$36,314.46 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$60,304.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$833.28 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$2,061.85 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$443.3 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$28,354.63 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$289.87 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$2,118.43 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$295.5 
MKC McCormick & Company, Incorporated
-0.12%
-$421.02 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,187.28 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$666.05 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$4,002.48 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$132.15 
V Visa Inc. Class A
-0.04%
-$846.94 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$16,064.86 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$921.61 Events
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Dividends
Dividend Analysis
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| Trades 549 | Longs Won 384/549 69% | Profit Factor 13.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.15M |
| Average Win $289,812.27 | Best Trade (Aug 17) $17.41M | Sharpe Ratio -11.63 |
| Average Loss -$50,579.99 | Worst Trade (Aug 02) -$2.64M | Z-Score 10.13 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w | Expectancy $187,508.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 2,500 | $321,494.85 | $345,925 | - | $24,430.15 | 7.6% | -0.245% |
| AAPL Apple Inc. | 33,965 | $8.66M | $10.49M | - | $1.83M | 21.17% | -7.354% |
| ABBV AbbVie Inc. | 2,138 | $493,539.5 | $536,509.72 | - | $42,970.22 | 8.71% | -2.513% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 3,410 | $221,684 | $256,602.5 | - | $34,918.5 | 15.75% | -0.172% |
| ADI Analog Devices, Inc. | 1,177 | $289,188.6 | $432,441.57 | - | $143,252.97 | 49.54% | +0.202% |
| AFL Aflac Inc. | 14,109 | $1.58M | $1.8M | - | $222,401.27 | 14.11% | +0.094% |
| AGOX Adaptive Alpha Opportunities ETF | 2.23M | $68.12M | $74.28M | - | $6.16M | 9.04% | +0.907% |
| AHRT AMERICAN HEALTHCARE REIT INC | 1.02M | $7.32M | $7.12M | - | -$194,446 | -2.66% | -1.416% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,250 | $213,233 | $191,392.5 | - | -$21,840.5 | -10.24% | +0.341% |
| ALL Allstate Corporation | 1,648 | $355,881.95 | $435,203.82 | - | $79,321.87 | 22.29% | -0.49% |
| AMAT Applied Materials, Inc. | 1,183 | $405,480.45 | $600,573.62 | - | $195,093.17 | 48.11% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 422 | $245,098 | $200,935.3 | - | -$44,162.7 | -18.02% | -1.904% |
| AMGN Amgen Inc. | 683 | $224,283.43 | $263,064.28 | - | $38,780.85 | 17.29% | -0.64% |
| AMT American Tower Corporation | 4,355 | $842,701.32 | $754,982.8 | - | -$87,718.52 | -10.41% | -0.631% |
| AMZN Amazon.com Inc | 26,202 | $5.75M | $7.12M | - | $1.36M | 23.73% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 7,372 | $655,266.5 | $713,241 | - | $57,974.5 | 8.85% | +0.301% |
| AON Aon plc | 8,599 | $3.07M | $3.1M | - | $34,217.07 | 1.12% | -1.642% |
| ARTY iShares Future AI & Tech ETF | 3,450 | $262,752 | $229,942.5 | - | -$32,809.5 | -12.49% | +0.604% |
| AVDE Avantis International Equity ETF | 23,509 | $1.86M | $2.14M | - | $283,140.12 | 15.21% | -0.458% |
| AVGO Broadcom Inc. | 1,913 | $634,293.56 | $744,692.64 | - | $110,399.08 | 17.41% | +0.371% |
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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 - $1.52M, Invesco FTSE RAFI US 1000 ETF - $969,003.86, Vanguard Mid-Cap Value ETF - $888,506.15, and iShares Core MSCI EAFE ETF - $674,822.05. 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: Microsoft Corp - $195,229.67, Aon plc - $158,632.05, Honeywell International Inc - $110,910.1, Whirlpool Corporation - $106,025.8, and Abbott Laboratories - $62,822.91. 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 $11.49M earned over time. The largest contributors to dividend income include Adaptive Alpha Opportunities ETF - $2M, Dimensional International Core Equity Market ETF - $1.48M, Invesco FTSE RAFI US 1000 ETF - $858,189.26, Vanguard Mid-Cap Value ETF - $855,683.77, and Vanguard Value ETF - $640,646.79. 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.
