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:
11.42%
Gain -0.61%
Monthly
1.34%
Yearly
11.42%
Drawdown
8.29%
$818.28M
Equity
Holdings
$818.28M
Investment
$735.16M
$83.68M
Profit -$5.01M
Realized
$549,985.89
Unrealized
$83.13M
Dividends
$8.7M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$5.01M
Win %
72%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$1.7M
Win %
72%
This Month
Compared to last month
Gain
-0.21%
Profit
-$1.7M
Win %
72%
This Year
Compared to last year
Gain
7.41%
Profit
$57.59M
Win %
69%
IMRX Immuneering Corporation
+6.31%
+$6,750 
URI United Rentals, Inc.
+6.27%
+$42,563.62 
INTC Intel Corporation
+4.43%
+$28,154.2 
META Meta Platforms Inc Class A
+4.24%
+$45,528.6 
WMT Walmart Inc.
+3.43%
+$39,735.08 
ADI Analog Devices, Inc.
+3.42%
+$17,060.13 
AMGN Amgen Inc.
+3.03%
+$6,593.52 
LRCX Lam Research Corporation
+2.78%
+$8,835 
TJX The TJX Companies, Inc.
+2.75%
+$5,773.95 
AMAT Applied Materials, Inc.
+2.19%
+$12,649.6 
XOM Exxon Mobil Corporation
+2.06%
+$21,551.81 
A Agilent Technologies Inc.
+1.81%
+$6,100 
LLY Eli Lilly and Company
+1.72%
+$10,426.46 
MO Altria Group, Inc.
+1.66%
+$5,793.7 
TT Trane Technologies plc
+1.52%
+$8,078 
STX Seagate Technology Holdings plc
+1.52%
+$9,306.88 
CMI Cummins Inc.
+1.47%
+$15,459.58 
PM Philip Morris International Inc.
+1.43%
+$7,363.12 
VLO Valero Energy Corporation
+1.31%
+$6,087.23 
CVX Chevron Corporation
+1.17%
+$7,909 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$22,443.51 
ABBV AbbVie Inc.
+0.81%
+$3,760.97 
COST Costco Wholesale Corporation
+0.79%
+$2,086.56 
VRTX Vertex Pharmaceuticals Incorporated
+0.78%
+$1,849.24 
AFL Aflac Inc.
+0.72%
+$11,534.12 
HD The Home Depot, Inc.
+0.48%
+$9,920.42 
LOW Lowe's Companies Inc.
+0.47%
+$933.94 
KO The Coca-Cola Company
+0.47%
+$8,515.18 
AYI Acuity Brands Inc.
+0.43%
+$1,980.52 
MDLZ Mondelez International, Inc.
+0.39%
+$1,117.2 
MKC McCormick & Company, Incorporated
+0.35%
+$1,122.72 
JNJ Johnson & Johnson
+0.31%
+$20,970.6 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.2%
+$11,816.48 
SBAC SBA Communications Corporation
+0.19%
+$1,420.8 
DNP DNP Select Income Fund Inc.
+0.14%
+$267.31 
SPLV Invesco S&P 500 Low Volatility ETF
+0.08%
+$20,737.81 
OKE ONEOK, Inc.
+0.04%
+$160.3 
ABT Abbott Laboratories
+0.03%
+$64.11 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$17.8 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$41.84 
TSLA Tesla, Inc.
0%
+$25.78 
COMP NASDAQ Composite
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
QQQN VictoryShares Nasdaq Next 50 ETF
0%
$0 
IBM International Business Machines Corporation
-7.08%
-$93,572.8 
HL Hecla Mining Company
-6.35%
-$15,858.42 
ORCL Oracle Corporation
-5.76%
-$40,972.8 
URA Global X Uranium ETF
-5.67%
-$13,483.5 
HON Honeywell International Inc.
-5.09%
-$12,209.4 
T AT&T Inc.
-4.42%
-$14,542.78 
BSY Bentley Systems, Incorporated Class B
-4.06%
-$9,246 
BX Blackstone Inc.
-4.04%
-$11,957.28 
NIO Nio Inc.
-3.99%
-$6,000 
COPX Global X Copper Miners ETF
-3.64%
-$9,462.75 
NVDA NVIDIA Corporation
-3.55%
-$78,400.08 
COF Capital One Financial Corporation
-3.39%
-$15,406.56 
XME SPDR S&P Metals & Mining ETF
-3.26%
-$28,084.38 
LION Lionsgate Studios Corp.
-3.19%
-$13,993.76 
MSFT Microsoft Corp.
-3.11%
-$173,009.2 
KVUE Kenvue Inc.
-2.74%
-$5,462.5 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.69%
-$246,868.37 
VZ Verizon Communications Inc.
-2.54%
-$15,436.58 
AMZN Amazon.com Inc
-2.53%
-$168,389 
NFLX Netflix, Inc.
-2.17%
-$4,072.5 
CEG Constellation Energy Corporation
-1.98%
-$6,389.21 
DIS The Walt Disney Company
-1.94%
-$11,447.67 
NOC Northrop Grumman Corporation
-1.93%
-$14,926.44 
BGC BGC Group, Inc.
-1.84%
-$1,900 
AMT American Tower Corporation
-1.79%
-$14,403.67 
MSI Motorola Solutions, Inc.
-1.7%
-$44,090.7 
AAPL Apple Inc.
-1.57%
-$166,181.6 
XSLV Invesco S&P SmallCap Low Volatility ETF
-1.48%
-$3,347.62 
VGT Vanguard Information Technology ETF
-1.47%
-$5,920 
IWF iShares Russell 1000 Growth ETF
-1.35%
-$85,517.36 
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$38,308.8 
VONG Vanguard Russell 1000 Growth Fund
-1.32%
-$13,330.14 
VUG Vanguard Growth ETF
-1.25%
-$6,615 
NEE NextEra Energy, Inc.
-1.23%
-$5,791.95 
EEM iShares MSCI Emerging Markets ETF
-1.22%
-$12,246.4 
MA Mastercard Incorporated
-1.2%
-$3,678.66 
CSCO Cisco Systems, Inc.
-1.17%
-$16,651.5 
V Visa Inc. Class A
-1.16%
-$22,481.12 
TGRW T. Rowe Price Growth Stock ETF
-1.15%
-$14,712.52 
DFIS Dimensional International Small Cap ETF
-1.09%
-$9,421.6 
IWP iShares Russell Mid-Cap Growth ETF
-1.06%
-$5,564.73 
MCD McDonald's Corporation
-1.06%
-$2,490.76 
GEV GE Vernova Inc.
-1.05%
-$6,813.6 
AHRT AMERICAN HEALTHCARE REIT INC
-1.04%
-$71,638 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.02%
-$2,693.9 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$176,185.44 
XLK State Street Technology Select Sector SPDR ETF
-1%
-$9,403.02 
GLD SPDR Gold Shares
-0.99%
-$3,047.05 
C Citigroup Inc.
-0.99%
-$4,023.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.99%
-$14,152.27 
VEU Vanguard FTSE All-World ex-US ETF
-0.97%
-$7,371.37 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.94%
-$113,081.76 
UNP Union Pacific Corporation
-0.93%
-$10,767.75 
IJR iShares Core S&P Small-Cap ETF
-0.91%
-$520,145.17 
IYW iShares U.S. Technology ETF
-0.91%
-$4,206.75 
RTX RTX Corporation
-0.91%
-$3,028.95 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.91%
-$9,629.4 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.9%
-$9,016.98 
AVDE Avantis International Equity ETF
-0.89%
-$19,159.83 
AGOX Adaptive Alpha Opportunities ETF
-0.87%
-$684,806.5 
GE General Electric Company
-0.87%
-$7,323.25 
JGRO JPMorgan Active Growth ETF
-0.86%
-$389,817.36 
VT Vanguard Total World Stock ETF
-0.86%
-$8,705.19 
SUSA iShares MSCI USA ESG Select ETF
-0.86%
-$12,514.26 
EFA iShares MSCI EAFE ETF
-0.84%
-$18,477.03 
DFAI Dimensional International Core Equity Market ETF
-0.84%
-$640,503.15 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$129,900.8 
EMR Emerson Electric Co.
-0.81%
-$6,518.2 
VOT Vanguard Mid-Cap Growth ETF
-0.81%
-$33,564.24 
MMM 3M Company
-0.8%
-$1,992.6 
GOOGL Alphabet Inc
-0.79%
-$17,460.3 
PFE Pfizer Inc.
-0.76%
-$1,878.83 
DVY iShares Select Dividend ETF
-0.76%
-$1,904.76 
GOOG Alphabet Inc
-0.76%
-$18,945.61 
SCHX Schwab U.S. Large-Cap ETF
-0.75%
-$2,920.05 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$121,060.89 
MRK Merck & Co., Inc.
-0.74%
-$2,707.28 
WHR Whirlpool Corporation
-0.73%
-$1,390.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.73%
-$15,560.5 
SPY SPDR S&P 500 ETF Trust
-0.73%
-$111,725.18 
FENI Fidelity Enhanced International ETF
-0.72%
-$7,657.74 
PEG Public Service Enterprise Group Incorporated
-0.71%
-$1,496.88 
AON Aon plc
-0.71%
-$37,536.34 
IVV iShares Core S&P 500 ETF
-0.71%
-$29,695.49 
VOO Vanguard S&P 500 ETF
-0.71%
-$68,774.68 
AOA iShares Core Aggressive Allocation ETF
-0.7%
-$5,086.68 
IWB iShares Russell 1000 ETF
-0.69%
-$16,758.72 
USMV iShares MSCI USA Min Vol Factor ETF
-0.68%
-$19,019.22 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.67%
-$2,778 
OLN Olin Corporation
-0.66%
-$3,098.76 
VB Vanguard Small-Cap ETF
-0.65%
-$79,018.61 
TRV The Travelers Companies, Inc.
-0.64%
-$1,607.04 
AZN AstraZeneca PLC American Depositary Shares
-0.63%
-$4,807.41 
ALL Allstate Corporation
-0.54%
-$1,837.38 
AVGO Broadcom Inc.
-0.49%
-$4,073.94 
RSP Invesco S&P 500 Equal Weight ETF
-0.4%
-$62,038.35 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.39%
-$5,526.36 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.38%
-$1,543.93 
IVE ISHARES S&P 500 VALUE ETF
-0.38%
-$3,986.34 
IUSV iShares Core S&P U.S. Value ETF
-0.37%
-$3,029.49 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.37%
-$6,237.57 
TROW T. Rowe Price Group, Inc.
-0.29%
-$1,021.5 
UNH UnitedHealth Group Incorporated
-0.29%
-$952.56 
PG Procter & Gamble Co
-0.28%
-$2,613.6 
VIG Vanguard Dividend Appreciation ETF
-0.22%
-$1,272.45 
PRF Invesco FTSE RAFI US 1000 ETF
-0.2%
-$172,869.29 
VOE Vanguard Mid-Cap Value ETF
-0.19%
-$113,282.53 
LMT Lockheed Martin Corporation
-0.18%
-$343.17 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.18%
-$54,318.5 
FLRG Fidelity U.S. Multifactor ETF
-0.18%
-$23,510.83 
VNQ Vanguard Real Estate ETF
-0.14%
-$1,131.16 
IJH iShares Core S&P Mid-Cap ETF
-0.09%
-$949.85 
BAC Bank of America Corporation
-0.08%
-$454.28 
MDY SPDR S&P MidCap 400 ETF Trust
-0.06%
-$1,182.85 
VTEB Vanguard Tax-Exempt Bond ETF
-0.05%
-$261.18 
JAAA Janus Henderson AAA CLO ETF
-0.02%
-$240.72 
VTV Vanguard Value ETF
-0.01%
-$2,046.47 
IWD iShares Russell 1000 Value ETF
0%
-$341.56 Events
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Dividends
Dividend Analysis
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| Trades 405 | Longs Won 274/405 67% | Profit Factor 8.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.12M |
| Average Win $344,449.4 | Best Trade (Apr 29) $17.76M | Sharpe Ratio -10.93 |
| Average Loss -$81,707.69 | Worst Trade (Jun 03) -$2.52M | Z-Score 9.47 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w 1d | Expectancy $206,606 |
| 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 | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
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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