Berman Mc Aleer LLC New Holdings in Q3 2025

Berman Mc Aleer LLC

  • $715 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.56M
New
$42.04 - $45.23 $65.4M - $70.4M
1.56M $70.4B
AGOX
Starboard Invt Tr

ETFs
2.17M
New
$28.93 - $30.85 $62.9M - $67.1M
2.17M $66.8B
DFAI
Dimensional ETF Tr

ETFs
1.73M
New
$34.05 - $36.55 $58.8M - $63.2M
1.73M $62.8B
VOE
Vanguard Mid Cap Value Index F

ETFs
295K
New
$164.63 - $174.58 $48.5M - $51.4M
295K $51.7B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
401K
New
$108.46 - $120.63 $43.5M - $48.4M
401K $47.7B
JGRO
J P Morgan Exchange Traded Fd
439K
New
N/A
439K $41.2B
VTV
Vanguard Value ETF

ETFs
201K
New
$175.51 - $186.57 $35.4M - $37.6M
201K $37.8B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
353K
New
$72.01 - $74.44 $25.4M - $26.3M
353K $26B
FNDX
Schwab Fundamental U S Large C

ETFs
985K
New
$24.38 - $26.34 $24M - $26M
985K $25.9B
IEFA
Ishares Tr

ETFs
174K
New
$81.7 - $87.53 $14.2M - $15.2M
174K $15.2B
IWD
Ishares Russell 1000 Val ETF

ETFs
70K
New
$192.76 - $203.86 $13.5M - $14.3M
70K $14.3B
VTI
Vanguard Total Stock Market Et

ETFs
42.3K
New
$303.93 - $329.86 $12.9M - $13.9M
42.3K $13.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
20.6K
New
$617.65 - $666.84 $12.7M - $13.8M
20.6K $13.8B
RSP
Invesco S&P 500 Equal Weight E

ETFs
64.8K
New
$181.56 - $190.33 $11.8M - $12.3M
64.8K $12.3B
VB
Vanguard Small Cap ETF

ETFs
44.3K
New
$237.58 - $259.17 $10.5M - $11.5M
44.3K $11.3B
FLRG
Fidelity Covington Tr U S Mult

ETFs
277K
New
$35.68 - $38.45 $9.88M - $10.6M
277K $10.6B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
91.1K
New
$100.63 - $112.27 $9.17M - $10.2M
91.1K $10.1B
AAPL
Apple Inc.

Technology
34.7K
New
$202.38 - $256.87 $7.02M - $8.92M
34.7K $8.84B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.2K
New
$567.77 - $614.76 $8.09M - $8.75M
14.2K $8.75B
MSFT
Microsoft Corp

Technology
14.6K
New
$491.09 - $535.64 $7.17M - $7.82M
14.6K $7.56B
IWF
Ishares Russell 1000 Gr ETF

ETFs
15.6K
New
$420.11 - $472.68 $6.56M - $7.38M
15.6K $7.32B
AHH
Armada Hoffler Properties, Inc.

Real Estate
1.02M
New
$6.69 - $7.56 $6.85M - $7.74M
1.02M $7.32B
AON
Aon PLC

Financial Services
18.1K
New
$350.91 - $375.27 $6.36M - $6.8M
18.1K $6.46B
JNJ
Johnson & Johnson

Healthcare
33.5K
New
$155.17 - $185.42 $5.19M - $6.2M
33.5K $6.2B
Fidelity Wise Origin Bitcoin
58.6K
New
N/A
58.6K $5.85B
AMZN
Amazon Com Inc

Consumer Cyclical
25.4K
New
$211.65 - $238.24 $5.38M - $6.06M
25.4K $5.58B
IJK
Ishares S&P Midcap 400 Growth

ETFs
49.8K
New
$91.28 - $97.59 $4.54M - $4.86M
49.8K $4.77B
IVV
Ishares Core S&P 500 ETF

ETFs
5.47K
New
$620.67 - $670.08 $3.4M - $3.67M
5.47K $3.66B
MSI
Motorola Solutions, Inc.

Technology
6.25K
New
$408.73 - $490.3 $2.56M - $3.07M
6.25K $2.87B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
28.8K
New
$92.18 - $95.14 $2.66M - $2.74M
28.8K $2.74B
HD
Home Depot, Inc.

Consumer Cyclical
6.58K
New
$357.4 - $423.42 $2.35M - $2.79M
6.58K $2.67B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.3K
New
$459.11 - $506.91 $2.43M - $2.69M
5.3K $2.67B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.99K
New
$567.09 - $607.37 $2.26M - $2.42M
3.99K $2.38B
IEMG
Ishares Inc

ETFs
34K
New
N/A
34K $2.24B
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.93K
New
$339.37 - $366.46 $2.01M - $2.17M
5.93K $2.17B
NVDA
Nvidia Corp

Technology
10.7K
New
$153.3 - $186.58 $1.64M - $2M
10.7K $2B
V
Visa Inc.

Financial Services
5.74K
New
$332.09 - $358.86 $1.91M - $2.06M
5.74K $1.96B
JPM
Jpmorgan Chase & CO

Financial Services
6.1K
New
$282.78 - $316.06 $1.73M - $1.93M
6.1K $1.93B
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.8K
New
$135.0 - $146.02 $1.73M - $1.87M
12.8K $1.87B
EFA
Ishares Tr Msci Eafe ETF

ETFs
19.4K
New
$87.29 - $93.61 $1.69M - $1.82M
19.4K $1.81B
GOOG
Alphabet Inc.

Communication Services
7.37K
New
$175.16 - $255.24 $1.29M - $1.88M
7.37K $1.8B
AVDE
American Centy ETF Tr Avantis

ETFs
22.3K
New
$73.24 - $79.04 $1.63M - $1.76M
22.3K $1.76B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
13K
New
$122.57 - $132.57 $1.6M - $1.73M
13K $1.69B
IVE
Ishares S&P 500 Value ETF

ETFs
8.08K
New
$194.44 - $206.51 $1.57M - $1.67M
8.08K $1.67B
AFL
Aflac Inc

Financial Services
14.1K
New
$98.09 - $111.7 $1.39M - $1.58M
14.1K $1.58B
KO
Coca Cola CO

Consumer Defensive
23.1K
New
$65.67 - $71.67 $1.52M - $1.66M
23.1K $1.55B
GOOGL
Alphabet Inc.

Communication Services
6.1K
New
$174.36 - $254.72 $1.06M - $1.55M
6.1K $1.48B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
16.6K
New
$78.88 - $85.2 $1.31M - $1.42M
16.6K $1.39B
IBM
International Business Machines Corp

Technology
4.8K
New
$234.77 - $292.47 $1.13M - $1.4M
4.8K $1.35B
Activity Summary
Buys All Purchases 164 New Holdings 164 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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