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
AVUS
American Centy ETF Tr Avantis

ETFs
4.05K
New
$101.2 - $109.16 $410K - $442K
4.05K $440M
Ge Vernova Inc
711
New
N/A
711 $437M
NEE
Nextera Energy Inc

Utilities
5.49K
New
$69.77 - $77.54 $383K - $426K
5.49K $414M
LLY
Eli Lilly & CO

Healthcare
531
New
$625.65 - $812.69 $332K - $432K
531 $405M
AOA
Ishares Tr Core Aggressive All

ETFs
4.51K
New
$82.71 - $88.14 $373K - $397K
4.51K $397M
CEG
Constellation Energy Corp

Utilities
1.19K
New
$298.82 - $354.89 $357K - $424K
1.19K $393M
ALL
Allstate Corp

Financial Services
1.76K
New
$192.0 - $214.65 $339K - $379K
1.76K $380M
MA
Mastercard Inc

Financial Services
642
New
$550.18 - $598.96 $353K - $385K
642 $365M
WHR
Whirlpool Corp

Consumer Cyclical
4.63K
New
$77.47 - $110.59 $359K - $512K
4.63K $364M
DFIS
Dimensional ETF Tr Dimensional

ETFs
11.3K
New
$29.65 - $31.77 $336K - $360K
11.3K $359M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.26K
New
$36.04 - $38.78 $334K - $359K
9.26K $357M
TROW
Price T Rowe Group Inc

Financial Services
3.41K
New
$98.67 - $111.52 $336K - $380K
3.41K $349M
STX
Seagate Technology Holdings PLC

Technology
1.48K
New
$142.01 - $236.06 $209K - $348K
1.48K $349M
MO
Altria Group, Inc.

Consumer Defensive
5.18K
New
$57.75 - $67.68 $299K - $351K
5.18K $348M
IYW
Ishares Dj Us Tech ETF

ETFs
1.78K
New
$171.38 - $197.01 $304K - $350K
1.78K $348M
BSY
Bentley Systems Inc

Technology
6.7K
New
$51.48 - $58.72 $345K - $393K
6.7K $345M
OKE
Oneok Inc

Energy
4.58K
New
$71.36 - $83.47 $327K - $382K
4.58K $334M
QQQ
Invesco Qqq Trust, Series 1

ETFs
551
New
$546.99 - $602.2 $301K - $332K
551 $331M
A
Agilent Technologies, Inc.

Healthcare
2.52K
New
$112.04 - $128.75 $283K - $325K
2.52K $324M
RTX
Raytheon Technologies Corp

Industrials
1.94K
New
$144.19 - $167.33 $279K - $324K
1.94K $324M
PEP
Pepsico Inc

Consumer Defensive
2.27K
New
$133.81 - $152.16 $304K - $346K
2.27K $319M
SCHX
Schwab Strategic Tr Us Large C

ETFs
12K
New
$24.46 - $26.5 $294K - $318K
12K $316M
UNH
Unitedhealth Group Inc

Healthcare
882
New
$237.77 - $353.61 $210K - $312K
882 $305M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.83K
New
$60.9 - $70.75 $294K - $342K
4.83K $304M
MCD
Mcdonalds Corp

Consumer Cyclical
999
New
$291.67 - $316.99 $291K - $317K
999 $304M
LDOS
Leidos Holdings, Inc.

Technology
1.61K
New
$159.2 - $188.96 $256K - $303K
1.61K $303M
MRK
Merck & Co., Inc.

Healthcare
3.54K
New
$77.6 - $87.37 $275K - $310K
3.54K $300M
VGT
Vanguard Information Technolog

ETFs
400
New
$656.44 - $753.15 $263K - $301K
400 $299M
C
Citigroup Inc

Financial Services
2.93K
New
$85.57 - $103.49 $251K - $303K
2.93K $297M
ABT
Abbott Laboratories

Healthcare
2.17K
New
$120.51 - $136.62 $262K - $297K
2.17K $291M
ADI
Analog Devices Inc

Technology
1.18K
New
$220.68 - $255.63 $260K - $301K
1.18K $290M
VLO
Valero Energy Corp

Energy
1.69K
New
$131.77 - $175.63 $223K - $297K
1.69K $288M
REET
Ishares Global Reit ETF

ETFs
11K
New
$24.45 - $25.91 $269K - $285K
11K $281M
INTU
Intuit Inc

Technology
403
New
$646.03 - $807.39 $260K - $325K
403 $275M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.69K
New
$100.16 - $100.7 $269K - $271K
2.69K $271M
NFLX
Netflix Inc

Communication Services
225
New
$1147.87 - $1297.18 $258K - $292K
225 $270M
PFE
Pfizer Inc

Healthcare
10K
New
$23.29 - $25.88 $233K - $259K
10K $255M
MMM
3 M CO

Industrials
1.61K
New
$144.41 - $160.2 $232K - $257K
1.61K $249M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.7K
New
$65.64 - $78.22 $243K - $289K
3.7K $248M
IWV
Ishares Russell 3000 ETF

ETFs
632
New
$351.04 - $379.81 $222K - $240K
632 $239M
TRV
Travelers Companies, Inc.

Financial Services
848
New
$250.62 - $279.43 $213K - $237K
848 $237M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
597
New
$366.54 - $479.53 $219K - $286K
597 $234M
DVY
Ishares Tr

ETFs
1.63K
New
$133.88 - $142.57 $218K - $232K
1.63K $231M
PEG
Public Service Enterprise Group Inc

Utilities
2.67K
New
$79.99 - $90.14 $214K - $241K
2.67K $223M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.41K
New
$60.01 - $65.01 $205K - $222K
3.41K $222M
ALE
Allete Inc

Utilities
3.33K
New
$62.45 - $66.45 $208K - $221K
3.33K $221M
Lionsgate Studios Corp
31.8K
New
N/A
31.8K $219M
INTC
Intel Corp

Technology
6.54K
New
$19.31 - $35.5 $126K - $232K
6.54K $219M
HOUS
Anywhere Real Estate Inc.

Real Estate
20.6K
New
$3.64 - $10.94 $74.9K - $225K
20.6K $218M
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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