Berman Mc Aleer LLC Portfolio Holdings

Berman Mc Aleer LLC

  • $715 Billion
  • Q3 2025

Berman Mc Aleer LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $715 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $70.4B, Starboard Invt Tr with a value of $66.8B, Dimensional ETF Tr with a value of $62.8B, Vanguard Mid Cap Value Index F with a value of $51.7B, and Ishares Core S&P Sm Cap ETF with a value of $47.7B.

Examining the 13F form we can see an increase of $715B in the current position value.

Berman Mc Aleer LLC is based out at Timonium, MD

Below you can find more details about Berman Mc Aleer LLC portfolio as well as his latest detailed transactions.

Portfolio value $715 Billion
ETFs: $568 Billion
Technology: $27.1 Billion
Financial Services: $18.5 Billion
Healthcare: $10 Billion
Consumer Cyclical: $9.62 Billion
Real Estate: $9.1 Billion
Industrials: $6.5 Billion
Communication Services: $6.46 Billion
Other: $10.5 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.34T
$8.84 Billion 1.24% of portfolio
34,707
Q3 2025 New
$3.83T
$7.56 Billion 1.06% of portfolio
14,593
Q3 2025 New
$489B
$6.2 Billion 0.87% of portfolio
33,450
Q3 2025 New
$2.54T
$5.58 Billion 0.78% of portfolio
25,418
Q3 2025 New
$635B
$2.67 Billion 0.37% of portfolio
5,303
Q3 2025 New
$392B
$2.67 Billion 0.37% of portfolio
6,581
Q3 2025 New
$495B
$2 Billion 0.28% of portfolio
10,719
Q3 2025 New
$907B
$1.93 Billion 0.27% of portfolio
6,104
Q3 2025 New
$556B
$1.96 Billion 0.27% of portfolio
5,743
Q3 2025 New
$1.69T
$1.8 Billion 0.25% of portfolio
7,371
Q3 2025 New
$297B
$1.55 Billion 0.22% of portfolio
23,147
Q3 2025 New
$1.66T
$1.48 Billion 0.21% of portfolio
6,100
Q3 2025 New
$270B
$1.35 Billion 0.19% of portfolio
4,802
Q3 2025 New
$1.41T
$1.25 Billion 0.17% of portfolio
1,700
Q3 2025 New
$278B
$1.21 Billion 0.17% of portfolio
11,732
Q3 2025 New
$349B
$1.01 Billion 0.14% of portfolio
6,563
Q3 2025 New
$669B
$905 Million 0.13% of portfolio
3,218
Q3 2025 New
$297B
$835 Million 0.12% of portfolio
12,197
Q3 2025 New
$476B
$775 Million 0.11% of portfolio
6,873
Q3 2025 New
$430B
$689 Million 0.1% of portfolio
13,354
Q3 2025 New
$254B
$664 Million 0.09% of portfolio
8,660
Q3 2025 New
$203B
$600 Million 0.08% of portfolio
5,242
Q3 2025 New
$382B
$466 Million 0.07% of portfolio
2,014
Q3 2025 New
$229B
$481 Million 0.07% of portfolio
2,965
Q3 2025 New
$300B
$523 Million 0.07% of portfolio
3,370
Q3 2025 New
$1.4T
$513 Million 0.07% of portfolio
1,154
Q3 2025 New
$862B
$405 Million 0.06% of portfolio
531
Q3 2025 New
$258B
$324 Million 0.05% of portfolio
1,936
Q3 2025 New
$527B
$365 Million 0.05% of portfolio
642
Q3 2025 New
$220B
$291 Million 0.04% of portfolio
2,172
Q3 2025 New
$486B
$270 Million 0.04% of portfolio
225
Q3 2025 New
$309B
$305 Million 0.04% of portfolio
882
Q3 2025 New
$220B
$304 Million 0.04% of portfolio
999
Q3 2025 New
$212B
$300 Million 0.04% of portfolio
3,544
Q3 2025 New
$269B
$203 Million 0.03% of portfolio
1,581
Q3 2025 New
$416B
$212 Million 0.03% of portfolio
229
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $715 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 164 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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