Back to Berman McAleer LLC

Berman McAleer LLC

All holdings · as of Dec 31, 2025

162 positions

CompanyClassValueShares% of portfolio
NIO Inc.NIOADR$127.5K25,0000.0%
Anywhere Real Estate Inc$145.7K10,2910.0%
Immuneering CorpIMRXCommon Stock$164.5K25,0000.0%
DNP SELECT INCOME FUND INCDNPClosed-End Fund$178.0K17,8210.0%
Kenvue Inc.$198.4K11,5000.0%
QUALCOMM INC/DE$200.5K1,1720.0%
VANGUARD WORLD FD$203.3K5160.0%
EA SERIES TRUST$204.9K1,7800.0%
INCYTE CORP$208.4K2,1100.0%
TJX Cos Inc/The$210.6K1,3710.0%
Netflix Inc$211.0K2,2500.0%
INVESCO EXCH TRADED FD TR II$212.0K4,5720.0%
PUBLIC SERVICE ENTERPRISE GROUP INC$214.6K2,6730.0%
S&P Global Inc.$215.8K4130.0%
PayPal Holdings, Inc.$216.0K3,7000.0%
NOVARTIS AG$218.0K1,5810.0%
AMGEN INC$220.0K6720.0%
ISHARES TR$228.9K3,4100.0%
ISHARES TR$229.8K1,6280.0%
INTEL CORP$239.2K6,4830.0%
SPDR GOLD TR$239.8K6050.0%
TRAVELERS COMPANIES, INC.$246.0K8480.0%
3M CO$250.9K1,5670.0%
PFIZER INC$252.5K10,1400.0%
VERTEX PHARMACEUTICALS INC / MA$252.5K5570.0%
BENTLEY SYSTEMS INC$255.7K6,7000.0%
FIDELITY COVINGTON TRUST$263.4K7,2010.0%
ABBOTT LABORATORIES$265.9K2,1220.0%
INTUIT INC.$267.6K4040.0%
Mondelez International, Inc.$271.8K5,0500.0%
MCDONALD'S CORP$272.6K8920.0%
Valero Energy Corp$275.6K1,6930.0%
Leidos Holdings Inc$284.5K1,5770.0%
Lionsgate Studios Corp.$290.4K31,8040.0%
UNITEDHEALTH GROUP INC$294.1K8910.0%
ALTRIA GROUP, INC.$300.1K5,2050.0%
VANGUARD WORLD FD$301.5K4000.0%
ANALOG DEVICES INC$319.7K1,1790.0%
SCHWAB STRATEGIC TR$323.2K12,0120.0%
Merck & Co., Inc.$332.4K3,1580.0%
Whirlpool Corp$334.3K4,6340.0%
AT&T INC.$334.5K13,4670.0%
CITIGROUP INC$336.1K2,8810.0%
ONEOK Inc$336.6K4,5800.0%
Agilent Technologies Inc$343.2K2,5220.0%
ALLSTATE CORP$347.2K1,6680.0%
T Rowe Price Group Inc$348.6K3,4050.0%
RTX Corp$349.4K1,9050.0%
INVESCO QQQ TR$352.6K5740.0%
ISHARES TR$354.4K1,7750.0%
← PrevPage 1 of 4Next →