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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Berman Capital Advisors, LLC INSTITUTION : Berman Capital Advisors, LLC
Berman Capital Advisors, LLC Portfolio (reported on 2020-05-14)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
iShares Core MSCI EAFE ETF    (ETF) IEFA 34,858,000 698,712 11.23%
Vanguard Large-Cap Index Fund    (ETF) VV 32,708,000 276,188 10.54%
iShares Core S&P Total U.S. Stock Market ETF    (ETF) ISI 16,962,000 296,498 5.46%
iShares Russell 1000 Growth ETF    (ETF) IWF 14,804,000 98,272 4.77%
Vanguard Mid-Cap Index Fund    (ETF) VO 13,454,000 102,205 4.33%
iShares Edge MSCI USA Quality    (ETF) QUAL 11,360,000 140,188 3.66%
Vanguard Total Bond Market Index    (ETF) BND 10,659,000 124,897 3.43%
Vanguard Total International Stock ETF    (ETF) VXUS 10,043,000 239,350 3.23%
SPDR S&P 500 Trust    (ETF) SPY 8,197,000 31,805 2.64%
Vanguard Total Bond Market Index    (ETF) BND 8,147,000 95,467 2.62%
Vanguard Value Index Fund    (ETF) VTV 7,597,000 85,304 2.44%
iShares Core MSCI Emerging Markets ETF    (ETF) IEMG 5,886,000 145,455 1.89%
Vanguard Total Stock Market Index Fund    (ETF) VTI 5,569,000 43,203 1.79%
Apple Inc Com    (Stock) AAPL 5,384,000 21,178 1.73%
Vanguard Total International Stock ETF    (ETF) VXUS 4,645,000 110,702 1.49%
Vanguard FTSE All-World Ex US Index Fund    (ETF) VEU 4,082,000 99,526 1.31%
Vanguard FTSE Developed Markets ETF    (ETF) VEA 3,618,000 108,527 1.16%
Vanguard FTSE Emerging Markets ETF    (ETF) VWO 3,494,000 104,164 1.12%
iShares Core S&P Mid-Cap ETF    (ETF) IJH 3,424,000 23,801 1.10%
Microsoft Corp Com    (Stock) MSFT 2,916,000 18,501 0.94%
Amazon Com Inc Com    (Stock) AMZN 2,722,000 1,397 0.87%
Vanguard Growth Index Fund    (ETF) VUG 2,599,000 16,588 0.83%
Vanguard Mid-Cap Index Fund    (ETF) VO 2,483,000 18,864 0.80%
Rivernorth Marketplace Lending    (CEF) 2,430,000 150,378 0.78%
Vanguard Dividend Appreciation Index Fund    (ETF) VIG 2,309,000 22,347 0.74%
iShares Core MSCI Emerging Markets ETF    (ETF) IEMG 2,218,000 54,823 0.71%
Vanguard Total World Stock Index Fund    (ETF) 2,142,000 34,117 0.69%
Berkshire Hathaway Inc Del Cl B New    (Stock) BRK/B 2,096,000 11,481 0.67%
iShares National Muni Bond ETF    (ETF) MUB 1,703,000 15,077 0.54%
iShares Russell 2000 ETF    (ETF) IWM 1,638,000 14,311 0.52%
Mastercard Inc Cl A    (Stock) MA 1,620,000 6,717 0.52%
iShares MSCI EAFE ETF    (ETF) EFA 1,280,000 23,960 0.41%
iShares Russell Mid-Cap ETF    (ETF) IWR 1,259,000 29,170 0.40%
Alphabet Inc Cap Stk Cl A    (Stock) GOOGL 1,225,000 1,056 0.39%
SPDR Portfolio S&P 400 Mid Cap ETF    (ETF) EMM 1,196,000 47,227 0.38%
iShares MSCI ACWI Ex US Index Fund    (ETF) ACWX 1,185,000 31,479 0.38%
Johnson & Johnson    (Stock) JNJ 1,182,000 9,027 0.38%
JPMorgan Chase & Co Com    (Stock) JPM 1,057,000 11,771 0.34%
iShares Core S&P 500 ETF    (ETF) IVV 1,005,000 3,894 0.32%
Facebook Inc Cl A    (Stock) FB 1,001,000 6,012 0.32%
Procter & Gamble Company    (Stock) PG 906,000 8,248 0.29%
Servicenow Inc Com    (Stock) NOW 894,000 3,126 0.28%
Alphabet Inc Cap Stk Cl C    (Stock) GOOG 868,000 748 0.27%
Alibaba Group Hldg Ltd Sponsored ADS    (ADR) BABA 858,000 4,421 0.27%
iShares Core S&P U.S. Growth ETF    (ETF) IWZ 849,000 14,878 0.27%
Adobe Sys Inc Com    (Stock) ADBE 823,000 2,589 0.26%
iShares Russell 1000 Value ETF    (ETF) IWD 819,000 8,267 0.26%
Merck & Co Inc Com    (Stock) MRK 816,000 10,642 0.26%
iShares Russell Mid-Cap Growth ETF    (ETF) IWP 807,000 6,640 0.26%
Bank Amer Corp Com    (Stock) BAC 795,000 37,517 0.25%
Powershares QQQ Trust, Series 1    (ETF) 780,000 4,101 0.25%
Lamar Advertising Co New Cl A    (REIT) LAMR 772,000 15,071 0.24%
Pfizer Inc Com    (Stock) PFE 771,000 23,658 0.24%
Visa Inc Com Cl A    (Stock) V 770,000 4,789 0.24%
Tortoise North American Pipeline Fund    (ETF) 754,000 55,556 0.24%
iShares Core MSCI EAFE ETF    (ETF) IEFA 745,000 14,960 0.24%
Schwab Emerging Markets Equity ETF    (ETF) SCHE 729,000 35,258 0.23%
JPMorgan Ultra-Short Income ETF    (ETF) 723,000 14,573 0.23%
Exxon Mobil Corp Com    (Stock) XOM 713,000 18,822 0.22%
Vanguard Growth Index Fund    (ETF) VUG 683,000 4,365 0.22%
iShares Russell 3000 ETF    (ETF) IWV 673,000 4,538 0.21%
Blackstone Group L P Com Unit Ltd    (Stock) 646,000 14,191 0.20%
Coca Cola Co Com    (Stock) KO 644,000 14,563 0.20%
Cisco Sys Inc Com    (Stock) CSCO 609,000 15,553 0.19%
Home Depot Inc Com    (Stock) HD 602,000 3,234 0.19%
Verizon Communications Inc.    (Stock) VZ 587,000 10,955 0.18%
iShares S&P Small-Cap 600 Value ETF    (ETF) IJS 560,000 5,607 0.18%
Disney Walt Co    (Stock) DIS 537,000 5,571 0.17%
iShares S&P 500 Growth ETF    (ETF) IVW 518,000 3,139 0.16%
Costco Wholesale Corporation    (Stock) COST 506,000 1,783 0.16%
SPDR S&P Emerging Markets Small Cap ETF    (ETF) EWX 502,000 15,182 0.16%
Docusign Inc.    (Stock) 464,000 5,031 0.14%
Philip Morris Intl Inc Com    (Stock) PM 459,000 6,329 0.14%
Pepsico, Inc.    (Stock) PEP 439,000 3,673 0.14%
Intel Corp Com    (Stock) INTC 439,000 8,131 0.14%
AT&T Inc Com    (Stock) T 415,000 14,281 0.13%
Automatic Data Processing Inc Com    (Stock) ADP 414,000 3,038 0.13%
Netflix Inc Com    (Stock) NFLX 411,000 1,099 0.13%
Jefferies Finl Group Inc COM    (Stock) 399,000 29,246 0.12%
Comcast Corp New Cl A    (Stock) CMCSA 382,000 11,185 0.12%
Unitedhealth Group Inc Com    (Stock) UNH 376,000 1,511 0.12%
Honeywell International Inc.    (Stock) HON 371,000 2,780 0.11%
Unilever N V Ny Shs New    (ADR) UN 349,000 7,203 0.11%
Hilton Worldwide Hldgs Inc Com    (Stock) 335,000 4,921 0.10%
iShares S&P 100 ETF    (ETF) OEF 328,000 2,770 0.10%
iShares Core U.S. Value ETF    (ETF) IWW 316,000 6,854 0.10%
Enterprise Prods Partners L P Com    (Stock) EPD 308,000 21,613 0.09%
Fedex Corp Com    (Stock) FDX 306,000 2,539 0.09%
Wal-Mart Stores Inc Com    (Stock) WMT 306,000 2,697 0.09%
Medtronic Plc SHS    (Stock) MDT 297,000 3,311 0.09%
Thermo Fisher Scientific Inc Com    (Stock) TMO 292,000 1,033 0.09%
Radiant Logistics Inc Com    (Stock) RLGT 280,000 72,525 0.09%
Salesforce Com Inc Com    (Stock) CRM 274,000 1,921 0.08%
Nvidia Corp Com    (Stock) NVDA 272,000 1,040 0.08%
Berkshire Hathaway Inc Del Cl A    (Stock) BRK.A 272,000 1 0.08%
Abbott Labs Com    (Stock) ABT 267,000 3,393 0.08%
US Xpress Enterprises Inc Com Cl A    (Stock) 266,000 79,886 0.08%
Consumer Staples Select Sector SPDR Fund    (ETF) XLP 259,000 4,760 0.08%
Beyond Air Inc Com    (Stock) 258,000 32,300 0.08%
Vanguard REIT ETF    (ETF) VNQ 258,000 3,700 0.08%
Target Corp Com    (Stock) TGT 253,000 2,733 0.08%
Starbucks Corp Com    (Stock) SBUX 250,000 3,826 0.08%
Graphic Packaging Hldg Co Com    (Stock) GPK 250,000 20,627 0.08%
Corning Inc Com    (Stock) GLW 249,000 12,211 0.08%
PayPal Hldgs Inc Com    (Stock) PYPL 246,000 2,578 0.07%
Abbvie Inc Com    (Stock) ABBV 242,000 3,183 0.07%
Chevron Corp New Com    (Stock) CVX 234,000 3,246 0.07%
Lockheed Martin Corp Com    (Stock) LMT 231,000 687 0.07%
Biogen Inc Com    (Stock) BIIB 227,000 719 0.07%
General Mtrs Co Com    (Stock) GM 225,000 10,878 0.07%
iShares 1-3 Year Treasury Bond ETF    (ETF) SHY 224,000 2,587 0.07%
Regions Finl Corp New Com    (Stock) RF 216,000 24,190 0.06%
Fireeye Inc Com    (Stock) FEYE 215,000 20,431 0.06%
Amgen Inc Com    (Stock) AMGN 213,000 1,053 0.06%
Perkinelmer Inc Com    (Stock) PKI 209,000 2,792 0.06%
iShares 7-10 Year Treasury Bond ETF    (ETF) IEF 209,000 1,728 0.06%
Tesla Mtrs Inc Com    (Stock) TSLA 202,000 387 0.06%
Axalta Coating Sys LTD    (Stock) AXTA 202,000 11,744 0.06%
Vanguard Small-Cap Index Fund    (ETF) VB 201,000 1,744 0.06%
Norfolk Southern Corp Com    (Stock) NSC 200,000 1,379 0.06%
Union Pac Corp Com    (Stock) UNP 199,000 1,423 0.06%
Lilly Eli & Co Com    (Stock) LLY 198,000 1,443 0.06%
Bristol Myers Squibb Co Com    (Stock) BMY 196,000 3,525 0.06%
Urban Outfitters, Inc.    (Stock) URBN 193,000 13,673 0.06%
Nextera Energy Inc Com    (Stock) NEE 191,000 803 0.06%
KKR & Co. L P    (Stock) 191,000 8,204 0.06%
DowDuPont Inc. Com    (Stock) 189,000 5,567 0.06%
McDonald's Corp Com    (Stock) MCD 187,000 1,145 0.06%
Crown Castle Intl Corp New Com    (REIT) CCI 186,000 1,306 0.05%
Mondelez Intl Inc Cl A    (Stock) MDLZ 185,000 3,713 0.05%
Nike Inc Cl B    (Stock) NKE 184,000 2,248 0.05%
Apple Hospitality Reit Inc Com New    (REIT) 183,000 20,079 0.05%
Gilead Sciences Inc Com    (Stock) GILD 181,000 2,436 0.05%
Citigroup Inc Com New    (Stock) C 180,000 4,283 0.05%
iShares Russell 2000 Growth ETF    (ETF) IWO 180,000 1,139 0.05%
SPDR Dow Jones International Real Estate ETF    (ETF) RWX 179,000 6,695 0.05%
Williams Cos Inc Com    (Stock) WMB 178,000 12,718 0.05%
Dominion Energy Inc.    (Stock) D 177,000 2,476 0.05%
Martin Marietta Matls Inc Com    (Stock) MLM 177,000 943 0.05%
Albemarle Corp Com    (Stock) ALB 176,000 3,132 0.05%
Hanesbrands Inc Com    (Stock) HBI 174,000 22,270 0.05%
Charter Communications Inc New Cl A    (Stock) CHTR 172,000 397 0.05%
Applied Matls Inc Com    (Stock) AMAT 172,000 3,768 0.05%
Oracle Corp Com    (Stock) ORCL 170,000 3,567 0.05%
Danaher Corp Del Com    (Stock) DHR 169,000 1,225 0.05%
iShares MSCI USA Esg Optimized ETF    (ETF) 164,000 2,863 0.05%
Nextera Energy Partners LP Com Unit Part In    (Stock) NEP 163,000 3,800 0.05%
Becton Dickinson & Co Com    (Stock) BDX 160,000 703 0.05%
CVS Health Corp Com    (Stock) CVS 158,000 2,678 0.05%
International Business Machs Com    (Stock) IBM 150,000 1,363 0.04%
Micron Technology Inc Com    (Stock) MU 150,000 3,606 0.04%
Lions Gate Entmnt Corp Cl B Non Vtg    (Stock) 149,000 26,843 0.04%
Vanguard High Dividend Yield Index Fund ETF Shares    (ETF) VYM 147,000 2,082 0.04%
Boeing Co Com    (Stock) BA 147,000 991 0.04%
Blackrock Inc Com    (Stock) BLK 147,000 335 0.04%
CBS Corp New Cl B    (Stock) 147,000 10,699 0.04%
American Tower Corp New Com    (REIT) AMT 147,000 682 0.04%
Condor Hospitality Tr Inc Com New    (REIT) 147,000 35,994 0.04%
Broadcom Ltd SHS    (Stock) 144,000 611 0.04%
Equifax Inc Com    (Stock) EFX 138,000 1,166 0.04%
Colgate Palmolive Co Com    (Stock) CL 137,000 2,091 0.04%
Energy Transfer Equity L P Com Ut Ltd Ptn    (Stock) ETE 136,000 29,800 0.04%
Lowes Companies, Inc.    (Stock) LOW 134,000 1,573 0.04%
Walgreens Boots Alliance Inc Com    (Stock) WBA 134,000 2,965 0.04%
Slack Technologies Inc Com Cl A    (Stock) 134,000 5,000 0.04%
MSA Safety Inc Com    (Stock) MSA 130,000 1,287 0.04%
Brown Forman Corp Cl A    (Stock) BF.A 130,000 2,545 0.04%
Cigna Corporation Com    (Stock) 129,000 736 0.04%
iShares Russell 2000 Value ETF    (ETF) IWN 129,000 1,580 0.04%
Greensky Inc Cl A    (Stock) 129,000 33,773 0.04%
Dollar Gen Corp New Com    (Stock) DG 128,000 854 0.04%
TJX Cos Inc New Com    (Stock) TJX 126,000 2,661 0.04%
Southern Co Com    (Stock) SO 125,000 2,342 0.04%
Marriott Intl Inc New Cl A    (Stock) MAR 123,000 1,659 0.03%
Ecolab Inc Com    (Stock) ECL 123,000 798 0.03%
iShares S&P Mid-Cap 400 Value ETF    (ETF) IJJ 121,000 1,103 0.03%
Schwab U.S. Large-Cap Value ETF    (ETF) SCHV 121,000 2,755 0.03%
Stryker Corp Com    (Stock) SYK 120,000 732 0.03%
Accenture Plc Ireland SHS Class A    (Stock) ACN 120,000 743 0.03%
Technology Select Sector SPDR Fund    (ETF) XLK 118,000 1,469 0.03%
BB&T Corp Com    (Stock) 116,000 3,799 0.03%
Fortive Corp Com    (Stock) FTV 116,000 2,126 0.03%
Entegris Inc Com    (Stock) ENTG 113,000 2,548 0.03%
United Technologies Corp Com    (Stock) 112,000 1,200 0.03%
Intuit Com    (Stock) INTU 110,000 482 0.03%
Baytex Energy Corp Com    (Stock) BTE 110,000 471,698 0.03%
Duke Energy Corp New Com    (Stock) DUK 110,000 1,381 0.03%
Live Nation Entertainment Inc Com    (Stock) LYV 108,000 2,383 0.03%
Linde Plc Com    (Stock) 107,000 626 0.03%
Intercontinental Exchange Inc Com    (Stock) ICE 107,000 1,337 0.03%
Fidelity Natl Information Svcs Com    (Stock) FIS 107,000 895 0.03%
Texas Instrs Inc Com    (Stock) TXN 106,000 1,070 0.03%
Sherwin Williams Co Com    (Stock) SHW 105,000 234 0.03%
General Electric Co Com    (Stock) GE 104,000 13,257 0.03%
Global Pmts Inc Com    (Stock) GPN 103,000 717 0.03%
Vanguard Small-Cap Value Index Fund    (ETF) VBR 101,000 1,142 0.03%
Edwards Lifesciences Corp Com    (Stock) EW 101,000 546 0.03%
United Parcel Service Inc Cl B    (Stock) UPS 100,000 1,081 0.03%
Oneok Inc New Com    (Stock) OKE 99,000 4,625 0.03%
Sunstone Hotel Invs Inc New Com    (REIT) SHO 99,000 11,469 0.03%
1 2 3 4 5 6 7 8 9 Next >Full Portfolio View
Total Value As 2020-03-31: 310,157,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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