- New Purchases: PFF, IYH, MCHI, IGF, ICLN, NEP, UNIT,
- Added Positions: JPM, PFE, EQX, HROW, IRM, CLNY, HACK, XLY, BME, BGY, DVY,
- Reduced Positions: USMV, SCHP, MBB, DIS, GOOGL, AMZN, VIAC, XLK, VIVEF, BAC, BMY, NEAR, T, C, MYL, DISCA, AAPL, GS, GLW, ENZ, NVDA, IBM, ELR, VZ, STWD, BRK.B, EEMV, IXP, PM, JNJ, XLF, MSFT, TERP,
- Sold Out: XBI, DD, XAR, NWSA, GMRE, TWO,
For the details of Berson & Corrado Investment Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/berson+%26+corrado+investment+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Berson & Corrado Investment Advisors, LLC- Schwab U.S. TIPs (SCHP) - 112,823 shares, 8.86% of the total portfolio. Shares reduced by 17.8%
- iShares MBS ETF (MBB) - 58,845 shares, 8.52% of the total portfolio. Shares reduced by 15.08%
- ishares Gold Trust (IAU) - 304,958 shares, 6.78% of the total portfolio. Shares reduced by 0.3%
- Alphabet Inc (GOOGL) - 3,257 shares, 6.04% of the total portfolio. Shares reduced by 17.46%
- SPDR Select Sector Fund - Technology (XLK) - 40,332 shares, 5.51% of the total portfolio. Shares reduced by 13%
Berson & Corrado Investment Advisors, LLC initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $30.01 and $35.86, with an estimated average price of $34.03. The stock is now traded at around $34.72. The impact to a portfolio due to this purchase was 3.09%. The holding were 68,209 shares as of .
New Purchase: iShares U.S. Healthcare (IYH)Berson & Corrado Investment Advisors, LLC initiated holding in iShares U.S. Healthcare. The purchase prices were between $180.14 and $221.83, with an estimated average price of $210.17. The stock is now traded at around $220.90. The impact to a portfolio due to this purchase was 0.61%. The holding were 2,151 shares as of .
New Purchase: iShares MSCI China ETF (MCHI)Berson & Corrado Investment Advisors, LLC initiated holding in iShares MSCI China ETF. The purchase prices were between $55.21 and $66.92, with an estimated average price of $61.28. The stock is now traded at around $73.20. The impact to a portfolio due to this purchase was 0.59%. The holding were 6,923 shares as of .
New Purchase: iShares Global Infrastructure ETF (IGF)Berson & Corrado Investment Advisors, LLC initiated holding in iShares Global Infrastructure ETF. The purchase prices were between $32.1 and $42.75, with an estimated average price of $37.2. The stock is now traded at around $38.98. The impact to a portfolio due to this purchase was 0.5%. The holding were 9,974 shares as of .
New Purchase: iShares S&P Global Clean Energy Index Fund (ICLN)Berson & Corrado Investment Advisors, LLC initiated holding in iShares S&P Global Clean Energy Index Fund. The purchase prices were between $9.19 and $12.96, with an estimated average price of $11.22. The stock is now traded at around $13.36. The impact to a portfolio due to this purchase was 0.45%. The holding were 27,573 shares as of .
New Purchase: NextEra Energy Partners LP (NEP)Berson & Corrado Investment Advisors, LLC initiated holding in NextEra Energy Partners LP. The purchase prices were between $37.87 and $53.08, with an estimated average price of $48.29. The stock is now traded at around $53.07. The impact to a portfolio due to this purchase was 0.33%. The holding were 4,913 shares as of .
Added: JPMorgan Chase & Co (JPM)Berson & Corrado Investment Advisors, LLC added to a holding in JPMorgan Chase & Co by 275.81%. The purchase prices were between $84.03 and $113.45, with an estimated average price of $94.84. The stock is now traded at around $95.00. The impact to a portfolio due to this purchase was 1.46%. The holding were 16,160 shares as of .
Added: Pfizer Inc (PFE)Berson & Corrado Investment Advisors, LLC added to a holding in Pfizer Inc by 322.24%. The purchase prices were between $31.75 and $38.51, with an estimated average price of $35.78. The stock is now traded at around $34.51. The impact to a portfolio due to this purchase was 1.31%. The holding were 39,923 shares as of .
Added: Equinox Gold Corp (EQX)Berson & Corrado Investment Advisors, LLC added to a holding in Equinox Gold Corp by 54.11%. The purchase prices were between $6.63 and $11.22, with an estimated average price of $8.9. The stock is now traded at around $11.31. The impact to a portfolio due to this purchase was 0.15%. The holding were 30,348 shares as of .
Added: Colony Capital Inc (CLNY)Berson & Corrado Investment Advisors, LLC added to a holding in Colony Capital Inc by 21.64%. The purchase prices were between $1.42 and $3.1, with an estimated average price of $2.16. The stock is now traded at around $2.38. The impact to a portfolio due to this purchase was 0.02%. The holding were 39,383 shares as of .
Sold Out: SPDR Series Trust S&P Biotech (XBI)Berson & Corrado Investment Advisors, LLC sold out a holding in SPDR Series Trust S&P Biotech. The sale prices were between $73.26 and $114.17, with an estimated average price of $98.05.
Sold Out: DuPont de Nemours Inc (DD)Berson & Corrado Investment Advisors, LLC sold out a holding in DuPont de Nemours Inc. The sale prices were between $31.87 and $57.04, with an estimated average price of $46.28.
Sold Out: SPDR S&P Aerospace & Defense (XAR)Berson & Corrado Investment Advisors, LLC sold out a holding in SPDR S&P Aerospace & Defense. The sale prices were between $71.14 and $101.05, with an estimated average price of $82.7.
Sold Out: News Corp (NWSA)Berson & Corrado Investment Advisors, LLC sold out a holding in News Corp. The sale prices were between $8.18 and $13.36, with an estimated average price of $10.66.
Sold Out: Global Medical REIT Inc (GMRE)Berson & Corrado Investment Advisors, LLC sold out a holding in Global Medical REIT Inc. The sale prices were between $8.45 and $12.88, with an estimated average price of $10.86.
Sold Out: Two Harbors Investment Corp (TWO)Berson & Corrado Investment Advisors, LLC sold out a holding in Two Harbors Investment Corp. The sale prices were between $2.42 and $5.88, with an estimated average price of $4.64.
Reduced: iShares Edge MSCI Min Vol USA (USMV)Berson & Corrado Investment Advisors, LLC reduced to a holding in iShares Edge MSCI Min Vol USA by 80.4%. The sale prices were between $51.94 and $64.01, with an estimated average price of $59.26. The stock is now traded at around $61.41. The impact to a portfolio due to this sale was -2.72%. Berson & Corrado Investment Advisors, LLC still held 9,218 shares as of .
Reduced: The Walt Disney Co (DIS)Berson & Corrado Investment Advisors, LLC reduced to a holding in The Walt Disney Co by 36.35%. The sale prices were between $93.88 and $127.28, with an estimated average price of $110.22. The stock is now traded at around $114.43. The impact to a portfolio due to this sale was -1.29%. Berson & Corrado Investment Advisors, LLC still held 17,518 shares as of .
Reduced: Amazon.com Inc (AMZN)Berson & Corrado Investment Advisors, LLC reduced to a holding in Amazon.com Inc by 25%. The sale prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24. The stock is now traded at around $3057.04. The impact to a portfolio due to this sale was -0.84%. Berson & Corrado Investment Advisors, LLC still held 966 shares as of .
Reduced: ViacomCBS Inc (VIAC)Berson & Corrado Investment Advisors, LLC reduced to a holding in ViacomCBS Inc by 36.02%. The sale prices were between $12.43 and $28.51, with an estimated average price of $19.16. The stock is now traded at around $23.69. The impact to a portfolio due to this sale was -0.67%. Berson & Corrado Investment Advisors, LLC still held 63,299 shares as of .
Reduced: Vivendi SA (VIVEF)Berson & Corrado Investment Advisors, LLC reduced to a holding in Vivendi SA by 20.47%. The sale prices were between $20.3 and $26.5, with an estimated average price of $23.1. The stock is now traded at around $26.55. The impact to a portfolio due to this sale was -0.56%. Berson & Corrado Investment Advisors, LLC still held 75,777 shares as of .
Reduced: Bank of America Corp (BAC)Berson & Corrado Investment Advisors, LLC reduced to a holding in Bank of America Corp by 20.71%. The sale prices were between $19.77 and $28.54, with an estimated average price of $23.6. The stock is now traded at around $23.66. The impact to a portfolio due to this sale was -0.55%. Berson & Corrado Investment Advisors, LLC still held 74,976 shares as of .
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