Berson & Corrado Investment Advisors, LLC Buys iShares U.S. Preferred Stock, JPMorgan Chase, Pfizer Inc, Sells iShares Edge MSCI Min Vol USA, The Walt Disney Co, Amazon.com Inc

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Jul 07, 2020
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New York, NY, based Investment company Berson & Corrado Investment Advisors, LLC (Current Portfolio) buys iShares U.S. Preferred Stock, JPMorgan Chase, Pfizer Inc, iShares U.S. Healthcare, iShares MSCI China ETF, sells iShares Edge MSCI Min Vol USA, The Walt Disney Co, Amazon.com Inc, SPDR Series Trust S&P Biotech, ViacomCBS Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Berson & Corrado Investment Advisors, LLC. As of 2020Q2, Berson & Corrado Investment Advisors, LLC owns 61 stocks with a total value of $76 million. These are the details of the buys and sells.

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
  1. Schwab U.S. TIPs (SCHP) - 112,823 shares, 8.86% of the total portfolio. Shares reduced by 17.8%
  2. iShares MBS ETF (MBB) - 58,845 shares, 8.52% of the total portfolio. Shares reduced by 15.08%
  3. ishares Gold Trust (IAU) - 304,958 shares, 6.78% of the total portfolio. Shares reduced by 0.3%
  4. Alphabet Inc (GOOGL) - 3,257 shares, 6.04% of the total portfolio. Shares reduced by 17.46%
  5. SPDR Select Sector Fund - Technology (XLK) - 40,332 shares, 5.51% of the total portfolio. Shares reduced by 13%
New Purchase: iShares U.S. Preferred Stock (PFF)

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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