Berman Capital Advisors, LLC Buys Vanguard Large Cap ETF, Apple Inc, Amazon.com Inc, Sells S&P 500 ETF TRUST ETF, Vanguard Total Bond Market ETF, Simmons First National Corp

• New Purchases: LIT, PLTR, TWNK, 9MW, PDM, WCLD, FRME, WD5A, FUL, CPSR, SASR, CBLAQ, BANF, MCBC, JPIN, TTGT, PAAS, VCEL, TRIP, CDNA, EDIT, TRI, SBS, BAP, CLF, HCM, MJ, EBR.B, EXPI, ENIC, GLT, RETA, CROX, EVBG, ACB, HCSG, IRTC, RCM, MSTR, ARGX, APPN, PLYM, GLUU, MDB, SCHG, NTR, SCHE, CDLX, CELH, SCHC, SMAR, HSTM, HUYA, MRTX, CWK, ARVN, ESTC, HTHT, BOOT, COR, OFC, KOD, FATE, TW, IRBT, MDYG, DOYU, TXG, LAD, BILL, TIMB, APO, VNET, DNMR, CLOV, LMND, CBZ, JAMF, JAMF, RKT, SUZ, AMWL, ATHA, AIT, LUNG, DRH, STTK, DAR, EBC, LU, CLII, LOKB, CGNT, CGNT, TCOM, BNL, LGND, SYX, TGTX, SID, CG, FTI, CRK, BDN, DENN, CWCO, SM, DQ, TPH, APPS, SEAS, NWS, FOXF, TRS, FNDF, EC, SHYG, SNBR, KTOS, TDC, VRNS, SXI, ITCI, EGHT, LFC, BVN, AMPH, CYRX, AXON, CGC, CCS, AM, COLM, ACAD, WK, SFE, DDD, CBB, LYG, SEDG, UFPT, ARKK, U, AT, STAA, FMX, BRKL, PEN, WMS, NVCR,
• Added Positions: VV, IEFA, AAPL, AMZN, QUAL, GLD, VO, PTON, MSFT, VT, VEU, TSLA, DIS, WBA, IVV, VTEB, SQ, GOOGL, UBER, PYPL, PG, REGN, FB, DVN, WYNN, KO, IFF, EXPE, GOOG, NFLX, PGR, SNOW, NVDA, DE, LYV, HD, PLAN, VXUS, CSCO, T, BAC, XOM, QQQ, FDX, SHW, TWLO, AVGO, JPM, UNH, JNJ, COST, INTC, MDT, MRK, ALL, LGF.B, PEP, ADBE, TCDA, VB, NEE, LIN, WAB, LLY, V, PXD, ABBV, GE, CI, WFC, CRM, TMO, CVX, ORCL, VWO, TXN, PFE, CAT, AMGN, C, ABT, PRU, HPE, CPT, EBAY, DG, MNST, HCA, GS, LBAI, GIS, OXY, TFC, UPS, MLI, CME, THG, PCAR, HES, EL, PLD, MCK, SBAC, URI, STLD, EMR, BL, FCF, VRTX, CTSH, SJM, EW, BK, CB, TT, FND, F, USB, BAX, RDFN, VRSK, BKI, ROIC, FTNT, LUMN, CNC, FISV, ORLY, INTU, NEM, CSX, GNRC, LEN, SLB, CVS, VFC, AMP, BRO, BA, CMS, HLT, UDR, ESE, FR, HBI, KKR, CTVA, GM, ITT, BKNG, NLSN, FIS, LZB, MU, FCX, CMG, SKX, IAC, PWR, PNM, IWP, TOWN, FMBI, CATY, ZNGA, HZNP, CSGP, SPLK, MAA, LHX, PSX, AMT, EPAM, MCO, ACN, OMC, KR, AES, BLL, CMI, EOG, SPGI, ZTS, ALE, ZBH, ROK, SYK, QCOM, TMUS, RMD, ISRG, DFS, MCD, ICE, TPR, COF, AMD, ADSK, MSI, FRPT, CHTR, MTD, OKE, ROST, ECL, KMX, MCHP, IDXX, BUSE, MPWR, COP, DHR, OGS, WMT, IBM, RTX, TGT, MMM, KLAC, HPQ, GILD, AMAT, ADI, TDG, HUM, VIG, SYF, ETN, TRMB, LNT, AXTA, IT, IDA, LRCX, LFUS, UVSP, PM, PH, EQIX, BMY, MO, A, NWE, LOW, ON, CL, AIG, WRK, BLK, Z, PODD, MMC, ARE, CUBE, GPN, UAA, SEE, GFI, IDCC, OMF, IONS, HUBB, LOGI, SJR, WLTW, VMC, AKAM, FLT, TTWO, STX, DISCK, WSM, BGNE, ABB, DXCM, CHH, LVS, WSO, SHG, TM, CRH, RDS.A, GPS, YUM, ODFL, UA, BSX, FFIV, SHO, ABR, NTLA, AEE, PPG, CCL, VTR, AVB, PBH, SAM, STT, CLX, CMA, DRE, GIL, PAYX, HRL, PBCT, EQR, FHB, WAT, SNY, FRC, ITW, TYL, EXAS, YUMC, GL, DEO, LW, ALK, IIPR, PK, HWM, WBK, NLOK, DVA, UNM, SON, PENN, VALE, INVH, MRO, VIAV, TAK, DXC, KMB, AYX, TAP, OKTA, TEL, FE, CVNA, JOBS, XEL, BP, SU, GPMT, IOVA, ADP, JBGS, CTT, IBN, INFY, BHP, SO, ROKU, ABC, BDX, SCHA, KEY, BTI, LH, SCHB, SCHF, WHR, IRDM, AMH, TREX, SAIL, AON, BAND, AJG, DNLI, CVE, PEB, PNW, BBVA, LECO, RCKT, UTHR, COLD, SCCO, EXC, CHT, JHX, PCG, ZS, DBX, HAL, STZ, IQ, ST, ASX, CDAY, VLO, DOCU, DISCA, INSP, CNQ, AVLR, EPRT, MAS, NI, SPG, GRMN, SONO, PDD, ASR, RC, UPWK, GH, OVV, NET, ALGN, EQC, MSCI, TWST, GGB, MRNA, TME, DELL, HIW, HST, KIM, PSA, REG, VNO, FIBK, HOG, BAM, CCOI, DLTR, GIB, SWAV, FOXA, RCL, RE, SWK, FOX, WELL, DOW, LYFT, ARR, UAL, PINS, MNRL, CAG, LXP, LYB, VOO, BYND, PACB, AZN, CS, ARW, FITB, ILMN, AVTR, TAL, CRWD, CHWY, GO, IPHI, GMAB, GOTU, APD, DDOG, INN, SUI, HOLX, HALO, SPT, FMS, OTEX, HII, RGEN, DUK, DLR, XRX, CARR, NUAN, SYY, POR, NARI, HNP, MTCH, CZR, RBC, ETR, BEPC, ERIC, LAND, MPC, PNFP, ALXN, FNB, LSTR, APTS, TEAM, VTRS, FNV, ERIE, FBHS, PCRX, NVAX, XYL, APTV, VWTR, TSCO, EA, HSY, POST, SIVB, VIPS, ENPH, BBL, LNG, IRM, ZBRA, ESLT, MSB, RL, AAL, HTA, REGI, SAN, SRPT, CNO, PANW, MDLZ, PNR, WDAY, FANG, WEX, JCI, CP, RH, TKR, BCS, CAJ, CX, DB, HSBC, HMC, ING, MGA, NVS, PHG, RY, SNP, TEF, TOT, YY, KSU, SLG, EXPD, KMI, MHK, NTRS, GT, ENB, WDC, ADM, WPP, MOS, NGG, MFC, NCLH, CONE, CW, PTC, WST, WTI, IVZ, CE, M, TSM, EDU, ALG, CXP, ATR, CHD, FDS, FWRD, NBIX, LB, GRFS, TMHC, KAMN, MGM, MOH, TPX, ENTA, DOV, APA, NWSA, REXR, NOK, XLRN, FEYE, VEDL, NTAP, BURL, ESRT, SWKS, WIX, TWTR, ABEV, LULU, UBS, SITE, LADR, ARMK, MASI, RIO, CTAS, AWI, RIG, ADS, CRL, JNPR, MKC, NOC, DRI, RSG, SGEN, MDC, ICUI, ENIA, IP, HIG, CPB, MXIM, KEP, EXR, PUK, COUP, MS, DX, CCU, BKR, BBY, AXP, SF, OTIS, ALLY, PAYC, WB, TXRH, FIVN, QDEL, KB, LPL, QGEN, WMB, WRI, ZEN, ZION, ANET, CNI, CHKP, INFO, IX, TLK, SKM, TTM, TS, TRP, WIT, ARWR, GLOB, CTLT, HQY, TNDM, IPGP, CFG, VEC, W, KEYS, LBRDK, ABMD, BUD, SNR, AMED, PLUG, ASB, BCC, BWA, CHRW, CR, CREE, MC, MKTX, FLS, GVA, QSR, QRVO, NRG, PZZA, ROP, SNPS, PNC, SHAK, D, AWK, TRV, LNC, GDDY, FCN, RDS.B, ETSY, VIRT, GLPG, VOD, PKX, WING, RYN, BNS, TRU, NVO, SAP, BIO, TDOC, RELX, NTRA, NDAQ, SCHW, BIDU, XRAY, OLLI, TD, RUN, CBRE, DISH, RJF, Y,
• Reduced Positions: SPY, BND, VEA, IWF, BRK.B, VUG, VIAC, VTI, MA, ONEM, VTV, ALB, DD, IWM, SBUX, GSKY, FSLY, IEMG, BX, IJH, SHM, IWN, UL, EFX, IWO, VEEV, IVE, CHGG, IVW, UNP, GSK, EPD, MAR, FTV, SUB, AVT, GLW, ATO, WY, VNQI, BF.A, WORK, ASML, NOW, DHI, RLI, JD, TRUP, TROW, LUV, AZO, EFA, CERN, ROL, SRE, NRIM, ORI, CHDN, ALNY, ANTM, BHB, WM, SFL, SMG, TDY, TLRY, TLRY, JJSF, PRGO, MSA, CVBF, SEIC, KNSL, AAP, POOL, HBNC, AGNC, ASIX, MTH, NDSN, WNEB, ANAT, HMN, NVR, LEG, BLUE, VST, VZ, SNAP, GNTY, PCSB, ATUS, FICO, COO, RYTM, SCHX, IQV, JKHY, GPK, FHN, PEAK, WH, DTE, CVCY, EVRG, FNHC, KDP, AVY, EGBN, EXPO, MUR, AZPN, ELAN, HTLD, CPRT, SWN, URBN, REZI, DECK, ITUB, ENV, HR, NXPI, NSC, OGE, BXP, FRT, AU, THO, APH, BSRR, ZM, WU, REX, TER, DT, HAS, FISI, LDOS, PPL, LSI, VIACA, DEI, AER, RDY, INCY, BIPC, MSGE, AMSF, ACI, AEP, BEKE, BF.B, ZG, CHE, BMRN, NUS, STBA, BRKR, NJR, FSLR, CNXC, AIRC, GWRE, MTDR, K, MOFG, PFPT, INGR, BKH, FIVE, FMC, HTBK, WRE, WPC, MET, MLM, PFS, WDFC, STM, CSGS, OC, IBKR, COG, LII, NWN, RRC, FMNB, ANSS, SBCF, VRSN, BFAM, GD, AME, DGX, CTXS, LEN.B, CDW, XLNX, RNG, ALLE, FHI, RNR, VMW, DCI, FLIR, GLYC, MKL, BC, TJX, LMNR, RVNC, TEVA, SPPI, MEI, QTWO, GRUB, WWD, IBCP, TSN, BEN, PHI, AEM, MELI, UMC, BRG, WLDN, IJJ, CDK, HUBS, AWR, PRAH, NNN, DAL, FAF, GATX, JRVR, NVEC, RGLD, WRB, GOLD, STL, BPMC, NVTA, SHOP, ELS, CC, BWXT, INVA, LILAK, LILA, ATVI, CCI, WEC, DPZ, RACE,
• Sold Out: SFNC, SPMD, WPX, NEWR, USMV, XLU, PE, TNL, NVG, TIF, MRVL, USRT, SHY, HAE, IWS, EVOP, STLA, AVNS, VSS, FIT, LOB, SBBP, ACIA, RWX, EMB, FTCH, IJR, GTXMQ, PAE, CIH, IMVT, BRP, BIGC, ORRF, FRST, ATNI, CEO, CASS, CEA, CHL, CHU, FCBC, MDU, NP, OSBC, QUOT, CNXN, PKBK, SINA, TKC, WIW, GSAT, CXO, VRTU, BEAT, AMC, NGHC,

For the details of Berman Capital Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/berman+capital+advisors%2C+llc/current-portfolio/portfolio

1. Vanguard Large Cap ETF (VV) - 472,793 shares, 18.48% of the total portfolio. Shares added by 22.42%
2. BTC iShares Core MSCI EAFE ETF (IEFA) - 799,784 shares, 12.15% of the total portfolio. Shares added by 12.25%
3. Vanguard Mid-Cap ETF (VO) - 111,210 shares, 5.19% of the total portfolio. Shares added by 6.01%
4. BTC iShares MSCI USA Quality Factor ETF (QUAL) - 188,266 shares, 4.84% of the total portfolio. Shares added by 8.23%
5. iShares Russell 1000 Growth ETF (IWF) - 90,262 shares, 4.63% of the total portfolio. Shares reduced by 6.26%

Berman Capital Advisors, LLC initiated holding in Global X Lithium & Battery Tech ETF. The purchase prices were between $55.15 and $74.31, with an estimated average price of $65.34. The stock is now traded at around $59.502000. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,099 shares as of 2021-03-31.

Berman Capital Advisors, LLC initiated holding in Palantir Technologies Inc. The purchase prices were between $21.73 and $39, with an estimated average price of $27.5. The stock is now traded at around $18.910000. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,635 shares as of 2021-03-31.

Berman Capital Advisors, LLC initiated holding in Capstar Special Purpose Acquisition Corp. The purchase prices were between $9.74 and $10.78, with an estimated average price of $10.25. The stock is now traded at around $9.830000. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,000 shares as of 2021-03-31.

Berman Capital Advisors, LLC initiated holding in Sandy Spring Bancorp Inc. The purchase prices were between $31.71 and $44.6, with an estimated average price of $37.98. The stock is now traded at around $46.980000. The impact to a portfolio due to this purchase was 0.01%. The holding were 724 shares as of 2021-03-31.

Berman Capital Advisors, LLC initiated holding in Wisdom Tree Cloud Computing Fund. The purchase prices were between $46.25 and $60.4, with an estimated average price of $53.48. The stock is now traded at around $45.190000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,000 shares as of 2021-03-31.

Berman Capital Advisors, LLC initiated holding in BancFirst Corp. The purchase prices were between $57.63 and $77.22, with an estimated average price of $66.18. The stock is now traded at around $72.440000. The impact to a portfolio due to this purchase was 0.01%. The holding were 425 shares as of 2021-03-31.

Berman Capital Advisors, LLC added to a holding in Vanguard Large Cap ETF by 22.42%. The purchase prices were between $172.81 and $185.58, with an estimated average price of $180.66. The stock is now traded at around $190.620000. The impact to a portfolio due to this purchase was 3.38%. The holding were 472,793 shares as of 2021-03-31.

Berman Capital Advisors, LLC added to a holding in Apple Inc by 66.35%. The purchase prices were between $116.36 and $143.16, with an estimated average price of $128.47. The stock is now traded at around $123.050000. The impact to a portfolio due to this purchase was 0.87%. The holding were 84,444 shares as of 2021-03-31.

Berman Capital Advisors, LLC added to a holding in Amazon.com Inc by 45.22%. The purchase prices were between $2951.95 and $3380, with an estimated average price of $3171.97. The stock is now traded at around $3160.355000. The impact to a portfolio due to this purchase was 0.57%. The holding were 2,823 shares as of 2021-03-31.

Berman Capital Advisors, LLC added to a holding in SPDR Gold Shares ETF by 1425.79%. The purchase prices were between $157.49 and $182.87, with an estimated average price of $168.06. The stock is now traded at around $171.020000. The impact to a portfolio due to this purchase was 0.32%. The holding were 10,177 shares as of 2021-03-31.

Berman Capital Advisors, LLC added to a holding in Peloton Interactive Inc by 218.67%. The purchase prices were between $101.35 and $167.42, with an estimated average price of $133.02. The stock is now traded at around $88.345000. The impact to a portfolio due to this purchase was 0.23%. The holding were 14,219 shares as of 2021-03-31.

Berman Capital Advisors, LLC added to a holding in Vanguard Total World Stock ETF by 35.59%. The purchase prices were between $91.81 and $98.45, with an estimated average price of $95.94. The stock is now traded at around $99.670000. The impact to a portfolio due to this purchase was 0.18%. The holding were 33,321 shares as of 2021-03-31.

Berman Capital Advisors, LLC sold out a holding in Simmons First National Corp. The sale prices were between $21.65 and $32.71, with an estimated average price of $28.09.

Berman Capital Advisors, LLC sold out a holding in SPDR Portfolio S&P 400 Mid Cap ETF. The sale prices were between $39.68 and $46.97, with an estimated average price of $43.78.

Berman Capital Advisors, LLC sold out a holding in . The sale prices were between $8.32 and $9.43, with an estimated average price of $9.03.

Berman Capital Advisors, LLC sold out a holding in BTC iShares MSCI USA Min Vol Factor ETF. The sale prices were between $64.92 and $69.88, with an estimated average price of $67.36.

Berman Capital Advisors, LLC sold out a holding in New Relic Inc. The sale prices were between $55.87 and $80.77, with an estimated average price of $66.42.

Berman Capital Advisors, LLC sold out a holding in Utilities Select Sector SPDR ETF. The sale prices were between $57.93 and $64.15, with an estimated average price of $61.64.