- New Purchases: LUMN, SPLG, GSAH.U, QUAL, BP, AMLP, TSLA, JWS.U, BEP, DMRC, BHTG,
- Added Positions: IAU, BGY, PFE, DISCA, MYL, UNIT, IXP, AQN, HACK, XLY, AAPL, IYH, ICLN, MCHI,
- Reduced Positions: GOOGL, AMZN, C, NEAR, XLK, DIS, EQX, SCHP, VIVEF, STWD, CNOB, MSFT, BAC, EEMV, NEP, NVDA, IBM, HROW, BMY, GS, VIAC, GLW, USMV, XLF, VZ, ENZ, IRM, CLNY,
- Sold Out: ELR, DVY, TERP,
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 STRATEGIC T (SCHP) - 111,531 shares, 8.04% of the total portfolio. Shares reduced by 1.15%
- ISHARES GOLD TRUST (IAU) - 365,468 shares, 7.69% of the total portfolio. Shares added by 19.84%
- iShares MBS ETF (MBB) - 58,445 shares, 7.55% of the total portfolio. Shares reduced by 0.68%
- SELECT SECTOR SPDR (XLK) - 38,400 shares, 5.24% of the total portfolio. Shares reduced by 4.79%
- Alphabet Inc (GOOGL) - 2,635 shares, 4.52% of the total portfolio. Shares reduced by 19.1%
Berson & Corrado Investment Advisors, LLC initiated holding in Lumen Technologies Inc. The purchase prices were between $9.63 and $11.42, with an estimated average price of $10.39. The stock is now traded at around $10.08. The impact to a portfolio due to this purchase was 1.33%. The holding were 113,090 shares as of .
New Purchase: SPDR SERIES TRUST (SPLG)Berson & Corrado Investment Advisors, LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $36.49 and $42.03, with an estimated average price of $38.92. The stock is now traded at around $40.03. The impact to a portfolio due to this purchase was 1.21%. The holding were 26,220 shares as of .
New Purchase: GS Acquisition Holdings Corp II (GSAH.U)Berson & Corrado Investment Advisors, LLC initiated holding in GS Acquisition Holdings Corp II. The purchase prices were between $10.25 and $11.32, with an estimated average price of $10.65. The stock is now traded at around $10.76. The impact to a portfolio due to this purchase was 1.2%. The holding were 91,465 shares as of .
New Purchase: ISHARES TRUST (QUAL)Berson & Corrado Investment Advisors, LLC initiated holding in ISHARES TRUST. The purchase prices were between $96.43 and $110.16, with an estimated average price of $102.38. The stock is now traded at around $105.59. The impact to a portfolio due to this purchase was 1.08%. The holding were 8,887 shares as of .
New Purchase: BP PLC (BP)Berson & Corrado Investment Advisors, LLC initiated holding in BP PLC. The purchase prices were between $17.46 and $24.26, with an estimated average price of $21.66. The stock is now traded at around $17.03. The impact to a portfolio due to this purchase was 1.07%. The holding were 52,355 shares as of .
New Purchase: ALPS ETF TRUST (AMLP)Berson & Corrado Investment Advisors, LLC initiated holding in ALPS ETF TRUST. The purchase prices were between $19.5 and $25.23, with an estimated average price of $22.81. The stock is now traded at around $20.48. The impact to a portfolio due to this purchase was 0.84%. The holding were 36,076 shares as of .
Added: Blackrock Enhanced International Dividend Trust (BGY)Berson & Corrado Investment Advisors, LLC added to a holding in Blackrock Enhanced International Dividend Trust by 93.19%. The purchase prices were between $5.17 and $5.56, with an estimated average price of $5.39. The stock is now traded at around $5.35. The impact to a portfolio due to this purchase was 0.41%. The holding were 136,286 shares as of .
Added: Pfizer Inc (PFE)Berson & Corrado Investment Advisors, LLC added to a holding in Pfizer Inc by 21.63%. The purchase prices were between $33.46 and $39.26, with an estimated average price of $36.91. The stock is now traded at around $36.47. The impact to a portfolio due to this purchase was 0.37%. The holding were 48,558 shares as of .
Added: Discovery Inc (DISCA)Berson & Corrado Investment Advisors, LLC added to a holding in Discovery Inc by 29.34%. The purchase prices were between $19.25 and $24.27, with an estimated average price of $21.84. The stock is now traded at around $22.19. The impact to a portfolio due to this purchase was 0.33%. The holding were 57,795 shares as of .
Added: Mylan NV (MYL)Berson & Corrado Investment Advisors, LLC added to a holding in Mylan NV by 21.83%. The purchase prices were between $14.21 and $17, with an estimated average price of $15.96. The stock is now traded at around $14.91. The impact to a portfolio due to this purchase was 0.25%. The holding were 81,924 shares as of .
Added: Uniti Group Inc (UNIT)Berson & Corrado Investment Advisors, LLC added to a holding in Uniti Group Inc by 71.02%. The purchase prices were between $8.87 and $10.54, with an estimated average price of $9.68. The stock is now traded at around $10.41. The impact to a portfolio due to this purchase was 0.22%. The holding were 43,777 shares as of .
Sold Out: SPDR Russell 1000 ETF (ELR)Berson & Corrado Investment Advisors, LLC sold out a holding in SPDR Russell 1000 ETF. The sale prices were between $86.92 and $86.92, with an estimated average price of $86.92.
Sold Out: iShares Select Dividend ETF (DVY)Berson & Corrado Investment Advisors, LLC sold out a holding in iShares Select Dividend ETF. The sale prices were between $76.54 and $85.72, with an estimated average price of $82.52.
Sold Out: TerraForm Power Inc (TERP)Berson & Corrado Investment Advisors, LLC sold out a holding in TerraForm Power Inc. The sale prices were between $18.67 and $21.81, with an estimated average price of $20.13.
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