- New Purchases: IUSB, VIA, VNQ, GLPI, HON,
- Added Positions: BGY, LUMN, IGF, ICLN, PFE, DPG, IXP, IYH, QUAL, IVV, BP, NEE, XLF, XLY,
- Reduced Positions: DIS, SCHP, GOOGL, XLK, IAU, MBB, VIAC, AMZN, GLW, T, UNIT, PFF, BAC, JPM, STWD, BMY, DISCA, AAPL, GSAH.U, EEMV, VZ, EQX, BEP, GS, ENZ, NVDA, AQN, NEAR, IRM, HROW, CLNY, DMRC, SPLG, USMV, GENC,
- Sold Out: VIVEF, C, AMLP, MCHI, TSLA, JWS.U, KYN, BHTG,
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- iShares Core Total USD Bond Market ETF (IUSB) - 142,386 shares, 7.99% of the total portfolio. New Position
- CSIM Schwab U.S. Tips ETF (SCHP) - 106,811 shares, 6.82% of the total portfolio. Shares reduced by 4.23%
- BTC iShares Gold Trust (IAU) - 354,240 shares, 6.60% of the total portfolio. Shares reduced by 3.07%
- iShares MBS ETF (MBB) - 56,719 shares, 6.42% of the total portfolio. Shares reduced by 2.95%
- SSgA Technology Select Sector SPDR (XLK) - 36,584 shares, 4.89% of the total portfolio. Shares reduced by 4.73%
Berson & Corrado Investment Advisors, LLC initiated holding in iShares Core Total USD Bond Market ETF. The purchase prices were between $53.67 and $54.58, with an estimated average price of $54.1. The stock is now traded at around $54.280000. The impact to a portfolio due to this purchase was 7.99%. The holding were 142,386 shares as of 2020-12-31.
New Purchase: Viatris Inc (VIA)Berson & Corrado Investment Advisors, LLC initiated holding in Viatris Inc. The purchase prices were between $11.99 and $14.7, with an estimated average price of $13.48. The stock is now traded at around $14.200000. The impact to a portfolio due to this purchase was 1.5%. The holding were 77,930 shares as of 2020-12-31.
New Purchase: Vanguard Real Estate Index Fund ETF (VNQ)Berson & Corrado Investment Advisors, LLC initiated holding in Vanguard Real Estate Index Fund ETF. The purchase prices were between $76.08 and $86.67, with an estimated average price of $83.02. The stock is now traded at around $85.950000. The impact to a portfolio due to this purchase was 0.77%. The holding were 8,851 shares as of 2020-12-31.
New Purchase: Gaming and Leisure Properties Inc (GLPI)Berson & Corrado Investment Advisors, LLC initiated holding in Gaming and Leisure Properties Inc. The purchase prices were between $36.35 and $43.91, with an estimated average price of $40.46. The stock is now traded at around $41.420000. The impact to a portfolio due to this purchase was 0.24%. The holding were 5,462 shares as of 2020-12-31.
New Purchase: Honeywell International Inc (HON)Berson & Corrado Investment Advisors, LLC initiated holding in Honeywell International Inc. The purchase prices were between $161.16 and $214.63, with an estimated average price of $193.69. The stock is now traded at around $202.840000. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,001 shares as of 2020-12-31.
Added: Blackrock Enhanced International Dividend Trust (BGY)Berson & Corrado Investment Advisors, LLC added to a holding in Blackrock Enhanced International Dividend Trust by 353.66%. The purchase prices were between $4.97 and $5.91, with an estimated average price of $5.57. The stock is now traded at around $5.960000. The impact to a portfolio due to this purchase was 2.91%. The holding were 618,274 shares as of 2020-12-31.
Added: Lumen Technologies Inc (LUMN)Berson & Corrado Investment Advisors, LLC added to a holding in Lumen Technologies Inc by 38.59%. The purchase prices were between $8.62 and $10.9, with an estimated average price of $9.88. The stock is now traded at around $11.910000. The impact to a portfolio due to this purchase was 0.44%. The holding were 156,730 shares as of 2020-12-31.
Added: iShares Global Infrastructure ETF (IGF)Berson & Corrado Investment Advisors, LLC added to a holding in iShares Global Infrastructure ETF by 85.54%. The purchase prices were between $38.12 and $44.24, with an estimated average price of $42.04. The stock is now traded at around $43.250000. The impact to a portfolio due to this purchase was 0.39%. The holding were 18,675 shares as of 2020-12-31.
Added: iShares S&P Global Clean Energy Index Fund (ICLN)Berson & Corrado Investment Advisors, LLC added to a holding in iShares S&P Global Clean Energy Index Fund by 22.64%. The purchase prices were between $19.08 and $28.29, with an estimated average price of $22.62. The stock is now traded at around $30.820000. The impact to a portfolio due to this purchase was 0.18%. The holding were 34,223 shares as of 2020-12-31.
Added: Duff & Phelps Global Utility Income Fund Inc. (DPG)Berson & Corrado Investment Advisors, LLC added to a holding in Duff & Phelps Global Utility Income Fund Inc. by 26.96%. The purchase prices were between $10.2 and $12.2, with an estimated average price of $11.38. The stock is now traded at around $13.030000. The impact to a portfolio due to this purchase was 0.05%. The holding were 17,634 shares as of 2020-12-31.
Sold Out: Vivendi SA (VIVEF)Berson & Corrado Investment Advisors, LLC sold out a holding in Vivendi SA. The sale prices were between $27.65 and $32.7, with an estimated average price of $30.32.
Sold Out: Citigroup Inc (C)Berson & Corrado Investment Advisors, LLC sold out a holding in Citigroup Inc. The sale prices were between $41.13 and $61.66, with an estimated average price of $51.19.
Sold Out: ALPS Alerian MLP ETF (AMLP)Berson & Corrado Investment Advisors, LLC sold out a holding in ALPS Alerian MLP ETF. The sale prices were between $19.46 and $28.37, with an estimated average price of $23.8.
Sold Out: iShares MSCI China ETF (MCHI)Berson & Corrado Investment Advisors, LLC sold out a holding in iShares MSCI China ETF. The sale prices were between $73.99 and $82.81, with an estimated average price of $79.25.
Sold Out: Tesla Inc (TSLA)Berson & Corrado Investment Advisors, LLC sold out a holding in Tesla Inc. The sale prices were between $388.04 and $705.67, with an estimated average price of $516.19.
Sold Out: Jaws Acquisition Corp (JWS.U)Berson & Corrado Investment Advisors, LLC sold out a holding in Jaws Acquisition Corp. The sale prices were between $10.4 and $15.45, with an estimated average price of $12.11.
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