Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: BERSON & CORRADO INVESTMENT ADVISORS, LLC
  City: NEW YORK
  State: NY
  Zip: 10036
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $122,234,000
  Total Value Change : $-22,934,000
  Securities Held Change : -36
   
All Securities Held : 78
  New Positions : 8
  Closed Positions : 45
  Increased Positions : 17
  Unchanged Positions : 6
  Decreased Positions : 47

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 17     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IXP)1 Year Chart         IXP iShares Tr S&P Glbl Technlg 13 - $81.76 $2,445,000 32,762 2% 220,000 184 0.697    Closed - End Fund - E...
   (CIBR)1 Year Chart         CIBR First Trust Nasdaq Cea Cybe... 21 - $0.00 $2,184,000 40,565 1.79% 349,000 176 0.063    N/A
   (BIGZ)1 Year Chart         BIGZ Blackrock Innovation & Grow... 22 - $0.00 $2,179,000 297,333 1.78% 118,000 1,183 0    N/A
   (XLF)1 Year Chart         XLF SPDR Financial Sector 23 - $40.36 $2,177,000 57,903 1.78% 281,000 756 0.001    Closed - End Fund - E...
   (EJUL)1 Year Chart         EJUL Innovator Msci Emerging Mar... 28 - $23.74 $1,985,000 83,992 1.62% 181,000 3,870 0.933    N/A
   (PNOV)1 Year Chart         PNOV Innovator S&p 500 Power Buf... 29 - $0.00 $1,870,000 54,284 1.53% 1,870,000 54,284 0.249    N/A
   (BEPC)1 Year Chart         BEPC Brookfield Renewable Corp 33 - $23.24 $1,759,000 61,101 1.44% 791,000 20,653 0.035    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 35 - $79.61 $1,718,000 19,449 1.41% 290,000 574 0.005    Closed - End Fund - E...
   (NEP)1 Year Chart         NEP Nextera Energy Partners, Lp 40 - $28.36 $1,521,000 50,009 1.24% 636,000 20,216 0.058    N/A
   (ICLN)1 Year Chart         ICLN iShares S&P Global Clean En... 44 - $13.23 $1,305,000 83,789 1.07% 93,000 905 0.073    Closed - End Fund - Debt
   (IGF)1 Year Chart         IGF iShares S&P Global Infrastr... 45 - $47.31 $1,302,000 27,665 1.07% 113,000 188 0.038    Closed - End Fund - E...
   (GLW)1 Year Chart         GLW Corning Inc 46 - $33.38 $1,246,000 40,908 1.02% 235,000 7,742 0.005    Communication Equipment
   (FIW)1 Year Chart         FIW First Trust ISE Water 49 - $99.10 $1,070,000 11,282 0.88% 148,000 138 0.125    Closed - End Fund - Debt
   (KOCT)1 Year Chart         KOCT Innovator Russell 2000 Powe... 53 - $0.00 $1,030,000 37,411 0.84% 529,000 17,921 0.416    N/A
   (BIPC)1 Year Chart         BIPC Brookfield Infrastructure O... 56 - $30.47 $804,000 22,792 0.66% -1,000 13 0.026    N/A
   (KMET)1 Year Chart         KMET Kraneshares Electrification... 69 - $0.00 $251,000 18,748 0.21% -148,000 883 0.208    N/A
   (ASGI)1 Year Chart         ASGI Aberdeen Standard Global In... 70 - $0.00 $229,000 12,782 0.19% 24,000 18 0.051    N/A

      17 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results