Berson & Corrado Investment Advisors, LLC

RIA/Wealth

Berson & Corrado Investment Advisors, LLC is a RIA/Wealth based in Ramsey, NJ led by Mark Anthony Corrado, reporting $202.2M in AUM as of Q3 2025 with 58% ETF concentration.

Managing PartnerMark Anthony Corrado

Portfolio Value: $167.2M
Positions: 105
Top Holding: XLK at 3.05%
Last Reported: Q3 2025

Address48 South Franklin Turnpike, Suite 300, Ramsey, NJ, 07446-2558, United States

Top Holdings

Largest long holdings in Berson & Corrado Investment Advisors, LLC's portfolio (22.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Technology Select Sector SPDR Fund XLK	ETF ETF	$5.1M	3.05%	+$182.9K Bought	— 18.1K shares	Q1 2015 Held for 10y 8m
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$4.8M	2.90%	-$58.6K Sold	0.00% 19.9K shares	Q1 2015 Held for 10y 8m
3 iShares Global Communications Services IXP	ETF ETF	$4.6M	2.75%	+$179.2K Bought	— 37.2K shares	Q1 2019 Held for 6y 8m
4 First Trust NASDAQ Cybersecurity ETF CIBR	ETF ETF	$3.7M	2.18%	+$196.0K Bought	— 48.0K shares	Q4 2022 Held for 2y 11m
5 Innovator Emerging Markets Power Buffer ETF EJUL	ETF ETF	$3.5M	2.09%	-$12.8K Sold	— 120.4K shares	Q3 2020 Held for 5y 2m
6 Financial Select Sector SPDR Fund XLF	ETF ETF	$3.2M	1.90%	+$160.0K Bought	— 58.9K shares	Q1 2015 Held for 10y 8m
7 Innovator Emerging Markets Power Buffer ETF EAPR	ETF ETF	$3.1M	1.84%	-$8.0K Sold	— 105.5K shares	Q2 2021 Held for 4y 5m
8 Innovator U.S. Equity Power Buffer ETF PDEC	ETF ETF	$3.0M	1.79%	-$6.2K Sold	— 71.3K shares	Q4 2024 Held for 11 months
9 International Business Machines IBM	Information Technology Services Technology	$3.0M	1.79%	-$62.6K Sold	0.00% 10.6K shares	Q1 2018 Held for 7y 8m
10 Innovator International Developed Power Buffer ETF IAPR	ETF ETF	$3.0M	1.79%	-$16.1K Sold	— 99.6K shares	Q1 2022 Held for 3y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Berson & Corrado Investment Advisors, LLC's latest filing

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Market Value

$167.2M

Prior: $155.2M

Q/Q Change

+7.7%

+$12.0M

Net Flows % of MV

-0.2%

Turnover Ratio

5.66%

New Purchases

0 stocks

Added To

39 stocks

+$8.7M

Sold Out Of

2 stocks

$783.1K

Reduced Holdings

44 stocks

-$8.2M

Increased Positions

Position	Shares Δ	Change
1 Innovator International Developed Power Buffer ETF IJUL	+663.39%	7.3K → 55.8K +$1.6M
2 Innovator International Developed Power Buffer ETF ISEP	+200.07%	20.4K → 61.1K +$1.3M
3 IAUG Innovator International Developed Power Buffer ETF IAUG	+98.47%	35.6K → 70.6K +$976.7K
4 Iron Mountain IRM	+38.31%	14.3K → 19.7K +$557.5K
5 AES AES	+36.36%	95.5K → 130.3K +$457.1K

Decreased Positions

Position	Shares Δ	Change
1 Innovator International Developed Power Buffer ETF IOCT	Sold	14.8K → 0 −$486.1K
2 Innovator Growth-100 Power Buffer ETF NJAN	Sold	5.9K → 0 −$296.9K
3 Innovator U.S. Equity Power Buffer ETF POCT	-81.72%	71.3K → 13.0K −$2.5M
4 Innovator Emerging Markets Power Buffer ETF EOCT	-68.45%	43.2K → 13.6K −$919.3K
5 IFEB Innovator International Developed Power Buffer ETF IFEB	-67.4%	51.2K → 16.7K −$1.0M