Bernard Wealth Management Corp. Purchases in Q2 2025

Bernard Wealth Management Corp.

  • $216 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IYG
Ishares Tr

ETFs
9.3K
+ 26.33%
$68.9 - $85.6 $641K - $796K
44.6K $3.82B
PANW
Palo Alto Networks Inc

Technology
2.31K
+ 16.16%
$152.44 - $204.64 $353K - $474K
16.6K $3.4B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.63K
+ 2.43%
$50.08 - $63.14 $81.7K - $103K
68.9K $4.35B
CORP
Pimco Investment Grade Corp Bd

ETFs
5.49K
+ 17.18%
$94.14 - $97.31 $517K - $534K
37.4K $3.64B
XLI
Industrial Sector Spdr

ETFs
3.5K
+ 1103.47%
$116.42 - $147.52 $407K - $516K
3.82K $563M
IEFA
Ishares Tr

ETFs
861
+ 1.88%
$67.83 - $84.09 $58.4K - $72.4K
46.6K $3.89B
WMT
Walmart Inc.

Consumer Defensive
602
+ 2.57%
$81.79 - $99.98 $49.2K - $60.2K
24K $2.35B
COF
Capital One Financial Corp

Financial Services
1.3K
+ 433.33%
$150.57 - $212.76 $196K - $277K
1.6K $340M
DTM
Dt Midstream, Inc.

Energy
510
+ 3.03%
$87.23 - $109.91 $44.5K - $56.1K
17.3K $1.91B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.99K
New
$57.46 - $75.58 $172K - $226K
2.99K $226M
PAPR
Innovator U.S. Equity Power Bu

ETFs
4.85K
+ 397.87%
$33.22 - $37.29 $161K - $181K
6.07K $227M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
3K
+ 246.84%
$33.11 - $37.79 $99.5K - $114K
4.22K $160M
IWM
Ishares Russell 2000 ETF

ETFs
47
+ 0.79%
$174.82 - $215.79 $8.22K - $10.1K
5.98K $1.29B
CRDO
Credo Technology Group Holding LTD

Technology
1K
New
$33.3 - $95.05 $33.3K - $95.1K
1K $92.6M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
369
+ 30.0%
$69.8 - $94.88 $25.8K - $35K
1.6K $152M
EQX
Equinox Gold Corp.

Basic Materials
10.1K
New
$5.68 - $7.31 $57.6K - $74.1K
10.1K $58.3M
Core Scientific Inc New
3K
New
N/A
3K $51.2M
DTE
Dte Energy CO

Utilities
801
+ 7.86%
$127.39 - $139.49 $102K - $112K
11K $1.46B
BE
Bloom Energy Corp

Industrials
1.5K
+ 150.0%
$16.32 - $23.92 $24.5K - $35.9K
2.5K $59.8M
Astera Labs Inc
400
New
N/A
400 $36.2M
Ishares Bitcoin Trust ETF
50
+ 2.22%
N/A
2.3K $141M
LMT
Lockheed Martin Corp

Industrials
68
+ 251.85%
$430.82 - $486.45 $29.3K - $33.1K
95 $44M
ITA
Ishares Tr

ETFs
100
+ 30.77%
$135.31 - $188.64 $13.5K - $18.9K
425 $80.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
54
New
$456.74 - $568.03 $24.7K - $30.7K
54 $30.4M
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
3.3K
New
$8.83 - $9.85 $29.1K - $32.5K
3.3K $30.3M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
2.9K
New
$9.83 - $10.92 $28.5K - $31.7K
2.9K $30.2M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
2.8K
New
$9.74 - $10.75 $27.3K - $30.1K
2.8K $30M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
2.5K
New
$11.34 - $12.35 $28.4K - $30.9K
2.5K $29.8M
XLP
Consumer Staples Sector Spdr

ETFs
228
New
N/A
228 $18.5M
JELD
Jeld Wen Holding, Inc.

Industrials
3.92K
New
$3.36 - $6.09 $13.2K - $23.9K
3.92K $15.4M
PJUL
Innovator U.S. Equity Power Bu

ETFs
332
+ 222.82%
$37.66 - $43.85 $12.5K - $14.6K
481 $21.1M
SWKS
Skyworks Solutions, Inc.

Technology
6
+ 0.5%
$49.2 - $74.95 $295 - $450
1.21K $89.8M
TNA
Direxion Daily Small Cap Bull

ETFs
6
+ 0.32%
$19.12 - $33.54 $115 - $201
1.88K $63M
Tko Group Holdings Inc
10
+ 7.81%
N/A
138 $25.1M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
100
New
$25.35 - $64.65 $2.54K - $6.47K
100 $4.99M
KKR
Kkr & Co. Inc.

Financial Services
25
+ 100.0%
$92.79 - $134.29 $2.32K - $3.36K
50 $6.66M
PJUN
Innovator U.S. Equity Power Bu

ETFs
9
+ 0.99%
$34.48 - $39.76 $310 - $358
920 $36.6M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
74
New
$29.52 - $35.31 $2.18K - $2.61K
74 $2.61M
SOFI
So Fi Technologies, Inc.

Financial Services
100
+ 100.0%
$9.5 - $18.21 $950 - $1.82K
200 $3.64M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
New
$15.5 - $20.28 $1.55K - $2.03K
100 $2.03M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
4
+ 1.83%
$14.37 - $16.29 $57.5 - $65.2
222 $3.61M
LCID
Lucid Group, Inc.

Consumer Cyclical
2
New
$2.1 - $2.96 $4.2 - $5.92
2 $5K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
12
+ 0.75%
$10.78 - $11.28 $129 - $135
1.62K $18M
MSB
Mesabi Trust

Basic Materials
5
+ 2.09%
$22.73 - $28.99 $114 - $145
244 $5.84M
HSY
Hershey CO

Consumer Defensive
3
+ 0.94%
$151.29 - $173.13 $454 - $519
321 $53.2M
XLE
Energy Sector Spdr

ETFs
2
+ 1.05%
$76.44 - $94.13 $153 - $188
193 $16.3M
IVT
Inven Trust Properties Corp.

Real Estate
13
+ 0.88%
$25.97 - $29.73 $338 - $386
1.49K $40.7M
LOW
Lowes Companies Inc

Consumer Cyclical
191
+ 4.46%
$210.83 - $235.28 $40.3K - $44.9K
4.47K $992M
FR
First Industrial Realty Trust Inc

Real Estate
4
+ 0.08%
$43.07 - $54.05 $172 - $216
5.07K $244M
Activity Summary
Buys All Purchases 50 New Holdings 16 Increased Positions 34 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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