Bernard Wealth Management Corp. Incresed Positions in Q1 2025

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
8.98K
+ 104.09%
$225.19 - $279.95 $2.02M - $2.52M
17.6K $4.32B
V
Visa Inc.

Financial Services
1.38K
+ 13.44%
$306.92 - $362.71 $423K - $499K
11.6K $4.07B
IEFA
Ishares Tr

ETFs
1.06K
+ 2.37%
$69.57 - $78.65 $73.6K - $83.2K
45.8K $3.46B
DTE
Dte Energy CO

Utilities
101
+ 1.0%
$117.6 - $138.27 $11.9K - $14K
10.2K $1.41B
XLK
Technology Sector Spdr

ETFs
857
+ 92.65%
$206.38 - $242.18 $177K - $208K
1.78K $368M
XOM
Exxon Mobil Corp

Energy
33
+ 0.31%
$105.44 - $118.93 $3.48K - $3.92K
10.8K $1.28B
ABBV
Abb Vie Inc.

Healthcare
34
+ 0.98%
$169.2 - $216.66 $5.75K - $7.37K
3.49K $731M
VTV
Vanguard Value ETF

ETFs
582
+ 90.65%
$167.73 - $179.21 $97.6K - $104K
1.22K $211M
ABT
Abbott Laboratories

Healthcare
43
+ 1.07%
$111.1 - $140.22 $4.78K - $6.03K
4.06K $539M
SCHW
Schwab Charles Corp

Financial Services
825
+ 22.18%
$71.24 - $83.64 $58.8K - $69K
4.54K $356M
Ishares Bitcoin Trust ETF
1K
+ 80.0%
N/A
2.25K $105M
PFEB
Innovator U.S. Equity Power Bu

ETFs
893
+ 266.57%
$35.54 - $37.44 $31.7K - $33.4K
1.23K $44M
CVX
Chevron Corp

Energy
31
+ 2.98%
$146.71 - $167.97 $4.55K - $5.21K
1.07K $179M
PLTR
Palantir Technologies Inc.

Technology
10
+ 0.37%
$64.98 - $124.62 $650 - $1.25K
2.68K $226M
MDT
Medtronic PLC

Healthcare
23
+ 1.22%
$79.84 - $94.5 $1.84K - $2.17K
1.91K $171M
FR
First Industrial Realty Trust Inc

Real Estate
3
+ 0.06%
$48.46 - $57.99 $145 - $174
5.07K $274M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
77
+ 118.46%
$254.58 - $302.92 $19.6K - $23.3K
142 $36.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
22.2K
+ 10.73%
$23.16 - $27.04 $515K - $601K
229K $5.37B
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.14%
$123.25 - $162.53 $123 - $163
712 $112M
VZ
Verizon Communications Inc

Communication Services
243
+ 81.0%
$37.81 - $46.49 $9.19K - $11.3K
543 $24.6M
JNJ
Johnson & Johnson

Healthcare
60
+ 60.0%
$142.06 - $167.7 $8.52K - $10.1K
160 $26.5M
PG
Procter & Gamble CO

Consumer Defensive
63
+ 20.19%
$158.56 - $176.26 $9.99K - $11.1K
375 $63.9M
KO
Coca Cola CO

Consumer Defensive
118
+ 40.0%
$60.81 - $72.32 $7.18K - $8.53K
413 $29.6M
MMM
3 M CO

Industrials
16
+ 3.94%
$129.7 - $155.12 $2.08K - $2.48K
422 $62M
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 125.0%
$279.74 - $321.29 $6.99K - $8.03K
45 $14.1M
T
At&T Inc.

Communication Services
282
+ 14100.0%
$21.56 - $28.28 $6.08K - $7.97K
284 $8.03M
USFR
Wisdomtree Floating Rate Treas

ETFs
134
+ 1116.67%
$50.29 - $50.5 $6.74K - $6.77K
146 $7.35M
UNH
Unitedhealth Group Inc

Healthcare
5
+ 2.44%
$461.52 - $548.18 $2.31K - $2.74K
210 $110M
BDX
Becton Dickinson & CO

Healthcare
23
+ 230.0%
$222.79 - $249.08 $5.12K - $5.73K
33 $7.56M
LMT
Lockheed Martin Corp

Industrials
12
+ 80.0%
$423.19 - $506.29 $5.08K - $6.08K
27 $12.1M
WFC
Wells Fargo & Company

Financial Services
42
+ 4.22%
$66.78 - $81.42 $2.8K - $3.42K
1.04K $74.5M
COP
Conocophillips

Energy
38
+ 40.0%
$88.6 - $105.85 $3.37K - $4.02K
133 $14M
CVS
Cvs Health Corp

Healthcare
24
+ 19.35%
$44.22 - $68.64 $1.06K - $1.65K
148 $10M
PRU
Prudential Financial Inc

Financial Services
35
+ 70.0%
$105.04 - $122.33 $3.68K - $4.28K
85 $9.49M
SBUX
Starbucks Corp

Consumer Cyclical
21
+ 42.0%
$91.75 - $115.81 $1.93K - $2.43K
71 $6.97M
F
Ford Motor CO

Consumer Cyclical
98
+ 0.93%
$9.12 - $10.43 $894 - $1.02K
10.6K $106M
JCI
Johnson Controls International PLC

Industrials
25
+ 208.33%
$76.12 - $90.6 $1.9K - $2.27K
37 $2.97M
XLE
Energy Sector Spdr

ETFs
1
+ 0.53%
$85.7 - $93.96 $85.7 - $94
191 $17.8M
DPZ
Dominos Pizza Inc

Consumer Cyclical
2
+ 18.18%
$402.33 - $489.71 $805 - $979
13 $5.85M
Proshares Tr
26
+ 59.09%
N/A
70 $2.68M
NEE
Nextera Energy Inc

Utilities
18
+ 163.64%
$66.96 - $76.16 $1.21K - $1.37K
29 $2.06M
LHX
L3 Harris Technologies, Inc.

Industrials
6
+ 60.0%
$194.65 - $222.86 $1.17K - $1.34K
16 $3.35M
BAC
Bank Of America Corp

Financial Services
58
+ 10.78%
$39.61 - $47.74 $2.3K - $2.77K
596 $24.9M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
100
+ 76.92%
$10.61 - $16.49 $1.06K - $1.65K
230 $2.86M
HSY
Hershey CO

Consumer Defensive
3
+ 0.95%
$144.74 - $186.36 $434 - $559
318 $54.4M
BCE
Bce Inc

Communication Services
49
+ 4.3%
$22.14 - $25.18 $1.08K - $1.23K
1.19K $27.3M
MSB
Mesabi Trust

Basic Materials
38
+ 18.91%
$23.6 - $34.76 $897 - $1.32K
239 $6.44M
ACN
Accenture PLC

Technology
8
+ 16.0%
$300.91 - $398.25 $2.41K - $3.19K
58 $18.1M
PEP
Pepsico Inc

Consumer Defensive
15
+ 1.71%
$142.64 - $156.42 $2.14K - $2.35K
890 $133M
Activity Summary
Buys All Purchases 164 New Holdings 89 Increased Positions 75 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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