Bernard Wealth Management Corp. Reduced Holdings in Q1 2025

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-4.8K
- 1.99%
$106.98 - $149.43 $513K - $717K
236K $25.5B
AMD
Advanced Micro Devices Inc

Technology
-26.1K
- 85.57%
$96.63 - $129.55 $2.52M - $3.38M
4.4K $452M
AAPL
Apple Inc.

Technology
-814
- 0.88%
$209.68 - $247.1 $171K - $201K
92K $20.4B
MSFT
Microsoft Corp

Technology
-253
- 1.17%
$375.39 - $447.2 $95K - $113K
21.3K $8B
AMZN
Amazon Com Inc

Consumer Cyclical
-47
- 0.15%
$190.26 - $242.06 $8.94K - $11.4K
30.7K $5.84B
GOOGL
Alphabet Inc.

Communication Services
-293
- 1.21%
$154.33 - $206.19 $45.2K - $60.4K
24K $3.71B
GD
General Dynamics Corp

Industrials
-3.24K
- 74.06%
$241.94 - $272.58 $783K - $882K
1.13K $309M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-50
- 0.65%
$468.34 - $539.52 $23.4K - $27K
7.67K $3.59B
ORCL
Oracle Corp

Technology
-311
- 7.2%
$139.81 - $186.47 $43.5K - $58K
4.01K $560M
IWM
Ishares Russell 2000 ETF

ETFs
-59
- 0.99%
$198.1 - $229.79 $11.7K - $13.6K
5.93K $1.18B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-272
- 1.45%
$57.21 - $65.8 $15.6K - $17.9K
18.5K $1.08B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.15K
- 1.69%
$54.25 - $57.64 $62.6K - $66.5K
67.2K $3.7B
GOOG
Alphabet Inc.

Communication Services
-30
- 1.29%
$156.06 - $207.71 $4.68K - $6.23K
2.29K $357M
MUB
Ishares National Muni Bond ETF

ETFs
-656
- 22.04%
$104.71 - $107.69 $68.7K - $70.6K
2.32K $245M
WMT
Walmart Inc.

Consumer Defensive
-84
- 0.36%
$84.5 - $105.05 $7.1K - $8.82K
23.4K $2.06B
DGRO
Ishares Core Dividend Growth E

ETFs
-1.14K
- 14.55%
$60.46 - $64.42 $69.2K - $73.7K
6.72K $415M
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.25K
- 49.41%
$33.21 - $53.49 $41.5K - $66.9K
1.28K $42.5M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-564
- 2.35%
$41.09 - $43.24 $23.2K - $24.4K
23.4K $972M
DIS
Walt Disney CO

Communication Services
-19
- 0.6%
$96.87 - $114.0 $1.84K - $2.17K
3.15K $311M
QCOM
Qualcomm Inc

Technology
-247
- 59.38%
$151.94 - $175.86 $37.5K - $43.4K
169 $26M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.2K
- 57.89%
$29.34 - $31.31 $35.2K - $37.6K
873 $25.9M
PSEP
Innovator U.S. Equity Power Bu
-850
- 23.45%
N/A
2.77K $107M
SLV
I Shares Silver Trust

ETFs
-1.33K
- 95.49%
$26.93 - $31.32 $35.9K - $41.7K
63 $1.95M
Innovator Etfs Trust
-1.29K
- 4.68%
N/A
26.3K $691M
AMGN
Amgen Inc

Healthcare
-196
- 34.09%
$258.59 - $327.36 $50.7K - $64.2K
379 $118M
IVT
Inven Trust Properties Corp.

Real Estate
-989
- 40.17%
$28.36 - $30.77 $28K - $30.4K
1.47K $43.3M
GLD
Spdr Gold Trust

ETFs
-167
- 39.67%
$243.19 - $288.14 $40.6K - $48.1K
254 $73.2M
NKE
Nike, Inc.

Consumer Cyclical
-242
- 27.44%
$63.29 - $81.72 $15.3K - $19.8K
640 $40.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-20
- 9.8%
$283.06 - $421.16 $5.66K - $8.42K
184 $52.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.36K
- 2.52%
$27.01 - $28.54 $253K - $267K
362K $10.1B
TGT
Target Corp

Consumer Defensive
-166
- 78.67%
$103.65 - $142.5 $17.2K - $23.7K
45 $4.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-16
- 3.33%
$554.06 - $615.85 $8.86K - $9.85K
464 $261M
ADBE
Adobe Inc.

Technology
-42
- 52.5%
$377.84 - $464.11 $15.9K - $19.5K
38 $14.6M
SYK
Stryker Corp

Healthcare
-65
- 12.48%
$355.18 - $399.9 $23.1K - $26K
456 $170M
DAL
Delta Air Lines, Inc.

Industrials
-10
- 1.19%
$43.6 - $69.06 $436 - $691
827 $36.1M
META
Meta Platforms, Inc.

Communication Services
-2
- 0.19%
$576.36 - $736.67 $1.15K - $1.47K
1.06K $608M
GILD
Gilead Sciences, Inc.

Healthcare
-112
- 64.0%
$89.14 - $117.41 $9.98K - $13.1K
63 $7.06M
Veralto Corp
-46
- 15.65%
N/A
248 $24.2M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-138
- 2.36%
$28.55 - $29.09 $3.94K - $4.01K
5.7K $165M
MELI
Mercadolibre Inc

Consumer Cyclical
-5
- 17.86%
$1739.0 - $2260.0 $8.7K - $11.3K
23 $44.9M
Intuitive Machines Inc
-50
- 25.0%
N/A
150 $1.12M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-50
- 6.66%
$37.4 - $39.42 $1.87K - $1.97K
701 $26.5M
PFE
Pfizer Inc

Healthcare
-37
- 3.26%
$25.01 - $27.13 $925 - $1K
1.1K $27.9M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-144
- 8.22%
$11.22 - $11.8 $1.62K - $1.7K
1.61K $18M
RACE
Ferrari N.V.

Consumer Cyclical
-5
- 50.0%
$413.73 - $508.15 $2.07K - $2.54K
5 $2.14M
PNOV
Innovator U.S. Equity Power Bu
-5
- 0.45%
N/A
1.11K $41.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-7
- 12.73%
$91.45 - $91.75 $640 - $642
48 $4.4M
XLV
Select Sector Spdr Fund Health

ETFs
-8
- 0.72%
$137.61 - $149.68 $1.1K - $1.2K
1.1K $161M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-68
- 1.88%
$43.6 - $49.84 $2.96K - $3.39K
3.55K $169M
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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