Bernard Wealth Management Corp. Purchases in Q1 2025

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
100
New
$50.81 - $60.02 $5.08K - $6K
100 $6M
IBM
International Business Machines Corp

Technology
23
New
$217.4 - $264.74 $5K - $6.09K
23 $5.72M
BDX
Becton Dickinson & CO

Healthcare
23
+ 230.0%
$222.79 - $249.08 $5.12K - $5.73K
33 $7.56M
ES
Eversource Energy

Utilities
85
New
$55.63 - $63.8 $4.73K - $5.42K
85 $5.28M
TIP
Ishares Tr Tips Bd ETF

ETFs
45
New
$106.22 - $111.09 $4.78K - $5K
45 $5M
FIS
Fidelity National Information Services, Inc.

Technology
64
New
$68.12 - $83.42 $4.36K - $5.34K
64 $4.78M
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
DUK
Duke Energy Corp

Utilities
37
New
$105.87 - $121.97 $3.92K - $4.51K
37 $4.51M
CVS
Cvs Health Corp

Healthcare
24
+ 19.35%
$44.22 - $68.64 $1.06K - $1.65K
148 $10M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
203
New
$20.2 - $22.24 $4.1K - $4.51K
203 $4.37M
MS
Morgan Stanley

Financial Services
36
New
$111.68 - $141.08 $4.02K - $5.08K
36 $4.2M
TFC
Truist Financial Corp

Financial Services
102
New
$39.48 - $48.15 $4.03K - $4.91K
102 $4.2M
MET
Metlife Inc

Financial Services
52
New
$77.7 - $87.0 $4.04K - $4.52K
52 $4.18M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
8
New
$402.49 - $513.76 $3.22K - $4.11K
8 $3.88M
HBAN
Huntington Bancshares Inc

Financial Services
258
New
$14.28 - $17.39 $3.68K - $4.49K
258 $3.87M
SO
Southern CO

Utilities
41
New
$80.96 - $92.96 $3.32K - $3.81K
41 $3.77M
PRU
Prudential Financial Inc

Financial Services
35
+ 70.0%
$105.04 - $122.33 $3.68K - $4.28K
85 $9.49M
RTX
Raytheon Technologies Corp

Industrials
26
New
$114.1 - $135.66 $2.97K - $3.53K
26 $3.44M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
73
New
$42.69 - $52.91 $3.12K - $3.86K
73 $3.18M
Kenvue Inc
131
New
N/A
131 $3.14M
CFG
Citizens Financial Group Inc

Financial Services
69
New
$39.73 - $48.36 $2.74K - $3.34K
69 $2.83M
BK
Bank Of New York Mellon Corp

Financial Services
33
New
$75.42 - $88.95 $2.49K - $2.94K
33 $2.77M
PSA
Public Storage

Real Estate
9
New
$288.99 - $313.98 $2.6K - $2.83K
9 $2.69M
FITB
Fifth Third Bancorp

Financial Services
65
New
$37.48 - $44.96 $2.44K - $2.92K
65 $2.55M
ITW
Illinois Tool Works Inc

Industrials
10
New
$244.9 - $274.48 $2.45K - $2.74K
10 $2.48M
USB
Us Bancorp \De\

Financial Services
58
New
$40.92 - $50.9 $2.37K - $2.95K
58 $2.45M
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
ROK
Rockwell Automation, Inc

Industrials
9
New
$255.29 - $303.75 $2.3K - $2.73K
9 $2.33M
PEG
Public Service Enterprise Group Inc

Utilities
28
New
$78.2 - $90.39 $2.19K - $2.53K
28 $2.31M
PLD
Prologis, Inc.

Real Estate
20
New
$103.59 - $124.04 $2.07K - $2.48K
20 $2.24M
GPC
Genuine Parts CO

Consumer Cyclical
18
New
$115.91 - $129.02 $2.09K - $2.32K
18 $2.15M
FAST
Fastenal CO

Industrials
27
New
$71.11 - $79.98 $1.92K - $2.16K
27 $2.09M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
50
New
$41.23 - $48.92 $2.06K - $2.45K
50 $2.03M
JCI
Johnson Controls International PLC

Industrials
25
+ 208.33%
$76.12 - $90.6 $1.9K - $2.27K
37 $2.97M
LAMR
Lamar Advertising CO

Real Estate
17
New
$110.65 - $132.9 $1.88K - $2.26K
17 $1.94M
PNC
Pnc Financial Services Group, Inc.

Financial Services
11
New
$168.84 - $202.89 $1.86K - $2.23K
11 $1.93M
NSC
Norfolk Southern Corp

Industrials
8
New
$227.69 - $259.76 $1.82K - $2.08K
8 $1.9M
FTXL
First Tr ETF Vi Nasdaq Semicon
25
New
N/A
25 $1.89M
ADP
Automatic Data Processing Inc

Industrials
6
New
$286.85 - $318.64 $1.72K - $1.91K
6 $1.83M
ILDR
First Tr Exchange Traded Fd Vi
75
New
$23.32 - $28.0 $1.75K - $2.1K
75 $1.75M
WEC
Wec Energy Group, Inc.

Utilities
16
New
$92.12 - $108.98 $1.47K - $1.74K
16 $1.74M
CNHI
Cnh Industrial N.V.

Industrials
141
New
N/A
141 $1.73M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
205
New
$8.24 - $8.68 $1.69K - $1.78K
205 $1.69M
OMC
Omnicom Group Inc.

Communication Services
20
New
$79.43 - $88.34 $1.59K - $1.77K
20 $1.66M
AEP
American Electric Power CO Inc

Utilities
15
New
$90.32 - $109.27 $1.35K - $1.64K
15 $1.64M
CINF
Cincinnati Financial Corp

Financial Services
11
New
$133.67 - $147.81 $1.47K - $1.63K
11 $1.63M
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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