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
XLE
Energy Sector Spdr

ETFs
1
+ 0.53%
$85.7 - $93.96 $85.7 - $94
191 $17.8M
DOW
Dow Inc.

Basic Materials
46
New
$34.36 - $41.92 $1.58K - $1.93K
46 $1.61M
AVB
Avalonbay Communities Inc

Real Estate
7
New
$207.86 - $228.08 $1.46K - $1.6K
7 $1.5M
C
Citigroup Inc

Financial Services
21
New
$67.23 - $84.63 $1.41K - $1.78K
21 $1.49M
BR
Broadridge Financial Solutions, Inc.

Technology
6
New
$221.46 - $244.83 $1.33K - $1.47K
6 $1.46M
FNF
Fidelity National Financial, Inc.

Financial Services
22
New
$54.25 - $65.27 $1.19K - $1.44K
22 $1.43M
EMN
Eastman Chemical CO

Basic Materials
16
New
$87.05 - $103.47 $1.39K - $1.66K
16 $1.41M
WPC
W. P. Carey Inc.

Real Estate
22
New
$53.5 - $65.05 $1.18K - $1.43K
22 $1.39M
DPZ
Dominos Pizza Inc

Consumer Cyclical
2
+ 18.18%
$402.33 - $489.71 $805 - $979
13 $5.85M
DD
Du Pont De Nemours, Inc.

Basic Materials
18
New
$72.7 - $84.32 $1.31K - $1.52K
18 $1.35M
Proshares Tr
26
+ 59.09%
N/A
70 $2.68M
PPG
Ppg Industries Inc

Basic Materials
12
New
$107.44 - $124.29 $1.29K - $1.49K
12 $1.31M
STZ
Constellation Brands, Inc.

Consumer Defensive
7
New
$161.05 - $222.93 $1.13K - $1.56K
7 $1.29M
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
SOFI
So Fi Technologies, Inc.

Financial Services
100
New
$11.18 - $18.03 $1.12K - $1.8K
100 $1.16M
CCI
Crown Castle International Corp

Real Estate
11
New
$84.33 - $106.39 $928 - $1.17K
11 $1.15M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
100
+ 76.92%
$10.61 - $16.49 $1.06K - $1.65K
230 $2.86M
PEAK
Healthpeak Properties, Inc.

Real Estate
51
New
N/A
51 $1.03M
WSO
Watsco Inc

Industrials
2
New
$463.86 - $530.75 $928 - $1.06K
2 $1.02M
HSY
Hershey CO

Consumer Defensive
3
+ 0.95%
$144.74 - $186.36 $434 - $559
318 $54.4M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
18
New
$45.62 - $51.12 $821 - $920
18 $917K
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
UPS
United Parcel Service Inc

Industrials
7
New
$109.66 - $136.26 $768 - $954
7 $770K
BFB
Brown Forman Corp Cl B
20
New
N/A
20 $679K
ZTS
Zoetis Inc.

Healthcare
4
New
$156.48 - $175.67 $626 - $703
4 $659K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
7
New
$92.51 - $102.81 $648 - $720
7 $648K
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
WBD
Warner Bros. Discovery, Inc.

Communication Services
40
New
$9.47 - $11.46 $379 - $458
40 $430K
Lithium Argentina Ag
200
New
N/A
200 $428K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 6.25%
$497.6 - $606.74 $1.49K - $1.82K
51 $25.4M
CMCSA
Comcast Corp

Communication Services
12
+ 11.43%
$33.19 - $38.23 $398 - $459
117 $4.32M
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
20
+ 0.82%
$7.0 - $7.44 $140 - $149
2.46K $17.6M
EL
Estee Lauder Companies Inc

Consumer Defensive
3
New
$64.26 - $85.48 $193 - $256
3 $198K
HOG
Harley Davidson, Inc.

Consumer Cyclical
6
New
$24.13 - $30.02 $145 - $180
6 $147K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
4
+ 1.87%
$15.63 - $16.23 $62.5 - $64.9
218 $3.47M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
6
+ 8.11%
$96.93 - $109.51 $582 - $657
80 $7.84M
S
Sentinel One, Inc.

Technology
4
New
$18.17 - $24.97 $72.7 - $99.9
4 $73K
SOUN
Soundhound Ai, Inc.

Technology
6
New
$8.12 - $20.62 $48.7 - $124
6 $49K
EVX
Vaneck ETF Tr Environmental Se

ETFs
32
+ 400.0%
$33.9 - $179.35 $1.08K - $5.74K
40 $1.42M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1
+ 3.13%
$42.4 - $44.11 $42.4 - $44.1
33 $1.43M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1
+ 0.92%
$24.5 - $24.95 $24.5 - $25
110 $2.72M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1
New
$32.5 - $33.3 $32.5 - $33.3
1 $34K
BNDX
Vanguard Total International B

ETFs
2
+ 0.52%
$48.33 - $49.5 $96.7 - $99
384 $18.7M
RDVY
First Trust Rising Dividend Ac

ETFs
1
+ 2.44%
$57.22 - $63.39 $57.2 - $63.4
42 $2.44M
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 1.32%
$271.18 - $303.12 $1.08K - $1.21K
308 $84.7M
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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