Bernard Wealth Management Corp. Incresed Positions in Q4 2025

Bernard Wealth Management Corp.

  • $246 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.93K
+ 0.67%
$25.85 - $27.19 $231K - $243K
1.35M $36.3B
CAT
Caterpillar Inc

Industrials
30
+ 0.51%
$480.82 - $585.49 $14.4K - $17.6K
5.97K $3.42B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.28K
+ 3.21%
$67.07 - $73.01 $153K - $166K
73.2K $5.32B
TSLA
Tesla, Inc.

Consumer Cyclical
750
+ 352.11%
$401.99 - $468.37 $301K - $351K
963 $433M
DGRO
Ishares Core Dividend Growth E

ETFs
2.18K
+ 1.74%
$66.93 - $69.17 $146K - $151K
127K $8.84B
CORP
Pimco Investment Grade Corp Bd

ETFs
3.06K
+ 7.38%
$97.88 - $99.61 $300K - $305K
44.6K $4.36B
IEFA
Ishares Tr

ETFs
1.74K
+ 3.56%
$86.09 - $89.88 $150K - $156K
50.7K $4.53B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.64K
+ 0.86%
$28.9 - $30.17 $76.2K - $79.5K
307K $9.24B
IYG
Ishares Tr

ETFs
688
+ 1.51%
$86.19 - $90.17 $59.3K - $62K
46.2K $4.26B
QQQ
Invesco Qqq Trust, Series 1

ETFs
94
+ 1.19%
$589.5 - $635.77 $55.4K - $59.8K
7.98K $4.9B
SCHA
Schwab Strategic Tr Us Small C

ETFs
452
+ 0.21%
$27.17 - $28.65 $12.3K - $12.9K
219K $6.25B
DTM
Dt Midstream, Inc.

Energy
10
+ 0.06%
$105.61 - $115.94 $1.06K - $1.16K
17.3K $2.06B
MU
Micron Technology Inc

Technology
104
+ 20.88%
$181.6 - $253.3 $18.9K - $26.3K
602 $172M
MRK
Merck & Co., Inc.

Healthcare
6
+ 0.37%
$82.49 - $92.93 $495 - $558
1.61K $169M
POCT
Innovator U.S. Equity Power Bu

ETFs
635
+ 17.67%
$42.64 - $43.66 $27.1K - $27.7K
4.23K $186M
FR
First Industrial Realty Trust Inc

Real Estate
3
+ 0.06%
$50.26 - $56.64 $151 - $170
5.08K $291M
MUB
Ishares National Muni Bond ETF

ETFs
197
+ 12.79%
$106.36 - $107.61 $21K - $21.2K
1.74K $186M
SSO
Proshares Ultra S&P 500

ETFs
5.33K
+ 100.0%
$107.49 - $118.65 $572K - $632K
10.7K $617M
F
Ford Motor CO

Consumer Cyclical
848
+ 12.65%
$11.41 - $13.84 $9.68K - $11.7K
7.55K $99.1M
XLK
Technology Sector Spdr

ETFs
2.7K
+ 100.0%
$278.39 - $304.13 $751K - $821K
5.4K $777M
Innovator Etfs Trust
75
+ 0.33%
N/A
23K $641M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
241
+ 18.45%
$23.37 - $23.7 $5.63K - $5.71K
1.55K $36.2M
GLD
Spdr Gold Trust

ETFs
5
+ 7.58%
$354.79 - $403.15 $1.77K - $2.02K
71 $28.1M
SLV
I Shares Silver Trust

ETFs
50
+ 200.0%
$42.4 - $49.17 $2.12K - $2.46K
75 $4.83M
MSB
Mesabi Trust

Basic Materials
2
+ 0.82%
$30.65 - $36.14 $61.3 - $72.3
247 $9.51M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.11%
$31.41 - $33.69 $62.8 - $67.4
1.82K $59.2M
INTC
Intel Corp

Technology
14
+ 14.0%
$34.71 - $41.53 $486 - $581
114 $4.21M
TNA
Direxion Daily Small Cap Bull

ETFs
1
+ 0.05%
$41.2 - $49.56 $41.2 - $49.6
1.89K $86.1M
T
At&T Inc.

Communication Services
18
+ 900.0%
$24.44 - $27.55 $440 - $496
20 $497K
XLE
Energy Sector Spdr

ETFs
199
+ 101.53%
$85.22 - $92.02 $17K - $18.3K
395 $17.7M
XLB
Select Sector Spdr Fd Material

ETFs
1
+ 100.0%
$84.72 - $89.9 $84.7 - $89.9
2 $91K
XLY
Select Sector Spdr Consumer Di

ETFs
4
+ 100.0%
$228.75 - $242.18 $915 - $969
8 $956K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
4
+ 1.78%
$16.58 - $16.94 $66.3 - $67.8
229 $3.79M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
10
+ 0.72%
$11.35 - $11.74 $114 - $117
1.4K $15.7M
PFE
Pfizer Inc

Healthcare
2
+ 0.22%
$24.23 - $27.37 $48.5 - $54.7
919 $22.9M
HSY
Hershey CO

Consumer Defensive
2
+ 0.62%
$162.31 - $195.56 $325 - $391
325 $59.2M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
6
+ 6.0%
$36.05 - $62.76 $216 - $377
106 $3.44M
SWKS
Skyworks Solutions, Inc.

Technology
6
+ 0.5%
$66.6 - $80.26 $400 - $482
1.22K $77.2M
LOW
Lowes Companies Inc

Consumer Cyclical
43
+ 1.0%
$225.0 - $247.99 $9.68K - $10.7K
4.34K $1.05B
NFLX
Netflix Inc

Communication Services
1.28K
+ 900.0%
$110.29 - $1241.35 $141K - $1.59M
1.42K $133M
NOW
Service Now, Inc.

Technology
255
+ 221.74%
$835.79 - $946.29 $213K - $241K
370 $56.7M
DTE
Dte Energy CO

Utilities
211
+ 1.91%
$133.44 - $143.32 $28.2K - $30.2K
11.3K $1.46B
Activity Summary
Buys All Purchases 62 New Holdings 19 Increased Positions 43 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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