Bernard Wealth Management Corp. Incresed Positions in Q3 2025

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
119K
+ 1822.51%
$64.12 - $68.08 $7.6M - $8.07M
125K $8.52B
SCHX
Schwab Strategic Tr Us Large C

ETFs
43.5K
+ 3.36%
$24.46 - $26.5 $1.06M - $1.15M
1.34M $35.3B
UBER
Uber Technologies, Inc

Technology
9.53K
+ 66.33%
$86.91 - $99.57 $828K - $949K
23.9K $2.34B
QQQ
Invesco Qqq Trust, Series 1

ETFs
560
+ 7.64%
$546.99 - $602.2 $306K - $337K
7.89K $4.74B
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.79K
+ 0.82%
$25.29 - $28.33 $45.2K - $50.7K
219K $6.11B
CAT
Caterpillar Inc

Industrials
109
+ 1.87%
$390.92 - $477.15 $42.6K - $52K
5.94K $2.83B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.18K
+ 0.72%
$28.15 - $30.13 $61.3K - $65.6K
305K $9.03B
XLK
Technology Sector Spdr

ETFs
1.77K
+ 191.68%
$250.97 - $282.66 $445K - $501K
2.7K $760M
EQX
Equinox Gold Corp.

Basic Materials
39.2K
+ 386.58%
$5.78 - $11.34 $227K - $444K
49.3K $554M
MA
Mastercard Inc

Financial Services
831
+ 573.1%
$550.18 - $598.96 $457K - $498K
976 $555M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.05K
+ 2.98%
$62.54 - $68.42 $128K - $140K
70.9K $4.79B
IEFA
Ishares Tr

ETFs
2.3K
+ 4.93%
$81.7 - $87.53 $188K - $201K
48.9K $4.27B
JPM
Jpmorgan Chase & CO

Financial Services
39
+ 0.31%
$282.78 - $316.06 $11K - $12.3K
12.6K $3.96B
IYG
Ishares Tr

ETFs
910
+ 2.04%
$85.16 - $90.57 $77.5K - $82.4K
45.5K $4.08B
SPY
Spdr S&P 500 ETF Trust

ETFs
131
+ 5.4%
$617.65 - $666.84 $80.9K - $87.4K
2.56K $1.7B
AMD
Advanced Micro Devices Inc

Technology
501
+ 32.43%
$134.8 - $184.42 $67.5K - $92.4K
2.05K $331M
DTE
Dte Energy CO

Utilities
84
+ 0.76%
$130.26 - $141.49 $10.9K - $11.9K
11.1K $1.57B
PSEP
Innovator U.S. Equity Power Bu
1.22K
+ 43.91%
N/A
3.99K $171M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
2.4K
+ 82.76%
$10.13 - $11.79 $24.3K - $28.3K
5.3K $58.8M
PJUL
Innovator U.S. Equity Power Bu

ETFs
601
+ 124.95%
$43.83 - $45.64 $26.3K - $27.4K
1.08K $49.3M
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
2.8K
+ 84.85%
$8.76 - $9.86 $24.5K - $27.6K
6.1K $58.4M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
2.1K
+ 84.0%
$11.55 - $12.56 $24.3K - $26.4K
4.6K $57.8M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
2.4K
+ 85.71%
$9.99 - $10.91 $24K - $26.2K
5.2K $56.5M
TNA
Direxion Daily Small Cap Bull

ETFs
12
+ 0.64%
$32.54 - $47.12 $390 - $565
1.89K $85.5M
PAUG
Innovator U.S. Equity Power Bu

ETFs
379
+ 54.07%
$40.45 - $42.49 $15.3K - $16.1K
1.08K $45.9M
FR
First Industrial Realty Trust Inc

Real Estate
4
+ 0.08%
$47.58 - $52.64 $190 - $211
5.08K $261M
AMZN
Amazon Com Inc

Consumer Cyclical
22
+ 0.08%
$211.65 - $238.24 $4.66K - $5.24K
28.5K $6.25B
GLD
Spdr Gold Trust

ETFs
16
+ 32.0%
$300.96 - $355.47 $4.82K - $5.69K
66 $23.5M
HSY
Hershey CO

Consumer Defensive
2
+ 0.62%
$161.95 - $193.45 $324 - $387
323 $60.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11
+ 0.61%
$28.92 - $32.19 $318 - $354
1.81K $57.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
37
+ 3.83%
$81.75 - $84.54 $3.02K - $3.13K
1K $84.4M
VFH
Vanguard Financial ETF

ETFs
9
+ 1.33%
$125.23 - $132.78 $1.13K - $1.2K
686 $90M
SWKS
Skyworks Solutions, Inc.

Technology
6
+ 0.5%
$67.52 - $82.97 $405 - $498
1.21K $93.2M
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 5.26%
$303.93 - $329.86 $1.22K - $1.32K
80 $26.3M
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.75%
$121.35 - $144.54 $121 - $145
134 $19.3M
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.31%
$49.0 - $61.97 $49 - $62
328 $18.6M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2
+ 0.07%
$70.85 - $76.96 $142 - $154
2.99K $227M
MSB
Mesabi Trust

Basic Materials
1
+ 0.41%
$23.53 - $32.39 $23.5 - $32.4
245 $7.07M
XLE
Energy Sector Spdr

ETFs
3
+ 1.55%
$84.25 - $91.99 $253 - $276
196 $17.5M
PFE
Pfizer Inc

Healthcare
2
+ 0.22%
$23.29 - $25.88 $46.6 - $51.8
917 $23.4M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
3
+ 1.35%
$16.17 - $16.94 $48.5 - $50.8
225 $3.81M
XLP
Consumer Staples Sector Spdr

ETFs
4
+ 1.75%
N/A
232 $18.2M
NFLX
Netflix Inc

Communication Services
4
+ 2.9%
$1147.87 - $1297.18 $4.59K - $5.19K
142 $170M
CRWD
Crowd Strike Holdings, Inc.

Technology
10
+ 0.18%
$412.46 - $514.1 $4.12K - $5.14K
5.55K $2.72B
V
Visa Inc.

Financial Services
93
+ 0.78%
$332.09 - $358.86 $30.9K - $33.4K
12.1K $4.12B
Activity Summary
Buys All Purchases 84 New Holdings 38 Increased Positions 46 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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