Bernard Wealth Management Corp. Incresed Positions in Q1 2025

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
CSX
Csx Corp

Industrials
71
+ 3.11%
$29.11 - $33.67 $2.07K - $2.39K
2.36K $69.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.11%
$24.91 - $29.02 $49.8 - $58
1.81K $45.4M
MRK
Merck & Co., Inc.

Healthcare
92
+ 5.74%
$83.01 - $101.02 $7.64K - $9.29K
1.69K $152M
AXP
American Express CO

Financial Services
3
+ 0.82%
$255.39 - $325.87 $766 - $978
370 $99.5M
AMAT
Applied Materials Inc

Technology
5
+ 0.65%
$145.06 - $195.51 $725 - $978
770 $112M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.7K
+ 5.4%
$25.58 - $29.24 $402K - $460K
307K $8.05B
SWKS
Skyworks Solutions, Inc.

Technology
6
+ 0.5%
$64.12 - $93.96 $385 - $564
1.2K $77.5M
DTM
Dt Midstream, Inc.

Energy
104
+ 0.62%
$86.95 - $113.75 $9.04K - $11.8K
16.8K $1.62B
LOW
Lowes Companies Inc

Consumer Cyclical
16
+ 0.38%
$222.66 - $268.42 $3.56K - $4.29K
4.28K $999M
AVGO
Broadcom Inc.

Technology
72
+ 5.22%
$167.43 - $244.7 $12.1K - $17.6K
1.45K $243M
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 0.25%
$347.25 - $424.87 $4.17K - $5.1K
4.91K $1.8B
PANW
Palo Alto Networks Inc

Technology
117
+ 0.82%
$167.82 - $208.28 $19.6K - $24.4K
14.3K $2.44B
CAT
Caterpillar Inc

Industrials
54
+ 0.65%
$326.75 - $407.63 $17.6K - $22K
8.39K $2.77B
SCHX
Schwab Strategic Tr Us Large C

ETFs
45.8K
+ 3.55%
$21.75 - $24.28 $995K - $1.11M
1.33M $29.5B
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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