Bernard Wealth Management Corp. New Holdings in Q1 2025

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
7
New
$663000.0 - $801950.0 $4.64M - $5.61M
7 $5.59B
Blackrock Inc
126
New
N/A
126 $119M
CMS
Cms Energy Corp

Utilities
962
New
$64.99 - $75.11 $62.5K - $72.3K
962 $72.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.12K
New
$57.44 - $59.4 $64.6K - $66.8K
1.12K $66.8M
FNDX
Schwab Fundamental U S Large C

ETFs
2.42K
New
$23.03 - $25.01 $55.8K - $60.6K
2.42K $57.2M
COF
Capital One Financial Corp

Financial Services
300
New
$163.87 - $209.82 $49.2K - $62.9K
300 $53.8M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.49K
New
$33.57 - $37.22 $49.9K - $55.3K
1.49K $53.3M
FNDA
Schwab Fundamental U S Small C

ETFs
1.21K
New
$26.87 - $30.99 $32.5K - $37.5K
1.21K $33.1M
FNDF
Schwab Fundamental Intl Large

ETFs
625
New
$32.9 - $37.45 $20.6K - $23.4K
625 $22.6M
VB
Vanguard Small Cap ETF

ETFs
95
New
$217.89 - $252.64 $20.7K - $24K
95 $21.1M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
606
New
$21.77 - $22.56 $13.2K - $13.7K
606 $13.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
290
New
$44.68 - $46.49 $13K - $13.5K
290 $13.4M
PM
Philip Morris International Inc.

Consumer Defensive
77
New
$117.15 - $158.79 $9.02K - $12.2K
77 $12.2M
CSCO
Cisco Systems, Inc.

Technology
167
New
$58.74 - $64.87 $9.81K - $10.8K
167 $10.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
100
New
$95.85 - $99.25 $9.59K - $9.93K
100 $9.89M
PH
Parker Hannifin Corp

Industrials
16
New
$591.65 - $707.05 $9.47K - $11.3K
16 $9.73M
AJG
Arthur J. Gallagher & Co.

Financial Services
27
New
$275.89 - $345.24 $7.45K - $9.32K
27 $9.32M
KMI
Kinder Morgan, Inc.

Energy
311
New
$26.1 - $31.22 $8.12K - $9.71K
311 $8.87M
SCHR
Schwab Intermediate Term Us Tr

ETFs
284
New
$24.05 - $24.86 $6.83K - $7.06K
284 $7.06M
APP
App Lovin Corp

Technology
26
New
$238.08 - $510.13 $6.19K - $13.3K
26 $6.89M
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
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
DUK
Duke Energy Corp

Utilities
37
New
$105.87 - $121.97 $3.92K - $4.51K
37 $4.51M
TXN
Texas Instruments Inc

Technology
25
New
N/A
25 $4.49M
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
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
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
$40.67 - $48.92 $2.03K - $2.45K
50 $2.03M
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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