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
LAMR
Lamar Advertising CO

Real Estate
17
New
$110.65 - $132.9 $1.88K - $2.26K
17 $1.94M
PNC
Pnc Financial Services Group, Inc.

Financial Services
11
New
$168.84 - $202.89 $1.86K - $2.23K
11 $1.93M
NSC
Norfolk Southern Corp

Industrials
8
New
$227.69 - $259.76 $1.82K - $2.08K
8 $1.9M
FTXL
First Tr ETF Vi Nasdaq Semicon
25
New
N/A
25 $1.89M
ADP
Automatic Data Processing Inc

Industrials
6
New
$286.85 - $318.64 $1.72K - $1.91K
6 $1.83M
ILDR
First Tr Exchange Traded Fd Vi
75
New
$23.32 - $28.0 $1.75K - $2.1K
75 $1.75M
WEC
Wec Energy Group, Inc.

Utilities
16
New
$92.12 - $108.98 $1.47K - $1.74K
16 $1.74M
CNHI
Cnh Industrial N.V.

Industrials
141
New
N/A
141 $1.73M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
205
New
$8.24 - $8.68 $1.69K - $1.78K
205 $1.69M
OMC
Omnicom Group Inc.

Communication Services
20
New
$79.43 - $88.34 $1.59K - $1.77K
20 $1.66M
CINF
Cincinnati Financial Corp

Financial Services
11
New
$133.67 - $147.81 $1.47K - $1.63K
11 $1.63M
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
DD
Du Pont De Nemours, Inc.

Basic Materials
18
New
$72.7 - $84.32 $1.31K - $1.52K
18 $1.35M
AZN
Astrazeneca PLC

Healthcare
18
New
$65.37 - $77.96 $1.18K - $1.4K
18 $1.32M
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
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
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
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
18
New
$45.62 - $51.12 $821 - $920
18 $917K
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
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
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
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
SPIB
Spdr Portfolio Intermediate Te

ETFs
1
New
$32.5 - $33.3 $32.5 - $33.3
1 $34K
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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