Bernard Wealth Management Corp. Reduced Holdings in Q3 2025

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-280K
- 80.12%
$26.38 - $27.95 $7.4M - $7.84M
69.6K $1.9B
PANW
Palo Alto Networks Inc

Technology
-2.74K
- 16.45%
$167.06 - $208.19 $457K - $569K
13.9K $2.83B
LLY
Eli Lilly & CO

Healthcare
-274
- 2.74%
$625.65 - $812.69 $171K - $223K
9.72K $7.41B
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 2.38%
$915.95 - $994.57 $33.9K - $36.8K
1.52K $1.41B
SYK
Stryker Corp

Healthcare
-163
- 43.01%
$368.57 - $403.53 $60.1K - $65.8K
216 $79.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-182
- 48.66%
$420.11 - $472.68 $76.5K - $86K
192 $89.9M
DIS
Walt Disney CO

Communication Services
-344
- 12.49%
$112.25 - $124.0 $38.6K - $42.7K
2.41K $276M
MUB
Ishares National Muni Bond ETF

ETFs
-578
- 27.29%
$103.24 - $106.68 $59.7K - $61.7K
1.54K $164M
XOM
Exxon Mobil Corp

Energy
-910
- 8.49%
$105.83 - $117.22 $96.3K - $107K
9.81K $1.11B
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-907
- 21.49%
$37.73 - $38.9 $34.2K - $35.3K
3.31K $129M
Core Scientific Inc New
-1.5K
- 50.0%
N/A
1.5K $26.9M
XLV
Select Sector Spdr Fund Health

ETFs
-195
- 18.75%
$129.01 - $139.72 $25.2K - $27.2K
845 $118M
CRDO
Credo Technology Group Holding LTD

Technology
-500
- 50.0%
$87.59 - $172.31 $43.8K - $86.2K
500 $72.8M
F
Ford Motor CO

Consumer Cyclical
-2.47K
- 26.93%
$10.82 - $12.09 $26.7K - $29.9K
6.7K $80.2M
Innovator Etfs Trust
-1.1K
- 4.57%
N/A
22.9K $631M
META
Meta Platforms, Inc.

Communication Services
-13
- 1.24%
$695.21 - $791.73 $9.04K - $10.3K
1.04K $761M
SUB
Ishares Short Term National Mu

ETFs
-100
- 18.18%
$106.17 - $107.3 $10.6K - $10.7K
450 $48.1M
FCX
Freeport Mcmoran Inc

Basic Materials
-150
- 16.16%
$35.34 - $47.21 $5.3K - $7.08K
778 $30.5M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-392
- 6.45%
$37.32 - $38.38 $14.6K - $15K
5.68K $218M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-300
- 55.66%
$23.82 - $25.84 $7.15K - $7.75K
239 $6.13M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-12
- 5.17%
$35.51 - $58.78 $426 - $705
220 $8M
IVT
Inven Trust Properties Corp.

Real Estate
-239
- 16.08%
$26.7 - $30.06 $6.38K - $7.18K
1.25K $35.7M
ADBE
Adobe Inc.

Technology
-5
- 13.16%
$333.65 - $392.1 $1.67K - $1.96K
33 $11.6M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-153
- 2.69%
$28.95 - $29.73 $4.43K - $4.55K
5.54K $165M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-235
- 14.51%
$11.15 - $11.87 $2.62K - $2.79K
1.39K $16.1M
AMAT
Applied Materials Inc

Technology
-90
- 11.76%
$156.25 - $204.95 $14.1K - $18.4K
675 $138M
BA
Boeing CO

Industrials
-8
- 53.33%
$209.79 - $237.38 $1.68K - $1.9K
7 $1.51M
PNOV
Innovator U.S. Equity Power Bu
-31
- 3.2%
N/A
938 $38.5M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-9
- 0.98%
$39.79 - $41.15 $358 - $370
911 $37.5M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-54
- 1.55%
$47.63 - $50.52 $2.57K - $2.73K
3.44K $173M
XLI
Industrial Sector Spdr

ETFs
-107
- 2.8%
$147.94 - $154.99 $15.8K - $16.6K
3.71K $572M
IVV
Ishares Core S&P 500 ETF

ETFs
-19
- 4.09%
$620.67 - $670.08 $11.8K - $12.7K
445 $298M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-654
- 2.85%
$43.95 - $45.8 $28.7K - $30K
22.3K $1.02B
Astera Labs Inc
-100
- 25.0%
N/A
300 $58.7M
PLTR
Palantir Technologies Inc.

Technology
-490
- 18.28%
$130.68 - $186.97 $64K - $91.6K
2.19K $400M
DTM
Dt Midstream, Inc.

Energy
-101
- 0.58%
$99.17 - $113.27 $10K - $11.4K
17.2K $1.95B
HD
Home Depot, Inc.

Consumer Cyclical
-278
- 6.75%
$357.4 - $423.42 $99.4K - $118K
3.84K $1.56B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-67
- 0.36%
$62.09 - $66.51 $4.16K - $4.46K
18.4K $1.2B
SSO
Proshares Ultra S&P 500

ETFs
-180
- 3.27%
$97.48 - $112.71 $17.5K - $20.3K
5.33K $597M
LOW
Lowes Companies Inc

Consumer Cyclical
-180
- 4.03%
$215.01 - $273.02 $38.7K - $49.1K
4.29K $1.08B
WMT
Walmart Inc.

Consumer Defensive
-228
- 0.95%
$94.4 - $104.27 $21.5K - $23.8K
23.8K $2.45B
BE
Bloom Energy Corp

Industrials
-500
- 20.0%
$22.13 - $86.27 $11.1K - $43.1K
2K $169M
IWM
Ishares Russell 2000 ETF

ETFs
-47
- 0.79%
$214.92 - $244.84 $10.1K - $11.5K
5.93K $1.43B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-57
- 0.55%
$459.11 - $506.91 $26.2K - $28.9K
10.3K $5.16B
MSFT
Microsoft Corp

Technology
-16
- 0.08%
$491.09 - $535.64 $7.86K - $8.57K
20.5K $10.6B
GOOGL
Alphabet Inc.

Communication Services
-222
- 0.94%
$174.36 - $254.72 $38.7K - $56.5K
23.3K $5.67B
AAPL
Apple Inc.

Technology
-1.12K
- 1.29%
$202.38 - $256.87 $227K - $289K
86.3K $22B
NVDA
Nvidia Corp

Technology
-2.36K
- 1.05%
$153.3 - $186.58 $362K - $441K
222K $41.5B
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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