Bernard Wealth Management Corp. Sells in Q2 2025

Bernard Wealth Management Corp.

  • $216 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-5
- 71.43%
$725400.0 - $809350.0 $3.63M - $4.05M
2 $1.46B
AAPL
Apple Inc.

Technology
-4.52K
- 4.92%
$172.42 - $223.89 $780K - $1.01M
87.4K $17.9B
LLY
Eli Lilly & CO

Healthcare
-989
- 9.01%
$713.71 - $898.95 $706K - $889K
9.99K $7.79B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-806
- 7.25%
$483.48 - $539.8 $390K - $435K
10.3K $5.01B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-12.2K
- 3.37%
$24.32 - $27.87 $297K - $340K
350K $9.27B
JPM
Jpmorgan Chase & CO

Financial Services
-5.1K
- 28.93%
$210.28 - $289.91 $1.07M - $1.48M
12.5K $3.63B
CAT
Caterpillar Inc

Industrials
-2.56K
- 30.54%
$273.94 - $388.21 $702K - $995K
5.83K $2.26B
SUB
Ishares Short Term National Mu

ETFs
-4.19K
- 88.39%
$104.77 - $106.34 $439K - $445K
550 $58.5M
ORCL
Oracle Corp

Technology
-3.02K
- 75.46%
$122.82 - $218.63 $371K - $661K
983 $215M
HD
Home Depot, Inc.

Consumer Cyclical
-788
- 16.06%
$335.24 - $380.78 $264K - $300K
4.12K $1.51B
XLK
Technology Sector Spdr

ETFs
-857
- 48.09%
$179.73 - $253.23 $154K - $217K
925 $234M
XOM
Exxon Mobil Corp

Energy
-33
- 0.31%
$99.93 - $119.04 $3.3K - $3.93K
10.7K $1.16B
VTV
Vanguard Value ETF

ETFs
-582
- 47.55%
$153.67 - $176.74 $89.4K - $103K
642 $113M
ABBV
Abb Vie Inc.

Healthcare
-34
- 0.97%
$170.16 - $206.27 $5.79K - $7.01K
3.46K $642M
VTI
Vanguard Total Stock Market Et

ETFs
-232
- 75.32%
$243.75 - $303.93 $56.6K - $70.5K
76 $23.1M
GLD
Spdr Gold Trust

ETFs
-204
- 80.31%
$273.71 - $316.29 $55.8K - $64.5K
50 $15.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-100
- 35.59%
$468.22 - $566.51 $46.8K - $56.7K
181 $103M
Innovator Etfs Trust
-2.22K
- 8.45%
N/A
24K $649M
Super Micro Computer Inc
-1K
- 93.46%
N/A
70 $3.43M
PG
Procter & Gamble CO

Consumer Defensive
-165
- 44.0%
$157.66 - $172.39 $26K - $28.4K
210 $33.5M
CVX
Chevron Corp

Energy
-31
- 2.89%
$133.73 - $168.51 $4.15K - $5.22K
1.04K $149M
MRK
Merck & Co., Inc.

Healthcare
-92
- 5.43%
$73.47 - $87.12 $6.76K - $8.02K
1.6K $127M
XLF
Financial Sector Spdr

ETFs
-500
- 47.85%
$43.92 - $52.37 $22K - $26.2K
545 $28.5M
MUB
Ishares National Muni Bond ETF

ETFs
-202
- 8.71%
$102.31 - $105.8 $20.7K - $21.4K
2.12K $221M
OXY
Occidental Petroleum Corp

Energy
-400
- 62.31%
$36.11 - $49.33 $14.4K - $19.7K
242 $10.2M
XLV
Select Sector Spdr Fund Health

ETFs
-64
- 5.8%
$128.77 - $144.3 $8.24K - $9.24K
1.04K $140M
DAL
Delta Air Lines, Inc.

Industrials
-500
- 60.46%
$35.88 - $52.99 $17.9K - $26.5K
327 $16.1M
SYK
Stryker Corp

Healthcare
-77
- 16.89%
$337.37 - $395.63 $26K - $30.5K
379 $150M
PEP
Pepsico Inc

Consumer Defensive
-14
- 1.57%
$128.02 - $151.37 $1.79K - $2.12K
876 $116M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-77
- 54.23%
$224.16 - $285.86 $17.3K - $22K
65 $18.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-31
- 60.78%
$390.26 - $489.06 $12.1K - $15.2K
20 $8.11M
BCE
Bce Inc

Communication Services
-599
- 50.42%
$20.87 - $22.95 $12.5K - $13.7K
589 $13.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-100
- 21.1%
$320.42 - $424.58 $32K - $42.5K
374 $159M
VZ
Verizon Communications Inc

Communication Services
-243
- 44.75%
$41.67 - $45.62 $10.1K - $11.1K
300 $13M
AVGO
Broadcom Inc.

Technology
-612
- 42.15%
$146.29 - $275.65 $89.5K - $169K
840 $232M
JNJ
Johnson & Johnson

Healthcare
-60
- 37.5%
$146.36 - $159.82 $8.78K - $9.59K
100 $15.3M
KO
Coca Cola CO

Consumer Defensive
-118
- 28.57%
$68.37 - $73.9 $8.07K - $8.72K
295 $20.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-25
- 55.56%
$285.55 - $321.23 $7.14K - $8.03K
20 $5.84M
T
At&T Inc.

Communication Services
-282
- 99.3%
$26.33 - $28.94 $7.43K - $8.16K
2 $58K
MDT
Medtronic PLC

Healthcare
-23
- 1.21%
$80.68 - $88.86 $1.86K - $2.04K
1.88K $164M
DHR
Danaher Corp

Healthcare
-6
- 0.81%
$174.64 - $205.16 $1.05K - $1.23K
732 $145M
F
Ford Motor CO

Consumer Cyclical
-1.41K
- 13.33%
$8.69 - $10.85 $12.3K - $15.3K
9.18K $99.6M
BDX
Becton Dickinson & CO

Healthcare
-23
- 69.7%
$165.15 - $226.42 $3.8K - $5.21K
10 $1.72M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-26
- 10.08%
$57.26 - $78.92 $1.49K - $2.05K
232 $13.4M
PFE
Pfizer Inc

Healthcare
-184
- 16.74%
$21.59 - $24.84 $3.97K - $4.57K
915 $22.2M
COP
Conocophillips

Energy
-38
- 28.57%
$82.66 - $106.1 $3.14K - $4.03K
95 $8.53M
PRU
Prudential Financial Inc

Financial Services
-35
- 41.18%
$95.12 - $112.71 $3.33K - $3.94K
50 $5.37M
ADC
Agree Realty Corp

Real Estate
-23
- 5.16%
$70.68 - $79.12 $1.63K - $1.82K
423 $30.9M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-154
- 12.54%
$33.46 - $38.01 $5.15K - $5.85K
1.07K $40.8M
Activity Summary
Buys All Purchases 50 New Holdings 16 Increased Positions 34 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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