Bernard Wealth Management Corp. Portfolio Holdings

Bernard Wealth Management Corp.

  • $173 Billion
  • Q4 2024

Bernard Wealth Management Corp. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $173 Billion distributed in 310 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $22.9B, Apple Inc. with a value of $17.9B, Nvidia Corp with a value of $17.8B, Schwab Strategic Tr Us Dividen with a value of $9.68B, and Microsoft Corp with a value of $8.95B.

Examining the 13F form we can see an increase of $173B in the current position value.

Bernard Wealth Management Corp. is based out at Royal Oak, MI

Below you can find more details about Bernard Wealth Management Corp. portfolio as well as his latest detailed transactions.

Portfolio value $173 Billion
ETFs: $66.8 Billion
Technology: $56.4 Billion
Healthcare: $12.3 Billion
Financial Services: $11 Billion
Consumer Cyclical: $8.91 Billion
Communication Services: $6.03 Billion
Industrials: $4.48 Billion
Consumer Defensive: $2.29 Billion
Other: $3.66 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$17.9 Billion 10.31% of portfolio
94,719
Q4 2024 New
$327B
$17.8 Billion 10.25% of portfolio
24,657
Q4 2024 New
$3.05T
$8.95 Billion 5.16% of portfolio
21,270
Q4 2024 New
$829B
$7.1 Billion 4.09% of portfolio
9,588
Q4 2024 New
$180B
$5.41 Billion 3.12% of portfolio
31,394
Q4 2024 New
$2.33T
$5.24 Billion 3.02% of portfolio
30,032
Q4 2024 New
$614B
$4.56 Billion 2.63% of portfolio
11,453
Q4 2024 New
$1.1T
$4 Billion 2.3% of portfolio
26,829
Q4 2024 New
$424B
$3 Billion 1.73% of portfolio
500
Q4 2024 New
$575B
$2.76 Billion 1.59% of portfolio
9,983
Q4 2024 New
$93.4B
$1.86 Billion 1.07% of portfolio
5,638
Q4 2024 New
$417B
$1.73 Billion 1.0% of portfolio
4,761
Q4 2024 New
$58.9B
$1.58 Billion 0.91% of portfolio
4,181
Q4 2024 New
$147B
$1.56 Billion 0.9% of portfolio
6,419
Q4 2024 New
$186B
$1.5 Billion 0.86% of portfolio
4,727
Q4 2024 New
$157B
$1.35 Billion 0.78% of portfolio
19,034
Q4 2024 New
$69B
$1.25 Billion 0.72% of portfolio
4,628
Q4 2024 New
$447B
$1.09 Billion 0.63% of portfolio
10,720
Q4 2024 New
$155B
$1.03 Billion 0.59% of portfolio
4,639
Q4 2024 New
$138B
$952 Million 0.55% of portfolio
4,888
Q4 2024 New
$9.55B
$934 Million 0.54% of portfolio
18,044
Q4 2024 New
$281B
$926 Million 0.53% of portfolio
5,471
Q4 2024 New
$471B
$904 Million 0.52% of portfolio
1,249
Q4 2024 New
$24.1B
$799 Million 0.46% of portfolio
7,654
Q4 2024 New
$199B
$775 Million 0.45% of portfolio
7,152
Q4 2024 New
$1.62T
$625 Million 0.36% of portfolio
1,335
Q4 2024 New
$341B
$610 Million 0.35% of portfolio
3,504
Q4 2024 New
$464B
$504 Million 0.29% of portfolio
4,317
Q4 2024 New
$1.13T
$445 Million 0.26% of portfolio
2,960
Q4 2024 New
$229B
$452 Million 0.26% of portfolio
4,042
Q4 2024 New
$146B
$332 Million 0.19% of portfolio
971
Q4 2024 New
$7.3B
$275 Million 0.16% of portfolio
5,059
Q4 2024 New
$150B
$274 Million 0.16% of portfolio
4,319
Q4 2024 New
$95.7B
$273 Million 0.16% of portfolio
213
Q4 2024 New
$158B
$211 Million 0.12% of portfolio
725
Q4 2024 New
$217B
$214 Million 0.12% of portfolio
1,702
Q4 2024 New
$808B
$187 Million 0.11% of portfolio
1,071
Q4 2024 New
$123B
$177 Million 0.1% of portfolio
635
Q4 2024 New
$121B
$160 Million 0.09% of portfolio
1,884
Q4 2024 New
$10.6B
$150 Million 0.09% of portfolio
1,424
Q4 2024 New
$91B
$165 Million 0.09% of portfolio
1,575
Q4 2024 New
$42.5B
$154 Million 0.09% of portfolio
3,790
Q4 2024 New
$198B
$156 Million 0.09% of portfolio
933
Q4 2024 New
$303B
$162 Million 0.09% of portfolio
1,073
Q4 2024 New
$156B
$142 Million 0.08% of portfolio
765
Q4 2024 New
$215B
$131 Million 0.08% of portfolio
209
Q4 2024 New
$111B
$129 Million 0.07% of portfolio
615
Q4 2024 New
$36.5B
$125 Million 0.07% of portfolio
9,865
Q4 2024 New
-
$130 Million 0.07% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 310
  • Current Value $173 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 310 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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