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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.2M
$66.8 Million 0.04% of portfolio
74,194
Q4 2024 New
$0
$15.8 Million 0.01% of portfolio
2,373
Q4 2024 New
$3.48M
$4,000 0.0% of portfolio
1
Q4 2024 New
$0
$2.85 Million 0.0% of portfolio
201
Q4 2024 New
$0
$25,000 0.0% of portfolio
2
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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