Bernardo Wealth Planning LLC Purchases and Sells in Q3 2025

Bernardo Wealth Planning LLC

$507 Million
Q3 2025

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	165K + 99.63%	$55.61 - $57.37 $9.15M - $9.44M	330K $18.8M
IVV	3.29K + 4.01%	$620.67 - $670.08 $2.04M - $2.2M	85.3K $57.1M
JEPQ	85.3K + 59.49%	$53.81 - $57.52 $4.59M - $4.91M	229K $13.2M
ITOT	18.7K + 13.32%	$135.0 - $146.02 $2.53M - $2.74M	159K $23.2M
JPIE	66K + 30.03%	$46.01 - $46.55 $3.04M - $3.07M	286K $13.3M
BIV	37.4K + 47.3%	$76.16 - $78.59 $2.85M - $2.94M	116K $9.09M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	1.2K New	$130.68 - $186.97 $157K - $225K	1.2K $219K
BAC	4.19K New	$44.92 - $52.42 $188K - $220K	4.19K $216K
LMT	418 New	$410.74 - $499.21 $172K - $209K	418 $208K
MO	3.13K New	$57.75 - $67.68 $181K - $212K	3.13K $206K
CEG	619 New	$298.82 - $354.89 $185K - $220K	619 $203K
SPYV	3.67K New	$52.12 - $55.33 $191K - $203K	3.67K $203K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	-18.6K - 46.72%	$225.11 - $247.9 $4.18M - $4.6M	21.2K $5.23M
USFR	-50.3K - 33.59%	$50.23 - $50.48 $2.53M - $2.54M	99.4K $5M
MGK	-13.5K - 11.02%	$362.31 - $405.74 $4.89M - $5.47M	109K $43.8M
MGV	-15.7K - 6.64%	$129.46 - $137.85 $2.04M - $2.17M	221K $30.4M
TSLL	-1K - 4.77%	N/A	20K $0
VIG	-428 - 21.9%	N/A	1.53K $277K

Activity Summary All Purchases 83 New Holdings 9 Increased Positions 74 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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