Bernardo Wealth Planning LLC Purchases and Sells in Q3 2024

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	82.3K + 253.65%	$113.41 - $125.62 $9.33M - $10.3M	115K $14.7M
VONV	44.7K + 17.07%	$76.07 - $83.33 $3.4M - $3.73M	307K $26M
IVV	2.81K + 4.02%	$520.18 - $576.82 $1.46M - $1.62M	72.7K $42.6M
VO	11.2K + 48.21%	$237.84 - $263.83 $2.67M - $2.97M	34.6K $9.31M
VONG	28.9K + 18.37%	$85.48 - $98.39 $2.47M - $2.85M	186K $18.3M
CGCP	95.3K + 9.97%	$22.12 - $23.31 $2.11M - $2.22M	1.05M $24M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWV	3.41K New	$294.75 - $326.73 $1.01M - $1.11M	3.41K $1.13M
OLED	3K New	$157.72 - $236.42 $474K - $710K	3K $616K
IDCC	2.3K New	$116.28 - $141.69 $267K - $326K	2.3K $358K
NFLX	500 New	$598.55 - $722.26 $299K - $361K	500 $344K
DIS	2.8K New	$85.6 - $98.61 $240K - $277K	2.8K $271K
LMT	399 New	$460.3 - $584.56 $184K - $233K	399 $243K

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPQ	-103K - 44.09%	$49.7 - $56.11 $5.12M - $5.78M	131K $7.18M
JEPI	-99.3K - 36.22%	$54.98 - $59.51 $5.46M - $5.91M	175K $10.5M
WTRG	-10.1K - 49.19%	$36.74 - $41.49 $372K - $420K	10.4K $419K
USMV	-6.06K - 22.06%	$83.76 - $91.82 $508K - $556K	21.4K $1.99M
MRK	-56 - 0.33%	$111.15 - $128.97 $6.22K - $7.22K	17.1K $1.88M
IXN	-2.17K - 5.81%	$73.0 - $87.81 $159K - $191K	35.2K $2.94M

Activity Summary All Purchases 62 New Holdings 13 Increased Positions 49 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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