Bernardo Wealth Planning LLC Purchases and Sells in Q2 2025

Bernardo Wealth Planning LLC

$461 Million
Q2 2025

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MGK	2.45K + 2.04%	$273.67 - $366.17 $670K - $896K	122K $44.8M
IVV	3.99K + 5.11%	$498.8 - $620.9 $1.99M - $2.48M	82K $50.9M
DFUS	84.4K + 53.21%	$53.65 - $67.02 $4.53M - $5.65M	243K $16.3M
VONG	14.6K + 7.36%	$82.51 - $109.2 $1.2M - $1.59M	212K $23.2M
ITOT	10.5K + 8.05%	$108.12 - $135.04 $1.13M - $1.41M	141K $19M
USFR	50.3K + 50.56%	$50.28 - $50.47 $2.53M - $2.54M	150K $7.53M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	39.7K New	$171.4 - $227.1 $6.81M - $9.03M	39.7K $9.03M
FTCS	58.4K New	$81.6 - $92.39 $4.77M - $5.4M	58.4K $5.31M
SCHX	31.7K New	$19.6 - $24.44 $621K - $774K	31.7K $774K
WDAY	1.42K New	$210.47 - $274.71 $298K - $389K	1.42K $340K
ORCL	1.21K New	$122.82 - $218.63 $149K - $265K	1.21K $265K
TSLL	21K New	N/A	21K $248K

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	-15.7K - 58.8%	$416.06 - $551.64 $6.53M - $8.66M	11K $6.07M
CGCP	-105K - 9.0%	$21.92 - $22.56 $2.3M - $2.36M	1.06M $23.8M
VO	-5.98K - 25.02%	$228.54 - $279.83 $1.37M - $1.67M	17.9K $5.02M
AAPL	-1.85K - 4.52%	$172.42 - $223.89 $318K - $413K	39K $8.01M
JEPI	-16.3K - 8.98%	$51.14 - $57.0 $833K - $928K	165K $9.39M
MMIT	-19.1K - 11.64%	$23.36 - $24.11 $446K - $460K	145K $3.45M

Activity Summary All Purchases 72 New Holdings 13 Increased Positions 59 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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