Bernardo Wealth Planning LLC Purchases in Q2 2025

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
39.7K
New
$171.4 - $227.1 $6.81M - $9.03M
39.7K $9.03M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.45K
+ 2.04%
$273.67 - $366.17 $670K - $896K
122K $44.8M
IVV
Ishares Core S&P 500 ETF

ETFs
3.99K
+ 5.11%
$498.8 - $620.9 $1.99M - $2.48M
82K $50.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
84.4K
+ 53.21%
$53.65 - $67.02 $4.53M - $5.65M
243K $16.3M
FTCS
First Trust Capital Strength E

ETFs
58.4K
New
$81.6 - $92.39 $4.77M - $5.4M
58.4K $5.31M
VONG
Vanguard Russell 1000 Growth E

ETFs
14.6K
+ 7.36%
$82.51 - $109.2 $1.2M - $1.59M
212K $23.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.5K
+ 8.05%
$108.12 - $135.04 $1.13M - $1.41M
141K $19M
USFR
Wisdomtree Floating Rate Treas

ETFs
50.3K
+ 50.56%
$50.28 - $50.47 $2.53M - $2.54M
150K $7.53M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.93K
+ 4.79%
$152.93 - $181.74 $754K - $896K
108K $19.6M
Proshares Tr
35.7K
+ 445.83%
N/A
43.7K $1.85M
SCHX
Schwab Strategic Tr Us Large C

ETFs
31.7K
New
$19.6 - $24.44 $621K - $774K
31.7K $774K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.6K
+ 5.6%
$45.88 - $54.4 $349K - $414K
143K $7.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.09K
+ 2.15%
$114.78 - $133.31 $239K - $278K
99.3K $13.2M
MSFT
Microsoft Corp

Technology
367
+ 10.33%
$354.56 - $497.45 $130K - $183K
3.92K $1.95M
JPIE
J P Morgan Exchange Traded Fd
11.1K
+ 5.32%
$45.12 - $46.32 $501K - $515K
220K $10.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
674
+ 47.07%
$496.48 - $617.85 $335K - $416K
2.11K $1.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.39K
+ 5.89%
$75.05 - $77.34 $330K - $340K
79K $6.11M
VB
Vanguard Small Cap ETF

ETFs
220
+ 1.12%
$193.73 - $237.37 $42.6K - $52.2K
19.9K $4.72M
WDAY
Workday, Inc.

Technology
1.42K
New
$210.47 - $274.71 $298K - $389K
1.42K $340K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.7K
+ 2.1%
$51.68 - $52.76 $243K - $248K
228K $12M
UVSP
Univest Financial Corp

Financial Services
8.76K
+ 73.37%
$25.3 - $31.35 $222K - $274K
20.7K $621K
VTI
Vanguard Total Stock Market Et

ETFs
487
+ 11.29%
$243.75 - $303.93 $119K - $148K
4.8K $1.46M
VUG
Vanguard Growth ETF

ETFs
456
+ 43.76%
$329.49 - $438.4 $150K - $200K
1.5K $657K
ORCL
Oracle Corp

Technology
1.21K
New
$122.82 - $218.63 $149K - $265K
1.21K $265K
TSLL
Direxion Shs ETF Tr Daily Tsla
21K
New
N/A
21K $248K
DIS
Walt Disney CO

Communication Services
1.97K
New
$81.72 - $124.01 $161K - $244K
1.97K $244K
VCR
Vanguard Consumer Discretionar

ETFs
660
New
$290.42 - $364.35 $192K - $240K
660 $239K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
588
New
$299.15 - $396.54 $176K - $233K
588 $233K
Ishares Bitcoin Trust ETF
3.77K
New
N/A
3.77K $231K
NFLX
Netflix Inc

Communication Services
11
+ 2.06%
$855.86 - $1339.13 $9.41K - $14.7K
544 $728K
SPYG
Spdr Portfolio

ETFs
2.25K
New
$71.83 - $95.32 $161K - $214K
2.25K $214K
MBB
Ishares Tr

ETFs
2.13K
+ 2.02%
$91.41 - $94.22 $195K - $201K
107K $10.1M
LNKB
Linkbancorp, Inc.

Financial Services
27.4K
New
$6.33 - $7.42 $173K - $203K
27.4K $200K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
664
+ 4.6%
$60.34 - $74.89 $40.1K - $49.7K
15.1K $1.13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
364
+ 5.83%
$152.42 - $182.82 $55.5K - $66.5K
6.61K $1.21M
INTU
Intuit Inc

Technology
18
+ 2.49%
$544.07 - $787.63 $9.79K - $14.2K
742 $584K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.89K
+ 42.33%
$24.32 - $27.87 $143K - $164K
19.8K $525K
JPM
Jpmorgan Chase & CO

Financial Services
74
+ 3.14%
$210.28 - $289.91 $15.6K - $21.5K
2.43K $704K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.44K
+ 13.87%
$23.55 - $27.67 $80.9K - $95.1K
28.2K $781K
SSIC
Silver Spike Investment Corp.

Healthcare
10.3K
New
N/A
10.3K $106K
VIG
Vanguard Dividend Appreciation

ETFs
412
+ 26.72%
N/A
1.95K $400K
MSTR
Microstrategy Inc

Technology
29
+ 3.9%
$237.95 - $421.61 $6.9K - $12.2K
772 $312K
PM
Philip Morris International Inc.

Consumer Defensive
62
+ 1.76%
$149.23 - $184.95 $9.25K - $11.5K
3.58K $653K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.85K
+ 9.41%
$48.46 - $50.2 $89.6K - $92.8K
21.5K $1.07M
IBM
International Business Machines Corp

Technology
46
+ 3.75%
$221.03 - $294.78 $10.2K - $13.6K
1.27K $375K
BX
Blackstone Inc.

Financial Services
46
+ 1.2%
$120.07 - $151.11 $5.52K - $6.95K
3.87K $579K
SCHW
Schwab Charles Corp

Financial Services
98
+ 3.54%
$69.06 - $91.24 $6.77K - $8.94K
2.87K $261K
WFC
Wells Fargo & Company

Financial Services
54
+ 1.32%
$60.98 - $80.12 $3.29K - $4.33K
4.16K $333K
BSX
Boston Scientific Corp

Healthcare
44
+ 0.96%
$89.7 - $107.41 $3.95K - $4.73K
4.65K $499K
Activity Summary
Buys All Purchases 72 New Holdings 13 Increased Positions 59 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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