Bernardo Wealth Planning LLC Purchases in Q3 2025

Bernardo Wealth Planning LLC

  • $507 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
165K
+ 99.63%
$55.61 - $57.37 $9.15M - $9.44M
330K $18.8M
IVV
Ishares Core S&P 500 ETF

ETFs
3.29K
+ 4.01%
$620.67 - $670.08 $2.04M - $2.2M
85.3K $57.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
85.3K
+ 59.49%
$53.81 - $57.52 $4.59M - $4.91M
229K $13.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
18.7K
+ 13.32%
$135.0 - $146.02 $2.53M - $2.74M
159K $23.2M
JPIE
J P Morgan Exchange Traded Fd
66K
+ 30.03%
$46.01 - $46.55 $3.04M - $3.07M
286K $13.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
37.4K
+ 47.3%
$76.16 - $78.59 $2.85M - $2.94M
116K $9.09M
MBB
Ishares Tr

ETFs
26K
+ 24.2%
$92.46 - $95.73 $2.4M - $2.49M
133K $12.7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
10.3K
+ 4.22%
$67.01 - $72.84 $687K - $747K
253K $18.3M
AAPL
Apple Inc.

Technology
293
+ 0.75%
$202.38 - $256.87 $59.3K - $75.3K
39.3K $10M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.51K
+ 5.11%
$181.56 - $190.33 $999K - $1.05M
113K $21.5M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.02K
+ 0.3%
$84.55 - $89.54 $86K - $91.1K
336K $30M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
60.4K
+ 11.07%
$22.64 - $23.22 $1.37M - $1.4M
606K $14M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
20.7K
+ 9.06%
$52.39 - $53.11 $1.08M - $1.1M
249K $13.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
277
+ 2.52%
$546.99 - $602.2 $152K - $167K
11.3K $6.77M
GOOG
Alphabet Inc.

Communication Services
380
+ 4.63%
$175.16 - $255.24 $66.6K - $97K
8.6K $2.09M
TSLA
Tesla, Inc.

Consumer Cyclical
88
+ 2.48%
$293.94 - $444.72 $25.9K - $39.1K
3.63K $1.61M
NVDA
Nvidia Corp

Technology
1.13K
+ 12.89%
$153.3 - $186.58 $173K - $211K
9.89K $1.84M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.58K
+ 25.98%
$49.09 - $50.58 $274K - $282K
27.1K $1.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
278
+ 13.2%
$617.65 - $666.84 $172K - $185K
2.38K $1.59M
JNJ
Johnson & Johnson

Healthcare
83
+ 1.26%
$155.17 - $185.42 $12.9K - $15.4K
6.69K $1.24M
PLTR
Palantir Technologies Inc.

Technology
1.2K
New
$130.68 - $186.97 $157K - $225K
1.2K $219K
VTI
Vanguard Total Stock Market Et

ETFs
312
+ 6.5%
$303.93 - $329.86 $94.8K - $103K
5.11K $1.68M
BAC
Bank Of America Corp

Financial Services
4.19K
New
$44.92 - $52.42 $188K - $220K
4.19K $216K
LMT
Lockheed Martin Corp

Industrials
418
New
$410.74 - $499.21 $172K - $209K
418 $208K
MO
Altria Group, Inc.

Consumer Defensive
3.13K
New
$57.75 - $67.68 $181K - $212K
3.13K $206K
CEG
Constellation Energy Corp

Utilities
619
New
$298.82 - $354.89 $185K - $220K
619 $203K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.67K
New
$52.12 - $55.33 $191K - $203K
3.67K $203K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
431
New
$435.72 - $463.74 $188K - $200K
431 $199K
HMOP
Hartford Fds Exchange Traded T

ETFs
2.8K
+ 2.31%
$37.94 - $39.14 $106K - $110K
124K $4.83M
GOOGL
Alphabet Inc.

Communication Services
171
+ 8.26%
$174.36 - $254.72 $29.8K - $43.6K
2.24K $544K
FTCS
First Trust Capital Strength E

ETFs
5
+ 0.01%
$89.72 - $93.74 $449 - $469
58.4K $5.47M
MSFT
Microsoft Corp

Technology
140
+ 3.57%
$491.09 - $535.64 $68.8K - $75K
4.06K $2.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2K
+ 7.51%
$48.5 - $50.19 $97.2K - $101K
28.7K $1.44M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.09K
+ 20.63%
$26.38 - $27.95 $108K - $114K
23.9K $652K
MUB
Ishares National Muni Bond ETF

ETFs
813
+ 5.08%
$103.24 - $106.68 $83.9K - $86.7K
16.8K $1.79M
UVSP
Univest Financial Corp

Financial Services
3.48K
+ 16.84%
$28.12 - $32.7 $98K - $114K
24.2K $725K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 0.37%
$567.77 - $614.76 $4.54K - $4.92K
2.19K $1.34M
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.73%
$184.85 - $231.54 $2.59K - $3.24K
1.92K $445K
MRK
Merck & Co., Inc.

Healthcare
110
+ 0.65%
$77.6 - $87.37 $8.54K - $9.61K
17.1K $1.44M
GLD
Spdr Gold Trust

ETFs
105
+ 10.22%
$300.96 - $355.47 $31.6K - $37.3K
1.13K $402K
AVGO
Broadcom Inc.

Technology
72
+ 6.6%
$264.74 - $369.57 $19.1K - $26.6K
1.16K $383K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.03%
$182.33 - $194.5 $365 - $389
6.61K $1.29M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.98K
+ 27.75%
$24.11 - $24.94 $71.9K - $74.3K
13.7K $342K
ORCL
Oracle Corp

Technology
4
+ 0.33%
$218.96 - $328.33 $876 - $1.31K
1.21K $341K
VUG
Vanguard Growth ETF

ETFs
20
+ 1.34%
$433.97 - $484.08 $8.68K - $9.68K
1.52K $728K
CVX
Chevron Corp

Energy
151
+ 3.92%
$145.57 - $161.83 $22K - $24.4K
4K $621K
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.62%
$282.78 - $316.06 $4.24K - $4.74K
2.44K $770K
SCHX
Schwab Strategic Tr Us Large C

ETFs
64
+ 0.2%
$24.46 - $26.5 $1.57K - $1.7K
31.7K $835K
SCHV
Schwab Strategic Tr Us Large C

ETFs
529
+ 1.88%
$27.61 - $29.15 $14.6K - $15.4K
28.7K $836K
Activity Summary
Buys All Purchases 83 New Holdings 9 Increased Positions 74 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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