Bernardo Wealth Planning LLC Purchases in Q3 2024

Bernardo Wealth Planning LLC

  • $412 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
82.3K
+ 253.65%
$113.41 - $125.62 $9.33M - $10.3M
115K $14.7M
VONV
Vanguard Russell 1000 Value Et

ETFs
44.7K
+ 17.07%
$76.07 - $83.33 $3.4M - $3.73M
307K $26M
IVV
Ishares Core S&P 500 ETF

ETFs
2.81K
+ 4.02%
$520.18 - $576.82 $1.46M - $1.62M
72.7K $42.6M
VO
Vanguard Mid Cap ETF

ETFs
11.2K
+ 48.21%
$237.84 - $263.83 $2.67M - $2.97M
34.6K $9.31M
VONG
Vanguard Russell 1000 Growth E

ETFs
28.9K
+ 18.37%
$85.48 - $98.39 $2.47M - $2.85M
186K $18.3M
CGCP
Capital Group Core Plus Income

ETFs
95.3K
+ 9.97%
$22.12 - $23.31 $2.11M - $2.22M
1.05M $24M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.9K
+ 4.24%
$162.83 - $179.16 $634K - $698K
95.8K $17.4M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
62.5K
+ 11.3%
$22.38 - $23.66 $1.4M - $1.48M
616K $14.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
267
+ 0.23%
$117.9 - $128.2 $31.5K - $34.2K
115K $15.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15K
+ 28.95%
$74.26 - $78.84 $1.11M - $1.18M
66.7K $5.13M
IWV
Ishares Russell 3000 ETF

ETFs
3.41K
New
$294.75 - $326.73 $1.01M - $1.11M
3.41K $1.13M
AAPL
Apple Inc.

Technology
1.14K
+ 2.86%
$207.23 - $234.82 $236K - $267K
40.8K $9.48M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16.1K
+ 9.92%
$51.02 - $52.74 $821K - $848K
178K $9.32M
MBB
Ishares Tr

ETFs
7.89K
+ 11.9%
$90.85 - $96.66 $717K - $763K
74.2K $6.98M
VB
Vanguard Small Cap ETF

ETFs
905
+ 3.67%
$214.77 - $237.72 $194K - $215K
25.6K $6.19M
OLED
Universal Display Corp Pa

Technology
3K
New
$157.72 - $236.42 $474K - $710K
3K $616K
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.2K
+ 187.0%
$56.04 - $62.2 $459K - $510K
12.6K $795K
AMZN
Amazon Com Inc

Consumer Cyclical
2.47K
+ 17.14%
$161.02 - $200.0 $398K - $494K
16.9K $3.17M
IDCC
Inter Digital, Inc.

Communication Services
2.3K
New
$116.28 - $141.69 $267K - $326K
2.3K $358K
NFLX
Netflix Inc

Communication Services
500
New
$598.55 - $722.26 $299K - $361K
500 $344K
NVDA
Nvidia Corp

Technology
1.57K
+ 19.67%
$98.91 - $134.91 $156K - $212K
9.57K $1.31M
DIS
Walt Disney CO

Communication Services
2.8K
New
$85.6 - $98.61 $240K - $277K
2.8K $271K
VTV
Vanguard Value ETF

ETFs
379
+ 3.41%
$159.75 - $174.57 $60.5K - $66.2K
11.5K $2.04M
LMT
Lockheed Martin Corp

Industrials
399
New
$460.3 - $584.56 $184K - $233K
399 $243K
TSLA
Tesla, Inc.

Consumer Cyclical
729
+ 22.26%
$191.76 - $263.26 $140K - $192K
4K $884K
AVGO
Broadcom Inc.

Technology
2.43K
+ 1667.12%
$136.27 - $1745.86 $332K - $4.25M
2.58K $468K
HD
Home Depot, Inc.

Consumer Cyclical
557
New
$333.64 - $405.2 $186K - $226K
557 $231K
NSC
Norfolk Southern Corp

Industrials
904
New
$213.75 - $259.69 $193K - $235K
904 $224K
MSFT
Microsoft Corp

Technology
731
+ 26.76%
$395.15 - $467.56 $289K - $342K
3.46K $1.44M
AMD
Advanced Micro Devices Inc

Technology
1.36K
New
$128.67 - $183.96 $175K - $250K
1.36K $213K
BX
Blackstone Inc.

Financial Services
291
+ 8.23%
$120.77 - $159.66 $35.1K - $46.5K
3.83K $650K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
588
New
$305.34 - $350.41 $180K - $206K
588 $206K
RTX
Raytheon Technologies Corp

Industrials
1.63K
New
$99.55 - $123.34 $162K - $201K
1.63K $205K
PPL
Ppl Corp

Utilities
6.28K
New
$27.36 - $33.08 $172K - $208K
6.28K $203K
SPY
Spdr S&P 500 ETF Trust

ETFs
242
+ 18.02%
$517.38 - $573.86 $125K - $139K
1.59K $923K
IVE
Ishares S&P 500 Value ETF

ETFs
41
+ 0.43%
$181.06 - $197.17 $7.42K - $8.08K
9.49K $1.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
183
+ 0.73%
$84.77 - $97.13 $15.5K - $17.8K
25.2K $2.45M
VTI
Vanguard Total Stock Market Et

ETFs
116
+ 2.86%
$255.18 - $283.2 $29.6K - $32.9K
4.18K $1.2M
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.73%
$245.82 - $304.51 $3.2K - $3.96K
1.8K $568K
WMT
Walmart Inc.

Consumer Defensive
300
+ 4.64%
$66.91 - $81.4 $20.1K - $24.4K
6.76K $547K
META
Meta Platforms, Inc.

Communication Services
26
+ 2.03%
$453.41 - $572.44 $11.8K - $14.9K
1.31K $754K
PGR
Progressive Corp

Financial Services
1
+ 0.05%
$209.46 - $259.24 $209 - $259
1.87K $469K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
102
+ 5.44%
$147.95 - $191.05 $15.1K - $19.5K
1.98K $407K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.14%
$475.2 - $527.7 $1.43K - $1.58K
2.16K $1.15M
UVSP
Univest Financial Corp

Financial Services
3
+ 0.02%
$22.22 - $29.19 $66.7 - $87.6
12.9K $370K
PM
Philip Morris International Inc.

Consumer Defensive
51
+ 1.5%
$101.25 - $127.45 $5.16K - $6.5K
3.44K $413K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.09K
+ 229.83%
$77.02 - $85.06 $700K - $773K
13K $376K
ABBV
Abb Vie Inc.

Healthcare
190
+ 12.39%
$163.84 - $199.33 $31.1K - $37.9K
1.72K $325K
Grayscale Ethereum Mini Tr E
20.8K
New
N/A
20.8K $51K
Activity Summary
Buys All Purchases 62 New Holdings 13 Increased Positions 49 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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