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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8
+ 0.16%
$58.41 - $72.69 $467 - $582
4.96K $360K
VEA
Vanguard Ftse Developed Market

ETFs
75
+ 1.74%
$45.65 - $57.01 $3.42K - $4.28K
4.4K $251K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
85
+ 1.48%
$51.16 - $62.02 $4.35K - $5.27K
5.81K $360K
RTX
Raytheon Technologies Corp

Industrials
15
+ 0.87%
$113.75 - $148.48 $1.71K - $2.23K
1.74K $254K
ABT
Abbott Laboratories

Healthcare
80
+ 3.65%
$123.95 - $138.08 $9.92K - $11K
2.27K $309K
V
Visa Inc.

Financial Services
33
+ 5.45%
$308.27 - $373.31 $10.2K - $12.3K
638 $227K
HD
Home Depot, Inc.

Consumer Cyclical
37
+ 4.81%
$335.24 - $380.78 $12.4K - $14.1K
807 $296K
ADP
Automatic Data Processing Inc

Industrials
31
+ 2.68%
$276.76 - $326.81 $8.58K - $10.1K
1.19K $366K
VXRT
Vaxart, Inc.

Healthcare
16.7K
+ 57.13%
$0.31 - $0.7 $5.18K - $11.7K
46K $21K
PEG
Public Service Enterprise Group Inc

Utilities
12
+ 0.43%
$77.13 - $84.18 $926 - $1.01K
2.79K $235K
LLY
Eli Lilly & CO

Healthcare
17
+ 6.16%
$713.71 - $898.95 $12.1K - $15.3K
293 $229K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
73
+ 0.68%
$24.14 - $25.43 $1.76K - $1.86K
10.7K $266K
PG
Procter & Gamble CO

Consumer Defensive
45
+ 2.42%
$157.66 - $172.39 $7.09K - $7.76K
1.91K $303K
WTRG
Essential Utilities, Inc.

Utilities
296
+ 2.61%
$36.92 - $41.39 $10.9K - $12.3K
11.6K $432K
PGR
Progressive Corp

Financial Services
17
+ 0.9%
$255.27 - $288.74 $4.34K - $4.91K
1.91K $511K
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.64%
$285.55 - $321.23 $3.43K - $3.85K
1.88K $548K
ABBV
Abb Vie Inc.

Healthcare
53
+ 2.86%
$170.16 - $206.27 $9.02K - $10.9K
1.91K $354K
XOM
Exxon Mobil Corp

Energy
49
+ 0.86%
$99.93 - $119.04 $4.9K - $5.83K
5.73K $618K
JNJ
Johnson & Johnson

Healthcare
113
+ 1.74%
$146.36 - $159.82 $16.5K - $18.1K
6.61K $1.01M
CVX
Chevron Corp

Energy
57
+ 1.5%
$133.73 - $168.51 $7.62K - $9.61K
3.85K $551K
MRK
Merck & Co., Inc.

Healthcare
132
+ 0.78%
$73.47 - $87.12 $9.7K - $11.5K
17K $1.35M
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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