Bernardo Wealth Planning LLC Incresed Positions in Q2 2025

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
VONV
Vanguard Russell 1000 Value Et

ETFs
6.9K
+ 2.1%
$73.19 - $85.21 $505K - $588K
335K $28.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.6K
+ 5.6%
$45.88 - $54.4 $349K - $414K
143K $7.8M
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
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
NFLX
Netflix Inc

Communication Services
11
+ 2.06%
$855.86 - $1339.13 $9.41K - $14.7K
544 $728K
MBB
Ishares Tr

ETFs
2.13K
+ 2.02%
$91.41 - $94.22 $195K - $201K
107K $10.1M
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
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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8
+ 0.16%
$58.41 - $72.69 $467 - $582
4.96K $360K
BSX
Boston Scientific Corp

Healthcare
44
+ 0.96%
$89.7 - $107.41 $3.95K - $4.73K
4.65K $499K
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
FVD
First Tr Value Line Divid Inde

ETFs
4
+ 0.04%
$40.62 - $45.12 $162 - $180
11.1K $498K
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
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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