Bernardo Wealth Planning LLC Incresed Positions 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
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
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
NVDA
Nvidia Corp

Technology
1.57K
+ 19.67%
$98.91 - $134.91 $156K - $212K
9.57K $1.31M
VTV
Vanguard Value ETF

ETFs
379
+ 3.41%
$159.75 - $174.57 $60.5K - $66.2K
11.5K $2.04M
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
MSFT
Microsoft Corp

Technology
731
+ 26.76%
$395.15 - $467.56 $289K - $342K
3.46K $1.44M
BX
Blackstone Inc.

Financial Services
291
+ 8.23%
$120.77 - $159.66 $35.1K - $46.5K
3.83K $650K
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
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.51%
$488.01 - $604.18 $1.95K - $2.42K
783 $443K
ABT
Abbott Laboratories

Healthcare
37
+ 1.76%
$100.07 - $118.13 $3.7K - $4.37K
2.13K $252K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
224
+ 4.69%
$96.25 - $101.98 $21.6K - $22.8K
5K $497K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30
+ 0.56%
$57.32 - $62.65 $1.72K - $1.88K
5.4K $345K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.26%
$182.15 - $182.15 $729 - $729
1.54K $309K
XOM
Exxon Mobil Corp

Energy
5
+ 0.09%
$109.72 - $119.0 $549 - $595
5.34K $643K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13
+ 0.32%
$60.84 - $67.51 $791 - $878
4.07K $279K
WFC
Wells Fargo & Company

Financial Services
10
+ 0.26%
$51.58 - $60.97 $516 - $610
3.84K $247K
VEA
Vanguard Ftse Developed Market

ETFs
29
+ 0.69%
$47.6 - $53.31 $1.38K - $1.55K
4.23K $218K
GOOGL
Alphabet Inc.

Communication Services
128
+ 9.0%
$148.65 - $191.18 $19K - $24.5K
1.55K $253K
SCHV
Schwab Strategic Tr Us Large C

ETFs
14.4K
+ 139.96%
$73.43 - $80.37 $1.06M - $1.16M
24.8K $676K
GOOG
Alphabet Inc.

Communication Services
107
+ 1.19%
$149.54 - $192.66 $16K - $20.6K
9.1K $1.5M
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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