Bernardo Wealth Planning LLC Reduced Holdings in Q4 2024

Bernardo Wealth Planning LLC

  • $422 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-11K
- 31.75%
$261.5 - $284.63 $2.87M - $3.12M
23.6K $6.23M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-19.8K
- 17.12%
$126.68 - $134.74 $2.5M - $2.66M
95.7K $12.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-70.7K
- 11.48%
$22.39 - $23.45 $1.58M - $1.66M
545K $12.5M
VB
Vanguard Small Cap ETF

ETFs
-6.01K
- 23.5%
$233.76 - $261.58 $1.4M - $1.57M
19.6K $4.7M
HDV
Ishares Core High Dividend ETF

ETFs
-5.27K
- 20.53%
$110.82 - $121.28 $584K - $639K
20.4K $2.29M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-25.5K
- 13.03%
$23.99 - $24.55 $611K - $625K
170K $4.08M
HMOP
Hartford Fds Exchange Traded T

ETFs
-14.8K
- 10.12%
$38.56 - $39.45 $570K - $583K
131K $5.08M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.88K
- 19.32%
$94.43 - $105.47 $460K - $514K
20.4K $2.07M
FTCS
First Trust Capital Strength E

ETFs
-832
- 1.37%
$87.62 - $94.03 $72.9K - $78.2K
59.9K $5.26M
MUB
Ishares National Muni Bond ETF

ETFs
-2.46K
- 12.67%
$105.78 - $108.7 $260K - $267K
17K $1.81M
MRK
Merck & Co., Inc.

Healthcare
-271
- 1.58%
$96.31 - $114.76 $26.1K - $31.1K
16.9K $1.68M
OLED
Universal Display Corp Pa

Technology
-100
- 3.33%
$146.2 - $213.81 $14.6K - $21.4K
2.9K $424K
JNJ
Johnson & Johnson

Healthcare
-376
- 5.6%
$143.34 - $165.86 $53.9K - $62.4K
6.34K $916K
NVDA
Nvidia Corp

Technology
-923
- 9.65%
$117.0 - $148.88 $108K - $137K
8.65K $1.16M
VTV
Vanguard Value ETF

ETFs
-235
- 2.05%
$168.32 - $181.87 $39.6K - $42.7K
11.2K $1.9M
FVD
First Tr Value Line Divid Inde

ETFs
-2.13K
- 15.05%
$43.4 - $46.7 $92.2K - $99.2K
12K $523K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-250
- 1.17%
$88.59 - $94.57 $22.1K - $23.6K
21.2K $1.88M
SUB
Ishares Short Term National Mu

ETFs
-600
- 11.7%
$104.94 - $106.2 $63K - $63.7K
4.53K $477K
DIS
Walt Disney CO

Communication Services
-768
- 27.39%
$92.39 - $117.6 $71K - $90.3K
2.04K $226K
ADP
Automatic Data Processing Inc

Industrials
-142
- 11.02%
$280.08 - $307.97 $39.8K - $43.7K
1.15K $335K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-910
- 2.46%
$23.42 - $24.25 $21.3K - $22.1K
36.1K $852K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-308
- 1.14%
$49.79 - $51.14 $15.3K - $15.8K
26.7K $1.34M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-44
- 0.7%
$176.42 - $186.91 $7.76K - $8.22K
6.25K $1.11M
CVX
Chevron Corp

Energy
-9
- 0.23%
$141.15 - $162.53 $1.27K - $1.46K
3.83K $554K
IYE
Ishares Tr

ETFs
-199
- 2.49%
$43.93 - $51.37 $8.74K - $10.2K
7.78K $354K
IXN
Ishares Global Information Tec

ETFs
-778
- 2.21%
$80.67 - $87.84 $62.8K - $68.3K
34.5K $2.92M
UVSP
Univest Financial Corp

Financial Services
-997
- 7.71%
$26.85 - $32.21 $26.8K - $32.1K
11.9K $352K
ABT
Abbott Laboratories

Healthcare
-14
- 0.66%
$111.93 - $119.39 $1.57K - $1.67K
2.12K $239K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-126
- 2.8%
$57.38 - $61.11 $7.23K - $7.7K
4.37K $254K
SCHW
Schwab Charles Corp

Financial Services
-46
- 1.64%
$63.31 - $82.85 $2.91K - $3.81K
2.75K $203K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.13%
$567.81 - $607.81 $1.14K - $1.22K
1.58K $927K
VUG
Vanguard Growth ETF

ETFs
-12
- 1.14%
$378.79 - $428.11 $4.55K - $5.14K
1.04K $427K
AVGO
Broadcom Inc.

Technology
-258
- 10.0%
$159.67 - $250.0 $41.2K - $64.5K
2.32K $538K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-629
- 0.48%
$53.94 - $58.15 $33.9K - $36.6K
130K $7.33M
TSLA
Tesla, Inc.

Consumer Cyclical
-395
- 9.87%
$213.65 - $479.86 $84.4K - $190K
3.61K $1.46M
AAPL
Apple Inc.

Technology
-74
- 0.18%
$221.69 - $259.02 $16.4K - $19.2K
40.8K $10.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2.44K
- 2.01%
$316.94 - $357.88 $772K - $871K
119K $40.9M
Activity Summary
Buys All Purchases 58 New Holdings 3 Increased Positions 55 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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