Bernardo Wealth Planning LLC Reduced Holdings in Q3 2025

Bernardo Wealth Planning LLC

  • $507 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-18.6K
- 46.72%
$225.11 - $247.9 $4.18M - $4.6M
21.2K $5.23M
USFR
Wisdomtree Floating Rate Treas

ETFs
-50.3K
- 33.59%
$50.23 - $50.48 $2.53M - $2.54M
99.4K $5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-13.5K
- 11.02%
$362.31 - $405.74 $4.89M - $5.47M
109K $43.8M
MGV
Vanguard Mega Cap Value

ETFs
-15.7K
- 6.64%
$129.46 - $137.85 $2.04M - $2.17M
221K $30.4M
TSLL
Direxion Shs ETF Tr Daily Tsla
-1K
- 4.77%
N/A
20K $0
VIG
Vanguard Dividend Appreciation

ETFs
-428
- 21.9%
N/A
1.53K $277K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.18K
- 8.68%
$49.32 - $50.93 $108K - $111K
23K $1.16M
INTU
Intuit Inc

Technology
-13
- 1.75%
$646.03 - $807.39 $8.4K - $10.5K
729 $497K
BSX
Boston Scientific Corp

Healthcare
-385
- 8.28%
$97.03 - $108.14 $37.4K - $41.6K
4.27K $416K
ROP
Roper Technologies Inc

Industrials
-3
- 0.73%
$495.03 - $573.0 $1.49K - $1.72K
408 $203K
SUB
Ishares Short Term National Mu

ETFs
-30
- 0.77%
$106.17 - $107.3 $3.19K - $3.22K
3.86K $411K
WTRG
Essential Utilities, Inc.

Utilities
-542
- 4.66%
$36.73 - $39.9 $19.9K - $21.6K
11.1K $442K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-83
- 1.43%
$62.09 - $66.51 $5.15K - $5.52K
5.73K $373K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-31
- 1.58%
$108.46 - $120.63 $3.36K - $3.74K
1.93K $228K
IWR
Ishares Russell Mid Cap ETF

ETFs
-32
- 0.83%
$92.26 - $97.51 $2.95K - $3.12K
3.81K $367K
IYE
Ishares Tr

ETFs
-23
- 0.31%
$44.83 - $48.91 $1.03K - $1.12K
7.43K $352K
MCD
Mcdonalds Corp

Consumer Cyclical
-14
- 0.75%
$291.67 - $316.99 $4.08K - $4.44K
1.86K $565K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-1.64K
- 1.13%
$23.69 - $24.32 $38.8K - $39.9K
143K $3.48M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-645
- 4.27%
$74.93 - $80.73 $48.3K - $52.1K
14.5K $1.17M
BX
Blackstone Inc.

Financial Services
-262
- 6.77%
$152.77 - $188.68 $40K - $49.4K
3.61K $616K
VTV
Vanguard Value ETF

ETFs
-22
- 0.2%
$175.51 - $186.57 $3.86K - $4.1K
10.8K $2.02M
HDV
Ishares Core High Dividend ETF

ETFs
-20
- 0.1%
$118.16 - $123.66 $2.36K - $2.47K
20.1K $2.46M
VO
Vanguard Mid Cap ETF

ETFs
-456
- 2.54%
$279.83 - $293.74 $128K - $134K
17.5K $5.13M
VB
Vanguard Small Cap ETF

ETFs
-6
- 0.03%
$237.58 - $259.17 $1.43K - $1.56K
19.9K $5.07M
IXN
Ishares Global Information Tec

ETFs
-161
- 0.47%
$91.28 - $103.32 $14.7K - $16.6K
33.8K $3.49M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-818
- 0.82%
$132.9 - $142.03 $109K - $116K
98.5K $13.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
-9.35K
- 4.4%
$108.08 - $121.73 $1.01M - $1.14M
203K $24.5M
Activity Summary
Buys All Purchases 83 New Holdings 9 Increased Positions 74 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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