Bernardo Wealth Planning LLC Sells in Q2 2025

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15.7K
- 58.8%
$416.06 - $551.64 $6.53M - $8.66M
11K $6.07M
CGCP
Capital Group Core Plus Income

ETFs
-105K
- 9.0%
$21.92 - $22.56 $2.3M - $2.36M
1.06M $23.8M
VO
Vanguard Mid Cap ETF

ETFs
-5.98K
- 25.02%
$228.54 - $279.83 $1.37M - $1.67M
17.9K $5.02M
AAPL
Apple Inc.

Technology
-1.85K
- 4.52%
$172.42 - $223.89 $318K - $413K
39K $8.01M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-16.3K
- 8.98%
$51.14 - $57.0 $833K - $928K
165K $9.39M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-19.1K
- 11.64%
$23.36 - $24.11 $446K - $460K
145K $3.45M
HMOP
Hartford Fds Exchange Traded T

ETFs
-9.34K
- 7.15%
$37.54 - $38.74 $351K - $362K
121K $4.64M
AVGO
Broadcom Inc.

Technology
-2.43K
- 68.99%
$146.29 - $275.65 $355K - $669K
1.09K $301K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-9K
- 1.62%
$22.54 - $23.17 $203K - $208K
545K $12.5M
UNH
Unitedhealth Group Inc

Healthcare
-58
- 6.96%
$274.35 - $599.47 $15.9K - $34.8K
775 $242K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.88K
- 6.95%
$49.12 - $50.93 $92.2K - $95.6K
25.1K $1.25M
HDV
Ishares Core High Dividend ETF

ETFs
-223
- 1.1%
$108.41 - $120.51 $24.2K - $26.9K
20.1K $2.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-84
- 6.18%
$483.48 - $539.8 $40.6K - $45.3K
1.28K $620K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-2.97K
- 8.41%
$22.18 - $23.36 $65.9K - $69.4K
32.4K $725K
IYE
Ishares Tr

ETFs
-321
- 4.13%
$40.36 - $49.67 $13K - $15.9K
7.45K $337K
WY
Weyerhaeuser CO

Real Estate
-54
- 0.56%
$24.69 - $29.48 $1.33K - $1.59K
9.63K $247K
SUB
Ishares Short Term National Mu

ETFs
-376
- 8.82%
$104.77 - $106.34 $39.4K - $40K
3.89K $413K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-122
- 0.45%
$48.13 - $49.85 $5.87K - $6.08K
26.7K $1.31M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-213
- 9.81%
$90.56 - $109.49 $19.3K - $23.3K
1.96K $214K
ROP
Roper Technologies Inc

Industrials
-4
- 0.96%
$519.19 - $590.78 $2.08K - $2.36K
411 $233K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-135
- 2.14%
$96.84 - $99.46 $13.1K - $13.4K
6.18K $613K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-156
- 3.57%
$54.27 - $63.01 $8.47K - $9.83K
4.21K $264K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-31
- 0.15%
$85.42 - $94.39 $2.65K - $2.93K
21.1K $1.98M
VTV
Vanguard Value ETF

ETFs
-226
- 2.04%
$153.67 - $176.74 $34.7K - $39.9K
10.8K $1.91M
META
Meta Platforms, Inc.

Communication Services
-304
- 21.42%
$484.66 - $738.09 $147K - $224K
1.12K $823K
GOOGL
Alphabet Inc.

Communication Services
-167
- 7.47%
$144.7 - $178.6 $24.2K - $29.8K
2.07K $365K
IVE
Ishares S&P 500 Value ETF

ETFs
-41
- 0.43%
$168.34 - $195.42 $6.9K - $8.01K
9.45K $1.85M
WMT
Walmart Inc.

Consumer Defensive
-95
- 1.35%
$81.79 - $99.98 $7.77K - $9.5K
6.92K $677K
TSLA
Tesla, Inc.

Consumer Cyclical
-399
- 10.12%
$221.86 - $362.89 $88.5K - $145K
3.54K $1.13M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-37
- 1.24%
$180.84 - $240.32 $6.69K - $8.89K
2.94K $707K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3
- 0.16%
$141.37 - $228.57 $424 - $686
1.88K $425K
GOOG
Alphabet Inc.

Communication Services
-358
- 4.18%
$146.58 - $180.01 $52.5K - $64.4K
8.22K $1.46M
IVW
Ishares S&P 500 Growth ETF

ETFs
-183
- 0.9%
$82.96 - $110.1 $15.2K - $20.1K
20.2K $2.22M
NVDA
Nvidia Corp

Technology
-805
- 8.42%
$94.31 - $157.99 $75.9K - $127K
8.76K $1.38M
MGV
Vanguard Mega Cap Value

ETFs
-1.37K
- 0.57%
$114.87 - $131.25 $157K - $180K
237K $31.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-90
- 0.51%
$167.32 - $223.3 $15.1K - $20.1K
17.5K $3.84M
IXN
Ishares Global Information Tec

ETFs
-496
- 1.44%
$65.81 - $92.34 $32.6K - $45.8K
33.9K $3.14M
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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