Bernardo Wealth Planning LLC Sells in Q3 2024

Bernardo Wealth Planning LLC

  • $412 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-103K
- 44.09%
$49.7 - $56.11 $5.12M - $5.78M
131K $7.18M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-99.3K
- 36.22%
$54.98 - $59.51 $5.46M - $5.91M
175K $10.5M
WTRG
Essential Utilities, Inc.

Utilities
-10.1K
- 49.19%
$36.74 - $41.49 $372K - $420K
10.4K $419K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.06K
- 22.06%
$83.76 - $91.82 $508K - $556K
21.4K $1.99M
MRK
Merck & Co., Inc.

Healthcare
-56
- 0.33%
$111.15 - $128.97 $6.22K - $7.22K
17.1K $1.88M
IXN
Ishares Global Information Tec

ETFs
-2.17K
- 5.81%
$73.0 - $87.81 $159K - $191K
35.2K $2.94M
MUB
Ishares National Muni Bond ETF

ETFs
-1.72K
- 8.13%
$106.13 - $108.7 $182K - $187K
19.4K $2.09M
LLAP
Terran Orbital Corp

Industrials
-50.9K
- 21.38%
$0.24 - $0.92 $12.2K - $46.8K
187K $46K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-7.23K
- 3.57%
$24.07 - $24.62 $174K - $178K
195K $4.77M
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.71K
- 2.83%
$50.2 - $50.48 $136K - $137K
93K $4.68M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.07K
- 14.5%
$162.64 - $179.3 $174K - $191K
6.3K $1.14M
SUB
Ishares Short Term National Mu

ETFs
-873
- 14.55%
$104.3 - $106.3 $91.1K - $92.8K
5.13K $543K
HMOP
Hartford Fds Exchange Traded T

ETFs
-3.67K
- 2.45%
$38.61 - $39.46 $142K - $145K
146K $5.74M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.45K
- 19.59%
$25.38 - $26.27 $62.1K - $64.2K
10K $263K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-2.17K
- 5.53%
$23.57 - $24.19 $51.1K - $52.4K
37K $889K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-753
- 2.76%
$434.77 - $502.96 $327K - $379K
26.6K $13.1M
CVX
Chevron Corp

Energy
-115
- 2.91%
$137.88 - $161.97 $15.9K - $18.6K
3.84K $580K
INTU
Intuit Inc

Technology
-4
- 0.55%
$602.97 - $670.49 $2.41K - $2.68K
718 $437K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-847
- 3.04%
$49.93 - $51.15 $42.3K - $43.3K
27K $1.37M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-662
- 12.84%
$54.38 - $59.77 $36K - $39.6K
4.49K $264K
IYE
Ishares Tr

ETFs
-268
- 3.25%
$44.44 - $49.18 $11.9K - $13.2K
7.98K $380K
WRAP
Wrap Technologies, Inc.

Technology
-5.65K
- 27.5%
$1.4 - $1.96 $7.91K - $11.1K
14.9K $28K
SCHW
Schwab Charles Corp

Financial Services
-3
- 0.11%
$61.74 - $76.08 $185 - $228
2.8K $201K
ROP
Roper Technologies Inc

Industrials
-4
- 0.99%
$515.25 - $576.55 $2.06K - $2.31K
402 $227K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-49
- 0.27%
$50.15 - $51.27 $2.46K - $2.51K
18.2K $926K
PG
Procter & Gamble CO

Consumer Defensive
-44
- 2.28%
$160.76 - $177.82 $7.07K - $7.82K
1.88K $324K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-173
- 5.47%
$175.46 - $203.3 $30.4K - $35.2K
2.99K $623K
VUG
Vanguard Growth ETF

ETFs
-1
- 0.09%
$341.08 - $391.94 $341 - $392
1.05K $410K
IWR
Ishares Russell Mid Cap ETF

ETFs
-221
- 5.35%
$79.92 - $88.19 $17.7K - $19.5K
3.91K $351K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-68
- 3.18%
$105.53 - $118.34 $7.18K - $8.05K
2.07K $245K
JPM
Jpmorgan Chase & CO

Financial Services
-154
- 6.41%
$194.9 - $224.8 $30K - $34.6K
2.25K $505K
VZ
Verizon Communications Inc

Communication Services
-71
- 0.81%
$38.89 - $45.0 $2.76K - $3.2K
8.66K $380K
FVD
First Tr Value Line Divid Inde

ETFs
-1.26K
- 8.2%
$40.45 - $45.49 $51K - $57.4K
14.1K $648K
BSX
Boston Scientific Corp

Healthcare
-215
- 4.66%
$72.96 - $84.0 $15.7K - $18.1K
4.4K $380K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-282
- 1.92%
$63.28 - $70.06 $17.8K - $19.8K
14.4K $1.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12
- 1.01%
$405.19 - $478.57 $4.86K - $5.74K
1.17K $546K
JNJ
Johnson & Johnson

Healthcare
-50
- 0.74%
$145.48 - $167.38 $7.27K - $8.37K
6.71K $1.1M
FTCS
First Trust Capital Strength E

ETFs
-4.07K
- 6.28%
$83.58 - $90.94 $340K - $370K
60.7K $5.62M
HDV
Ishares Core High Dividend ETF

ETFs
-313
- 1.2%
$107.62 - $118.76 $33.7K - $37.2K
25.7K $3.06M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.47K
- 1.2%
$285.48 - $330.24 $420K - $486K
121K $39.6M
MGV
Vanguard Mega Cap Value

ETFs
-13.6K
- 5.59%
$118.0 - $128.28 $1.6M - $1.74M
229K $29.9M
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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