Bernard Wealth Management Corp. Sells in Q4 2025

Bernard Wealth Management Corp.

  • $246 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-5.74K
- 2.58%
$179.83 - $207.04 $1.03M - $1.19M
216K $40.4B
MSFT
Microsoft Corp

Technology
-163
- 0.79%
$496.82 - $542.07 $81K - $88.4K
20.3K $9.84B
UBER
Uber Technologies, Inc

Technology
-3.65K
- 15.28%
$91.62 - $100.1 $335K - $366K
20.2K $1.65B
HD
Home Depot, Inc.

Consumer Cyclical
-683
- 17.78%
$358.03 - $397.02 $245K - $271K
3.16K $1.09B
META
Meta Platforms, Inc.

Communication Services
-425
- 41.02%
$609.01 - $751.67 $259K - $319K
611 $403M
PANW
Palo Alto Networks Inc

Technology
-419
- 3.02%
$204.77 - $221.38 $85.8K - $92.8K
13.5K $2.48B
CRWD
Crowd Strike Holdings, Inc.

Technology
-283
- 5.1%
$482.23 - $557.53 $136K - $158K
5.26K $2.47B
COST
Costco Wholesale Corp

Consumer Defensive
-172
- 11.33%
$910.94 - $954.99 $157K - $164K
1.35K $1.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-387
- 3.77%
$475.68 - $513.11 $184K - $199K
9.87K $4.96B
DIS
Walt Disney CO

Communication Services
-1.07K
- 44.4%
$105.69 - $116.65 $113K - $125K
1.34K $152M
SYK
Stryker Corp

Healthcare
-180
- 83.33%
$353.81 - $388.35 $63.7K - $69.9K
36 $12.7M
GD
General Dynamics Corp

Industrials
-50
- 4.44%
$330.59 - $353.77 $16.5K - $17.7K
1.08K $362M
ITA
Ishares Tr

ETFs
-100
- 23.53%
$205.04 - $218.9 $20.5K - $21.9K
325 $69.8M
SCHW
Schwab Charles Corp

Financial Services
-369
- 8.12%
$91.91 - $97.71 $33.9K - $36.1K
4.18K $417M
JELD
Jeld Wen Holding, Inc.

Industrials
-1.9K
- 48.44%
$2.04 - $4.91 $3.88K - $9.33K
2.02K $4.98M
PNOV
Innovator U.S. Equity Power Bu
-335
- 35.71%
N/A
603 $25.2M
BE
Bloom Energy Corp

Industrials
-126
- 6.3%
$86.06 - $142.37 $10.8K - $17.9K
1.87K $163M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-553
- 0.79%
$26.44 - $27.53 $14.6K - $15.2K
69K $1.89B
IVT
Inven Trust Properties Corp.

Real Estate
-189
- 15.16%
$27.24 - $28.92 $5.15K - $5.47K
1.06K $29.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 25.0%
$4804.01 - $5424.55 $4.8K - $5.42K
3 $16.1M
AAL
American Airlines Group Inc.

Industrials
-1K
- 41.67%
N/A
1.4K $21.5M
SJNK
Spdr Bloomberg Short Term High

ETFs
-173
- 21.44%
$25.2 - $25.57 $4.36K - $4.42K
634 $16.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-40
- 21.74%
$160.66 - $181.39 $6.43K - $7.26K
144 $29.9M
SMG
Scotts Miracle Gro CO

Basic Materials
-50
- 33.33%
$53.13 - $59.03 $2.66K - $2.95K
100 $5.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-36
- 61.02%
$74.09 - $75.1 $2.67K - $2.7K
23 $1.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3
- 5.56%
$600.51 - $631.95 $1.8K - $1.9K
51 $32M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-598
- 2.68%
$45.42 - $46.3 $27.2K - $27.7K
21.7K $1.02B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-20
- 4.35%
$23.54 - $23.93 $471 - $479
440 $10.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1
- 4.55%
$98.0 - $102.56 $98 - $103
21 $2.15M
NEM
Newmont Corp

Basic Materials
-175
- 14.29%
$78.63 - $98.27 $13.8K - $17.2K
1.05K $105M
PSEP
Innovator U.S. Equity Power Bu
-5
- 0.13%
N/A
3.99K $174M
PDEC
Innovator U.S. Equity Power Bu
-16
- 0.53%
N/A
3.02K $131M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
-40
- 2.5%
$97.88 - $107.14 $3.92K - $4.29K
1.56K $172M
XLV
Select Sector Spdr Fund Health

ETFs
-11
- 1.3%
$141.95 - $152.82 $1.56K - $1.68K
834 $129M
IWM
Ishares Russell 2000 ETF

ETFs
-3
- 0.05%
$236.79 - $250.33 $710 - $751
5.93K $1.46B
V
Visa Inc.

Financial Services
-231
- 1.91%
$325.75 - $352.42 $75.2K - $81.4K
11.9K $4.16B
JPM
Jpmorgan Chase & CO

Financial Services
-64
- 0.51%
$294.11 - $320.41 $18.8K - $20.5K
12.5K $4.03B
AMD
Advanced Micro Devices Inc

Technology
-100
- 4.89%
$164.01 - $264.33 $16.4K - $26.4K
1.95K $417M
GOOG
Alphabet Inc.

Communication Services
-10
- 0.44%
$237.49 - $291.74 $2.37K - $2.92K
2.28K $715M
WMT
Walmart Inc.

Consumer Defensive
-123
- 0.52%
$101.18 - $109.03 $12.4K - $13.4K
23.7K $2.64B
AMZN
Amazon Com Inc

Consumer Cyclical
-547
- 1.92%
$213.04 - $254.0 $117K - $139K
27.9K $6.45B
AAPL
Apple Inc.

Technology
-381
- 0.44%
$245.27 - $275.25 $93.4K - $105K
85.9K $23.4B
GOOGL
Alphabet Inc.

Communication Services
-166
- 0.71%
$236.57 - $291.31 $39.3K - $48.4K
23.2K $7.25B
LLY
Eli Lilly & CO

Healthcare
-500
- 5.15%
$799.57 - $1025.28 $400K - $513K
9.22K $9.91B
Activity Summary
Buys All Purchases 62 New Holdings 19 Increased Positions 43 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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