Bernard Wealth Management Corp. Purchases in Q4 2024

Bernard Wealth Management Corp.

  • $173 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
971
New
$345.14 - $392.15 $335K - $381K
971 $332M
XLK
Technology Sector Spdr

ETFs
1.4K
New
$220.26 - $241.44 $308K - $338K
1.4K $291M
IVV
Ishares Core S&P 500 ETF

ETFs
575
New
$570.51 - $610.59 $328K - $351K
575 $290M
FR
First Industrial Realty Trust Inc

Real Estate
5.06K
New
$49.6 - $55.9 $251K - $283K
5.06K $275M
SCHW
Schwab Charles Corp

Financial Services
4.32K
New
$63.31 - $82.85 $273K - $358K
4.32K $274M
AVGO
Broadcom Inc.

Technology
213
New
$159.67 - $250.0 $34K - $53.3K
213 $273M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.43K
New
$174.22 - $187.62 $249K - $268K
1.43K $227M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.2K
New
$44.33 - $49.55 $231K - $258K
5.2K $215M
MRK
Merck & Co., Inc.

Healthcare
1.7K
New
$96.31 - $114.76 $164K - $195K
1.7K $214M
AMGN
Amgen Inc

Healthcare
725
New
$258.78 - $328.31 $188K - $238K
725 $211M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.7K
New
$28.6 - $29.27 $192K - $196K
6.7K $193M
EQAL
Invesco ETF

ETFs
4.34K
New
$48.01 - $51.95 $208K - $225K
4.34K $189M
JPM
Jpmorgan Chase & CO

Financial Services
1.07K
New
$205.18 - $250.29 $220K - $268K
1.07K $187M
ETN
Eaton Corp PLC

Industrials
635
New
$326.96 - $377.52 $208K - $240K
635 $177M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.28K
New
$153.8 - $176.52 $196K - $225K
1.28K $169M
XLV
Select Sector Spdr Fund Health

ETFs
1.15K
New
$136.28 - $154.74 $157K - $178K
1.15K $166M
NKE
Nike, Inc.

Consumer Cyclical
1.58K
New
$73.36 - $89.13 $116K - $140K
1.58K $165M
CVX
Chevron Corp

Energy
1.07K
New
$141.15 - $162.53 $151K - $174K
1.07K $162M
MDT
Medtronic PLC

Healthcare
1.88K
New
$79.61 - $92.24 $150K - $174K
1.88K $160M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
311
New
$563.99 - $620.12 $175K - $193K
311 $160M
PEP
Pepsico Inc

Consumer Defensive
933
New
$151.29 - $176.1 $141K - $164K
933 $156M
IWF
Ishares Russell 1000 Gr ETF

ETFs
474
New
$370.24 - $418.94 $175K - $199K
474 $156M
DAL
Delta Air Lines, Inc.

Industrials
3.79K
New
$47.46 - $65.77 $180K - $249K
3.79K $154M
SWKS
Skyworks Solutions, Inc.

Technology
1.42K
New
$83.18 - $99.15 $118K - $141K
1.42K $150M
AMAT
Applied Materials Inc

Technology
765
New
$161.44 - $213.89 $124K - $164K
765 $142M
ADBE
Adobe Inc.

Technology
209
New
$437.39 - $552.96 $91.4K - $116K
209 $131M
PSEP
Innovator U.S. Equity Power Bu
3.62K
New
N/A
3.62K $130M
BA
Boeing CO

Industrials
615
New
$138.14 - $180.72 $85K - $111K
615 $129M
DKNG
Draft Kings Inc.

Consumer Cyclical
2.95K
New
$35.32 - $44.84 $104K - $132K
2.95K $128M
POCT
Innovator U.S. Equity Power Bu

ETFs
3.42K
New
$38.63 - $40.03 $132K - $137K
3.42K $126M
F
Ford Motor CO

Consumer Cyclical
9.87K
New
$9.69 - $11.4 $95.6K - $112K
9.87K $125M
VV
Vanguard Large Cap ETF

ETFs
483
New
$260.27 - $280.65 $126K - $136K
483 $111M
PDEC
Innovator U.S. Equity Power Bu
3.04K
New
N/A
3.04K $109M
EWC
Ishares Msci Canada ETF

ETFs
2.99K
New
$39.64 - $43.28 $118K - $129K
2.99K $108M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.35K
New
$77.86 - $79.27 $105K - $107K
1.35K $104M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.13K
New
$26.63 - $30.23 $110K - $125K
4.13K $101M
YUM
Yum Brands Inc

Consumer Cyclical
761
New
$130.36 - $139.54 $99.2K - $106K
761 $99.1M
VTV
Vanguard Value ETF

ETFs
642
New
$168.32 - $181.87 $108K - $117K
642 $97.8M
NOW
Service Now, Inc.

Technology
115
New
$867.18 - $1148.42 $99.7K - $132K
115 $93.5M
ITA
Ishares Tr

ETFs
748
New
$144.31 - $157.31 $108K - $118K
748 $93.2M
BCE
Bce Inc

Communication Services
2.44K
New
$22.53 - $34.84 $55K - $85K
2.44K $91.5M
VUG
Vanguard Growth ETF

ETFs
269
New
$378.79 - $428.11 $102K - $115K
269 $90.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.75K
New
$49.79 - $51.14 $87.1K - $89.5K
1.75K $88.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
184
New
$260.53 - $404.79 $47.9K - $74.5K
184 $86.5M
GLD
Spdr Gold Trust

ETFs
461
New
$236.59 - $257.5 $109K - $119K
461 $86.5M
VTI
Vanguard Total Stock Market Et

ETFs
342
New
$280.04 - $302.45 $95.8K - $103K
342 $85.1M
CSX
Csx Corp

Industrials
2.29K
New
$31.58 - $36.88 $72.2K - $84.3K
2.29K $84.3M
FVD
First Tr Value Line Divid Inde

ETFs
2.06K
New
$43.4 - $46.7 $89.5K - $96.3K
2.06K $83.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
497
New
$183.23 - $199.79 $91.1K - $99.3K
497 $83M
Activity Summary
Buys All Purchases 310 New Holdings 310 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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