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
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
839
New
$104.5 - $125.64 $87.7K - $105K
839 $83M
NFLX
Netflix Inc

Communication Services
140
New
$687.65 - $936.56 $96.3K - $131K
140 $78.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
967
New
$80.13 - $83.77 $77.5K - $81K
967 $77.4M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
1.45K
New
$54.2 - $60.92 $78.8K - $88.6K
1.45K $76.1M
PG
Procter & Gamble CO

Consumer Defensive
472
New
$161.05 - $179.7 $76K - $84.8K
472 $74.3M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
1.23K
New
$64.79 - $77.75 $79.7K - $95.6K
1.23K $73.9M
NEM
Newmont Corp

Basic Materials
2.09K
New
$37.0 - $58.68 $77.4K - $123K
2.09K $68.6M
ABC
Amerisourcebergen Corp

Healthcare
296
New
N/A
296 $68.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
551
New
$131.66 - $144.0 $72.5K - $79.3K
551 $68M
CHKP
Check Point Software Technologies LTD

Technology
409
New
$170.18 - $209.01 $69.6K - $85.5K
409 $67.2M
BSGM
Bio Sig Technologies, Inc.

Healthcare
74.2K
New
$0.24 - $2.23 $17.8K - $165K
74.2K $66.8M
MA
Mastercard Inc

Financial Services
145
New
$491.3 - $536.15 $71.2K - $77.7K
145 $66.4M
VFH
Vanguard Financial ETF

ETFs
677
New
$108.87 - $126.2 $73.7K - $85.4K
677 $64.1M
IVE
Ishares S&P 500 Value ETF

ETFs
345
New
$189.5 - $206.17 $65.4K - $71.1K
345 $60.5M
HSY
Hershey CO

Consumer Defensive
307
New
$168.67 - $193.65 $51.8K - $59.5K
307 $59.9M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
800
New
$101.82 - $114.06 $81.5K - $91.2K
800 $59.7M
SJNK
Spdr Bloomberg Short Term High

ETFs
2.27K
New
$25.09 - $25.69 $56.9K - $58.3K
2.27K $57.1M
XLI
Industrial Sector Spdr

ETFs
476
New
$131.76 - $143.99 $62.7K - $68.5K
476 $55.7M
QCOM
Qualcomm Inc

Technology
366
New
$150.4 - $178.04 $55K - $65.2K
366 $55.3M
VO
Vanguard Mid Cap ETF

ETFs
225
New
$261.5 - $284.63 $58.8K - $64K
225 $52.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.43K
New
$38.37 - $42.82 $54.9K - $61.3K
1.43K $49.9M
MMM
3 M CO

Industrials
516
New
$124.74 - $137.12 $64.4K - $70.8K
516 $47.9M
WFC
Wells Fargo & Company

Financial Services
996
New
$54.98 - $77.35 $54.8K - $77K
996 $47.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
428
New
$116.4 - $138.52 $49.8K - $59.3K
428 $46.8M
BUG
Global X Fds Cybersecurity ETF

ETFs
1.47K
New
$30.13 - $34.51 $44.2K - $50.6K
1.47K $46.4M
MU
Micron Technology Inc

Technology
498
New
$84.16 - $113.41 $41.9K - $56.5K
498 $42.6M
IVT
Inven Trust Properties Corp.

Real Estate
1.65K
New
$28.52 - $31.3 $47K - $51.6K
1.65K $42.1M
ISRG
Intuitive Surgical Inc

Healthcare
108
New
$471.27 - $550.62 $50.9K - $59.5K
108 $41.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
76
New
$501.29 - $612.85 $38.1K - $46.6K
76 $41.9M
CHD
Church & Dwight CO Inc

Consumer Defensive
400
New
$99.11 - $112.25 $39.6K - $44.9K
400 $39.5M
Coherent Corp
631
New
N/A
631 $39.3M
CVS
Cvs Health Corp

Healthcare
497
New
$43.78 - $67.46 $21.8K - $33.5K
497 $38M
TTE
Total Energies Se

Energy
582
New
N/A
582 $37.4M
XLF
Financial Sector Spdr

ETFs
931
New
$44.89 - $51.34 $41.8K - $47.8K
931 $36.4M
JNJ
Johnson & Johnson

Healthcare
230
New
$143.34 - $165.86 $33K - $38.1K
230 $36.1M
AAL
American Airlines Group Inc.

Industrials
2.4K
New
N/A
2.4K $35.7M
AXP
American Express CO

Financial Services
167
New
$267.35 - $305.57 $44.6K - $51K
167 $35.5M
FCX
Freeport Mcmoran Inc

Basic Materials
928
New
$38.08 - $50.82 $35.3K - $47.2K
928 $34.7M
EUDG
Wisdomtree Tr

ETFs
1.09K
New
$29.79 - $33.83 $32.5K - $36.9K
1.09K $34.4M
TNA
Direxion Daily Small Cap Bull

ETFs
909
New
$41.4 - $56.28 $37.6K - $51.2K
909 $34.2M
XTOC
Innovator Etfs Tr U S Equity A

ETFs
1.23K
New
$28.47 - $29.9 $35.1K - $36.9K
1.23K $33.7M
CL
Colgate Palmolive CO

Consumer Defensive
400
New
$90.22 - $102.31 $36.1K - $40.9K
400 $33.4M
PFE
Pfizer Inc

Healthcare
1.18K
New
$24.8 - $30.19 $29.3K - $35.7K
1.18K $32.5M
ABR
Arbor Realty Trust Inc

Real Estate
2.62K
New
$13.66 - $15.64 $35.7K - $40.9K
2.62K $32.2M
CEG
Constellation Energy Corp

Utilities
242
New
$224.28 - $285.52 $54.3K - $69.1K
242 $32M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
750
New
$47.03 - $55.28 $35.3K - $41.5K
750 $31.9M
SLV
I Shares Silver Trust

ETFs
1.53K
New
$26.33 - $31.74 $40.4K - $48.7K
1.53K $31.7M
FE
Firstenergy Corp

Utilities
828
New
$39.14 - $44.52 $32.4K - $36.9K
828 $30.9M
BNDX
Vanguard Total International B

ETFs
633
New
$48.91 - $50.61 $31K - $32K
633 $30.8M
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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