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
RRX
Regal Rexnord Corp

Industrials
200
New
$153.56 - $182.22 $30.7K - $36.4K
200 $30.4M
TGT
Target Corp

Consumer Defensive
207
New
$121.59 - $160.69 $25.2K - $33.3K
207 $30.3M
LRCX
Lam Research Corp

Technology
32
New
$70.05 - $814.09 $2.24K - $26.1K
32 $29.5M
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.26K
New
$23.14 - $26.91 $29.2K - $34K
1.26K $28.8M
MRVL
Marvell Technology, Inc.

Technology
405
New
$70.31 - $124.78 $28.5K - $50.5K
405 $27.8M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.18K
New
$11.42 - $12.5 $24.9K - $27.3K
2.18K $25.9M
ADC
Agree Realty Corp

Real Estate
446
New
$69.44 - $77.65 $31K - $34.6K
446 $25.7M
BX
Blackstone Inc.

Financial Services
199
New
$148.45 - $199.05 $29.5K - $39.6K
199 $25.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
429
New
$77.25 - $91.3 $33.1K - $39.2K
429 $25.3M
IP
International Paper CO

Consumer Cyclical
683
New
$46.64 - $59.57 $31.9K - $40.7K
683 $24.1M
ONON
On Holding Ag

Consumer Cyclical
800
New
$46.3 - $59.54 $37K - $47.6K
800 $23.6M
OXY
Occidental Petroleum Corp

Energy
400
New
$45.36 - $55.91 $18.1K - $22.4K
400 $23M
UNP
Union Pacific Corp

Industrials
92
New
$223.15 - $249.32 $20.5K - $22.9K
92 $23M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
New
$4100.99 - $5300.34 $24.6K - $31.8K
6 $22.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
389
New
$65.67 - $69.79 $25.5K - $27.1K
389 $22.4M
MAR
Marriott International Inc

Consumer Cyclical
90
New
$246.06 - $292.59 $22.1K - $26.3K
90 $22.2M
BROS
Dutch Bros Inc.

Consumer Cyclical
815
New
$30.72 - $55.82 $25K - $45.5K
815 $22M
CRM
Salesforce, Inc.

Technology
75
New
$270.87 - $367.87 $20.3K - $27.6K
75 $21.8M
H
Hyatt Hotels Corp

Consumer Cyclical
166
New
$143.07 - $164.62 $23.7K - $27.3K
166 $21.7M
VNQ
Vanguard Specialized Funds Van

ETFs
255
New
$87.85 - $98.6 $22.4K - $25.1K
255 $21.5M
Veralto Corp
248
New
N/A
248 $20.4M
PNOV
Innovator U.S. Equity Power Bu
559
New
N/A
559 $19.6M
CLF
Cleveland Cliffs Inc.

Basic Materials
983
New
$9.24 - $13.94 $9.08K - $13.7K
983 $19.5M
XLE
Energy Sector Spdr

ETFs
233
New
$83.32 - $97.27 $19.4K - $22.7K
233 $19.4M
SBUX
Starbucks Corp

Consumer Cyclical
197
New
$87.44 - $102.5 $17.2K - $20.2K
197 $19.2M
SNOW
Snowflake Inc.

Technology
80
New
$109.65 - $186.51 $8.77K - $14.9K
80 $18.7M
ACN
Accenture PLC

Technology
50
New
$343.9 - $376.86 $17.2K - $18.8K
50 $18.6M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
269
New
$64.85 - $73.04 $17.4K - $19.6K
269 $18.3M
BAC
Bank Of America Corp

Financial Services
538
New
$39.22 - $47.77 $21.1K - $25.7K
538 $17.8M
KO
Coca Cola CO

Consumer Defensive
295
New
$61.74 - $71.71 $18.2K - $21.2K
295 $17.6M
DVY
Ishares Tr

ETFs
150
New
$129.55 - $143.41 $19.4K - $21.5K
150 $17.1M
CLX
Clorox CO

Consumer Defensive
110
New
$156.51 - $169.74 $17.2K - $18.7K
110 $16.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
65
New
$278.19 - $315.36 $18.1K - $20.5K
65 $16.7M
FEX
First Tr Large Cap Core Alphde

ETFs
178
New
$103.29 - $112.88 $18.4K - $20.1K
178 $16.5M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
500
New
$22.4 - $29.88 $11.2K - $14.9K
500 $16.5M
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
2.37K
New
$6.9 - $7.5 $16.4K - $17.8K
2.37K $15.8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
210
New
$69.58 - $74.87 $14.6K - $15.7K
210 $13.2M
PKW
Invesco Exchange Traded Fd Tr

ETFs
130
New
$114.02 - $125.22 $14.8K - $16.3K
130 $13.1M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
324
New
$43.37 - $51.46 $14.1K - $16.7K
324 $13.1M
FUL
Fuller H B CO

Basic Materials
168
New
$67.09 - $80.64 $11.3K - $13.5K
168 $13M
TJX
Tjx Companies Inc

Consumer Cyclical
131
New
$112.15 - $127.2 $14.7K - $16.7K
131 $12.9M
PAPR
Innovator U.S. Equity Power Bu

ETFs
381
New
$35.71 - $37.1 $13.6K - $14.1K
381 $12.7M
VZ
Verizon Communications Inc

Communication Services
300
New
$39.6 - $45.21 $11.9K - $13.6K
300 $11.9M
EFG
Msci Eafe Growth ETF

ETFs
120
New
$96.83 - $106.88 $11.6K - $12.8K
120 $11.9M
Ge Healthcare Technologies I
145
New
N/A
145 $11.8M
SMG
Scotts Miracle Gro CO

Basic Materials
210
New
$65.14 - $93.47 $13.7K - $19.6K
210 $11.7M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
100
New
$173.13 - $258.09 $17.3K - $25.8K
100 $11.7M
CMA
Comerica Inc

Financial Services
225
New
$57.88 - $72.73 $13K - $16.4K
225 $11.6M
BE
Bloom Energy Corp

Industrials
1K
New
$9.04 - $27.45 $9.04K - $27.5K
1K $11.5M
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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