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
EZU
Ishares Inc Msci Eurozone ETF

ETFs
231
New
$46.96 - $51.46 $10.8K - $11.9K
231 $11M
PJUN
Innovator U.S. Equity Power Bu

ETFs
301
New
$36.63 - $37.8 $11K - $11.4K
301 $10.3M
GE
General Electric CO

Industrials
71
New
$159.95 - $194.23 $11.4K - $13.8K
71 $9.89M
WILC
G Willi Food International LTD

Consumer Defensive
1K
New
$10.88 - $16.87 $10.9K - $16.9K
1K $9.67M
BLK
Black Rock Inc.

Financial Services
12
New
$934.02 - $1065.26 $11.2K - $12.8K
12 $9.57M
GILD
Gilead Sciences, Inc.

Healthcare
125
New
$83.95 - $97.9 $10.5K - $12.2K
125 $9.21M
NLOK
Norton Life Lock Inc.

Technology
415
New
N/A
415 $8.86M
IDXX
Idexx Laboratories Inc

Healthcare
15
New
$406.92 - $495.42 $6.1K - $7.43K
15 $8.58M
VBR
Vanguard Small Cap Value ETF

ETFs
47
New
$197.36 - $217.3 $9.28K - $10.2K
47 $8.39M
MRO
Marathon Oil Corp

Energy
373
New
$25.89 - $29.09 $9.66K - $10.9K
373 $8.37M
MCD
Mcdonalds Corp

Consumer Cyclical
25
New
$288.47 - $316.54 $7.21K - $7.91K
25 $7.27M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
100
New
$78.5 - $102.01 $7.85K - $10.2K
100 $7M
LEA
Lear Corp

Consumer Cyclical
50
New
$92.95 - $108.96 $4.65K - $5.45K
50 $6.74M
LMT
Lockheed Martin Corp

Industrials
15
New
$479.66 - $614.62 $7.19K - $9.22K
15 $6.4M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
56
New
$112.69 - $123.97 $6.31K - $6.94K
56 $5.73M
PRU
Prudential Financial Inc

Financial Services
50
New
$114.59 - $129.52 $5.73K - $6.48K
50 $5.28M
BIIB
Biogen Inc.

Healthcare
21
New
$146.47 - $191.55 $3.08K - $4.02K
21 $5.06M
INTC
Intel Corp

Technology
111
New
$19.07 - $26.23 $2.12K - $2.91K
111 $4.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
50
New
$87.1 - $98.49 $4.36K - $4.92K
50 $4.69M
WM
Waste Management Inc

Industrials
24
New
$201.79 - $228.46 $4.84K - $5.48K
24 $4.53M
DPZ
Dominos Pizza Inc

Consumer Cyclical
11
New
$408.59 - $476.19 $4.49K - $5.24K
11 $4.49M
MRNA
Moderna, Inc.

Healthcare
50
New
$36.85 - $63.93 $1.84K - $3.2K
50 $4.37M
BND
Vanguard Bd Index Fd Inc Total

ETFs
59
New
$71.75 - $75.11 $4.23K - $4.43K
59 $4.27M
RACE
Ferrari N.V.

Consumer Cyclical
10
New
$422.83 - $490.34 $4.23K - $4.9K
10 $3.93M
M
Macy'S, Inc.

Consumer Cyclical
200
New
$14.56 - $18.1 $2.91K - $3.62K
200 $3.82M
VTRS
Viatris Inc

Healthcare
312
New
$11.32 - $13.37 $3.53K - $4.17K
312 $3.65M
MSB
Mesabi Trust

Basic Materials
188
New
$22.78 - $29.35 $4.28K - $5.52K
188 $3.46M
AORT
Artivion, Inc.

Healthcare
200
New
$25.41 - $30.11 $5.08K - $6.02K
200 $3.43M
DRI
Darden Restaurants Inc

Consumer Cyclical
20
New
$155.96 - $188.66 $3.12K - $3.77K
20 $3.35M
QUAL
Ishares Msci Usa Quality Facto

ETFs
21
New
$176.42 - $186.91 $3.7K - $3.93K
21 $3.3M
XLU
Utilities Sector Spdr

ETFs
50
New
$74.89 - $82.93 $3.74K - $4.15K
50 $3.01M
XEL
Xcel Energy Inc

Utilities
50
New
$62.16 - $72.92 $3.11K - $3.65K
50 $2.91M
SCHG
Schwab Strategic Tr Us Large C

ETFs
32
New
$25.93 - $105.3 $830 - $3.37K
32 $2.9M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
201
New
$15.43 - $16.42 $3.1K - $3.3K
201 $2.85M
HDV
Ishares Core High Dividend ETF

ETFs
26
New
$110.82 - $121.28 $2.88K - $3.15K
26 $2.68M
LVS
Las Vegas Sands Corp

Consumer Cyclical
50
New
$47.96 - $55.17 $2.4K - $2.76K
50 $2.68M
ADSK
Autodesk, Inc.

Technology
10
New
N/A
10 $2.67M
INMD
In Mode Ltd.

Healthcare
100
New
$14.88 - $19.53 $1.49K - $1.95K
100 $2.6M
T
At&T Inc.

Communication Services
152
New
$21.22 - $23.88 $3.23K - $3.63K
152 $2.56M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
104
New
$24.55 - $25.16 $2.55K - $2.62K
104 $2.56M
WU
Western Union CO

Financial Services
200
New
$10.52 - $11.94 $2.1K - $2.39K
200 $2.49M
SIRI
Sirius Xm Holdings Inc.

Communication Services
500
New
$20.58 - $28.74 $10.3K - $14.4K
500 $2.45M
BDX
Becton Dickinson & CO

Healthcare
10
New
$220.02 - $243.75 $2.2K - $2.44K
10 $2.44M
KKR
Kkr & Co. Inc.

Financial Services
25
New
$129.87 - $162.87 $3.25K - $4.07K
25 $2.43M
GOLD
Barrick Gold Corp

Basic Materials
163
New
$15.23 - $21.19 $2.48K - $3.45K
163 $2.39M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
41
New
$22.01 - $66.82 $902 - $2.74K
41 $2.37M
VIG
Vanguard Dividend Appreciation

ETFs
13
New
N/A
13 $2.28M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
25
New
$100.18 - $109.1 $2.5K - $2.73K
25 $2.25M
NRG
Nrg Energy, Inc.

Utilities
42
New
$85.3 - $101.61 $3.58K - $4.27K
42 $2.18M
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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