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
LHX
L3 Harris Technologies, Inc.

Industrials
10
New
$208.94 - $264.22 $2.09K - $2.64K
10 $2.1M
RDVY
First Trust Rising Dividend Ac

ETFs
41
New
$58.65 - $64.37 $2.4K - $2.64K
41 $2.09M
SQQQ
Proshares Tr Ultrapro Short Qq

ETFs
180
New
$6.65 - $35.09 $1.2K - $6.32K
180 $2M
Alimera Sciences Inc
500
New
N/A
500 $1.95M
BUZZ
Vaneck ETF Tr Vaneck Social Se
100
New
N/A
100 $1.94M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
10
New
$192.71 - $203.05 $1.93K - $2.03K
10 $1.72M
SCHC
Schwab Strategic Tr Intl Small

ETFs
51
New
$33.93 - $38.37 $1.73K - $1.96K
51 $1.72M
PMAR
Innovator U.S. Equity Power Bu

ETFs
47
New
$39.04 - $40.41 $1.83K - $1.9K
47 $1.7M
VTWO
Vanguard Russell 2000 ETF

ETFs
20
New
$87.42 - $98.06 $1.75K - $1.96K
20 $1.61M
EBAY
Ebay Inc

Consumer Cyclical
37
New
$57.51 - $67.17 $2.13K - $2.49K
37 $1.57M
Arm Holdings PLC
12
New
N/A
12 $1.38M
FV
First Trust Dorsey Wright Focu

ETFs
25
New
$57.47 - $62.82 $1.44K - $1.57K
25 $1.37M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
31
New
$42.84 - $45.38 $1.33K - $1.41K
31 $1.36M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
80
New
$9.71 - $15.34 $777 - $1.23K
80 $1.34M
PFEB
Innovator U.S. Equity Power Bu

ETFs
39
New
$35.94 - $36.85 $1.4K - $1.44K
39 $1.31M
MKC
Mccormick & CO Inc

Consumer Defensive
20
New
$73.97 - $84.09 $1.48K - $1.68K
20 $1.29M
ICLN
Ishares

ETFs
85
New
$11.35 - $14.51 $965 - $1.23K
85 $1.22M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
25
New
$35.21 - $44.8 $880 - $1.12K
25 $1.15M
MAIN
Main Street Capital Corp

Financial Services
25
New
$49.95 - $58.58 $1.25K - $1.46K
25 $1.11M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
20
New
$40.0 - $52.93 $800 - $1.06K
20 $1.08M
UUUU
Energy Fuels Inc

Energy
150
New
$5.11 - $7.29 $767 - $1.09K
150 $1.03M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
42
New
$26.39 - $35.74 $1.11K - $1.5K
42 $1M
CCL
Carnival Corp

Consumer Cyclical
65
New
$17.34 - $26.8 $1.13K - $1.74K
65 $996K
FIVE
Five Below, Inc

Consumer Cyclical
5
New
$83.0 - $115.97 $415 - $580
5 $945K
VOT
Vanguard Mid Cap Growth Index

ETFs
4
New
$241.48 - $274.89 $966 - $1.1K
4 $898K
WY
Weyerhaeuser CO

Real Estate
26
New
$27.21 - $33.7 $707 - $876
26 $866K
CWENA
Clearway Energy Inc Cl A
40
New
N/A
40 $857K
Lithium Amers Corp New
200
New
N/A
200 $846K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
500
New
$0.49 - $1.84 $245 - $920
500 $835K
Lithium Americas Argentina C
200
New
N/A
200 $830K
Ouster Inc
150
New
N/A
150 $810K
ZM
Zoom Video Communications, Inc.

Technology
12
New
$67.21 - $89.03 $807 - $1.07K
12 $789K
HOLX
Hologic Inc

Healthcare
10
New
$70.76 - $83.72 $708 - $837
10 $735K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
12
New
$57.38 - $61.11 $689 - $733
12 $681K
JCI
Johnson Controls International PLC

Industrials
12
New
$74.23 - $86.6 $891 - $1.04K
12 $666K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9
New
$68.25 - $75.42 $614 - $679
9 $645K
NEE
Nextera Energy Inc

Utilities
11
New
$69.77 - $85.43 $767 - $940
11 $623K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
200
New
$0.76 - $10.86 $152 - $2.17K
200 $582K
EA
Electronic Arts Inc.

Communication Services
4
New
$140.69 - $167.97 $563 - $672
4 $563K
EPD
Enterprise Products Partners L.P.

Energy
19
New
$28.66 - $34.43 $545 - $654
19 $499K
PBW
Invesco Exchange Traded Fd Tr

ETFs
20
New
$19.01 - $21.64 $380 - $433
20 $498K
USFR
Wisdomtree Floating Rate Treas

ETFs
9
New
$50.23 - $50.46 $452 - $454
9 $454K
BEP
Brookfield Renewable Partners L.P.

Utilities
15
New
$22.59 - $28.9 $339 - $434
15 $359K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4
New
$74.5 - $78.37 $298 - $313
4 $301K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3
New
$77.02 - $78.58 $231 - $236
3 $230K
BYND
Beyond Meat, Inc.

Consumer Defensive
30
New
$3.41 - $6.71 $102 - $201
30 $214K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
New
$44.04 - $49.49 $220 - $247
5 $204K
TLRY
Tilray Brands, Inc.

Healthcare
83
New
$1.16 - $1.77 $96.3 - $147
83 $157K
AMWL
American Well Corp

Healthcare
109
New
$7.25 - $10.34 $790 - $1.13K
109 $120K
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
Track This Portfolio

Track Bernard Wealth Management Corp. Portfolio

Follow Bernard Wealth Management Corp. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernard Wealth Management Corp., based on Form 13F filings with the SEC.

News

Stay updated on Bernard Wealth Management Corp. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email