Bernardo Wealth Planning LLC Purchases in Q3 2025

Bernardo Wealth Planning LLC

  • $507 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
55
+ 3.16%
$144.19 - $167.33 $7.93K - $9.2K
1.8K $300K
WMT
Walmart Inc.

Consumer Defensive
100
+ 1.44%
$94.4 - $104.27 $9.44K - $10.4K
7.02K $723K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
103
+ 2.08%
$72.65 - $78.68 $7.48K - $8.1K
5.06K $396K
XOM
Exxon Mobil Corp

Energy
65
+ 1.13%
$105.83 - $117.22 $6.88K - $7.62K
5.8K $653K
LLY
Eli Lilly & CO

Healthcare
54
+ 18.43%
$625.65 - $812.69 $33.8K - $43.9K
347 $264K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 1.96%
$459.11 - $506.91 $11.5K - $12.7K
1.3K $654K
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 0.87%
$357.4 - $423.42 $2.5K - $2.96K
814 $329K
UNH
Unitedhealth Group Inc

Healthcare
17
+ 2.19%
$237.77 - $353.61 $4.04K - $6.01K
792 $273K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
381
+ 1.18%
$21.89 - $23.17 $8.34K - $8.83K
32.8K $756K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
43
+ 0.2%
$92.18 - $95.14 $3.96K - $4.09K
21.1K $2.01M
WFC
Wells Fargo & Company

Financial Services
44
+ 1.06%
$77.05 - $85.16 $3.39K - $3.75K
4.2K $352K
SCHW
Schwab Charles Corp

Financial Services
47
+ 1.64%
$91.03 - $98.69 $4.28K - $4.64K
2.91K $278K
FVD
First Tr Value Line Divid Inde

ETFs
3
+ 0.03%
$44.73 - $46.86 $134 - $141
11.1K $514K
VEA
Vanguard Ftse Developed Market

ETFs
13
+ 0.3%
$56.02 - $60.3 $728 - $784
4.41K $264K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
37
+ 0.6%
$97.75 - $100.75 $3.62K - $3.73K
6.22K $623K
V
Visa Inc.

Financial Services
42
+ 6.58%
$332.09 - $358.86 $13.9K - $15.1K
680 $232K
AMZN
Amazon Com Inc

Consumer Cyclical
7
+ 0.04%
$211.65 - $238.24 $1.48K - $1.67K
17.5K $3.84M
WDAY
Workday, Inc.

Technology
5
+ 0.35%
$213.69 - $247.69 $1.07K - $1.24K
1.42K $342K
Grayscale Ethereum Trust ETF
6.1K
New
N/A
6.1K $0
Vanguard Mun Bd Fds
3.05K
New
N/A
3.05K $0
PEG
Public Service Enterprise Group Inc

Utilities
15
+ 0.54%
$79.99 - $90.14 $1.2K - $1.35K
2.8K $233K
LNKB
Linkbancorp, Inc.

Financial Services
286
+ 1.05%
$6.68 - $7.7 $1.91K - $2.2K
27.6K $197K
ABT
Abbott Laboratories

Healthcare
9
+ 0.4%
$120.51 - $136.62 $1.08K - $1.23K
2.28K $305K
WY
Weyerhaeuser CO

Real Estate
66
+ 0.69%
$24.1 - $26.83 $1.59K - $1.77K
9.7K $240K
PG
Procter & Gamble CO

Consumer Defensive
16
+ 0.84%
$150.47 - $161.22 $2.41K - $2.58K
1.92K $295K
IBM
International Business Machines Corp

Technology
10
+ 0.79%
$234.77 - $292.47 $2.35K - $2.92K
1.28K $362K
PGR
Progressive Corp

Financial Services
13
+ 0.68%
$238.61 - $264.3 $3.1K - $3.44K
1.93K $475K
MSTR
Microstrategy Inc

Technology
2
+ 0.26%
$300.7 - $455.9 $601 - $912
774 $249K
NFLX
Netflix Inc

Communication Services
11
+ 2.02%
$1147.87 - $1297.18 $12.6K - $14.3K
555 $665K
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.22%
$157.77 - $183.27 $1.26K - $1.47K
3.59K $582K
Ishares Bitcoin Trust ETF
241
+ 6.4%
N/A
4.01K $0
Proshares Tr
7.93K
+ 18.15%
N/A
51.6K $0
Activity Summary
Buys All Purchases 83 New Holdings 9 Increased Positions 74 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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