Bernardo Wealth Planning LLC Incresed Positions in Q1 2025

Bernardo Wealth Planning LLC

  • $418 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
3.36K
+ 1.43%
$123.61 - $133.01 $415K - $447K
238K $30.7M
VONV
Vanguard Russell 1000 Value Et

ETFs
8.45K
+ 2.64%
$80.21 - $86.14 $677K - $728K
328K $27.1M
CGCP
Capital Group Core Plus Income

ETFs
23.2K
+ 2.04%
$21.94 - $22.64 $510K - $526K
1.16M $26.1M
MBB
Ishares Tr

ETFs
2.33K
+ 2.26%
$90.37 - $94.08 $210K - $219K
105K $9.88M
JPIE
J P Morgan Exchange Traded Fd
7.3K
+ 3.62%
$45.46 - $46.18 $332K - $337K
209K $9.62M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.77K
+ 2.18%
$51.52 - $52.37 $246K - $250K
223K $11.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.53K
+ 1.6%
$126.11 - $135.06 $193K - $207K
97.2K $12.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.46K
+ 3.69%
$56.17 - $59.71 $363K - $386K
181K $10.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.15K
+ 2.97%
$73.78 - $76.59 $159K - $165K
74.6K $5.71M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.65K
+ 2.64%
$169.43 - $182.84 $449K - $485K
103K $17.8M
USFR
Wisdomtree Floating Rate Treas

ETFs
4.31K
+ 4.53%
$50.29 - $50.5 $217K - $218K
99.5K $5.01M
JNJ
Johnson & Johnson

Healthcare
155
+ 2.45%
$142.06 - $167.7 $22K - $26K
6.49K $1.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
111
+ 8.89%
$442.66 - $534.52 $49.1K - $59.3K
1.36K $724K
PM
Philip Morris International Inc.

Consumer Defensive
75
+ 2.18%
$117.15 - $158.79 $8.79K - $11.9K
3.52K $559K
XOM
Exxon Mobil Corp

Energy
335
+ 6.27%
$105.44 - $118.93 $35.3K - $39.8K
5.68K $675K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
820
+ 14.93%
$95.85 - $99.25 $78.6K - $81.4K
6.31K $624K
PGR
Progressive Corp

Financial Services
25
+ 1.34%
$235.61 - $291.22 $5.89K - $7.28K
1.9K $536K
ABBV
Abb Vie Inc.

Healthcare
113
+ 6.48%
$169.2 - $216.66 $19.1K - $24.5K
1.86K $388K
WTRG
Essential Utilities, Inc.

Utilities
879
+ 8.41%
$33.49 - $40.57 $29.4K - $35.7K
11.3K $447K
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.25K
+ 6.2%
$59.61 - $66.71 $552K - $617K
159K $9.59M
BSX
Boston Scientific Corp

Healthcare
128
+ 2.86%
$89.38 - $106.18 $11.4K - $13.6K
4.61K $464K
MCD
Mcdonalds Corp

Consumer Cyclical
36
+ 1.97%
$279.74 - $321.29 $10.1K - $11.6K
1.86K $581K
ABT
Abbott Laboratories

Healthcare
72
+ 3.4%
$111.1 - $140.22 $8K - $10.1K
2.19K $290K
AVGO
Broadcom Inc.

Technology
1.2K
+ 51.51%
$167.43 - $244.7 $200K - $293K
3.52K $589K
IBM
International Business Machines Corp

Technology
36
+ 3.02%
$217.4 - $264.74 $7.83K - $9.53K
1.23K $305K
MSTR
Microstrategy Inc

Technology
133
+ 21.8%
$239.27 - $396.5 $31.8K - $52.7K
743 $214K
NFLX
Netflix Inc

Communication Services
15
+ 2.9%
$828.4 - $1058.6 $12.4K - $15.9K
533 $497K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
789
+ 4.19%
$49.69 - $50.76 $39.2K - $40K
19.6K $981K
ROP
Roper Technologies Inc

Industrials
13
+ 3.23%
$502.71 - $593.81 $6.54K - $7.72K
415 $244K
UNH
Unitedhealth Group Inc

Healthcare
37
+ 4.65%
$461.52 - $548.18 $17.1K - $20.3K
833 $436K
IDCC
Inter Digital, Inc.

Communication Services
16
+ 0.7%
$171.68 - $225.72 $2.75K - $3.61K
2.32K $479K
JPM
Jpmorgan Chase & CO

Financial Services
77
+ 3.38%
$225.19 - $279.95 $17.3K - $21.6K
2.35K $577K
PPL
Ppl Corp

Utilities
41
+ 0.65%
$31.68 - $36.11 $1.3K - $1.48K
6.38K $230K
WFC
Wells Fargo & Company

Financial Services
220
+ 5.67%
$66.78 - $81.42 $14.7K - $17.9K
4.1K $294K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
367
+ 2.71%
$27.01 - $28.54 $9.91K - $10.5K
13.9K $389K
ADP
Automatic Data Processing Inc

Industrials
10
+ 0.87%
$286.85 - $318.64 $2.87K - $3.19K
1.16K $353K
GOOGL
Alphabet Inc.

Communication Services
492
+ 28.21%
$154.33 - $206.19 $75.9K - $101K
2.24K $345K
VEA
Vanguard Ftse Developed Market

ETFs
38
+ 0.89%
$47.4 - $52.99 $1.8K - $2.01K
4.32K $219K
SCHW
Schwab Charles Corp

Financial Services
16
+ 0.58%
$71.24 - $83.64 $1.14K - $1.34K
2.77K $216K
WY
Weyerhaeuser CO

Real Estate
74
+ 0.77%
$27.29 - $31.39 $2.02K - $2.32K
9.69K $283K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
462
+ 4.53%
$25.12 - $26.05 $11.6K - $12K
10.7K $269K
HD
Home Depot, Inc.

Consumer Cyclical
55
+ 7.69%
$347.25 - $424.87 $19.1K - $23.4K
770 $282K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.13%
N/A
1.54K $280K
PEG
Public Service Enterprise Group Inc

Utilities
11
+ 0.4%
$78.2 - $90.39 $860 - $994
2.78K $228K
MUB
Ishares National Muni Bond ETF

ETFs
130
+ 0.77%
$104.71 - $107.69 $13.6K - $14K
17.1K $1.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
130
+ 0.49%
$49.25 - $50.66 $6.4K - $6.59K
26.8K $1.33M
WMT
Walmart Inc.

Consumer Defensive
98
+ 1.42%
$84.5 - $105.05 $8.28K - $10.3K
7.02K $616K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
28
+ 0.57%
$64.88 - $72.1 $1.82K - $2.02K
4.95K $325K
UVSP
Univest Financial Corp

Financial Services
3
+ 0.03%
$27.52 - $31.63 $82.6 - $94.9
11.9K $338K
Activity Summary
Buys All Purchases 78 New Holdings 7 Increased Positions 71 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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