Bernardo Wealth Planning LLC Incresed Positions in Q4 2024

Bernardo Wealth Planning LLC

  • $422 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
137K
+ 1086.39%
$61.52 - $66.5 $8.41M - $9.09M
149K $9.52M
MBB
Ishares Tr

ETFs
28.8K
+ 38.78%
$91.26 - $95.82 $2.63M - $2.76M
103K $9.45M
IVV
Ishares Core S&P 500 ETF

ETFs
3.22K
+ 4.42%
$570.51 - $610.59 $1.84M - $1.96M
76K $44.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
40.3K
+ 22.62%
$51.54 - $52.55 $2.08M - $2.12M
219K $11.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.39K
+ 2.89%
$95.27 - $107.82 $513K - $581K
192K $19.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
9.85K
+ 8.59%
$124.26 - $134.12 $1.22M - $1.32M
125K $16M
CGCP
Capital Group Core Plus Income

ETFs
88.9K
+ 8.46%
$22.13 - $23.17 $1.97M - $2.06M
1.14M $25.3M
AMZN
Amazon Com Inc

Consumer Cyclical
355
+ 2.1%
$180.88 - $232.93 $64.2K - $82.7K
17.2K $3.78M
JPIE
J P Morgan Exchange Traded Fd
14.5K
+ 7.77%
$45.59 - $46.25 $662K - $672K
201K $9.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
32
+ 0.12%
$481.22 - $538.17 $15.4K - $17.2K
26.6K $13.6M
GOOG
Alphabet Inc.

Communication Services
164
+ 1.8%
$163.08 - $198.16 $26.7K - $32.5K
9.26K $1.76M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.46K
+ 4.65%
$174.22 - $187.62 $776K - $836K
100K $17.6M
NFLX
Netflix Inc

Communication Services
18
+ 3.6%
$687.65 - $936.56 $12.4K - $16.9K
518 $461K
USFR
Wisdomtree Floating Rate Treas

ETFs
2.2K
+ 2.36%
$50.23 - $50.46 $110K - $111K
95.2K $4.79M
META
Meta Platforms, Inc.

Communication Services
131
+ 10.02%
$554.08 - $632.68 $72.6K - $82.9K
1.44K $848K
IDCC
Inter Digital, Inc.

Communication Services
3
+ 0.13%
$142.61 - $200.59 $428 - $602
2.3K $445K
MSFT
Microsoft Corp

Technology
164
+ 4.74%
$406.35 - $454.46 $66.6K - $74.5K
3.63K $1.53M
WMT
Walmart Inc.

Consumer Defensive
155
+ 2.29%
$79.1 - $95.7 $12.3K - $14.8K
6.92K $625K
GOOGL
Alphabet Inc.

Communication Services
194
+ 12.52%
$161.86 - $196.66 $31.4K - $38.2K
1.74K $330K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
851
+ 20.9%
$66.77 - $71.52 $56.8K - $60.9K
4.92K $339K
HD
Home Depot, Inc.

Consumer Cyclical
158
+ 28.37%
$385.02 - $431.37 $60.8K - $68.2K
715 $278K
VTI
Vanguard Total Stock Market Et

ETFs
125
+ 2.99%
$280.04 - $302.45 $35K - $37.8K
4.3K $1.25M
JPM
Jpmorgan Chase & CO

Financial Services
26
+ 1.16%
$205.18 - $250.29 $5.33K - $6.51K
2.28K $545K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
495
+ 9.9%
$96.64 - $101.23 $47.8K - $50.1K
5.49K $532K
WFC
Wells Fargo & Company

Financial Services
46
+ 1.2%
$54.98 - $77.35 $2.53K - $3.56K
3.88K $272K
INTU
Intuit Inc

Technology
13
+ 1.81%
$602.01 - $706.25 $7.83K - $9.18K
731 $459K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23
+ 1.07%
$521.84 - $558.82 $12K - $12.9K
2.18K $1.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
78
+ 6.66%
$442.29 - $483.08 $34.5K - $37.7K
1.25K $566K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
640
+ 3.51%
$50.02 - $51.24 $32K - $32.8K
18.8K $945K
BSX
Boston Scientific Corp

Healthcare
78
+ 1.77%
$83.62 - $91.5 $6.52K - $7.14K
4.48K $399K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
212
+ 10.24%
$113.92 - $127.38 $24.2K - $27K
2.28K $262K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
322
+ 5.96%
$61.68 - $67.87 $19.9K - $21.9K
5.72K $356K
BX
Blackstone Inc.

Financial Services
11
+ 0.29%
$148.45 - $199.05 $1.63K - $2.19K
3.84K $661K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
26
+ 0.18%
$69.3 - $74.3 $1.8K - $1.93K
14.4K $1.03M
PPL
Ppl Corp

Utilities
57
+ 0.91%
$31.47 - $35.0 $1.79K - $2K
6.34K $205K
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.2%
$118.38 - $133.06 $829 - $931
3.45K $414K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
170
+ 1.69%
$25.3 - $26.31 $4.3K - $4.47K
10.2K $261K
PG
Procter & Gamble CO

Consumer Defensive
18
+ 0.96%
$161.05 - $179.7 $2.9K - $3.23K
1.9K $318K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
498
+ 3.82%
$26.93 - $84.95 $13.4K - $42.3K
13.5K $370K
IBM
International Business Machines Corp

Technology
28
+ 2.41%
$204.9 - $238.04 $5.74K - $6.67K
1.19K $261K
VEA
Vanguard Ftse Developed Market

ETFs
51
+ 1.21%
$47.57 - $52.44 $2.43K - $2.67K
4.28K $204K
PEG
Public Service Enterprise Group Inc

Utilities
5
+ 0.18%
$81.87 - $94.51 $409 - $473
2.77K $233K
ABBV
Abb Vie Inc.

Healthcare
19
+ 1.1%
$164.99 - $203.87 $3.13K - $3.87K
1.74K $309K
PGR
Progressive Corp

Financial Services
7
+ 0.38%
$239.6 - $268.88 $1.68K - $1.88K
1.87K $448K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.06%
N/A
1.54K $280K
VZ
Verizon Communications Inc

Communication Services
22
+ 0.25%
$39.6 - $45.21 $871 - $995
8.68K $347K
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 1.27%
$288.47 - $316.54 $6.63K - $7.28K
1.83K $529K
WTRG
Essential Utilities, Inc.

Utilities
3
+ 0.03%
$36.18 - $40.55 $109 - $122
10.5K $379K
UNH
Unitedhealth Group Inc

Healthcare
13
+ 1.66%
$485.52 - $625.25 $6.31K - $8.13K
796 $402K
Activity Summary
Buys All Purchases 58 New Holdings 3 Increased Positions 55 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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