Bernardo Wealth Planning LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$418.0M
Holdings
113
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (113 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $43.8M |
MGKVANGUARD WORLD FD | $37.0M |
MGVVANGUARD WORLD FD | $30.7M |
VONVVANGUARD SCOTTSDALE FDS | $27.1M |
CGCPCAPITAL GRP FIXED INCM ETF T | $26.1M |
VONGVANGUARD SCOTTSDALE FDS | $18.4M |
RSPINVESCO EXCHANGE TRADED FD T | $17.8M |
ITOTISHARES TR | $15.9M |
AQLTISHARES TR | $12.7M |
VYMVANGUARD WHITEHALL FDS | $12.5M |
NDQINVESCO QQQ TR | $12.5M |
IGSBISHARES TR | $11.7M |
JEPIJ P MORGAN EXCHANGE TRADED F | $10.4M |
MBBISHARES TR | $9.9M |
JPIEJ P MORGAN EXCHANGE TRADED F | $9.6M |
DFUSDIMENSIONAL ETF TRUST | $9.6M |
AAPLAPPLE INC | $9.1M |
JEPQJ P MORGAN EXCHANGE TRADED F | $7.0M |
VOVANGUARD INDEX FDS | $6.2M |
BIVVANGUARD BD INDEX FDS | $5.7M |
FTCSFIRST TR EXCHANGE-TRADED FD | $5.3M |
HEMIHARTFORD FDS EXCHANGE TRADED | $5.0M |
USFRWISDOMTREE TR | $5.0M |
VBVANGUARD INDEX FDS | $4.4M |
MMITNEW YORK LIFE INVTS ACTIVE E | $3.9M |
AMZNAMAZON COM INC | $3.3M |
IXNISHARES TR | $2.6M |
HDVISHARES TR | $2.5M |
USMVISHARES TR | $2.0M |
VTVVANGUARD INDEX FDS | $1.9M |
IVWISHARES TR | $1.9M |
IVEISHARES TR | $1.8M |
MUBISHARES TR | $1.8M |
MRKMERCK & CO INC | $1.5M |
FMBFIRST TR EXCH TRADED FD III | $1.4M |
GOOGALPHABET INC | $1.3M |
MSFTMICROSOFT CORP | $1.3M |
VTEBVANGUARD MUN BD FDS | $1.3M |
VTIVANGUARD INDEX FDS | $1.2M |
VOOVANGUARD INDEX FDS | $1.1M |
IWVISHARES TR | $1.1M |
JNJJOHNSON & JOHNSON | $1.1M |
QUALISHARES TR | $1.1M |
NVDANVIDIA CORPORATION | $1.0M |
TSLATESLA INC | $1.0M |
SPTMSPDR SER TR | $983K |
JMUBJ P MORGAN EXCHANGE TRADED F | $982K |
METAMETA PLATFORMS INC | $818K |
PZAINVESCO EXCH TRADED FD TR II | $814K |
SPYSPDR S&P 500 ETF TR | $801K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $724K |
XOMEXXON MOBIL CORP | $676K |
VOTVANGUARD INDEX FDS | $665K |
SCHVSCHWAB STRATEGIC TR | $658K |
CVXCHEVRON CORP NEW | $634K |
AGGISHARES TR | $625K |
WMTWALMART INC | $616K |
MTUMISHARES TR | $602K |
AVGOBROADCOM INC | $589K |
MCDMCDONALDS CORP | $582K |
JPMJPMORGAN CHASE & CO. | $577K |
4I1PHILIP MORRIS INTL INC | $559K |
VVVANGUARD INDEX FDS | $555K |
PGRPROGRESSIVE CORP | $537K |
BXBLACKSTONE INC | $535K |
NFLXNETFLIX INC | $497K |
FVDFIRST TR VALUE LINE DIVID IN | $496K |
IDIINTERDIGITAL INC | $479K |
BSXBOSTON SCIENTIFIC CORP | $465K |
SUBISHARES TR | $450K |
WTRGESSENTIAL UTILS INC | $448K |
INTUINTUIT | $445K |
UNHUNITEDHEALTH GROUP INC | $436K |
OLEDUNIVERSAL DISPLAY CORP | $408K |
SCHDSCHWAB STRATEGIC TR | $389K |
ABBVABBVIE INC | $389K |
VUGVANGUARD INDEX FDS | $386K |
IYEISHARES TR | $383K |
ADPAUTOMATIC DATA PROCESSING IN | $353K |
GOOGLALPHABET INC | $346K |
UVSPUNIVEST FINANCIAL CORPORATIO | $338K |
ISPYPROSHARES TR | $337K |
IJHISHARES TR | $334K |
IWRISHARES TR | $326K |
SPYMSPDR SER TR | $326K |
SDYSPDR SER TR | $320K |
PGPROCTER AND GAMBLE CO | $317K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $312K |
IBMINTERNATIONAL BUSINESS MACHS | $305K |
VIGVANGUARD SPECIALIZED FUNDS | $299K |
GQ9SPDR GOLD TR | $296K |
WFCWELLS FARGO CO NEW | $294K |
ABTABBOTT LABS | $291K |
WYWEYERHAEUSER CO MTN BE | $284K |
HDHOME DEPOT INC | $282K |
HYMBSPDR SER TR | $269K |
IWMISHARES TR | $264K |
IHIISHARES TR | $263K |
IUSGISHARES TR | $262K |
ROPROPER TECHNOLOGIES INC | $245K |
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