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	Shares	Value	% Portfolio	Type
101	PPLPPL CORP	6,376	$230K	0.06%
102	RTXRTX CORPORATION	1,727	$229K	0.05%
103	PEGPUBLIC SVC ENTERPRISE GRP IN	2,776	$228K	0.05%
104	LLYELI LILLY & CO	276	$228K	0.05%
105	IJRISHARES TR	2,171	$227K	0.05%
106	VEAVANGUARD TAX-MANAGED FDS	4,321	$220K	0.05%
107	SCHWSCHWAB CHARLES CORP	2,768	$217K	0.05%
108	MIGAMICROSTRATEGY INC	743	$214K	0.05%
109	VVISA INC	605	$212K	0.05%
110	URIUNITED RENTALS INC	327	$205K	0.05%
111	AMGNAMGEN INC	656	$204K	0.05%
112	GONGERON CORP	11,650	$19K	0.00%
113	VXRTVAXART INC	29,250	$12K	0.00%

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