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Bernardo Wealth Planning LLC
Portfolio value
Bernardo Wealth Planning LLC portfolio value
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$253,012,388
is the total value of the holdings Bernardo Wealth Planning LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$253,012,388
Q3 2023
$250,999,064
Q2 2023
$232,957,476
Q1 2023
$213,897,392
Q4 2022
$176,709,000
Q3 2022
$175,049,000
Q2 2022
$201,353,000
Q1 2022
$204,752,000
Q4 2021
$172,133,000
Q3 2021
$166,582,000
Q2 2021
$157,181,000
Q1 2021
$259,269,000
Q4 2020
$222,439,000
Q3 2020
$186,392,000
Q2 2020
$143,937,000
Q1 2020
$164,799,000
Q4 2019
$138,069,000
Q3 2019
$127,706,000
Q2 2019
$126,235,000
Q1 2019
$113,076,000
Q4 2018