$205 Million is the total value of Bernardo Wealth Planning LLC's 86 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WFC | Exit | WELLS FARGO CO NEW COMstock | $0 | – | -4,375 | -100.0% | -0.12% | – |
BSX | Exit | BOSTON SCIENTIFIC CORP COMstock | $0 | – | -5,345 | -100.0% | -0.13% | – |
BA | Exit | BOEING CO COMstock | $0 | – | -1,186 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-27
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WORLD FD | 20 | Q3 2023 | 15.2% |
ISHARES TR | 20 | Q3 2023 | 9.5% |
APPLE INC COM | 20 | Q3 2023 | 9.3% |
INVESCO QQQ TRUST SERIES I | 20 | Q3 2023 | 5.1% |
ISHARES TR | 20 | Q3 2023 | 7.6% |
VANGUARD SCOTTSDALE FDS | 20 | Q3 2023 | 5.6% |
VANGUARD SCOTTSDALE FDS | 20 | Q3 2023 | 4.9% |
ISHARES TR | 20 | Q3 2023 | 6.4% |
AMAZON COM INC COM | 20 | Q3 2023 | 3.4% |
ISHARES TR | 20 | Q3 2023 | 2.8% |
View Bernardo Wealth Planning LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-07 |
13F-HR | 2024-01-25 |
13F-HR | 2023-10-30 |
13F-HR | 2023-07-21 |
13F-HR | 2023-05-05 |
13F-HR | 2023-01-30 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-29 |
13F-HR/A | 2022-05-06 |
13F-HR | 2022-04-28 |
View Bernardo Wealth Planning LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.