The Analysis of Bernard Wealth Management Corp.'s Holdings

Currently, Bernard Wealth Management Corp. holds 356 types of securities in its portfolio with a total value $246.5M. In the most recent quarter, they have increased their positions in RDDT (+4.8K shares, valued at $1.1M), XLK (+2.7K shares, valued at $388.4K), TSLA (+750 shares, valued at $337.3K); decreased their positions in NVDA (-5.7K shares, valued at $1.1M), LLY (-500 shares, valued at $537.4K), UBER (-3.7K shares, valued at $298.4K); initiated new positions in RDDT (+4.8K shares, valued at $1.1M), N/A (+1.2K shares, valued at $57.8K), SITM (+116 shares, valued at $41.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION216.4K shares-2.58%2025-12-312026-01-15

SCHX SCHWAB STRATEGIC TR1.3M shares0.67%2025-12-312026-01-15

AAPL APPLE INC85.9K shares-0.44%2025-12-312026-01-15

LLY ELI LILLY & CO9.2K shares-5.15%2025-12-312026-01-15

MSFT MICROSOFT CORP20.3K shares-0.79%2025-12-312026-01-15

SCHM SCHWAB STRATEGIC TR307.4K shares0.86%2025-12-312026-01-15

DGRO ISHARES TR127.3K shares1.74%2025-12-312026-01-15

ALPHABET INC ALPHABET INC23.2K shares-0.71%2025-12-312026-01-15

Sponsored

AMZN AMAZON COM INC27.9K shares-1.92%2025-12-312026-01-15

SCHA SCHWAB STRATEGIC TR219.4K shares0.21%2025-12-312026-01-15

EMXC ISHARES INC73.2K shares3.21%2025-12-312026-01-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.9K shares-3.77%2025-12-312026-01-15

INVESCO QQQ TR INVESCO QQQ TR8.0K shares1.19%2025-12-312026-01-15

IEFA ISHARES TR50.7K shares3.56%2025-12-312026-01-15

CORP PIMCO ETF TR44.6K shares7.38%2025-12-312026-01-15

IYG ISHARES TR46.2K shares1.51%2025-12-312026-01-15

Sponsored

V VISA INC11.8K shares-1.91%2025-12-312026-01-15

JPM JPMORGAN CHASE & CO.12.5K shares-0.51%2025-12-312026-01-15

CAT CATERPILLAR INC6.0K shares0.51%2025-12-312026-01-15

WMT WALMART INC23.7K shares-0.52%2025-12-312026-01-15

PANW PALO ALTO NETWORKS INC13.5K shares-3.02%2025-12-312026-01-15

CRWD CROWDSTRIKE HLDGS INC5.3K shares-5.10%2025-12-312026-01-15

DTM DT MIDSTREAM INC17.3K shares0.06%2025-12-312026-01-15

SCHD SCHWAB STRATEGIC TR69.0K shares-0.79%2025-12-312026-01-15

Sponsored

SPY SPDR S&P 500 ETF TR2.6K shares0.00%2025-12-312026-01-15

UBER UBER TECHNOLOGIES INC20.2K shares-15.28%2025-12-312026-01-15

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-15

IWM ISHARES TR5.9K shares-0.05%2025-12-312026-01-15

DTE DTE ENERGY CO11.3K shares1.91%2025-12-312026-01-15

IJH ISHARES TR18.4K shares0.00%2025-12-312026-01-15

XOM EXXON MOBIL CORP9.8K shares0.00%2025-12-312026-01-15

COST COSTCO WHSL CORP NEW1.3K shares-11.33%2025-12-312026-01-15

Sponsored

RDDT REDDIT INC4.8K sharesnew addition2025-12-312026-01-15

HD HOME DEPOT INC3.2K shares-17.78%2025-12-312026-01-15

LOW LOWES COS INC4.3K shares1.00%2025-12-312026-01-15

PJAN INNOVATOR ETFS TRUST21.7K shares-2.68%2025-12-312026-01-15

HON HONEYWELL INTL INC4.8K shares0.00%2025-12-312026-01-15

ABBV ABBVIE INC3.5K shares0.00%2025-12-312026-01-15

XLK SELECT SECTOR SPDR TR5.4K shares100.00%2025-12-312026-01-15

ALPHABET INC ALPHABET INC2.3K shares-0.44%2025-12-312026-01-15

Sponsored

EQX EQUINOX GOLD CORP49.5K shares0.36%2025-12-312026-01-15

AJAN INNOVATOR ETFS TRUST23.0K shares0.33%2025-12-312026-01-15

SSO PROSHARES TR10.7K shares100.00%2025-12-312026-01-15

XLI SELECT SECTOR SPDR TR3.7K shares0.00%2025-12-312026-01-15

ABT ABBOTT LABS4.0K shares0.00%2025-12-312026-01-15

MA MASTERCARD INCORPORATED776 shares-20.49%2025-12-312026-01-15

TSLA TESLA INC963 shares352.11%2025-12-312026-01-15

SCHW SCHWAB CHARLES CORP4.2K shares-8.12%2025-12-312026-01-15

Sponsored

AMD ADVANCED MICRO DEVICES INC1.9K shares-4.89%2025-12-312026-01-15

META META PLATFORMS INC611 shares-41.02%2025-12-312026-01-15

PLTR PALANTIR TECHNOLOGIES INC2.2K shares0.00%2025-12-312026-01-15

COF CAPITAL ONE FINL CORP1.6K shares0.00%2025-12-312026-01-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares-4.44%2025-12-312026-01-15

IVV ISHARES TR445 shares0.00%2025-12-312026-01-15

FR FIRST INDL RLTY TR INC5.1K shares0.06%2025-12-312026-01-15

BROADCOM INC BROADCOM INC840 shares0.00%2025-12-312026-01-15

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2025-12-312026-01-15

SPSM SPDR SERIES TRUST5.2K shares0.00%2025-12-312026-01-15

PAPR INNOVATOR ETFS TRUST5.7K shares0.00%2025-12-312026-01-15

CIBR FIRST TR EXCHANGE TRADED FD3.0K shares0.00%2025-12-312026-01-15

EATON CORP PLC EATON CORP PLC635 shares0.00%2025-12-312026-01-15

ORCL ORACLE CORP983 shares0.00%2025-12-312026-01-15

MUB ISHARES TR1.7K shares12.79%2025-12-312026-01-15

POCT INNOVATOR ETFS TRUST4.2K shares17.67%2025-12-312026-01-15

Sponsored

HEDJ WISDOMTREE TR3.4K shares0.00%2025-12-312026-01-15

MEDTRONIC PLC MEDTRONIC PLC1.9K shares0.00%2025-12-312026-01-15

PSEP INNOVATOR ETFS TRUST4.0K shares-0.13%2025-12-312026-01-15

AMAT APPLIED MATLS INC675 shares0.00%2025-12-312026-01-15

MU MICRON TECHNOLOGY INC602 shares20.88%2025-12-312026-01-15

EIS ISHARES INC1.6K shares-2.50%2025-12-312026-01-15

MERCK & CO INC MERCK & CO INC1.6K shares0.37%2025-12-312026-01-15

BE BLOOM ENERGY CORP1.9K shares-6.30%2025-12-312026-01-15

Sponsored

ANGL VANECK ETF TRUST5.5K shares0.00%2025-12-312026-01-15

CVX CHEVRON CORP NEW1.0K shares0.00%2025-12-312026-01-15

DIS DISNEY WALT CO1.3K shares-44.40%2025-12-312026-01-15

VV VANGUARD INDEX FDS483 shares0.00%2025-12-312026-01-15

ASTS AST SPACEMOBILE INC2.0K shares0.00%2025-12-312026-01-15

AXP AMERICAN EXPRESS CO367 shares0.00%2025-12-312026-01-15

DHR DANAHER CORPORATION590 shares0.00%2025-12-312026-01-15

NFLX NETFLIX INC1.4K shares900.00%2025-12-312026-01-15

Sponsored

VUG VANGUARD INDEX FDS269 shares0.00%2025-12-312026-01-15

PMAY INNOVATOR ETFS TRUST3.3K shares0.00%2025-12-312026-01-15

PDEC INNOVATOR ETFS TRUST3.0K shares-0.53%2025-12-312026-01-15

XLV SELECT SECTOR SPDR TR834 shares-1.30%2025-12-312026-01-15

CHRW C H ROBINSON WORLDWIDE INC800 shares0.00%2025-12-312026-01-15

BLACKROCK INC BLACKROCK INC120 shares0.00%2025-12-312026-01-15

PEP PEPSICO INC876 shares0.00%2025-12-312026-01-15

AMGN AMGEN INC379 shares0.00%2025-12-312026-01-15

Sponsored

VTV VANGUARD INDEX FDS642 shares0.00%2025-12-312026-01-15

IBIT ISHARES BITCOIN TRUST ETF2.3K shares0.00%2025-12-312026-01-15

MDY SPDR S&P MIDCAP 400 ETF TR181 shares0.00%2025-12-312026-01-15

YUM YUM BRANDS INC712 shares0.00%2025-12-312026-01-15

VCSH VANGUARD SCOTTSDALE FDS1.3K shares0.00%2025-12-312026-01-15

NEM NEWMONT CORP1.1K shares-14.29%2025-12-312026-01-15

CENCORA INC CENCORA INC296 shares0.00%2025-12-312026-01-15

F FORD MTR CO7.6K shares12.65%2025-12-312026-01-15

Sponsored

IWD ISHARES TR467 shares0.00%2025-12-312026-01-15

SDY SPDR SERIES TRUST694 shares0.00%2025-12-312026-01-15

WFC WELLS FARGO CO NEW996 shares0.00%2025-12-312026-01-15

CGW INVESCO EXCH TRADED FD TR II1.5K shares0.00%2025-12-312026-01-15

VFH VANGUARD WORLD FD686 shares0.00%2025-12-312026-01-15

IWF ISHARES TR192 shares0.00%2025-12-312026-01-15

XHB SPDR SERIES TRUST839 shares0.00%2025-12-312026-01-15

TNA DIREXION SHS ETF TR1.9K shares0.05%2025-12-312026-01-15

Sponsored

CEG CONSTELLATION ENERGY CORP242 shares0.00%2025-12-312026-01-15

VCIT VANGUARD SCOTTSDALE FDS1.0K shares0.00%2025-12-312026-01-15

CSX CSX CORP2.3K shares0.00%2025-12-312026-01-15

SWKS SKYWORKS SOLUTIONS INC1.2K shares0.50%2025-12-312026-01-15

CHKP CHECK POINT SOFTWARE TECH LT409 shares0.00%2025-12-312026-01-15

IVE ISHARES TR345 shares0.00%2025-12-312026-01-15

CRDO CREDO TECHNOLOGY GROUP HOLDI500 shares0.00%2025-12-312026-01-15

ITA ISHARES TR325 shares-23.53%2025-12-312026-01-15

Sponsored

CMS CMS ENERGY CORP962 shares0.00%2025-12-312026-01-15

VO VANGUARD INDEX FDS225 shares0.00%2025-12-312026-01-15

MMM 3M CO406 shares0.00%2025-12-312026-01-15

ISRG INTUITIVE SURGICAL INC108 shares0.00%2025-12-312026-01-15

HSY HERSHEY CO325 shares0.62%2025-12-312026-01-15

SCHG SCHWAB STRATEGIC TR1.8K shares0.11%2025-12-312026-01-15

IWP ISHARES TR428 shares0.00%2025-12-312026-01-15

NZF NUVEEN MUNICIPAL CREDIT INC4.6K shares0.00%2025-12-312026-01-15

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC1.2K sharesnew addition2025-12-312026-01-15

MUA BLACKROCK MUNIASSETS FD INC5.3K shares0.00%2025-12-312026-01-15

NOW SERVICENOW INC370 shares221.74%2025-12-312026-01-15

BTA BLACKROCK LONG-TERM MUN ADVA6.1K shares0.00%2025-12-312026-01-15

HAFNIA LTD HAFNIA LTD10.4K shares0.00%2025-12-312026-01-15

NMCO NUVEEN MUN CR OPPORTUNITIES5.2K shares0.00%2025-12-312026-01-15

TDIV FIRST TR EXCHANGE TRADED FD528 shares0.00%2025-12-312026-01-15

PJUL INNOVATOR ETFS TRUST1.1K shares0.00%2025-12-312026-01-15

Sponsored

ALAB ASTERA LABS INC300 shares0.00%2025-12-312026-01-15

BROS DUTCH BROS INC815 shares0.00%2025-12-312026-01-15

SUB ISHARES TR450 shares0.00%2025-12-312026-01-15

PAUG INNOVATOR ETFS TRUST1.1K shares0.00%2025-12-312026-01-15

PEJ INVESCO EXCHANGE TRADED FD T750 shares0.00%2025-12-312026-01-15

LMT LOCKHEED MARTIN CORP95 shares0.00%2025-12-312026-01-15

SPMO INVESCO EXCH TRADED FD TR II370 shares0.00%2025-12-312026-01-15

DRAFTKINGS INC NEW DRAFTKINGS INC NEW1.3K shares0.00%2025-12-312026-01-15

Sponsored

PFEB INNOVATOR ETFS TRUST1.1K shares0.00%2025-12-312026-01-15

SITM SITIME CORP116 sharesnew addition2025-12-312026-01-15

EUDG WISDOMTREE TR1.1K shares0.00%2025-12-312026-01-15

FCX FREEPORT-MCMORAN INC778 shares0.00%2025-12-312026-01-15

NKE NIKE INC612 shares0.00%2025-12-312026-01-15

PJUN INNOVATOR ETFS TRUST911 shares0.00%2025-12-312026-01-15

TOTALENERGIES SE TOTALENERGIES SE582 sharesnew addition2025-12-312026-01-15

FE FIRSTENERGY CORP828 shares0.00%2025-12-312026-01-15

Sponsored

SCHZ SCHWAB STRATEGIC TR1.5K shares18.45%2025-12-312026-01-15

EWC ISHARES INC650 shares0.00%2025-12-312026-01-15

CHD CHURCH & DWIGHT CO INC400 shares0.00%2025-12-312026-01-15

SPMD SPDR SERIES TRUST565 shares0.00%2025-12-312026-01-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY435 shares0.00%2025-12-312026-01-15

VANGUARD INDEX FDS VANGUARD INDEX FDS51 shares-5.56%2025-12-312026-01-15

CL COLGATE PALMOLIVE CO400 shares0.00%2025-12-312026-01-15

FENY FIDELITY COVINGTON TRUST1.3K shares0.00%2025-12-312026-01-15

Sponsored

ADC AGREE RLTY CORP423 shares0.00%2025-12-312026-01-15

PG PROCTER AND GAMBLE CO210 shares0.00%2025-12-312026-01-15

LULU LULULEMON ATHLETICA INC144 shares-21.74%2025-12-312026-01-15

BUFR FIRST TR EXCHNG TRADED FD VI873 shares0.00%2025-12-312026-01-15

XLF SELECT SECTOR SPDR TR545 shares0.00%2025-12-312026-01-15

IVT INVENTRUST PPTYS CORP1.1K shares-15.16%2025-12-312026-01-15

BAC BANK AMERICA CORP538 shares0.00%2025-12-312026-01-15

SPRY ARS PHARMACEUTICALS INC2.5K shares0.00%2025-12-312026-01-15

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T389 shares0.00%2025-12-312026-01-15

TKO TKO GROUP HOLDINGS INC138 shares0.00%2025-12-312026-01-15

WILC G WILLI FOOD INTL LTD1.0K shares0.00%2025-12-312026-01-15

GLD SPDR GOLD TR71 shares7.58%2025-12-312026-01-15

RRX REGAL REXNORD CORPORATION200 shares0.00%2025-12-312026-01-15

MAR MARRIOTT INTL INC NEW90 shares0.00%2025-12-312026-01-15

RCL ROYAL CARIBBEAN GROUP100 shares0.00%2025-12-312026-01-15

VTI VANGUARD INDEX FDS80 shares0.00%2025-12-312026-01-15

Sponsored

QCOM QUALCOMM INC150 shares0.00%2025-12-312026-01-15

PNOV INNOVATOR ETFS TRUST603 shares-35.71%2025-12-312026-01-15

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD1.8K sharesnew addition2025-12-312026-01-15

VLTO VERALTO CORP248 shares0.00%2025-12-312026-01-15

SCHK SCHWAB STRATEGIC TR750 shares0.00%2025-12-312026-01-15

GM GENERAL MTRS CO300 shares0.00%2025-12-312026-01-15

VRSN VERISIGN INC100 shares0.00%2025-12-312026-01-15

PYPL PAYPAL HLDGS INC404 shares0.00%2025-12-312026-01-15

Sponsored

PFE PFIZER INC919 shares0.22%2025-12-312026-01-15

DAL DELTA AIR LINES INC DEL328 shares0.00%2025-12-312026-01-15

SYY SYSCO CORP300 shares0.00%2025-12-312026-01-15

BABA ALIBABA GROUP HLDG LTD150 shares0.00%2025-12-312026-01-15

CORZ CORE SCIENTIFIC INC NEW1.5K shares0.00%2025-12-312026-01-15

BSV VANGUARD BD INDEX FDS277 shares0.00%2025-12-312026-01-15

AAL AMERICAN AIRLS GROUP INC1.4K shares-41.67%2025-12-312026-01-15

IWO ISHARES TR65 shares0.00%2025-12-312026-01-15

Sponsored

ESGU ISHARES TR140 shares0.00%2025-12-312026-01-15

JNJ JOHNSON & JOHNSON100 shares0.00%2025-12-312026-01-15

KO COCA COLA CO295 shares0.00%2025-12-312026-01-15

TJX TJX COS INC NEW134 shares0.00%2025-12-312026-01-15

ABR ARBOR REALTY TRUST INC2.6K shares0.00%2025-12-312026-01-15

IUSB ISHARES TR425 shares0.00%2025-12-312026-01-15

CMA COMERICA INC225 shares0.00%2025-12-312026-01-15

BNDX VANGUARD CHARLOTTE FDS380 shares0.00%2025-12-312026-01-15

Sponsored

XLP SELECT SECTOR SPDR TR232 shares0.00%2025-12-312026-01-15

XLE SELECT SECTOR SPDR TR395 shares101.53%2025-12-312026-01-15

APP APPLOVIN CORP26 shares0.00%2025-12-312026-01-15

PKW INVESCO EXCHANGE TRADED FD T130 shares0.00%2025-12-312026-01-15

BKNG BOOKING HOLDINGS INC3 shares-25.00%2025-12-312026-01-15

SJNK SPDR SERIES TRUST634 shares-21.44%2025-12-312026-01-15

PGX INVESCO EXCH TRADED FD TR II1.4K shares0.72%2025-12-312026-01-15

YUMC YUM CHINA HLDGS INC324 shares0.00%2025-12-312026-01-15

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II210 shares0.00%2025-12-312026-01-15

EZU ISHARES INC231 shares0.00%2025-12-312026-01-15

PMAR INNOVATOR ETFS TRUST319 shares0.00%2025-12-312026-01-15

ARCC ARES CAPITAL CORP700 shares0.00%2025-12-312026-01-15

BCE BCE INC589 shares0.00%2025-12-312026-01-15

EFG ISHARES TR120 shares0.00%2025-12-312026-01-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND50 shares0.00%2025-12-312026-01-15

SYK STRYKER CORPORATION36 shares-83.33%2025-12-312026-01-15

Sponsored

VZ VERIZON COMMUNICATIONS INC300 shares0.00%2025-12-312026-01-15

JBND J P MORGAN EXCHANGE TRADED F225 shares0.00%2025-12-312026-01-15

GME GAMESTOP CORP NEW600 shares0.00%2025-12-312026-01-15

TMO THERMO FISHER SCIENTIFIC INC20 shares0.00%2025-12-312026-01-15

ADBE ADOBE INC33 shares0.00%2025-12-312026-01-15

CLX CLOROX CO DEL110 shares0.00%2025-12-312026-01-15

PLNT PLANET FITNESS INC100 shares0.00%2025-12-312026-01-15

STCE SCHWAB STRATEGIC TR180 shares0.00%2025-12-312026-01-15

Sponsored

SPHY SPDR SERIES TRUST440 shares-4.35%2025-12-312026-01-15

HACK AMPLIFY ETF TR128 shares0.00%2025-12-312026-01-15

IDXX IDEXX LABS INC15 shares0.00%2025-12-312026-01-15

FTS FORTIS INC195 shares0.00%2025-12-312026-01-15

NOVM FIRST TR EXCHNG TRADED FD VI305 sharesnew addition2025-12-312026-01-15

FUL FULLER H B CO168 shares0.00%2025-12-312026-01-15

VBR VANGUARD INDEX FDS47 shares0.00%2025-12-312026-01-15

OXY OCCIDENTAL PETE CORP242 shares0.00%2025-12-312026-01-15

Sponsored

DMAX ISHARES TR371 sharesnew addition2025-12-312026-01-15

ESGV VANGUARD WORLD FD80 shares0.00%2025-12-312026-01-15

MSB MESABI TR247 shares0.82%2025-12-312026-01-15

CVS CVS HEALTH CORP117 shares0.00%2025-12-312026-01-15

COP CONOCOPHILLIPS95 shares0.00%2025-12-312026-01-15

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN125 shares0.00%2025-12-312026-01-15

SOLV SOLVENTUM CORP101 shares0.00%2025-12-312026-01-15

USFR WISDOMTREE TR134 shares0.00%2025-12-312026-01-15

Sponsored

IVOG VANGUARD ADMIRAL FDS INC56 shares0.00%2025-12-312026-01-15

KKR & CO INC KKR & CO INC50 shares0.00%2025-12-312026-01-15

SCHB SCHWAB STRATEGIC TR239 shares0.00%2025-12-312026-01-15

GILD GILEAD SCIENCES INC50 shares0.00%2025-12-312026-01-15

MCD MCDONALDS CORP20 shares0.00%2025-12-312026-01-15

BRBR BELLRING BRANDS INC220 shares0.00%2025-12-312026-01-15

SMG SCOTTS MIRACLE-GRO CO100 shares-33.33%2025-12-312026-01-15

WM WASTE MGMT INC DEL26 shares0.00%2025-12-312026-01-15

Sponsored

PRU PRUDENTIAL FINL INC50 shares0.00%2025-12-312026-01-15

DPZ DOMINOS PIZZA INC13 shares0.00%2025-12-312026-01-15

SOFI SOFI TECHNOLOGIES INC200 shares0.00%2025-12-312026-01-15

JELD JELD-WEN HLDG INC2.0K shares-48.44%2025-12-312026-01-15

SLV ISHARES SILVER TR75 shares200.00%2025-12-312026-01-15

ICSH ISHARES TR90 shares0.00%2025-12-312026-01-15

RGTI RIGETTI COMPUTING INC200 sharesnew addition2025-12-312026-01-15

M MACYS INC200 shares0.00%2025-12-312026-01-15

Sponsored

MAS MASCO CORP68 sharesnew addition2025-12-312026-01-15

QUAL ISHARES TR21 shares0.00%2025-12-312026-01-15

SBUX STARBUCKS CORP50 shares0.00%2025-12-312026-01-15

INTC INTEL CORP114 shares14.00%2025-12-312026-01-15

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FFC FLAHERTY & CRUMRINE PFD SECS229 shares1.78%2025-12-312026-01-15

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