Bernardo Wealth Planning LLC Buys Univest Financial Corp, iShares Core Total USD Bond Market ETF, Eagle Bancorp Inc, Sells Apple Inc, Amazon.com Inc, Microsoft Corp

• New Purchases: UVSP, IUSB, EGBN,
• Added Positions: MGV, MGK, QQQ, FTCS, GOVT, IHI, MBB, ESGU, IGSB, SHY, FMB, IEF, MUB, IXN, VLUE, TLT, MTUM, PENN,
• Reduced Positions: AAPL, AMZN, MSFT, FB, TSLA, JNJ, VZ, GOOG, AGG, PPL, USMV, UNH, MCD, IJH, BRK.B, DIS, MRK, SHM, IVV, ABT, HDV, IVW, ITOT, PM, IJR, ADP, UNP, CVX, NEAR, GLD, BMY, WTRG, IVE, QUAL, FVD, LQD, VV, XOM, HYG, IWR, TSM, SHYG, SPTM, IXUS, WRAP, VONV, INTU,
• Sold Out: XLK, UPS, XLF, JPM, VOO, HD, V, NKE, INTC, AMD, PG, NVDA, NFLX, PEP, XLV, XLU, VGT, NEE, QQEW, QCOM, CMCSA, BA, HON, XLY, WMT, CSCO, XLI, ITW, T, IEFA, GOOGL, KO, PFE, ABBV, FCX, LOW, MDT, SCHD, LMT, XLP, KMB, PYPL, XLB, VEA, SBUX, MCHP, ADBE, VWO, LHX, BAC, VUG, VNQ, ADSK, CLX, PFF, XLE, AMGN, WM, SHOP, TWTR, IWM, XLRE, MO, D, COST, SWKS, SO, RTX, TGT, MMM, GD, MXIM, NSC, RSG, SPY, QLD, IBM, GNL, WFC, BLK, VCSH, AVGO, STX, AEP, PWOD, VRTX, C, BABA, BDX, DOV, ADI, XLC, NIO, ZM, CRWD, EEM, VGK, VGM, ATRS,

For the details of Bernardo Wealth Planning LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bernardo+wealth+planning+llc/current-portfolio/portfolio

1. Vanguard Mega Cap Growth ETF (MGK) - 103,037 shares, 13.57% of the total portfolio. Shares added by 5.03%
2. iShares Core S&P 500 ETF (IVV) - 36,308 shares, 9.19% of the total portfolio. Shares reduced by 3.39%
3. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 172,923 shares, 7.61% of the total portfolio. Shares reduced by 7.98%
4. Vanguard Mega Cap Value ETF (MGV) - 102,167 shares, 6.19% of the total portfolio. Shares added by 12.58%
5. First Trust Value Line Dividend Index Fund (FVD) - 240,180 shares, 5.80% of the total portfolio. Shares reduced by 1.61%

Bernardo Wealth Planning LLC initiated holding in Univest Financial Corp. The purchase prices were between $20.49 and $29.45, with an estimated average price of $25.35. The stock is now traded at around $27.720000. The impact to a portfolio due to this purchase was 0.19%. The holding were 10,631 shares as of 2021-03-31.

Bernardo Wealth Planning LLC initiated holding in iShares Core Total USD Bond Market ETF. The purchase prices were between $52.47 and $54.23, with an estimated average price of $53.42. The stock is now traded at around $53.170000. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,395 shares as of 2021-03-31.

Bernardo Wealth Planning LLC initiated holding in Eagle Bancorp Inc. The purchase prices were between $40.75 and $56.74, with an estimated average price of $48.51. The stock is now traded at around $54.340000. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,095 shares as of 2021-03-31.

Bernardo Wealth Planning LLC sold out a holding in Technology Select Sector SPDR ETF. The sale prices were between $125.56 and $138.3, with an estimated average price of $131.77.

Bernardo Wealth Planning LLC sold out a holding in United Parcel Service Inc. The sale prices were between $155 and $169.99, with an estimated average price of $161.78.

Bernardo Wealth Planning LLC sold out a holding in Financial Select Sector SPDR. The sale prices were between $28.82 and $34.62, with an estimated average price of $32.

Bernardo Wealth Planning LLC sold out a holding in JPMorgan Chase & Co. The sale prices were between $125.65 and $157.65, with an estimated average price of $143.83.

Bernardo Wealth Planning LLC sold out a holding in Vanguard S&P 500 ETF. The sale prices were between $337.84 and $364.3, with an estimated average price of $353.45.

Bernardo Wealth Planning LLC sold out a holding in The Home Depot Inc. The sale prices were between $250.93 and $305.25, with an estimated average price of $275.66.