BW
| |
Bernard Wealth Management Corp.13F | |
| Bernard Wealth Management Corp. | |
| Last update 2025-04-16 | 392 Stocks (85 new) |
| Value $205.00 Mil | Turnover 1 % |
Bernard Wealth Management Corp... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 1,334,532 | 29,466.5 | -20.30% | 14.390 | -2.78% | 0.060 | +20.12% | +8.10% | 57,122.4 | ||
NVDA | NVIDIA Corp | 235,704 | 25,545.6 | -11.11% | 12.470 | -1.44% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
AAPL | Apple Inc | 91,964 | 20,427.9 | -50.95% | 9.970 | -5.44% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
SCHD | Schwab US Dividend Equity ETF | 362,097 | 10,124.2 | -27.22% | 4.940 | -1.40% | 0.010 | +8.13% | +1.59% | 71,133.2 | ||
LLY | Eli Lilly and Co | 10,980 | 9,068.2 | -46.86% | 4.430 | -1.90% | 0.000 | -5.98% | +0.95% | 697,037.9 | Drug Manufacturers | |
SCHM | Schwab U.S. Mid-Cap ETF | 307,218 | 8,049.1 | -21.87% | 3.930 | -0.90% | 0.070 | +18.24% | +4.98% | 11,918.4 | ||
MSFT | Microsoft Corp | 21,323 | 8,004.6 | -50.23% | 3.910 | -2.35% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
BRK.B | Berkshire Hathaway Inc | 11,120 | 5,922.3 | -50.86% | 2.890 | -1.27% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
AMZN | Amazon.com Inc | 30,694 | 5,839.8 | -49.49% | 2.850 | -1.54% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
BRK.A | Berkshire Hathaway Inc | 7 | 5,589.1 | -98.60% | 2.730 | -0.77% | 0.000 | -8.37% | +4.96% | 1,030,137.3 | Insurance |
Bernard Wealth Management Corp.'s Historical Top Holdings Breakdowns
Bernard Wealth Management Corp.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -5.44% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Reduce -50.95% | 91,964 | -95,533 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Reduce Reduce | -2.78% | 21.75 ($23.28) 24.28 | $24.91 | 7.00% | Reduce -20.3% | 1,334,532 | -339,846 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -2.35% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Reduce -50.23% | 21,323 | -21,523 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Reduce Reduce | -2.19% | 96.63 ($111.19) 129.55 | $154.72 | 39.15% | Reduce -92.89% | 4,397 | -57,467 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -1.90% | 725.72 ($832.09) 929.72 | $776.44 | -6.69% | Reduce -46.86% | 10,980 | -9,684 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -1.54% | 190.26 ($217) 242.06 | $227.47 | 4.82% | Reduce -49.49% | 30,694 | -30,079 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.44% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Reduce -11.11% | 235,704 | -29,452 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Reduce Reduce | -1.40% | 27.01 ($27.88) 28.54 | $27.24 | -2.30% | Reduce -27.22% | 362,097 | -135,457 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -1.27% | 442.66 ($486.15) 534.52 | $478.13 | -1.65% | Reduce -50.86% | 11,120 | -11,507 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -1.18% | 154.33 ($181.36) 206.38 | $191.34 | 5.50% | Reduce -53.06% | 23,997 | -27,122 |
Bernard Wealth Management Corp. Total Holding History ($B)
Bernard Wealth Management Corp.'s Asset Allocation
Bernard Wealth Management Corp. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Bernard Wealth Management Corp.'s Hypothetical Growth since 2025-03-31
Bernard Wealth Management Corp.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Bernard Wealth Management Corp.'s Holdings Heat Map
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Bernard Wealth Management Corp.'s Holdings Bubble Chart
Bernard Wealth Management Corp. News
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