Bernardo Wealth Planning LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$418.0B
Holdings
113
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PPLPPL CORP | 6,376 | $230.2M | 0.06% | |
| 102 | RTXRTX CORPORATION | 1,727 | $228.8M | 0.05% | |
| 103 | PEGPUBLIC SVC ENTERPRISE GRP IN | 2,776 | $228.5M | 0.05% | |
| 104 | LLYELI LILLY & CO | 276 | $228.1M | 0.05% | |
| 105 | IJRISHARES TR | 2,171 | $227.1M | 0.05% | |
| 106 | VEAVANGUARD TAX-MANAGED FDS | 4,321 | $219.6M | 0.05% | |
| 107 | SCHWSCHWAB CHARLES CORP | 2,768 | $216.7M | 0.05% | |
| 108 | MIGAMICROSTRATEGY INC | 743 | $214.2M | 0.05% | |
| 109 | VVISA INC | 605 | $212.0M | 0.05% | |
| 110 | URIUNITED RENTALS INC | 327 | $204.9M | 0.05% | |
| 111 | AMGNAMGEN INC | 656 | $204.5M | 0.05% | |
| 112 | GONGERON CORP | 11,650 | $18.5M | 0.00% | |
| 113 | VXRTVAXART INC | 29,250 | $11.9M | 0.00% |
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