HoldingsChannel.com
Bernardo Wealth Planning LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 45,595 +39,680 $11,781
     IVV45,595+39,680$11,781
APPLE INC 42,771 +898 $10,876
     AAPL42,771+898$10,876
ISHARES TR (GOVT) 295,584 +8,636 $8,279
     GOVT295,584+8,636$8,279
VANGUARD WORLD FD (MGK) 45,596 +1,974 $5,794
     MGK45,596+1,974$5,794
AMAZON COM INC 2,286 +102 $4,457
     AMZN2,286+102$4,457
ISHARES TR (IEFA) 85,974 +74,727 $4,289
     IEFA85,974+74,727$4,289
ISHARES TR (USMV) 75,712 -65,620 $4,089
     USMV75,712-65,620$4,089
ISHARES TR (QUAL) 46,307 +6,586 $3,752
     QUAL46,307+6,586$3,752
MICROSOFT CORP 21,725 +1,509 $3,426
     MSFT21,725+1,509$3,426
ISHARES TR (IXN) 15,761 -4,752 $2,874
     IXN15,761-4,752$2,874
ISHARES TR (IGIB) 46,592 +30,562 $2,558
     IGIB46,592+30,562$2,558
ISHARES TR (ESGU) 44,372 +44,372 $2,550
     ESGU44,372+44,372$2,550
ISHARES US ETF TR (NEAR) 41,936 +8,359 $2,033
     NEAR41,936+8,359$2,033
JOHNSON & JOHNSON 15,173 -255 $1,989
     JNJ15,173-255$1,989
ISHARES TR (MBB) 16,218 +3,573 $1,791
     MBB16,218+3,573$1,791
ISHARES INC (IEMG) 43,929 +39,023 $1,777
     IEMG43,929+39,023$1,777
VERIZON COMMUNICATIONS INC 32,308 +670 $1,735
     VZ32,308+670$1,735
ISHARES TR (AGG) 14,087 -23,439 $1,625
     AGG14,087-23,439$1,625
ISHARES INC (ESGE) 59,297 +59,297 $1,622
     ESGE59,297+59,297$1,622
FACEBOOK INC 9,168 +236 $1,529
     FB9,168+236$1,529
ISHARES TR (ITOT) 26,344 +23,061 $1,507
     ITOT26,344+23,061$1,507
ISHARES TR (IXUS) 30,924 -5,683 $1,453
     IXUS30,924-5,683$1,453
UNITED PARCEL SERVICE INC 15,014 -134 $1,402
     UPS15,014-134$1,402
SPDR SERIES TRUST (SPTM) 44,033 -96,314 $1,384
     SPTM44,033-96,314$1,384
MERCK & CO. INC 17,654 -354 $1,358
     MRK17,654-354$1,358
ISHARES TR (SHYG) 32,941 +32,941 $1,346
     SHYG32,941+32,941$1,346
SCHWAB STRATEGIC TR 30,313 -10,031 $1,341
     SCHV30,313-10,031$1,341
JPMORGAN CHASE & CO 13,896 +1,129 $1,251
     JPM13,896+1,129$1,251
INTEL CORP 22,942 -713 $1,241
     INTC22,942-713$1,241
SELECT SECTOR SPDR TR (XLF) 58,209 +5,163 $1,211
     XLF58,209+5,163$1,211
ISHARES TR (IVW) 7,332 -713 $1,210
     IVW7,332-713$1,210
PPL CORP 48,377 +4,734 $1,193
     PPL48,377+4,734$1,193
ISHARES TR (IVE) 12,078 -406 $1,162
     IVE12,078-406$1,162
SELECT SECTOR SPDR TR (XLK) 14,441 +6,645 $1,160
     XLK14,441+6,645$1,160
ISHARES TR (TLT) 6,854 -971 $1,130
     TLT6,854-971$1,130
ESSENTIAL UTILS INC 26,695 +26,695 $1,086
     WTRG26,695+26,695$1,086
ISHARES TR (SIZE) 14,343 +14,343 $1,023
     SIZE14,343+14,343$1,023
ALPHABET INC 876 +22 $1,018
     GOOG876+22$1,018
VANGUARD SCOTTSDALE FDS (VONG) 6,408 -15,060 $991
     VONG6,408-15,060$991
ISHARES TR (MTUM) 9,089 -2,166 $967
     MTUM9,089-2,166$967
ISHARES TR (IJH) 6,208 -651 $893
     IJH6,208-651$893
UNITEDHEALTH GROUP INC 3,429 +132 $855
     UNH3,429+132$855
VANGUARD WORLD FD (MGV) 12,914 +12,914 $852
     MGV12,914+12,914$852
FIRST TR EXCHANGE TRADED FD (FTCS) 16,110 +16,110 $800
     FTCS16,110+16,110$800
MCDONALDS CORP 4,766 +155 $788
     MCD4,766+155$788
SPDR S&P 500 ETF TR (SPY) 3,022 -2,929 $778
     SPY3,022-2,929$778
VANGUARD SCOTTSDALE FDS (VONV) 8,877 -21,158 $772
     VONV8,877-21,158$772
HOME DEPOT INC 4,131 -48 $771
     HD4,131-48$771
ISHARES TR (HDV) 10,585 -6,954 $757
     HDV10,585-6,954$757
FIRST TR EXCH TRADED FD III (FMB) 13,495 +8,000 $729
     FMB13,495+8,000$729

See Full List: All Stocks Held By Bernardo Wealth Planning LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Bernardo Wealth Planning LLC

Size ($ in 1000's)
At 03/31/2020: $143,937
At 12/31/2019: $164,799

Bernardo Wealth Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bernardo Wealth Planning LLC 13F filings. Link to 13F filings: SEC filings

Bernardo Wealth Planning LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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