HoldingsChannel.com
Bernardo Wealth Planning LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
APPLE INC 43,847 -5,670 $8,678
     AAPL43,847-5,670$8,678
ISHARES US ETF TR (NEAR) 118,105 +233 $5,944
     NEAR118,105+233$5,944
VANGUARD WORLD FD (MGK) 44,597 -5,702 $5,775
     MGK44,597-5,702$5,775
AMAZON COM INC 2,277 -102 $4,312
     AMZN2,277-102$4,312
ISHARES TR (USMV) 66,479 +4,072 $4,104
     USMV66,479+4,072$4,104
VANGUARD SCOTTSDALE FDS (VONG) 22,846 +52 $3,707
     VONG22,846+52$3,707
VANGUARD SCOTTSDALE FDS (VONV) 31,512 +42 $3,517
     VONV31,512+42$3,517
ISHARES TR (MTUM) 28,335 +636 $3,361
     MTUM28,335+636$3,361
ISHARES TR (IXN) 17,597 +251 $3,159
     IXN17,597+251$3,159
MICROSOFT CORP 19,714 +479 $2,641
     MSFT19,714+479$2,641
ISHARES TR (IXUS) 39,297 +1,430 $2,304
     IXUS39,297+1,430$2,304
SCHWAB STRATEGIC TR 39,817 +3,938 $2,235
     SCHV39,817+3,938$2,235
JOHNSON & JOHNSON 15,527 -916 $2,163
     JNJ15,527-916$2,163
ISHARES TR (IWR) 37,071 +231 $2,071
     IWR37,071+231$2,071
ISHARES TR (HDV) 19,767 -31 $1,868
     HDV19,767-31$1,868
FACEBOOK INC 9,455 -1,103 $1,825
     FB9,455-1,103$1,825
VERIZON COMMUNICATIONS INC 31,850 -111 $1,820
     VZ31,850-111$1,820
UNITED PARCEL SERVICE INC 15,340 +88 $1,584
     UPS15,340+88$1,584
BOEING CO 4,329 +305 $1,576
     BA4,329+305$1,576
MERCK & CO INC 18,478 +231 $1,549
     MRK18,478+231$1,549
SELECT SECTOR SPDR TR (XLF) 55,971 +1,216 $1,545
     XLF55,971+1,216$1,545
JPMORGAN CHASE & CO 13,715 -123 $1,533
     JPM13,715-123$1,533
ISHARES TR (IVE) 12,577 +185 $1,466
     IVE12,577+185$1,466
ISHARES TR (IVW) 8,079 -15 $1,448
     IVW8,079-15$1,448
PPL CORP 45,244 +1,702 $1,403
     PPL45,244+1,702$1,403
ISHARES TR (IJH) 6,761 -2,412 $1,313
     IJH6,761-2,412$1,313
INTEL CORP 25,472 +77 $1,219
     INTC25,472+77$1,219
CHEVRON CORP NEW 9,624 +618 $1,198
     CVX9,624+618$1,198
ISHARES TR (IVV) 3,818 +452 $1,125
     IVV3,818+452$1,125
EXXON MOBIL CORP 14,307 +307 $1,096
     XOM14,307+307$1,096
AQUA AMERICA INC 26,204 UNCH $1,084
     WTR26,204UNCH$1,084
ALPHABET INC 910 +16 $984
     GOOG910+16$984
ISHARES TR (SUB) 9,078 +342 $967
     SUB9,078+342$967
MCDONALDS CORP 4,588 +132 $953
     MCD4,588+132$953
ISHARES TR (AGG) 7,903 +661 $880
     AGG7,903+661$880
HOME DEPOT INC 4,223 -24 $878
     HD4,223-24$878
VALERO ENERGY CORP NEW 9,998 -537 $856
     VLO9,998-537$856
NETFLIX INC 2,210 -75 $812
     NFLX2,210-75$812
PFIZER INC 17,946 +223 $777
     PFE17,946+223$777
ISHARES TR (IJR) 9,837 -1,017 $770
     IJR9,837-1,017$770
CISCO SYS INC 14,030 -86 $768
     CSCO14,030-86$768
UNITEDHEALTH GROUP INC 3,097 UNCH $756
     UNH3,097UNCH$756
AT&T INC 21,801 +441 $731
     T21,801+441$731
PEPSICO INC 5,425 +238 $711
     PEP5,425+238$711
PROCTER AND GAMBLE CO 6,331 +314 $694
     PG6,331+314$694
NEXTERA ENERGY INC 3,229 -81 $661
     NEE3,229-81$661
VANGUARD TAX MANAGED INTL FD (VEA) 15,672 -299 $654
     VEA15,672-299$654
VANGUARD INDEX FDS (VV) 4,772 UNCH $643
     VV4,772UNCH$643
SELECT SECTOR SPDR TR (XLK) 8,207 +99 $640
     XLK8,207+99$640
DISNEY WALT CO 4,541 +242 $634
     DIS4,541+242$634

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 06/30/2019: $127,706
At 03/31/2019: $126,235

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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