HoldingsChannel.com
Bernardo Wealth Planning LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 41,873 +25 $12,296
     AAPL41,873+25$12,296
ISHARES TR (USMV) 141,332 +20,950 $9,271
     USMV141,332+20,950$9,271
ISHARES TR (GOVT) 286,948 +239,079 $7,443
     GOVT286,948+239,079$7,443
VANGUARD WORLD FD (MGK) 43,622 -465 $6,354
     MGK43,622-465$6,354
SPDR SERIES TRUST (SPTM) 140,347 +24,829 $5,594
     SPTM140,347+24,829$5,594
ISHARES TR (IXN) 20,513 +2,028 $4,317
     IXN20,513+2,028$4,317
ISHARES TR (AGG) 37,526 +27,341 $4,216
     AGG37,526+27,341$4,216
AMAZON COM INC 2,184 -46 $4,035
     AMZN2,184-46$4,035
ISHARES TR (QUAL) 39,721 +39,721 $4,011
     QUAL39,721+39,721$4,011
VANGUARD SCOTTSDALE FDS (VONG) 21,468 -743 $3,884
     VONG21,468-743$3,884
VANGUARD SCOTTSDALE FDS (VONV) 30,035 -756 $3,599
     VONV30,035-756$3,599
MICROSOFT CORP 20,216 +573 $3,188
     MSFT20,216+573$3,188
SCHWAB STRATEGIC TR 40,344 +14 $2,425
     SCHV40,344+14$2,425
ISHARES TR (IXUS) 36,607 -1,402 $2,266
     IXUS36,607-1,402$2,266
JOHNSON & JOHNSON 15,428 -36 $2,250
     JNJ15,428-36$2,250
VERIZON COMMUNICATIONS INC 31,638 +198 $1,942
     VZ31,638+198$1,942
SPDR S&P 500 ETF TR (SPY) 5,951 +5,248 $1,915
     SPY5,951+5,248$1,915
ISHARES TR (IVV) 5,915 +1,904 $1,911
     IVV5,915+1,904$1,911
FACEBOOK INC 8,932 -171 $1,833
     FB8,932-171$1,833
JPMORGAN CHASE & CO 12,767 +3 $1,779
     JPM12,767+3$1,779
UNITED PARCEL SERVICE INC 15,148 -92 $1,773
     UPS15,148-92$1,773
ISHARES TR (HDV) 17,539 -116 $1,720
     HDV17,539-116$1,720
ISHARES US ETF TR (NEAR) 33,577 -82,838 $1,687
     NEAR33,577-82,838$1,687
MERCK & CO INC 18,008 -13 $1,637
     MRK18,008-13$1,637
SELECT SECTOR SPDR TR (XLF) 53,046 -718 $1,632
     XLF53,046-718$1,632
ISHARES TR (IVE) 12,484 -89 $1,624
     IVE12,484-89$1,624
PPL CORP 43,643 -280 $1,565
     PPL43,643-280$1,565
ISHARES TR (IVW) 8,045 -77 $1,557
     IVW8,045-77$1,557
SPDR INDEX SHS FDS (SPDW) 46,432 +28,327 $1,455
     SPDW46,432+28,327$1,455
INTEL CORP 23,655 -206 $1,415
     INTC23,655-206$1,415
ISHARES TR (MTUM) 11,255 -16,615 $1,413
     MTUM11,255-16,615$1,413
ISHARES TR (IJH) 6,859 +329 $1,411
     IJH6,859+329$1,411
ISHARES TR (MBB) 12,645 +10,236 $1,366
     MBB12,645+10,236$1,366
BOEING CO 3,974 +186 $1,294
     BA3,974+186$1,294
CHEVRON CORP NEW 10,283 +425 $1,239
     CVX10,283+425$1,239
AQUA AMERICA INC 26,204 UNCH $1,230
     WTR26,204UNCH$1,230
ALPHABET INC 854 -55 $1,141
     GOOG854-55$1,141
ISHARES TR (TLT) 7,825 +7,825 $1,060
     TLT7,825+7,825$1,060
UNITEDHEALTH GROUP INC 3,297 +200 $969
     UNH3,297+200$969
ISHARES TR (IGIB) 16,030 +11,208 $929
     IGIB16,030+11,208$929
HOME DEPOT INC 4,179 UNCH $912
     HD4,179UNCH$912
MCDONALDS CORP 4,611 +88 $911
     MCD4,611+88$911
EXXON MOBIL CORP 12,712 -1,453 $887
     XOM12,712-1,453$887
AT&T INC 22,578 -167 $882
     T22,578-167$882
ISHARES TR (SUB) 8,227 +47 $878
     SUB8,227+47$878
ISHARES TR (IJR) 9,355 +1 $784
     IJR9,355+1$784
PROCTER & GAMBLE CO 6,136 +32 $766
     PG6,136+32$766
NEXTERA ENERGY INC 3,060 -77 $741
     NEE3,060-77$741
ISHARES TR (IEFA) 11,247 +4,504 $733
     IEFA11,247+4,504$733
PFIZER INC 18,450 +92 $722
     PFE18,450+92$722

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 12/31/2019: $164,799
At 09/30/2019: $138,069

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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