HoldingsChannel.com
Bernardo Wealth Planning LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
APPLE INC 41,848 -1,999 $9,372
     AAPL41,848-1,999$9,372
ISHARES TR (USMV) 120,382 +53,903 $7,716
     USMV120,382+53,903$7,716
ISHARES US ETF TR (NEAR) 116,415 -1,690 $5,860
     NEAR116,415-1,690$5,860
VANGUARD WORLD FD (MGK) 44,087 -510 $5,848
     MGK44,087-510$5,848
SPDR SERIES TRUST (SPTM) 115,518 +105,794 $4,244
     SPTM115,518+105,794$4,244
AMAZON COM INC 2,230 -47 $3,871
     AMZN2,230-47$3,871
VANGUARD SCOTTSDALE FDS (VONG) 22,211 -635 $3,646
     VONG22,211-635$3,646
VANGUARD SCOTTSDALE FDS (VONV) 30,791 -721 $3,462
     VONV30,791-721$3,462
ISHARES TR (IXN) 18,485 +888 $3,419
     IXN18,485+888$3,419
ISHARES TR (MTUM) 27,870 -465 $3,323
     MTUM27,870-465$3,323
MICROSOFT CORP 19,643 -71 $2,730
     MSFT19,643-71$2,730
SCHWAB STRATEGIC TR 40,330 +513 $2,287
     SCHV40,330+513$2,287
ISHARES TR (IXUS) 38,009 -1,288 $2,195
     IXUS38,009-1,288$2,195
JOHNSON & JOHNSON 15,464 -63 $2,000
     JNJ15,464-63$2,000
VERIZON COMMUNICATIONS INC 31,440 -410 $1,897
     VZ31,440-410$1,897
UNITED PARCEL SERVICE INC 15,240 -100 $1,826
     UPS15,240-100$1,826
ISHARES TR (HDV) 17,655 -2,112 $1,662
     HDV17,655-2,112$1,662
FACEBOOK INC 9,103 -352 $1,621
     FB9,103-352$1,621
MERCK & CO INC 18,021 -457 $1,517
     MRK18,021-457$1,517
SELECT SECTOR SPDR TR (XLF) 53,764 -2,207 $1,505
     XLF53,764-2,207$1,505
JPMORGAN CHASE & CO 12,764 -951 $1,502
     JPM12,764-951$1,502
ISHARES TR (IVE) 12,573 -4 $1,497
     IVE12,573-4$1,497
ISHARES TR (IVW) 8,122 +43 $1,462
     IVW8,122+43$1,462
BOEING CO 3,788 -541 $1,441
     BA3,788-541$1,441
PPL CORP 43,923 -1,321 $1,383
     PPL43,923-1,321$1,383
ISHARES TR (IJH) 6,530 -231 $1,261
     IJH6,530-231$1,261
ISHARES TR (GOVT) 47,869 +47,869 $1,260
     GOVT47,869+47,869$1,260
INTEL CORP 23,861 -1,611 $1,229
     INTC23,861-1,611$1,229
ISHARES TR (IVV) 4,011 +193 $1,197
     IVV4,011+193$1,197
AQUA AMERICA INC 26,204 UNCH $1,174
     WTR26,204UNCH$1,174
CHEVRON CORP NEW 9,858 +234 $1,169
     CVX9,858+234$1,169
CREDIT SUISSE NASSAU BRH 84,800 +84,800 $1,153
     TVIX84,800+84,800$1,153
ISHARES TR (AGG) 10,185 +2,282 $1,152
     AGG10,185+2,282$1,152
ALPHABET INC 909 -1 $1,108
     GOOG909-1$1,108
EXXON MOBIL CORP 14,165 -142 $1,000
     XOM14,165-142$1,000
MCDONALDS CORP 4,523 -65 $971
     MCD4,523-65$971
HOME DEPOT INC 4,179 -44 $969
     HD4,179-44$969
ISHARES TR (SUB) 8,180 -898 $871
     SUB8,180-898$871
AT&T INC 22,745 +944 $860
     T22,745+944$860
VALERO ENERGY CORP NEW 9,816 -182 $836
     VLO9,816-182$836
PROCTER & GAMBLE CO 6,104 -227 $759
     PG6,104-227$759
NEXTERA ENERGY INC 3,137 -92 $730
     NEE3,137-92$730
PEPSICO INC 5,331 -94 $730
     PEP5,331-94$730
ISHARES TR (IJR) 9,354 -483 $728
     IJR9,354-483$728
CISCO SYS INC 13,750 -280 $679
     CSCO13,750-280$679
UNITEDHEALTH GROUP INC 3,097 UNCH $673
     UNH3,097UNCH$673
PFIZER INC 18,358 +412 $659
     PFE18,358+412$659
VANGUARD INDEX FDS (VV) 4,772 UNCH $650
     VV4,772UNCH$650
SELECT SECTOR SPDR TR (XLK) 7,883 -324 $634
     XLK7,883-324$634
ISHARES TR (IWR) 11,238 -25,833 $628
     IWR11,238-25,833$628

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 09/30/2019: $138,069
At 06/30/2019: $127,706

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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