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Bernard Wealth Management Corp.

Latest statistics and disclosures from Bernard Wealth Management Corp.'s latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002056313

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Positions held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Bernard Wealth Management Corp.

Bernard Wealth Management Corp. holds 320 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
NVIDIA Corporation (NVDA)	15.2	$32M	241k	134.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	14.1	$30M	1.3M	23.18	View chart
Apple (AAPL)	10.9	$23M	93k	250.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.8	$10M	372k	27.32	View chart
Microsoft Corporation (MSFT)	4.3	$9.1M	22k	421.50	View chart
Eli Lilly & Co. (LLY)	4.0	$8.6M	11k	772.03	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.8	$8.1M	292k	27.71	View chart
Amazon (AMZN)	3.2	$6.7M	31k	219.39	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.5	$5.4M	207k	25.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.4	$5.1M	11k	453.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$4.6M	24k	189.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$3.9M	7.7k	511.22	View chart
Ishares Msci Emrg Chn (EMXC)	1.8	$3.8M	68k	55.45	View chart
Advanced Micro Devices (AMD)	1.7	$3.7M	31k	120.79	View chart
Visa Com Cl A (V)	1.5	$3.2M	10k	316.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$3.1M	45k	70.28	View chart
Caterpillar (CAT)	1.4	$3.0M	8.3k	362.76	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	1.4	$3.0M	32k	95.10	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	1.3	$2.8M	35k	77.81	View chart
Palo Alto Networks (PANW)	1.2	$2.6M	14k	181.96	View chart
Wal-Mart Stores (WMT)	1.0	$2.1M	24k	90.35	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.0	$2.1M	6.0k	342.16	View chart
JPMorgan Chase & Co. (JPM)	1.0	$2.1M	8.6k	239.71	View chart
Home Depot (HD)	0.9	$1.9M	4.9k	388.95	View chart
Dt Midstream Common Stock (DTM)	0.8	$1.7M	17k	99.43	View chart
Costco Wholesale Corporation (COST)	0.7	$1.5M	1.6k	916.27	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.4M	2.4k	586.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.3M	6.0k	220.96	View chart
DTE Energy Company (DTE)	0.6	$1.2M	10k	120.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.2M	19k	62.31	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.2M	11k	107.57	View chart
General Dynamics Corporation (GD)	0.5	$1.2M	4.4k	263.49	View chart
Honeywell International (HON)	0.5	$1.1M	4.8k	225.89	View chart
Lowe's Companies (LOW)	0.5	$1.1M	4.3k	246.79	View chart
Uber Technologies (UBER)	0.5	$1.1M	17k	60.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.5	$1.0M	24k	42.25	View chart
Innovator Etfs Trust Equity Defi 2026 (AJAN)	0.3	$723k	28k	26.25	View chart
Oracle Corporation (ORCL)	0.3	$719k	4.3k	166.64	View chart
Meta Platforms Cl A (META)	0.3	$619k	1.1k	585.56	View chart
Abbvie (ABBV)	0.3	$614k	3.5k	177.70	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.3	$533k	5.8k	92.51	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$500k	4.7k	105.48	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$482k	7.9k	61.34	View chart
Abbott Laboratories (ABT)	0.2	$454k	4.0k	113.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$441k	2.3k	190.44	View chart
Walt Disney Company (DIS)	0.2	$353k	3.2k	111.36	View chart
Broadcom (AVGO)	0.2	$320k	1.4k	231.84	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$317k	3.0k	106.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$283k	480.00	588.68	View chart
Charles Schwab Corporation (SCHW)	0.1	$275k	3.7k	74.01	View chart
Danaher Corporation (DHR)	0.1	$264k	1.2k	229.55	View chart
First Industrial Realty Trust (FR)	0.1	$254k	5.1k	50.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$251k	1.4k	175.23	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$234k	5.2k	44.92	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$215k	925.00	232.52	View chart
Eaton Corp SHS (ETN)	0.1	$211k	635.00	331.87	View chart
Palantir Technologies Cl A (PLTR)	0.1	$202k	2.7k	75.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$190k	474.00	401.58	View chart
Stryker Corporation (SYK)	0.1	$188k	521.00	360.05	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$167k	5.8k	28.67	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$160k	281.00	569.58	View chart
Merck & Co (MRK)	0.1	$159k	1.6k	99.48	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$158k	3.6k	43.73	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$153k	1.1k	137.57	View chart
Chevron Corporation (CVX)	0.1	$151k	1.0k	144.84	View chart
Medtronic SHS (MDT)	0.1	$151k	1.9k	79.88	View chart
Amgen (AMGN)	0.1	$150k	575.00	260.64	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.1	$143k	3.0k	48.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$142k	3.6k	39.57	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$142k	3.6k	39.09	View chart
Pepsi (PEP)	0.1	$133k	875.00	152.04	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$130k	483.00	269.70	View chart
Applied Materials (AMAT)	0.1	$124k	765.00	162.63	View chart
Netflix (NFLX)	0.1	$123k	138.00	891.33	View chart
Servicenow (NOW)	0.1	$122k	115.00	1060.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$117k	3.0k	38.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$110k	269.00	410.44	View chart
American Express Company (AXP)	0.1	$109k	367.00	296.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$109k	642.00	169.30	View chart
Skyworks Solutions (SWKS)	0.0	$106k	1.2k	88.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$105k	1.3k	78.01	View chart
Ford Motor Company (F)	0.0	$104k	11k	9.90	View chart
UnitedHealth (UNH)	0.0	$104k	205.00	505.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$102k	421.00	242.13	View chart
Tesla Motors (TSLA)	0.0	$96k	238.00	403.84	View chart
Yum! Brands (YUM)	0.0	$95k	711.00	134.24	View chart
Ishares Msci Israel Etf (EIS)	0.0	$95k	1.2k	77.05	View chart
Draftkings Com Cl A (DKNG)	0.0	$94k	2.5k	37.20	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$92k	694.00	132.10	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$90k	487.00	185.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$88k	304.00	289.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$88k	1.8k	50.13	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$88k	839.00	104.50	View chart
C H Robinson Worldwide Com New (CHRW)	0.0	$83k	800.00	103.32	View chart
Vanguard World Financials Etf (VFH)	0.0	$80k	677.00	118.07	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$79k	1.5k	54.20	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.0	$78k	1.9k	41.87	View chart
Lululemon Athletica (LULU)	0.0	$78k	204.00	382.41	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$78k	967.00	80.27	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$76k	409.00	186.70	View chart
Mastercard Incorporated Cl A (MA)	0.0	$76k	145.00	526.57	View chart
Inventrust Pptys Corp Com New (IVT)	0.0	$74k	2.5k	30.13	View chart
CSX Corporation (CSX)	0.0	$74k	2.3k	32.27	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$71k	426.00	165.82	View chart
Wells Fargo & Company (WFC)	0.0	$70k	996.00	70.24	View chart
Nike CL B (NKE)	0.0	$67k	882.00	75.67	View chart
AmerisourceBergen (COR)	0.0	$67k	296.00	224.68	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$66k	1.3k	53.05	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$66k	345.00	190.88	View chart
Qualcomm (QCOM)	0.0	$64k	416.00	153.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$63k	2.1k	30.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$59k	225.00	264.13	View chart
Hafnia SHS (HAFN)	0.0	$58k	10k	5.57	View chart
Intuitive Surgical Com New (ISRG)	0.0	$56k	108.00	521.96	View chart
Coinbase Global Com Cl A (COIN)	0.0	$56k	225.00	248.30	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$54k	428.00	126.75	View chart
Constellation Energy (CEG)	0.0	$54k	242.00	223.71	View chart
Hershey Company (HSY)	0.0	$53k	315.00	169.61	View chart
Newmont Mining Corporation (NEM)	0.0	$53k	1.4k	37.22	View chart
3M Company (MMM)	0.0	$52k	406.00	129.09	View chart
Procter & Gamble Company (PG)	0.0	$52k	312.00	167.65	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$51k	837.00	60.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$51k	1.0k	48.33	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$51k	1.8k	27.87	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$49k	250.00	197.49	View chart
MercadoLibre (MELI)	0.0	$48k	28.00	1700.48	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$47k	325.00	145.35	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$45k	1.2k	36.70	View chart
On Hldg Namen Akt A (ONON)	0.0	$44k	800.00	54.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$44k	1.2k	35.91	View chart
Dutch Bros Cl A (BROS)	0.0	$43k	815.00	52.38	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$42k	2.0k	21.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$42k	1.1k	37.88	View chart
Micron Technology (MU)	0.0	$42k	498.00	84.16	View chart
Church & Dwight (CHD)	0.0	$42k	400.00	104.71	View chart
American Airls (AAL)	0.0	$42k	2.4k	17.43	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$42k	317.00	131.76	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.0	$41k	528.00	78.46	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.0	$39k	750.00	52.20	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$37k	1.4k	26.33	View chart
Colgate-Palmolive Company (CL)	0.0	$36k	400.00	90.91	View chart
Arbor Realty Trust (ABR)	0.0	$36k	2.6k	13.85	View chart
Adobe Systems Incorporated (ADBE)	0.0	$36k	80.00	444.69	View chart
Freeport-mcmoran CL B (FCX)	0.0	$35k	928.00	38.08	View chart
Paypal Holdings (PYPL)	0.0	$35k	404.00	85.35	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$34k	199.00	172.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$34k	911.00	37.52	View chart
FirstEnergy (FE)	0.0	$33k	828.00	39.78	View chart
Super Micro Computer Com New (SMCI)	0.0	$33k	1.1k	30.48	View chart
Wisdomtree Tr Euro Qtly Div Gr (EUDG)	0.0	$33k	1.1k	29.79	View chart
Occidental Petroleum Corporation (OXY)	0.0	$32k	642.00	49.41	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$32k	582.00	54.50	View chart
Canadian Pacific Kansas City (CP)	0.0	$32k	435.00	72.37	View chart
Agree Realty Corporation (ADC)	0.0	$31k	446.00	70.45	View chart
Regal-beloit Corporation (RRX)	0.0	$31k	200.00	155.13	View chart
Pfizer (PFE)	0.0	$30k	1.1k	26.54	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$30k	1.3k	23.84	View chart
Veralto Corp Com Shs (VLTO)	0.0	$30k	294.00	101.85	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$29k	751.00	38.50	View chart
Target Corporation (TGT)	0.0	$29k	211.00	135.18	View chart
Silverback Therapeutics (SPRY)	0.0	$27k	2.5k	10.55	View chart
Bce Com New (BCE)	0.0	$26k	1.1k	23.18	View chart
Ishares Msci Cda Etf (EWC)	0.0	$26k	650.00	40.30	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$26k	389.00	67.03	View chart
Hyatt Hotels Corp Com Cl A (H)	0.0	$26k	166.00	156.98	View chart
Marriott Intl Cl A (MAR)	0.0	$25k	90.00	278.94	View chart
Thermo Fisher Scientific (TMO)	0.0	$25k	48.00	520.25	View chart
Bank of America Corporation (BAC)	0.0	$24k	538.00	43.95	View chart
Royal Caribbean Cruises (RCL)	0.0	$23k	100.00	230.69	View chart
SYSCO Corporation (SYY)	0.0	$23k	300.00	76.46	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$22k	1.0k	22.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$21k	277.00	77.27	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$21k	750.00	28.31	View chart
Verisign (VRSN)	0.0	$21k	100.00	206.96	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.0	$21k	814.00	25.25	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$20k	1.8k	11.53	View chart
Booking Holdings (BKNG)	0.0	$20k	4.00	4968.50	View chart
Bellring Brands Common Stock (BRBR)	0.0	$19k	258.00	75.34	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$19k	425.00	45.20	View chart
Gamestop Corp Cl A (GME)	0.0	$19k	600.00	31.34	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$19k	382.00	49.05	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$19k	65.00	287.83	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.0	$19k	178.00	104.30	View chart
Coca-Cola Company (KO)	0.0	$18k	295.00	62.26	View chart
Tko Group Holdings Cl A (TKO)	0.0	$18k	128.00	142.12	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$18k	140.00	128.82	View chart
Clorox Company (CLX)	0.0	$18k	110.00	162.42	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$18k	50.00	351.80	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$18k	269.00	65.35	View chart
Bny Mellon Mun Income (DMF)	0.0	$17k	2.4k	7.10	View chart
G Willi Food Intl Ord (WILC)	0.0	$16k	1.0k	16.31	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$16k	190.00	85.45	View chart
Gilead Sciences (GILD)	0.0	$16k	175.00	92.37	View chart
TJX Companies (TJX)	0.0	$16k	133.00	120.38	View chart
General Motors Company (GM)	0.0	$16k	300.00	53.27	View chart
Yum China Holdings (YUMC)	0.0	$16k	324.00	48.17	View chart
Ares Capital Corporation (ARCC)	0.0	$15k	700.00	21.89	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$15k	130.00	115.13	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$15k	210.00	70.00	View chart
Johnson & Johnson (JNJ)	0.0	$15k	100.00	144.62	View chart
Comerica Incorporated (CMA)	0.0	$14k	225.00	61.85	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$13k	102.00	131.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.0	$13k	425.00	31.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$13k	319.00	40.19	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$13k	150.00	84.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$12k	335.00	36.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$12k	539.00	22.68	View chart
Verizon Communications (VZ)	0.0	$12k	300.00	39.99	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.0	$12k	225.00	52.25	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$12k	120.00	96.83	View chart
H.B. Fuller Company (FUL)	0.0	$11k	168.00	67.48	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$11k	231.00	47.20	View chart
Union Pacific Corporation (UNP)	0.0	$11k	46.00	228.04	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$10k	150.00	66.34	View chart
Planet Fitness Cl A (PLNT)	0.0	$9.9k	100.00	98.87	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$9.5k	128.00	74.49	View chart
ConocoPhillips (COP)	0.0	$9.4k	95.00	99.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$9.3k	47.00	198.19	View chart
Cleveland-cliffs (CLF)	0.0	$9.2k	983.00	9.40	View chart
Fortis (FTS)	0.0	$8.1k	195.00	41.57	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.0	$8.1k	180.00	44.78	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$7.8k	74.00	104.89	View chart
Lockheed Martin Corporation (LMT)	0.0	$7.3k	15.00	486.00	View chart
Unity Software (U)	0.0	$6.7k	300.00	22.47	View chart
Solventum Corp Com Shs (SOLV)	0.0	$6.7k	101.00	66.07	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.0	$6.3k	56.00	112.70	View chart
IDEXX Laboratories (IDXX)	0.0	$6.2k	15.00	413.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$6.1k	149.00	41.17	View chart
Prudential Financial (PRU)	0.0	$5.9k	50.00	118.54	View chart
Doordash Cl A (DASH)	0.0	$5.9k	35.00	167.77	View chart
McDonald's Corporation (MCD)	0.0	$5.8k	20.00	289.90	View chart
CryoLife (AORT)	0.0	$5.7k	200.00	28.59	View chart
Mesabi Tr Ctf Ben Int (MSB)	0.0	$5.6k	201.00	27.93	View chart
CVS Caremark Corporation (CVS)	0.0	$5.6k	124.00	44.90	View chart
Waste Management (WM)	0.0	$5.2k	26.00	201.81	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$5.0k	55.00	91.44	View chart
Maplebear (CART)	0.0	$4.8k	116.00	41.42	View chart
Lear Corp Com New (LEA)	0.0	$4.7k	50.00	94.70	View chart
Starbucks Corporation (SBUX)	0.0	$4.6k	50.00	91.26	View chart
Emcor (EME)	0.0	$4.5k	10.00	453.90	View chart
Ishares Tr Ultra Short-term (ICSH)	0.0	$4.5k	90.00	50.43	View chart
Domino's Pizza (DPZ)	0.0	$4.5k	11.00	408.09	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$4.4k	50.00	87.34	View chart
Ferrari Nv Ord (RACE)	0.0	$4.2k	10.00	424.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$4.2k	59.00	71.92	View chart
Comcast Corp Cl A (CMCSA)	0.0	$3.9k	105.00	37.53	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$3.9k	50.00	78.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$3.8k	21.00	179.48	View chart
Darden Restaurants (DRI)	0.0	$3.7k	20.00	186.70	View chart
Kkr & Co (KKR)	0.0	$3.7k	25.00	147.92	View chart
Intuitive Machines Class A Com (LUNR)	0.0	$3.6k	200.00	18.16	View chart
Macy's (M)	0.0	$3.4k	200.00	16.93	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.0	$3.3k	214.00	15.53	View chart
Autodesk (ADSK)	0.0	$3.0k	10.00	295.60	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$2.9k	26.00	112.27	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.0	$2.7k	109.00	24.58	View chart
Boeing Company (BA)	0.0	$2.7k	15.00	177.00	View chart
Las Vegas Sands (LVS)	0.0	$2.6k	50.00	51.36	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$2.5k	13.00	195.85	View chart
eBay (EBAY)	0.0	$2.5k	41.00	61.95	View chart
Vaneck Etf Trust Social Sentiment (BUZZ)	0.0	$2.5k	100.00	24.88	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$2.5k	41.00	59.76	View chart
Arrowhead Pharmaceuticals (ARWR)	0.0	$2.4k	125.00	18.80	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.0	$2.3k	12.00	193.67	View chart
Becton, Dickinson and (BDX)	0.0	$2.3k	10.00	226.90	View chart
Western Union Company (WU)	0.0	$2.1k	200.00	10.60	View chart
L3harris Technologies (LHX)	0.0	$2.1k	10.00	210.30	View chart
Moderna (MRNA)	0.0	$2.1k	50.00	41.58	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$1.9k	15.00	123.40	View chart
Ouster Com New (OUST)	0.0	$1.8k	150.00	12.22	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$1.7k	130.00	13.30	View chart
Biogen Idec (BIIB)	0.0	$1.7k	11.00	153.00	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$1.6k	65.00	24.92	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$1.5k	100.00	15.26	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$1.5k	20.00	76.25	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$1.5k	25.00	59.28	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.0	$1.4k	32.00	43.22	View chart
Vaneck Etf Trust Environmental Sr (EVX)	0.0	$1.4k	8.00	171.50	View chart
Proshares Tr Ultrapro Sht Qqq (SQQQ)	0.0	$1.4k	44.00	31.16	View chart
Hannon Armstrong (HASI)	0.0	$1.1k	42.00	26.83	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$1.0k	4.00	253.75	View chart
Tema Etf Trust Glp-1 Obesity (HRTS)	0.0	$1.0k	35.00	28.89	View chart
Maia Biotechnology (MAIA)	0.0	$990.000000	500.00	1.98	View chart
Clearway Energy Cl A (CWEN.A)	0.0	$978.000000	40.00	24.45	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$967.997000	85.00	11.39	View chart
Yeti Hldgs (YETI)	0.0	$963.000000	25.00	38.52	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$948.000000	12.00	79.00	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.0	$909.999600	12.00	75.83	View chart
Gamesquare Hldgs (GAME)	0.0	$826.000000	1.0k	0.83	View chart
Femto Technologies Com New (BCAN)	0.0	$795.000000	100.00	7.95	View chart
Nextera Energy (NEE)	0.0	$789.000300	11.00	71.73	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$731.998800	26.00	28.15	View chart
Hologic (HOLX)	0.0	$721.000000	10.00	72.10	View chart
Nanoviricides (NNVC)	0.0	$715.000000	500.00	1.43	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$701.000400	12.00	58.42	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$603.999600	12.00	50.33	View chart
Electronic Arts (EA)	0.0	$586.000000	4.00	146.50	View chart
Global X Fds Cybrscurty Etf (BUG)	0.0	$545.999200	17.00	32.12	View chart
Five Below (FIVE)	0.0	$525.000000	5.00	105.00	View chart
Lithium Americas Argentina C Com Shs (LAAC)	0.0	$524.000000	200.00	2.62	View chart
Comflora Growth Corp (FLGC)	0.0	$515.000000	500.00	1.03	View chart
Chanson Intl Hldg Class A Ord (CHSN)	0.0	$511.000000	100.00	5.11	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$401.000000	20.00	20.05	View chart
Safe Pro Group (SPAI)	0.0	$383.000000	100.00	3.83	View chart
Tiziana Life Sciences Common Shares (TLSA)	0.0	$349.000000	500.00	0.70	View chart
Brookfield Renewable Partner Partnership Unit (BEP)	0.0	$342.000000	15.00	22.80	View chart
Scisparc Com New (SPRC)	0.0	$252.000000	700.00	0.36	View chart
Rezolve Ai Ord Shs (RZLV)	0.0	$191.000000	50.00	3.82	View chart
Siyata Mobile	0.0	$183.000000	30.00	6.10	View chart
Beyond Meat (BYND)	0.0	$113.001000	30.00	3.77	View chart
Tilray (TLRY)	0.0	$110.995900	83.00	1.34	View chart
Altimmune Com New (ALT)	0.0	$109.000500	15.00	7.27	View chart
Amc Entmt Hldgs Cl A New (AMC)	0.0	$68.000000	17.00	4.00	View chart
At&t (T)	0.0	$46.000000	2.00	23.00	View chart
Organigram Holdings Ord (OGI)	0.0	$41.000000	25.00	1.64	View chart
American Well Corp Com Cl A New (AMWL)	0.0	$37.000000	5.00	7.40	View chart
Blackrock Mun Income Tr Sh Ben Int (BFK)	0.0	$24.000000	2.00	12.00	View chart
Jet Ai Com New	0.0	$19.000000	4.00	4.75	View chart
Fonar Corp Com New (FONR)	0.0	$16.000000	1.00	16.00	View chart
Faraday Future Intlgt Elec I Com New Cl A (FFIE)	0.0	$13.000000	5.00	2.60	View chart

Past Filings by Bernard Wealth Management Corp.

SEC 13F filings are viewable for Bernard Wealth Management Corp. going back to 2024

Bernard Wealth Management Corp. 2024 Q4 amended filed Feb. 27, 2025

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