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| Name: |
Bernardo Wealth Planning LLC |
| City: |
HARLEYSVILLE |
| State: |
PA |
| Zip: |
19438 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVW |
ishares tr S&P 500 BARRA GR |
32 |
- |
$86.60 |
$2,116,000 |
25,058 |
0.59% |
234,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
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VV |
Vanguard Large Cap VIPERS |
59 |
- |
$241.51 |
$518,000 |
2,160 |
0.14% |
47,000 |
0 |
0.002 |
Closed - End Fund - E... |
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INTU |
Intuit Inc |
61 |
- |
$576.44 |
$467,000 |
719 |
0.13% |
18,000 |
0 |
0 |
Application Software |
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ADP |
Automatic Data Processing Inc |
77 |
- |
$244.92 |
$322,000 |
1,289 |
0.09% |
22,000 |
0 |
0 |
Business Software & S... |
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SDY |
streetTRACKS Series Trust -... |
78 |
- |
$130.11 |
$312,000 |
2,381 |
0.09% |
14,000 |
0 |
0.001 |
Closed - End Fund - E... |
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LLAP |
Terran Orbital Corp |
83 |
- |
$0.92 |
$292,000 |
223,161 |
0.08% |
38,000 |
0 |
0.163 |
N/A |
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ICLR |
ICON plc (ADR) |
84 |
- |
$324.82 |
$270,000 |
805 |
0.08% |
42,000 |
0 |
0.001 |
Research Services |
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IWZ |
iShares Russell 3000 Growth |
90 |
- |
$119.86 |
$240,000 |
2,044 |
0.07% |
27,000 |
0 |
0 |
Closed - End Fund - E... |
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GLD |
streetTRACKS Gold Trust |
91 |
- |
$215.30 |
$235,000 |
1,144 |
0.07% |
16,000 |
0 |
0 |
Closed - End Fund - E... |
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ROP |
Roper Industries Inc |
92 |
- |
$532.76 |
$226,000 |
402 |
0.06% |
7,000 |
0 |
0 |
Diversified Machinery |
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BITF |
Bitfarms Ord Shs |
105 |
- |
$2.24 |
$29,000 |
12,801 |
0.01% |
-8,000 |
0 |
0.008 |
N/A |
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LPTV |
Loop Media, Inc |
106 |
- |
$0.20 |
$18,000 |
48,383 |
0.01% |
-30,000 |
0 |
0.086 |
N/A |
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