Bernardo Wealth Planning LLC
Top Portfolio Positions
57 positions ·
$50,814,026 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
39,621 | $10,055,413 | 19.79% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,540 | $6,083,477 | 11.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,551 | $3,863,616 | 7.60% | |
| NVDA |
Nvidia Corp
Technology
|
12,318 | $2,148,259 | 4.23% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
17,064 | $2,052,628 | 4.04% | |
| JNJ |
Johnson & Johnson
Healthcare
|
6,813 | $1,665,369 | 3.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,391 | $1,554,962 | 3.06% | |
| MSFT |
Microsoft Corp
Technology
|
4,155 | $1,538,056 | 3.03% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,626 | $1,347,965 | 2.65% | |
| IDCC |
InterDigital, Inc.
Technology
|
3,758 | $1,134,916 | 2.23% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UVSP
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $807,199 | 23,561 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $769,782 | 23,512 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $725,643 | 24,172 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $621,467 | 20,688 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $338,419 | 11,933 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $352,054 | 11,930 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $363,765 | 12,927 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $295,054 | 12,924 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $260,104 | 12,493 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $175,277 | 10,085 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $199,765 | 11,049 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $327,137 | 13,780 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $359,757 | 13,768 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $322,990 | 13,756 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $359,111 | 14,116 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $377,316 | 14,100 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $392,311 | 13,112 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $295,784 | 10,799 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $280,365 | 10,632 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $303,940 | 10,631 | Shares | Sole | 2021-04-23 | |
| 2020-09-30 | $290,417 | 20,210 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $354,498 | 21,964 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $337,726 | 20,694 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||