BERNARD WEALTH MANAGEMENT CORP. 13F Portfolio
BERNARD WEALTH MANAGEMENT CORP. runs BERNARD WEALTH MANAGEMENT CORP. and currently holds 325 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $271.26M. Their top holdings are NVDA, SCHX, AAPL, SCHM, LLY. The top five represent 46.4% of reported portfolio weight. BERNARD WEALTH MANAGEMENT CORP. ranks #549 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BERNARD WEALTH MANAGEMENT CORP. initiated 2 new positions. They added to 18 existing positions. They trimmed 46 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
Portfolio Value
$271.26M
Alpha Score
55.1
#549 of 1000
Holdings
325
BERNARD WEALTH MANAGEMENT CORP. Current 13F Holdings
Reported holdings from BERNARD WEALTH MANAGEMENT CORP.'s latest SEC 13F filing, ranked by portfolio weight.
325 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 14.92% | $134.29 | $229.28 | +70.73% | Trimmed -4.00% |
 SCHX SCHWAB STRATEGIC TR | 14.36% | $23.36 | $30.64 | +31.16% | Added +1.55% |
 AAPL APPLE INC | 8.90% | $250.42 | $336.68 | +34.45% | Trimmed -1.55% |
 SCHM SCHWAB STRATEGIC TR | 4.25% | $27.78 | $34.64 | +24.69% | Added +0.99% |
 LLY ELI LILLY & CO | 3.98% | $772.43 | $1,178.52 | +52.57% | Trimmed -2.64% |
 DGRO ISHARES TR | 3.69% | $68.01 | $77.30 | +13.66% | Added +2.94% |
 EMXC ISHARES INC | 3.63% | $62.29 | $99.02 | +58.97% | Added +2.12% |
 SCHA SCHWAB STRATEGIC TR | 2.95% | $25.76 | $32.80 | +27.31% | Added +1.11% |
 GOOGL ALPHABET INC | 2.83% | $189.30 | $351.66 | +85.77% | Trimmed -7.08% |
 MSFT MICROSOFT CORP | 2.71% | $421.50 | $535.07 | +26.94% | Trimmed -0.71% |
Showing 1-10 of 325