BERNARDO WEALTH PLANNING LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 39K | $10.01M |
 | LNKB | 28K | $197.12K |
 | UVSP | 24K | $725.65K |
 | AMZN | 18K | $3.84M |
 | MRK | 17K | $1.44M |
 | GERN | 12K | $15.96K |
 | WTRG | 11K | $442.27K |
 | NVDA | 10K | $1.84M |
 | WY | 10K | $240.46K |
 | GOOG | 9K | $2.09M |
 | WMT | 7K | $723.74K |
 | JNJ | 7K | $1.24M |
 | XOM | 6K | $653.40K |
 | BSX | 4K | $416.39K |
 | WFC | 4K | $352.02K |
 | BAC | 4K | $216.08K |
 | MSFT | 4K | $2.10M |
 | CVX | 4K | $621.24K |
 | TSLA | 4K | $1.61M |
 | BX | 4K | $616.45K |
Apple Inc.
AAPL
Shares Held
39K
Value
$10.01M
LINKBANCORP, Inc.
LNKB
Shares Held
28K
Value
$197.12K
Univest Financial Corporation
UVSP
Shares Held
24K
Value
$725.65K
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$3.84M
Merck & Co., Inc.
MRK
Shares Held
17K
Value
$1.44M
Geron Corporation
GERN
Shares Held
12K
Value
$15.96K
Essential Utilities, Inc.
WTRG
Shares Held
11K
Value
$442.27K
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.84M
Weyerhaeuser Company
WY
Shares Held
10K
Value
$240.46K
Alphabet Inc.
GOOG
Shares Held
9K
Value
$2.09M
Walmart Inc.
WMT
Shares Held
7K
Value
$723.74K
Johnson & Johnson
JNJ
Shares Held
7K
Value
$1.24M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$653.40K
Boston Scientific Corporation
BSX
Shares Held
4K
Value
$416.39K
Wells Fargo & Company
WFC
Shares Held
4K
Value
$352.02K
Bank of America Corporation
BAC
Shares Held
4K
Value
$216.08K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$2.10M
Chevron Corporation
CVX
Shares Held
4K
Value
$621.24K
Tesla, Inc.
TSLA
Shares Held
4K
Value
$1.61M
Blackstone Inc.
BX
Shares Held
4K
Value
$616.45K