BERNARD WEALTH MANAGEMENT CORP.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HON | 5K | $1.00M |
 | SCHW | 5K | $433.82K |
 | LOW | 4K | $1.08M |
 | ABT | 4K | $538.04K |
 | JELD | 4K | $19.26K |
 | HD | 4K | $1.56M |
 | ABBV | 3K | $800.20K |
 | ABR | 3K | $31.93K |
 | SPRY | 3K | $25.33K |
 | DIS | 2K | $275.89K |
 | AAL | 2K | $26.98K |
 | GOOG | 2K | $557.00K |
 | CSX | 2K | $81.18K |
 | PLTR | 2K | $399.50K |
 | AMD | 2K | $331.02K |
 | BE | 2K | $169.14K |
 | ASTS | 2K | $98.16K |
 | MDT | 2K | $179.43K |
 | MRK | 2K | $134.46K |
 | COF | 2K | $340.13K |
Honeywell International Inc.
HON
Shares Held
5K
Value
$1.00M
The Charles Schwab Corporation
SCHW
Shares Held
5K
Value
$433.82K
Lowe's Companies, Inc.
LOW
Shares Held
4K
Value
$1.08M
Abbott Laboratories
ABT
Shares Held
4K
Value
$538.04K
JELD-WEN Holding, Inc.
JELD
Shares Held
4K
Value
$19.26K
The Home Depot, Inc.
HD
Shares Held
4K
Value
$1.56M
AbbVie Inc.
ABBV
Shares Held
3K
Value
$800.20K
Arbor Realty Trust, Inc.
ABR
Shares Held
3K
Value
$31.93K
ARS Pharmaceuticals, Inc.
SPRY
Shares Held
3K
Value
$25.33K
The Walt Disney Company
DIS
Shares Held
2K
Value
$275.89K
American Airlines Group Inc.
AAL
Shares Held
2K
Value
$26.98K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$557.00K
CSX Corporation
CSX
Shares Held
2K
Value
$81.18K
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$399.50K
Advanced Micro Devices, Inc.
AMD
Shares Held
2K
Value
$331.02K
Bloom Energy Corporation
BE
Shares Held
2K
Value
$169.14K
AST SpaceMobile, Inc.
ASTS
Shares Held
2K
Value
$98.16K
Medtronic plc
MDT
Shares Held
2K
Value
$179.43K
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$134.46K
Capital One Financial Corporation
COF
Shares Held
2K
Value
$340.13K