BERNARD WEALTH MANAGEMENT CORP.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COST | 2K | $1.41M |
 | CORZ | 2K | $26.91K |
 | DKNG | 1K | $47.87K |
 | IVT | 1K | $35.70K |
 | NEM | 1K | $103.28K |
 | SWKS | 1K | $93.20K |
 | GD | 1K | $383.63K |
 | CVX | 1K | $161.50K |
 | META | 1K | $760.88K |
 | WILC | 1K | $20.55K |
 | WFC | 996 | $83.48K |
 | ORCL | 983 | $276.46K |
 | MA | 976 | $555.16K |
 | CMS | 962 | $70.48K |
 | PFE | 917 | $23.37K |
 | PEP | 876 | $123.00K |
 | AVGO | 840 | $277.13K |
 | FE | 828 | $37.94K |
 | BROS | 815 | $42.66K |
 | CHRW | 800 | $105.92K |
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$1.41M
Core Scientific, Inc.
CORZ
Shares Held
2K
Value
$26.91K
DraftKings Inc.
DKNG
Shares Held
1K
Value
$47.87K
InvenTrust Properties Corp.
IVT
Shares Held
1K
Value
$35.70K
Newmont Corporation
NEM
Shares Held
1K
Value
$103.28K
Skyworks Solutions, Inc.
SWKS
Shares Held
1K
Value
$93.20K
General Dynamics Corporation
GD
Shares Held
1K
Value
$383.63K
Chevron Corporation
CVX
Shares Held
1K
Value
$161.50K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$760.88K
G. Willi-Food International Ltd.
WILC
Shares Held
1K
Value
$20.55K
Wells Fargo & Company
WFC
Shares Held
996
Value
$83.48K
Oracle Corporation
ORCL
Shares Held
983
Value
$276.46K
Mastercard Incorporated
MA
Shares Held
976
Value
$555.16K
CMS Energy Corporation
CMS
Shares Held
962
Value
$70.48K
Pfizer Inc.
PFE
Shares Held
917
Value
$23.37K
PepsiCo, Inc.
PEP
Shares Held
876
Value
$123.00K
Broadcom Inc.
AVGO
Shares Held
840
Value
$277.13K
FirstEnergy Corp.
FE
Shares Held
828
Value
$37.94K
Dutch Bros Inc.
BROS
Shares Held
815
Value
$42.66K
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
800
Value
$105.92K