BERNARD WEALTH MANAGEMENT CORP.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ISRG | 108 | $48.30K |
 | SOLV | 101 | $7.37K |
 | INTC | 100 | $3.35K |
 | NCLH | 100 | $2.46K |
 | RCL | 100 | $32.36K |
 | PLNT | 100 | $10.38K |
 | VRSN | 100 | $27.96K |
 | HIMS | 100 | $5.67K |
 | JCAP | 100 | $1.73K |
 | JNJ | 100 | $18.54K |
 | LMT | 95 | $47.42K |
 | COP | 95 | $8.99K |
 | ABAT | 94 | $457 |
 | MAR | 90 | $23.44K |
 | SMCI | 70 | $3.36K |
 | CCL | 65 | $1.88K |
 | SBUX | 50 | $4.23K |
 | KKR | 50 | $6.51K |
 | LVS | 50 | $2.69K |
 | MRNA | 50 | $1.29K |
Intuitive Surgical, Inc.
ISRG
Shares Held
108
Value
$48.30K
Solventum Corporation
SOLV
Shares Held
101
Value
$7.37K
Intel Corporation
INTC
Shares Held
100
Value
$3.35K
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
100
Value
$2.46K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
100
Value
$32.36K
Planet Fitness, Inc.
PLNT
Shares Held
100
Value
$10.38K
VeriSign, Inc.
VRSN
Shares Held
100
Value
$27.96K
Hims & Hers Health, Inc.
HIMS
Shares Held
100
Value
$5.67K
Jefferson Capital, Inc. Common Stock
JCAP
Shares Held
100
Value
$1.73K
Johnson & Johnson
JNJ
Shares Held
100
Value
$18.54K
Lockheed Martin Corporation
LMT
Shares Held
95
Value
$47.42K
ConocoPhillips
COP
Shares Held
95
Value
$8.99K
American Battery Technology Company Common Stock
ABAT
Shares Held
94
Value
$457
Marriott International, Inc.
MAR
Shares Held
90
Value
$23.44K
Super Micro Computer, Inc.
SMCI
Shares Held
70
Value
$3.36K
Carnival Corporation & plc
CCL
Shares Held
65
Value
$1.88K
Starbucks Corporation
SBUX
Shares Held
50
Value
$4.23K
KKR & Co. Inc.
KKR
Shares Held
50
Value
$6.51K
Las Vegas Sands Corp.
LVS
Shares Held
50
Value
$2.69K
Moderna, Inc.
MRNA
Shares Held
50
Value
$1.29K