Bernardo Wealth Planning LLC
Q4 2023 13F Holdings
Location
Harleysville, PA
Holdings as of
12/31/2023
Value ($000)
$317,119
Num holdings
89
Date filed
1/25/2024
Form type
13F-HR
Prev filing
10/30/2023
Next filing
SEC
View on sec.gov
Compare Q4 2023 to
2023 Q3
2023 Q2
2023 Q1
2022 Q4
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2022 Q1 - RESTATEMENT
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2021 Q2
2021 Q1
2020 Q4
2020 Q3
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2019 Q3
2019 Q2 - RESTATEMENT
2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type