Bernardo Wealth Planning LLC
Q1 2025 13F Holdings
Location
Harleysville, PA
Holdings as of
3/31/2025
Value ($000)
$417,947
Num holdings
113
Date filed
4/30/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
1/16/2025
Next filing
SEC
View on sec.gov
Compare Q1 2025 to
2024 Q4
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2022 Q1 - RESTATEMENT
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2019 Q2 - RESTATEMENT
2019 Q1
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type