Bernard Wealth Management Corp.
Q1 2025 13F Holdings
Location
Royal Oak, MI
Holdings as of
3/31/2025
Value ($000)
$204,804
Num holdings
392
Date filed
4/16/2025
Form type
13F-HR
Prev filing
2/27/2025
Next filing
SEC
View on sec.gov
Compare Q1 2025 to
2024 Q4 - NEW HOLDINGS
2024 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type