Ashleigh C. Swayze

@Bernardo Wealth Planning Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$417.957M

Total holdings109

Assets growth rate1.34%

Assets growth rate (2-Q avg)6.15%

Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Bernardo Wealth Planning Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Bernardo Wealth Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 417.957M in assets, with a quarterly growth rate of 1.34% and a 2-quarter average growth rate of 6.15%. The portfolio is managed by Ashleigh C. Swayze, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IWMIshares Tr Recent Activity New Position	0.07%	$287,300 1,325 shares@ $216.84 avg price	New Position
URIUnited Rentals Inc Recent Activity New Position	0.06%	$216,175 322 shares@ $671.36 avg price	New Position
MSTRMicrostrategy Inc Recent Activity New Position	0.05%	$200,025 610 shares@ $327.91 avg price	New Position