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Ashleigh C. Swayze

@Bernardo Wealth Planning Llc

Latest period2024 - Q4ReportedManaged Assets$417.957MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Decreased -1.13%
0.11%
$424,206
1,041 shares@ $407.5 avg price
IYEIshares Tr
Recent Activity
Decreased -2.49%
0.09%
$365,767
7,781 shares@ $47.01 avg price
UVSPUnivest Financial Corporatio
Recent Activity
Decreased -7.71%
0.08%
$329,986
11,930 shares@ $27.67 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -11.01%
0.08%
$329,004
1,147 shares@ $286.84 avg price
IHIIshares Tr
Recent Activity
Decreased -2.8%
0.07%
$261,425
4,368 shares@ $59.86 avg price
ABTAbbott Labs
Recent Activity
Decreased -0.65%
0.06%
$238,043
2,120 shares@ $112.29 avg price
DISDisney Walt Co
Recent Activity
Decreased -27.38%
0.06%
$221,192
2,036 shares@ $108.65 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -1.64%
0.05%
$200,263
2,752 shares@ $72.77 avg price