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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bernard Wealth Management Corp.

Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0002056313-25-000001

Total Value
$173.5M
Positions
310
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (310)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524201385,605$22.9M13.22%
2APPLE INCAAPL94,719$17.9M10.31%
3NVIDIA CORPORATIONNVDA24,657$17.8M10.25%
4SCHWAB STRATEGIC TR808524797126,096$9.7M5.58%
5MICROSOFT CORPMSFT21,270$8.9M5.16%
6SCHWAB STRATEGIC TR808524508101,723$7.7M4.45%
7ELI LILLY & COLLY9,588$7.1M4.09%
8SCHWAB STRATEGIC TR808524607119,493$5.6M3.23%
9ADVANCED MICRO DEVICES INCAMD31,394$5.4M3.12%
10AMAZON COM INCAMZN30,032$5.2M3.02%
11BERKSHIRE HATHAWAY INC DELBRK-A11,453$4.6M2.63%
12ALPHABET INCGOOG26,829$4.0M2.30%
13BERKSHIRE HATHAWAY INC DELBRK-A500$3.0M1.73%
14VISA INCV9,983$2.8M1.59%
15PIMCO ETF TR72201R81727,357$2.6M1.51%
16ISHARES TR46432F84237,296$2.6M1.51%
17INVESCO QQQ TRIVZ4,939$2.2M1.24%
18CROWDSTRIKE HLDGS INCCRWD5,638$1.9M1.07%
19HOME DEPOT INCHD4,761$1.7M1.00%
20PALO ALTO NETWORKS INCPANW4,181$1.6M0.91%
21DANAHER CORPORATION2358511026,419$1.6M0.90%
22CATERPILLAR INCCAT4,727$1.5M0.86%
23ISHARES TR4642877707,509$1.4M0.80%
24UBER TECHNOLOGIES INCUBER19,034$1.3M0.78%
25ISHARES TR4642876556,620$1.3M0.76%
26UNITEDHEALTH GROUP INCUNH2,418$1.3M0.72%
27GENERAL DYNAMICS CORPGD4,628$1.3M0.72%
28CANADIAN PACIFIC KANSAS CITYCP14,369$1.2M0.71%
29SPDR S&P 500 ETF TRSPY2,405$1.2M0.69%
30EXXON MOBIL CORPXOM10,720$1.1M0.63%
31ISHARES TR4642875073,811$1.1M0.62%
32LOWES COS INC5486611074,639$1.0M0.59%
33INNOVATOR ETFS TRINHD24,904$953,8240.55%
34HONEYWELL INTL INC4385161064,888$952,3780.55%
35DT MIDSTREAM INCDTM18,044$934,1340.54%
36WALMART INCWMT5,471$926,0760.53%
37COSTCO WHSL CORP NEW22160K1051,249$903,6720.52%
38DTE ENERGY CODTK7,654$799,1530.46%
39DISNEY WALT CO2546871067,152$775,2320.45%
40META PLATFORMS INCMETA1,335$624,9680.36%
41ABBVIE INCABBV3,504$609,9770.35%
42ISHARES TR46428723413,641$539,9110.31%
43ORACLE CORPORCL-PD4,317$503,5350.29%
44ISHARES TR46434V6218,849$488,3770.28%
45ISHARES TR4642881584,637$486,4680.28%
46ABBOTT LABSABLZF4,042$451,9370.26%
47ALPHABET INCGOOG2,960$444,6520.26%
48PROSHARES TR74347R1075,756$412,5330.24%
49SCHWAB STRATEGIC TR8085248707,692$397,0620.23%
50ISHARES TR4642884143,289$354,2590.20%
51STRYKER CORPORATIONSYK971$332,0440.19%
52SELECT SECTOR SPDR TR81369Y8031,400$290,9760.17%
53ISHARES TR464287200575$289,5990.17%
54FIRST INDL RLTY TR INC32054K1035,059$274,5320.16%
55SCHWAB CHARLES CORPSCHW-PJ4,319$273,6960.16%
56BROADCOM INCAVGO213$273,3730.16%
57INVESCO EXCHANGE TRADED FD TIVZ1,430$227,2700.13%
58SPDR SER TR78468R8535,202$214,8950.12%
59MERCK & CO INCMRK1,702$213,5160.12%
60AMGEN INCAMGN725$211,0620.12%
61WISDOMTREE TRWT4,465$200,3820.12%
62VANECK ETF TRUST92189F4376,698$193,4390.11%
63INVESCO EXCH TRADED FD TR IIIVZ4,339$189,0070.11%
64JPMORGAN CHASE & COVYLD1,071$187,4360.11%
65EATON CORP PLCETN635$176,5050.10%
66SPDR SER TR78464A6311,276$169,3890.10%
67SELECT SECTOR SPDR TR81369Y2091,152$165,9000.10%
68NIKE INCNKE1,575$164,5870.09%
69CHEVRON CORP NEWCVX1,073$162,0660.09%
70MEDTRONIC PLCMDT1,884$160,1220.09%
71SPDR S&P MIDCAP 400 ETF TRMDY311$159,5160.09%
72PEPSICO INCPEP933$156,4840.09%
73ISHARES TR464287614474$156,1740.09%
74DELTA AIR LINES INC DELDAL3,790$153,5150.09%
75SKYWORKS SOLUTIONS INCSWKS1,424$149,5740.09%
76APPLIED MATLS INC038222105765$142,1680.08%
77ADOBE INCADBE209$131,0870.08%
78INNOVATOR ETFS TRINHD3,624$129,5220.07%
79BOEING COBA-PA615$128,6580.07%
80DRAFTKINGS INC NEWDKNG2,945$127,7550.07%
81INNOVATOR ETFS TRINHD3,422$126,3070.07%
82FORD MTR CO DEL3453708609,865$125,0920.07%
83VANGUARD INDEX FDS922908637483$111,3510.06%
84INNOVATOR ETFS TRINHD3,037$109,0900.06%
85ISHARES INC4642865092,985$108,4750.06%
86VANGUARD SCOTTSDALE FDS92206C4091,349$104,0890.06%
87SCHWAB STRATEGIC TR8085247064,127$100,7410.06%
88YUM BRANDS INCYUM761$99,1220.06%
89VANGUARD INDEX FDS922908744642$97,8410.06%
90SERVICENOW INCNOW115$93,4890.05%
91ISHARES TR464288760748$93,2460.05%
92BCE INCBCPPF2,439$91,5360.05%
93VANGUARD INDEX FDS922908736269$90,8360.05%
94VANGUARD MUN BD FDS9229077461,750$88,5500.05%
95LULULEMON ATHLETICA INCLULU184$86,5250.05%
96SPDR GOLD TRGLD461$86,4840.05%
97VANGUARD INDEX FDS922908769342$85,1240.05%
98CSX CORPCSX2,286$84,3310.05%
99FIRST TR VALUE LINE DIVID IN33734H1062,062$83,3470.05%
100ISHARES TR464287598497$82,9950.05%
101SPDR SER TR78464A888839$82,9690.05%
102NETFLIX INCNFLX140$78,5850.05%
103VANGUARD SCOTTSDALE FDS92206C870967$77,3600.04%
104INVESCO EXCH TRADED FD TR IIIVZ1,454$76,1170.04%
105PROCTER AND GAMBLE CO742718109472$74,3030.04%
106ISHARES INC4642866321,230$73,9090.04%
107NEWMONT CORPNEMCL2,093$68,6300.04%
108CENCORA INCCOR296$68,2850.04%
109SPDR SER TR78464A763551$67,9550.04%
110CHECK POINT SOFTWARE TECH LTM22465104409$67,2030.04%
111TESLA INCTSLA345$66,7820.04%
112BIOSIG TECHNOLOGIES INC09073N20174,194$66,7750.04%
113MASTERCARD INCORPORATEDMA145$66,3930.04%
114VANGUARD WORLD FDS92204A405677$64,1460.04%
115ISHARES TR464287408345$60,5410.03%
116HERSHEY COHSY307$59,9240.03%
117C H ROBINSON WORLDWIDE INCCHRW800$59,7360.03%
118SPDR SER TR78468R4082,269$57,1110.03%
119SELECT SECTOR SPDR TR81369Y704476$55,6690.03%
120QUALCOMM INCQCOM366$55,2660.03%
121VANGUARD INDEX FDS922908629225$52,7380.03%
122SPDR INDEX SHS FDS78463X5091,431$49,9280.03%
1233M COMMM516$47,9370.03%
124WELLS FARGO CO NEW949746101996$47,8680.03%
125ISHARES TR464287481428$46,8070.03%
126GLOBAL X FDS37954Y3841,467$46,4160.03%
127MICRON TECHNOLOGY INCMU498$42,6090.02%
128INVENTRUST PPTYS CORP46124J2011,648$42,1110.02%
129INTUITIVE SURGICAL INCISRG108$41,9280.02%
130THERMO FISHER SCIENTIFIC INCTMO76$41,8570.02%
131CHURCH & DWIGHT CO INCCHD400$39,5320.02%
132COHERENT CORPCOHR631$39,3430.02%
133CVS HEALTH CORPCVS497$37,9550.02%
134TOTALENERGIES SETTE582$37,4290.02%
135SELECT SECTOR SPDR TR81369Y605931$36,3840.02%
136JOHNSON & JOHNSONJNJ230$36,0550.02%
137AMERICAN AIRLS GROUP INC02376R1022,400$35,7120.02%
138AMERICAN EXPRESS COAXP167$35,4830.02%
139FREEPORT-MCMORAN INCFCX928$34,6710.02%
140WISDOMTREE TRWT1,090$34,4270.02%
141DIREXION SHS ETF TR25459W847909$34,1530.02%
142INNOVATOR ETFS TRINHD1,234$33,6710.02%
143COLGATE PALMOLIVE COCL400$33,3840.02%
144PFIZER INCPFE1,181$32,5400.02%
145ARBOR REALTY TRUST INCABR-PF2,615$32,2430.02%
146CONSTELLATION ENERGY CORPCEG242$31,9860.02%
147INVESCO EXCHANGE TRADED FD TIVZ750$31,9280.02%
148ISHARES SILVER TRSLV1,534$31,7240.02%
149FIRSTENERGY CORPFE828$30,8930.02%
150VANGUARD CHARLOTTE FDS92203J407633$30,7770.02%
151REGAL REXNORD CORPORATIONRRX200$30,4080.02%
152TARGET CORPTGT207$30,3320.02%
153LAM RESEARCH CORPLRCX32$29,5480.02%
154FIDELITY COVINGTON TRUST3160924021,263$28,7840.02%
155MARVELL TECHNOLOGY INCMRVL405$27,8440.02%
156INVESCO EXCH TRADED FD TR IIIVZ2,182$25,8750.01%
157AGREE RLTY CORP008492100446$25,6590.01%
158BLACKSTONE INCBX199$25,4090.01%
159PAYPAL HLDGS INCPYPL429$25,2730.01%
160INTERNATIONAL PAPER CO460146103683$24,0830.01%
161SYSCO CORPSYY300$23,8650.01%
162ON HLDG AGH5919C104800$23,6000.01%
163OCCIDENTAL PETE CORP674599105400$22,9880.01%
164UNION PAC CORPUNP92$22,9500.01%
165BOOKING HOLDINGS INCBKNG6$22,5500.01%
166INVESCO EXCHANGE TRADED FD TIVZ389$22,3990.01%
167MARRIOTT INTL INC NEW57190320290$22,2320.01%
168DUTCH BROS INCBROS815$21,9970.01%
169SALESFORCE INCCRM75$21,8480.01%
170HYATT HOTELS CORPH166$21,6600.01%
171VANGUARD INDEX FDS922908553255$21,5170.01%
172VERALTO CORPVLTO248$20,3690.01%
173INNOVATOR ETFS TRINHD559$19,6380.01%
174CLEVELAND-CLIFFS INC NEWCLF983$19,5330.01%
175SELECT SECTOR SPDR TR81369Y506233$19,4220.01%
176STARBUCKS CORPSBUX197$19,1700.01%
177SNOWFLAKE INCSNOW80$18,6630.01%
178ACCENTURE PLC IRELANDACN50$18,5840.01%
179FIDELITY COVINGTON TRUST316092600269$18,2740.01%
180BANK AMERICA CORP060505104538$17,7920.01%
181COCA COLA COKO295$17,5710.01%
182ISHARES TR464287168150$17,1240.01%
183CLOROX CO DELCLX110$16,8520.01%
184ISHARES TR46428764865$16,7070.01%
185FIRST TR LRGE CP CORE ALPHA33734K109178$16,5340.01%
186ISHARES INC464286400500$16,4650.01%
187BNY MELLON MUN INCOME INC05589T1042,373$15,7920.01%
188INVESCO EXCH TRADED FD TR IIIVZ210$13,2220.01%
189INVESCO EXCHANGE TRADED FD TIVZ130$13,0760.01%
190YUM CHINA HLDGS INCYUMC324$13,0610.01%
191FULLER H B COFUL168$12,9890.01%
192TJX COS INC NEW872540109131$12,9160.01%
193INNOVATOR ETFS TRINHD381$12,6650.01%
194VERIZON COMMUNICATIONS INCVZ300$11,9160.01%
195ISHARES TR464288885120$11,8920.01%
196GE HEALTHCARE TECHNOLOGIES IGEHC145$11,7950.01%
197SCOTTS MIRACLE-GRO COSMG210$11,7140.01%
198ROYAL CARIBBEAN GROUPV7780T103100$11,6970.01%
199COMERICA INC200340107225$11,5540.01%
200BLOOM ENERGY CORPBE1,000$11,5300.01%
201ISHARES INC464286608231$11,0030.01%
202INNOVATOR ETFS TRINHD301$10,2540.01%
203GENERAL ELECTRIC CO36960430171$9,8890.01%
204G WILLI FOOD INTL LTDM525231031,000$9,6700.01%
205BLACKROCK INCBLK12$9,5670.01%
206GILEAD SCIENCES INCGILD125$9,2090.01%
207GEN DIGITAL INCGENVR415$8,8610.01%
208IDEXX LABS INC45168D10415$8,5840.00%
209VANGUARD INDEX FDS92290861147$8,3880.00%
210MARATHON OIL CORPMARA373$8,3740.00%
211FORTIS INCFTRSF195$7,6170.00%
212MCDONALDS CORPMCD25$7,2690.00%
213PLANET FITNESS INCPLNT100$6,9950.00%
214LEAR CORPLEA50$6,7380.00%
215LOCKHEED MARTIN CORPLMT15$6,3980.00%
216VANGUARD ADMIRAL FDS INC92193286956$5,7320.00%
217PRUDENTIAL FINL INCPUKPF50$5,2790.00%
218BIOGEN INCBIIB21$5,0610.00%
219INTEL CORPINTC111$4,7980.00%
220ISHARES TR46428743250$4,6930.00%
221WASTE MGMT INC DEL94106L10924$4,5330.00%
222DOMINOS PIZZA INCDPZ11$4,4870.00%
223MODERNA INCMRNA50$4,3710.00%
224VANGUARD BD INDEX FDS92193783559$4,2700.00%
225FERRARI N VRACE10$3,9260.00%
226MACYS INC55616P104200$3,8160.00%
227VIATRIS INCVTRS312$3,6450.00%
228MESABI TRMSB188$3,4590.00%
229ARTIVION INCAORT200$3,4320.00%
230DARDEN RESTAURANTS INCDRI20$3,3540.00%
231ISHARES TR46432F33921$3,3020.00%
232SELECT SECTOR SPDR TR81369Y88650$3,0140.00%
233XCEL ENERGY INCXELLL50$2,9090.00%
234SCHWAB STRATEGIC TR80852430032$2,8950.00%
235FLAHERTY & CRUMRINE PFD SECS338478100201$2,8450.00%
236ISHARES TR46429B66326$2,6820.00%
237LAS VEGAS SANDS CORPLVS50$2,6810.00%
238AUTODESK INCADSK10$2,6670.00%
239INMODE LTDINMD100$2,5960.00%
240AT&T INCT-PC152$2,5600.00%
241FIRST TR EXCHNG TRADED FD VI33740F888104$2,5580.00%
242WESTERN UN COWU200$2,4940.00%
243SIRIUS XM HOLDINGS INCSIRI500$2,4500.00%
244BECTON DICKINSON & COBDX10$2,4380.00%
245KKR & CO INCKKRT25$2,4260.00%
246BARRICK GOLD CORP067901108163$2,3920.00%
247SCHWAB STRATEGIC TR80852410241$2,3700.00%
248VANGUARD SPECIALIZED FUNDS92190884413$2,2840.00%
249VANGUARD WORLD FD92191073325$2,2470.00%
250NRG ENERGY INCNRG42$2,1810.00%
251L3HARRIS TECHNOLOGIES INCLHX10$2,0990.00%
252FIRST TR EXCHANGE-TRADED FD33738R50641$2,0910.00%
253PROSHARES TR74347G432180$2,0020.00%
254ALIMERA SCIENCES INC016259202500$1,9450.00%
255VANECK ETF TRUST92189H839100$1,9400.00%
256SCHWAB STRATEGIC TR80852488851$1,7150.00%
257ISHARES TR46434V46410$1,7150.00%
258INNOVATOR ETFS TRINHD47$1,6960.00%
259VANGUARD SCOTTSDALE FDS92206C66420$1,6110.00%
260EBAY INC.EBAY37$1,5700.00%
261ARK ETF TR00214Q70850$1,3890.00%
262ARM HOLDINGS PLC04206820512$1,3830.00%
263FIRST TR EXCHANGE-TRADED FD33738R60525$1,3670.00%
264FIRST TR EXCHNG TRADED FD VI33740F80531$1,3560.00%
265RIVIAN AUTOMOTIVE INCRIVN80$1,3350.00%
266INNOVATOR ETFS TRINHD39$1,3090.00%
267MCCORMICK & CO INCMKC-V20$1,2930.00%
268ISHARES TR46428822485$1,2240.00%
269YETI HLDGS INCYETI25$1,1470.00%
270MAIN STR CAP CORP56035L10425$1,1130.00%
271SPROTT FDS TRSII20$1,0770.00%
272ENERGY FUELS INCUUUU150$1,0280.00%
273HANNON ARMSTRONG SUST INFR C41068X10042$1,0030.00%
274CARNIVAL CORPCUKPF65$9960.00%
275FIVE BELOW INCFIVE5$9450.00%
276VANGUARD INDEX FDS9229085384$8980.00%
277WEYERHAEUSER CO MTN BEWY26$8660.00%
278CLEARWAY ENERGY INCCWEN-A40$8570.00%
279LITHIUM AMERS CORP NEWLTUM200$8460.00%
280INNOVIZ TECHNOLOGIES LTDINVZW500$8350.00%
281LITHIUM AMERICAS ARGENTINA C53681K100200$8300.00%
282OUSTER INCOUST150$8100.00%
283ZOOM VIDEO COMMUNICATIONS INZM12$7890.00%
284HOLOGIC INCHOLX10$7350.00%
285ISHARES TR46428881012$6810.00%
286JOHNSON CTLS INTL PLCG5150210512$6660.00%
287VANGUARD BD INDEX FDS9219377939$6450.00%
288NEXTERA ENERGY INCNEE-PW11$6230.00%
289LUMINAR TECHNOLOGIES INCLAZRQ200$5820.00%
290ELECTRONIC ARTS INCEA4$5630.00%
291ENTERPRISE PRODS PARTNERS L29379210719$4990.00%
292INVESCO EXCHANGE TRADED FD TIVZ20$4980.00%
293WISDOMTREE TRWT9$4540.00%
294BROOKFIELD RENEWABLE PARTNERG1625810815$3590.00%
295VANGUARD BD INDEX FDS9219378194$3010.00%
296VANGUARD BD INDEX FDS9219378273$2300.00%
297BEYOND MEAT INCBYND30$2140.00%
298VANGUARD INTL EQUITY INDEX F9220428585$2040.00%
299TILRAY BRANDS INCTLRY83$1570.00%
300AMERICAN WELL CORPAMWL109$1200.00%
301ISHARES TR46435U1925$1150.00%
302ENTERGY CORP NEWENO1$980.00%
303AMC ENTMT HLDGS INC00165C30217$750.00%
304ORGANIGRAM HLDGS INC68620P70525$570.00%
305TELADOC HEALTH INCTDOC2$420.00%
306INNOVATOR ETFS TRINHD1$380.00%
307INNOVATOR ETFS TRINHD1$330.00%
308BLACKROCK MUN INCOME TRBLK2$250.00%
309FONAR CORPFONR1$210.00%
310SUNPOWER CORPSPWRW1$40.00%