Portfolio (Quarterly)
Guide ↗
Bernard Wealth Management Corp.
· CIK 0002056313| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TTE | TOTALENERGIES SE | Energy | 582 | $35K | 0.01% | SOLD |
| 2 | NCLH | NORWEGIAN CRUISE LINE HLDG L | Consumer Cyclical | 100 | $2K | 0.00% | SOLD |
| 3 | HRTS | TEMA ETF TRUST | — | 35 | $1K | — | SOLD |
| 4 | SOUN | SOUNDHOUND AI INC | Technology | 6 | $97.0 | — | SOLD |
| 5 | — | SIYATA MOBILE INC | — | 30 | $70.0 | — | SOLD |
Sector Allocation
Technology
56.4%
Financial Services
11.6%
Healthcare
8.2%
Consumer Cyclical
6.6%
Communication Services
6.2%
Industrials
3.8%
Consumer Defensive
2.9%
Energy
2.3%
Utilities
1.1%
Basic Materials
0.6%