0001765595-19-000005.txt : 20191104 0001765595-19-000005.hdr.sgml : 20191104 20191101173452 ACCESSION NUMBER: 0001765595-19-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191104 DATE AS OF CHANGE: 20191101 EFFECTIVENESS DATE: 20191104 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bernardo Wealth Planning LLC CENTRAL INDEX KEY: 0001765595 IRS NUMBER: 812605660 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19278 FILM NUMBER: 191187753 BUSINESS ADDRESS: STREET 1: 464 MAIN STREET CITY: HARLEYSVILLE STATE: PA ZIP: 19438 BUSINESS PHONE: 2675001080 MAIL ADDRESS: STREET 1: 464 MAIN STREET CITY: HARLEYSVILLE STATE: PA ZIP: 19438 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001765595 XXXXXXXX 09-30-2019 09-30-2019 Bernardo Wealth Planning LLC

464 MAIN STREET HARLEYSVILLE PA 19438

13F HOLDINGS REPORT 028-19278 N Matthew Rittenhouse 2675001080 Matthew Rittenhouse Harleysville PA 11-01-2019 0 157 138069 false INFORMATION TABLE 2 edgar13f2019q3.xml 3M CO COM 88579Y101 401 2442 SH SOLE 0 0 2442 ABBOTT LABS COM 002824100 513 6139 SH SOLE 0 0 6139 ABBVIE INC COM 00287Y109 312 4125 SH SOLE 0 0 4125 ADOBE INC COM 00724F101 224 812 SH SOLE 0 0 812 AFLAC INC COM 001055102 218 4168 SH SOLE 0 0 4168 ALPHABET INC CAP STK CL A 02079K305 527 432 SH SOLE 0 0 432 ALPHABET INC CAP STK CL C 02079K107 1108 909 SH SOLE 0 0 909 ALPS ETF TR RIVERFRNT FLEX 00162Q510 212 6436 SH SOLE 0 0 6436 ALTRIA GROUP INC COM 02209S103 447 10944 SH SOLE 0 0 10944 AMAZON COM INC COM 023135106 3871 2230 SH SOLE 0 0 2230 AMERICAN ELEC PWR CO COM 025537101 363 3882 SH SOLE 0 0 3882 AMGEN INC COM 031162100 289 1497 SH SOLE 0 0 1497 ANTARES PHARMA INC COM 036642106 185 55439 SH SOLE 0 0 55439 APPLE INC COM 037833100 9372 41848 SH SOLE 0 0 41848 AQUA AMERICA INC COM 03836W103 1174 26204 SH SOLE 0 0 26204 AT&T INC COM 00206R102 860 22745 SH SOLE 0 0 22745 AUTOMATIC DATA PROCESSING INC COM 053015103 440 2728 SH SOLE 0 0 2728 BANK AMER CORP COM 060505104 206 7073 SH SOLE 0 0 7073 BB&T CORP COM 054937107 254 4768 SH SOLE 0 0 4768 BECTON DICKINSON & CO COM 075887109 215 852 SH SOLE 0 0 852 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 442 2125 SH SOLE 0 0 2125 BOEING CO COM 097023105 1441 3788 SH SOLE 0 0 3788 BRISTOL MYERS SQUIBB CO COM 110122108 229 4524 SH SOLE 0 0 4524 CELGENE CORP COM 151020104 242 2445 SH SOLE 0 0 2445 CHEVRON CORP NEW COM 166764100 1169 9858 SH SOLE 0 0 9858 CHUBB LIMITED COM H1467J104 209 1299 SH SOLE 0 0 1299 CISCO SYS INC COM 17275R102 679 13750 SH SOLE 0 0 13750 CITIGROUP INC COM NEW 172967424 308 4462 SH SOLE 0 0 4462 CLOROX CO DEL COM 189054109 242 1597 SH SOLE 0 0 1597 COCA COLA CO COM 191216100 433 7962 SH SOLE 0 0 7962 COMCAST CORP NEW CL A 20030N101 546 12125 SH SOLE 0 0 12125 COMMUNITY BK SYS INC COM 203607106 228 3699 SH SOLE 0 0 3699 CREDIT SUISSE NASSAU 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MEDTRONIC PLC SHS G5960L103 445 4097 SH SOLE 0 0 4097 MERCK & CO INC COM 58933Y105 1517 18021 SH SOLE 0 0 18021 MICROCHIP TECHNOLOGY INC COM 595017104 298 3216 SH SOLE 0 0 3216 MICROSOFT CORP COM 594918104 2730 19643 SH SOLE 0 0 19643 NETFLIX INC COM 64110L106 515 1926 SH SOLE 0 0 1926 NEXTERA ENERGY INC COM 65339F101 730 3137 SH SOLE 0 0 3137 NIKE INC CL B 654106103 555 5910 SH SOLE 0 0 5910 NIO INC SPON ADS SPON ADS 62914V106 17 11500 SH SOLE 0 0 11500 NORFOLK SOUTHERN CORP COM 655844108 313 1746 SH SOLE 0 0 1746 NVIDIA CORP COM 67066G104 359 2064 SH SOLE 0 0 2064 PAYPAL HLDGS INC COM 70450Y103 201 1941 SH SOLE 0 0 1941 PENNS WOODS BANCORP INC COM 708430103 265 5744 SH SOLE 0 0 5744 PEPSICO INC COM 713448108 730 5331 SH SOLE 0 0 5331 PFIZER INC COM 717081103 659 18358 SH SOLE 0 0 18358 PHILIP MORRIS INTL INC COM 718172109 527 6943 SH SOLE 0 0 6943 PHILLIPS 66 COM 718546104 379 3708 SH SOLE 0 0 3708 POLARITYTE INC COM 731094108 74 23000 SH SOLE 0 0 23000 PPL CORP COM 69351T106 1383 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VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 325 6073 SH SOLE 0 0 6073 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 258 3187 SH SOLE 0 0 3187 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 3646 22211 SH SOLE 0 0 22211 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 3462 30791 SH SOLE 0 0 30791 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 624 15214 SH SOLE 0 0 15214 VANGUARD WORLD FD MEGA GRWTH IND 921910816 5848 44087 SH SOLE 0 0 44087 VANGUARD WORLD FDS INF TECH ETF 92204A702 375 1741 SH SOLE 0 0 1741 VERIZON COMMUNICATIONS INC COM 92343V104 1897 31440 SH SOLE 0 0 31440 VISA INC COM CL A 92826C839 598 3478 SH SOLE 0 0 3478 WALMART INC COM 931142103 455 3840 SH SOLE 0 0 3840 WASTE MGMT INC DEL COM 94106L109 363 3162 SH SOLE 0 0 3162 WELLS FARGO CO NEW COM 949746101 359 7130 SH SOLE 0 0 7130 WELLTOWER INC COM 95040Q104 319 3522 SH SOLE 0 0 3522 WEYERHAEUSER CO COM 962166104 213 7725 SH SOLE 0 0 7725 WISDOMTREE TR US MIDCAP DIVID 97717W505 253 6985 SH SOLE 0 0 6985 ZYNERBA PHARMACEUTICALS INC COM 98986X109 199 26419 SH SOLE 0 0 26419