Bergan Kdv Wealth Management, LLC Purchases in Q2 2023

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
242K
+ 120.67%
$92.54 - $95.74 $22.4M - $23.2M
442K $41.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
154K
+ 60.4%
$22.87 - $23.59 $3.52M - $3.63M
409K $9.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.81K
+ 3.01%
$371.44 - $407.28 $673K - $738K
62.1K $25.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.6K
+ 1.51%
$39.91 - $43.82 $462K - $508K
779K $34.1M
VO
Vanguard Mid Cap ETF

ETFs
4.14K
+ 6.53%
$203.43 - $220.16 $842K - $911K
67.5K $14.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
22.9K
New
$58.61 - $60.65 $1.34M - $1.39M
22.9K $1.34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.69K
+ 5.39%
$91.14 - $99.81 $792K - $867K
170K $16.9M
AEP
American Electric Power CO Inc

Utilities
19.5K
+ 42.85%
$81.62 - $94.89 $1.59M - $1.85M
65K $5.47M
DCI
Donaldson CO Inc

Industrials
19K
New
$58.41 - $65.26 $1.11M - $1.24M
19K $1.19M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
55.9K
+ 30.12%
$21.84 - $22.54 $1.22M - $1.26M
242K $5.31M
DFS
Discover Financial Services

Financial Services
1.33K
+ 2.93%
$92.44 - $117.9 $123K - $156K
46.6K $5.44M
MDT
Medtronic PLC

Healthcare
1.71K
+ 1.7%
$79.47 - $91.38 $136K - $156K
103K $9.03M
LOW
Lowes Companies Inc

Consumer Cyclical
531
+ 1.77%
$198.57 - $225.7 $105K - $120K
30.4K $6.87M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
715
+ 0.28%
$65.29 - $71.03 $46.7K - $50.8K
252K $17.9M
IEFA
Ishares Tr

ETFs
7.43K
+ 1.57%
$66.03 - $69.1 $490K - $513K
482K $32.5M
WFC
Wells Fargo & Company

Financial Services
704
+ 0.49%
$36.72 - $42.68 $25.9K - $30K
144K $6.16M
USB
Us Bancorp \De\

Financial Services
28.8K
+ 50.39%
$28.68 - $36.01 $827K - $1.04M
86.1K $2.84M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
13.9K
+ 53.57%
$51.68 - $54.7 $716K - $758K
39.7K $2.11M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
13.6K
+ 69.24%
$39.12 - $43.05 $531K - $584K
33.2K $1.43M
HON
Honeywell International Inc

Industrials
215
+ 0.59%
$189.43 - $207.5 $40.7K - $44.6K
36.9K $7.66M
PPG
Ppg Industries Inc

Basic Materials
999
+ 2.96%
$131.29 - $148.3 $131K - $148K
34.7K $5.15M
JNJ
Johnson & Johnson

Healthcare
606
+ 1.32%
$154.35 - $166.11 $93.5K - $101K
46.5K $7.69M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.2K
+ 4.04%
$33.2 - $35.75 $437K - $471K
339K $11.7M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
16.8K
+ 63.88%
$27.52 - $29.63 $464K - $499K
43.2K $1.28M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
12.2K
+ 71.42%
$32.81 - $36.17 $402K - $443K
29.4K $1.06M
AOS
Smith A O Corp

Industrials
2.2K
+ 2.58%
$63.94 - $72.78 $141K - $160K
87.3K $6.36M
SWK
Stanley Black & Decker, Inc.

Industrials
1.17K
+ 4.51%
$74.29 - $94.61 $86.8K - $111K
27.1K $2.54M
NUSC
Nuveen Esg Small Cap ETF

ETFs
10.7K
+ 58.27%
$33.87 - $37.05 $361K - $395K
28.9K $1.07M
V
Visa Inc.

Financial Services
457
+ 1.88%
$221.03 - $237.48 $101K - $109K
24.7K $5.87M
VTV
Vanguard Value ETF

ETFs
416
+ 0.53%
$134.74 - $142.42 $56.1K - $59.2K
79.2K $11.3M
EXP
Eagle Materials Inc

Basic Materials
182
+ 2.13%
$136.29 - $186.42 $24.8K - $33.9K
8.73K $1.63M
BLD
Top Build Corp

Industrials
167
+ 3.06%
$189.72 - $266.02 $31.7K - $44.4K
5.62K $1.49M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.25K
+ 1.26%
$71.23 - $78.02 $160K - $176K
181K $14M
ABT
Abbott Laboratories

Healthcare
762
+ 2.47%
$100.78 - $112.29 $76.8K - $85.6K
31.6K $3.44M
HBAN
Huntington Bancshares Inc

Financial Services
29.9K
+ 12833.91%
$9.28 - $11.84 $277K - $354K
30.1K $324K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
8.26K
+ 5.52%
$46.63 - $47.38 $385K - $392K
158K $7.36M
IEMG
Ishares Inc

ETFs
302
+ 0.06%
$47.35 - $50.88 $14.3K - $15.4K
545K $26.9M
HAS
Hasbro, Inc.

Consumer Cyclical
217
+ 0.9%
$51.04 - $64.77 $11.1K - $14.1K
24.4K $1.58M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
8.53K
+ 51.72%
$30.3 - $32.81 $259K - $280K
25K $791K
UFPI
Ufp Industries Inc

Basic Materials
99
+ 0.7%
$76.05 - $97.05 $7.53K - $9.61K
14.3K $1.39M
CMI
Cummins Inc

Industrials
205
+ 0.65%
$204.41 - $245.16 $41.9K - $50.3K
31.6K $7.76M
FTNT
Fortinet, Inc.

Technology
645
+ 3.51%
$60.49 - $75.59 $39K - $48.8K
19K $1.44M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.49K
+ 8.86%
$50.02 - $50.76 $225K - $228K
55.2K $2.77M
TRV
Travelers Companies, Inc.

Financial Services
734
+ 2.76%
$168.37 - $183.75 $124K - $135K
27.4K $4.75M
CE
Celanese Corp

Basic Materials
336
+ 1.93%
$100.46 - $117.77 $33.8K - $39.6K
17.7K $2.05M
ATRC
Atri Cure, Inc.

Healthcare
3K
New
$40.44 - $49.6 $121K - $149K
3K $148K
SPGI
S&P Global Inc.

Financial Services
346
+ 988.57%
$338.83 - $400.89 $117K - $139K
381 $152K
PG
Procter & Gamble CO

Consumer Defensive
17
+ 0.04%
$142.5 - $156.57 $2.42K - $2.66K
44.4K $6.74M
CRM
Salesforce, Inc.

Technology
376
+ 8.25%
$188.89 - $223.38 $71K - $84K
4.93K $1.04M
Activity Summary
Buys All Purchases 169 New Holdings 56 Increased Positions 113 Sells All Sells 413 Reductions 413 Sold out 0 Options Calls 0 Puts 0
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