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
CSTL
Castle Biosciences Inc

Healthcare
525
New
$11.66 - $26.0 $6.12K - $13.7K
525 $7K
ASML
Asml Holding Nv

Technology
5
+ 7.69%
$605.76 - $740.21 $3.03K - $3.7K
70 $50K
DOV
Dover Corp

Industrials
1.06K
+ 3.01%
$133.33 - $150.52 $142K - $160K
36.4K $5.37M
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
1K
New
$4.03 - $5.5 $4.03K - $5.5K
1K $5K
PANW
Palo Alto Networks Inc

Technology
3
+ 4.84%
$176.89 - $255.51 $531 - $767
65 $16K
FMC
Fmc Corp

Basic Materials
43
+ 204.76%
$103.59 - $124.69 $4.45K - $5.36K
64 $6K
BTTR
Better Choice CO Inc.

Consumer Defensive
15K
New
$0.21 - $0.5 $3.15K - $7.5K
15K $3K
DERM
Journey Medical Corp

Healthcare
2K
New
$1.03 - $2.26 $2.06K - $4.52K
2K $3K
STAG
Stag Industrial, Inc.

Real Estate
7
+ 0.61%
$32.36 - $36.73 $227 - $257
1.16K $41K
LHX
L3 Harris Technologies, Inc.

Industrials
24
+ 0.69%
$175.92 - $204.43 $4.22K - $4.91K
3.49K $683K
BTI
British American Tobacco P.L.C.

Consumer Defensive
128
+ 10.99%
$31.71 - $37.34 $4.06K - $4.78K
1.29K $42K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
140
New
$7.28 - $14.32 $1.02K - $2K
140 $2K
FL
Foot Locker, Inc.

Consumer Cyclical
100
New
$24.61 - $42.09 $2.46K - $4.21K
100 $2K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
17
New
$127.48 - $152.29 $2.17K - $2.59K
17 $2K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
16
+ 3.44%
$16.9 - $20.81 $270 - $333
481 $10K
AAL
American Airlines Group Inc.

Industrials
20
+ 20.41%
$12.74 - $17.94 $255 - $359
118 $2K
PHG
Koninklijke Philips Nv

Healthcare
13
+ 4.36%
$17.79 - $21.72 $231 - $282
311 $6K
MFC
Manulife Financial Corp

Financial Services
7
+ 1.08%
$18.19 - $19.98 $127 - $140
653 $12K
IRM
Iron Mountain Inc

Real Estate
3
+ 1.38%
$51.58 - $57.16 $155 - $171
220 $12K
GFS
Globalfoundries Inc.

Technology
25
New
$53.72 - $70.71 $1.34K - $1.77K
25 $1K
DOCN
Digital Ocean Holdings, Inc.

Technology
1
New
$30.93 - $46.74 $30.9 - $46.7
1 $0
Achieve Life Sciences Inc
5K
New
N/A
5K $0
Canadian Pacific Kansas City
323
New
N/A
323 $0
Bitnile Metaverse Inc
20
New
N/A
20 $0
SRCL
Stericycle Inc

Industrials
12
New
$41.73 - $47.18 $501 - $566
12 $0
BNS
Bank Of Nova Scotia

Financial Services
6
+ 1.64%
$47.99 - $51.54 $288 - $309
372 $18K
TD
Toronto Dominion Bank

Financial Services
3
+ 1.94%
$56.6 - $62.25 $170 - $187
158 $9K
CRDF
Cardiff Oncology, Inc.

Healthcare
1
New
$1.37 - $1.95 $1.37 - $1.95
1 $0
PBA
Pembina Pipeline Corp

Energy
5
+ 1.3%
$30.16 - $33.94 $151 - $170
389 $12K
FRT
Federal Realty Investment Trust

Real Estate
1
+ 0.92%
$85.92 - $98.89 $85.9 - $98.9
110 $10K
HBI
Hanesbrands Inc.

Consumer Cyclical
124
New
$3.87 - $5.24 $480 - $650
124 $0
TROW
Price T Rowe Group Inc

Financial Services
1
+ 2.0%
$103.8 - $114.69 $104 - $115
51 $5K
EVA
Enviva Inc.

Basic Materials
45
New
$7.01 - $27.69 $315 - $1.25K
45 $0
ENB
Enbridge Inc

Energy
15
+ 1.1%
$35.2 - $40.05 $528 - $601
1.38K $51K
Rb Global Inc
150
New
N/A
150 $0
Peakstone Realty Trust
228
New
N/A
228 $0
FYBR
Frontier Communications Parent, Inc.

Communication Services
23
New
$14.8 - $22.76 $340 - $523
23 $0
FLGT
Fulgent Genetics, Inc.

Healthcare
5
New
$28.52 - $40.7 $143 - $204
5 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
30
New
$12.0 - $16.66 $360 - $500
30 $0
Hepion Pharmaceuticals Inc
1
New
N/A
1 $0
Ge Healthcare Technologies I
46
+ 23.47%
N/A
242 $0
LUMN
Lumen Technologies, Inc.

Communication Services
106
+ 61.99%
$1.78 - $2.64 $189 - $280
277 $0
Knife River Corp
676
New
N/A
676 $0
LYFT
Lyft, Inc.

Technology
48
+ 1200.0%
$7.99 - $10.89 $384 - $523
52 $0
NNN
National Retail Properties, Inc.

Real Estate
3
+ 1.01%
$41.25 - $44.73 $124 - $134
301 $12K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
42
+ 2.78%
$108.81 - $116.4 $4.57K - $4.89K
1.55K $172K
BP
Bp PLC

Energy
3
+ 1.09%
$33.71 - $40.65 $101 - $122
279 $9K
FVRR
Fiverr International Ltd.

Communication Services
2
+ 1.82%
$25.21 - $36.77 $50.4 - $73.5
112 $2K
IXC
Ishares Tr Global Energy ETF

ETFs
1
+ 0.03%
$35.5 - $40.09 $35.5 - $40.1
3.71K $137K
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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