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
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
875
+ 3.93%
$9.02 - $9.85 $7.89K - $8.62K
23.1K $216K
PPT
Putnam Premier Income Trust

Financial Services
1.85K
+ 0.72%
$3.51 - $3.64 $6.49K - $6.73K
259K $910K
IDV
Ishares Tr

ETFs
396
+ 2.89%
$25.86 - $28.52 $10.2K - $11.3K
14.1K $370K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
120
+ 0.44%
$69.18 - $73.94 $8.3K - $8.87K
27.3K $1.98M
FANG
Diamondback Energy, Inc.

Energy
141
+ 1.87%
$124.86 - $146.74 $17.6K - $20.7K
7.69K $1.01M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.44K
+ 1.64%
$74.96 - $77.47 $108K - $112K
89.2K $6.71M
KO
Coca Cola CO

Consumer Defensive
2.66K
+ 2.33%
$59.66 - $64.3 $159K - $171K
117K $7.03M
DIS
Walt Disney CO

Communication Services
854
+ 7.43%
$87.82 - $102.97 $75K - $87.9K
12.3K $1.1M
O
Realty Income Corp

Real Estate
429
+ 1.72%
$58.44 - $62.95 $25.1K - $27K
25.3K $1.51M
PPL
Ppl Corp

Utilities
640
+ 0.96%
$26.0 - $28.83 $16.6K - $18.5K
67K $1.77M
CVS
Cvs Health Corp

Healthcare
76
+ 0.27%
$66.65 - $77.75 $5.07K - $5.91K
27.9K $1.93M
VZ
Verizon Communications Inc

Communication Services
772
+ 0.71%
$34.46 - $40.11 $26.6K - $31K
110K $4.08M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
66
+ 2.63%
$403.83 - $551.43 $26.7K - $36.4K
2.58K $1.21M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.07K
+ 0.23%
$75.46 - $76.54 $80.4K - $81.5K
472K $35.7M
SBUX
Starbucks Corp

Consumer Cyclical
676
+ 1.16%
$97.52 - $114.56 $65.9K - $77.4K
58.9K $5.83M
ABBV
Abb Vie Inc.

Healthcare
177
+ 1.31%
$132.51 - $164.9 $23.5K - $29.2K
13.7K $1.84M
TGT
Target Corp

Consumer Defensive
4.54K
+ 15.54%
$126.48 - $169.58 $575K - $770K
33.8K $4.46M
SCHR
Schwab Intermediate Term Us Tr

ETFs
10K
+ 0.56%
$49.25 - $50.96 $493K - $510K
1.78M $87.8M
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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