Bergan Kdv Wealth Management, LLC Sells in Q2 2023

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
-168
- 27.18%
$205.75 - $247.67 $34.6K - $41.6K
450 $110K
FNV
Franco Nevada Corp

Basic Materials
-207
- 52.14%
$136.72 - $160.42 $28.3K - $33.2K
190 $27K
AVUS
American Centy ETF Tr Avantis

ETFs
-516
- 26.6%
$68.92 - $75.19 $35.6K - $38.8K
1.42K $107K
IVE
Ishares S&P 500 Value ETF

ETFs
-237
- 28.18%
$149.72 - $161.19 $35.5K - $38.2K
604 $97K
MCD
Mcdonalds Corp

Consumer Cyclical
-415
- 8.17%
$281.9 - $298.41 $117K - $124K
4.66K $1.39M
ADI
Analog Devices Inc

Technology
-136
- 23.37%
$172.39 - $196.28 $23.4K - $26.7K
446 $86K
MS
Morgan Stanley

Financial Services
-256
- 13.27%
$81.22 - $91.12 $20.8K - $23.3K
1.67K $142K
ADM
Archer Daniels Midland CO

Consumer Defensive
-261
- 18.37%
$70.55 - $82.55 $18.4K - $21.5K
1.16K $87K
GD
General Dynamics Corp

Industrials
-93
- 20.9%
$204.18 - $232.36 $19K - $21.6K
352 $75K
INTU
Intuit Inc

Technology
-63
- 22.83%
$406.09 - $459.63 $25.6K - $29K
213 $97K
GM
General Motors CO

Consumer Cyclical
-667
- 93.42%
$31.54 - $38.56 $21K - $25.7K
47 $1K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-500
- 99.21%
$42.53 - $52.23 $21.3K - $26.1K
4 $0
DTE
Dte Energy CO

Utilities
-214
- 76.16%
$106.44 - $114.81 $22.8K - $24.6K
67 $7K
PNW
Pinnacle West Capital Corp

Utilities
-275
- 96.49%
$76.07 - $83.55 $20.9K - $23K
10 $0
BMY
Bristol Myers Squibb CO

Healthcare
-151
- 6.34%
$63.71 - $70.74 $9.62K - $10.7K
2.23K $142K
EVRG
Evergy, Inc.

Utilities
-365
- 95.05%
$57.02 - $63.68 $20.8K - $23.2K
19 $1K
COP
Conocophillips

Energy
-252
- 20.66%
$96.09 - $109.04 $24.2K - $27.5K
968 $100K
EIX
Edison International

Utilities
-288
- 32.65%
$65.63 - $74.19 $18.9K - $21.4K
594 $41K
OGE
Oge Energy Corp.

Utilities
-386
- 9.73%
$34.94 - $38.96 $13.5K - $15K
3.58K $128K
BBY
Best Buy CO Inc

Consumer Cyclical
-263
- 63.68%
$69.15 - $83.21 $18.2K - $21.9K
150 $12K
UGI
Ugi Corp

Utilities
-523
- 70.49%
$26.45 - $35.34 $13.8K - $18.5K
219 $5K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-865
- 31.34%
$11.09 - $15.4 $9.59K - $13.3K
1.9K $23K
GILD
Gilead Sciences, Inc.

Healthcare
-205
- 46.59%
$76.01 - $86.7 $15.6K - $17.8K
235 $18K
SPY
Spdr S&P 500 ETF Trust

ETFs
-286
- 8.87%
$404.36 - $443.28 $116K - $127K
2.94K $1.3M
ES
Eversource Energy

Utilities
-93
- 5.9%
$67.92 - $80.82 $6.32K - $7.52K
1.48K $105K
EMR
Emerson Electric CO

Industrials
-290
- 10.86%
$77.68 - $90.39 $22.5K - $26.2K
2.38K $215K
APD
Air Products & Chemicals, Inc.

Basic Materials
-59
- 90.77%
$269.14 - $299.53 $15.9K - $17.7K
6 $1K
RGEN
Repligen Corp

Healthcare
-100
- 97.09%
$138.42 - $180.31 $13.8K - $18K
3 $0
AMT
American Tower Corp

Real Estate
-71
- 23.05%
$182.0 - $211.26 $12.9K - $15K
237 $45K
TIP
Ishares Tr Tips Bd ETF

ETFs
-138
- 22.26%
$107.1 - $111.15 $14.8K - $15.3K
482 $51K
XLE
Energy Sector Spdr

ETFs
-166
- 11.92%
$76.59 - $87.23 $12.7K - $14.5K
1.23K $99K
SNOW
Snowflake Inc.

Technology
-112
- 65.88%
$135.48 - $190.98 $15.2K - $21.4K
58 $10K
FICO
Fair Isaac Corp

Technology
-24
- 55.81%
$672.42 - $809.21 $16.1K - $19.4K
19 $15K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-270
- 3.61%
$25.02 - $27.92 $6.76K - $7.54K
7.21K $187K
HD
Home Depot, Inc.

Consumer Cyclical
-328
- 5.81%
$282.33 - $313.74 $92.6K - $103K
5.32K $1.65M
BSX
Boston Scientific Corp

Healthcare
-320
- 48.63%
$49.72 - $54.64 $15.9K - $17.5K
338 $18K
CME
Cme Group Inc.

Financial Services
-64
- 20.06%
$176.67 - $195.19 $11.3K - $12.5K
255 $47K
XLK
Technology Sector Spdr

ETFs
-442
- 16.11%
$143.97 - $174.63 $63.6K - $77.2K
2.3K $400K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-140
- 99.29%
$92.63 - $109.67 $13K - $15.4K
1 $0
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-107
- 0.6%
$46.54 - $47.72 $4.98K - $5.11K
17.6K $829K
IWS
Ishares Russell Midcap Value E

ETFs
-137
- 53.94%
$101.5 - $109.84 $13.9K - $15K
117 $12K
VNQ
Vanguard Specialized Funds Van

ETFs
-173
- 32.46%
$78.4 - $83.98 $13.6K - $14.5K
360 $30K
CTVA
Corteva, Inc.

Basic Materials
-182
- 21.64%
$53.49 - $62.97 $9.74K - $11.5K
659 $37K
WM
Waste Management Inc

Industrials
-120
- 16.35%
$161.28 - $173.42 $19.4K - $20.8K
614 $106K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-965
- 17.52%
$10.83 - $11.75 $10.5K - $11.3K
4.54K $51K
GS
Goldman Sachs Group Inc

Financial Services
-35
- 85.37%
$312.36 - $343.96 $10.9K - $12K
6 $1K
CNP
Centerpoint Energy Inc

Utilities
-390
- 12.96%
$28.18 - $30.83 $11K - $12K
2.62K $76K
TTC
Toro CO

Industrials
-18
- 1.77%
$96.74 - $109.74 $1.74K - $1.98K
1K $101K
CDNS
Cadence Design Systems Inc

Technology
-59
- 73.75%
$201.16 - $239.0 $11.9K - $14.1K
21 $4K
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
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email