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
TSN
Tyson Foods, Inc.

Consumer Defensive
-59
- 5.73%
$47.28 - $62.49 $2.79K - $3.69K
971 $49K
MUB
Ishares National Muni Bond ETF

ETFs
-62
- 1.2%
$105.16 - $108.58 $6.52K - $6.73K
5.11K $545K
ACN
Accenture PLC

Technology
-58
- 23.2%
$263.48 - $323.77 $15.3K - $18.8K
192 $59K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-146
- 2.39%
$35.13 - $38.46 $5.13K - $5.62K
5.96K $221K
PGR
Progressive Corp

Financial Services
-71
- 84.52%
$125.05 - $149.0 $8.88K - $10.6K
13 $1K
GPC
Genuine Parts CO

Consumer Cyclical
-68
- 9.47%
$148.93 - $173.73 $10.1K - $11.8K
650 $109K
OTIS
Otis Worldwide Corp

Industrials
-146
- 29.8%
$78.49 - $89.01 $11.5K - $13K
344 $30K
ILMN
Illumina, Inc.

Healthcare
-10
- 4.69%
$183.43 - $232.67 $1.83K - $2.33K
203 $38K
DEO
Diageo PLC

Consumer Defensive
-44
- 9.63%
$167.1 - $189.25 $7.35K - $8.33K
413 $71K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-188
- 19.24%
$69.81 - $78.36 $13.1K - $14.7K
789 $57K
IIPR
Innovative Industrial Properties Inc

Real Estate
-94
- 11.87%
$64.22 - $75.99 $6.04K - $7.14K
698 $50K
MET
Metlife Inc

Financial Services
-169
- 53.48%
$49.12 - $61.81 $8.3K - $10.4K
147 $8K
PM
Philip Morris International Inc.

Consumer Defensive
-107
- 9.62%
$90.01 - $101.51 $9.63K - $10.9K
1.01K $98K
NSC
Norfolk Southern Corp

Industrials
-49
- 84.48%
$200.86 - $226.76 $9.84K - $11.1K
9 $2K
EFZ
Proshares Short Msci Eafe

ETFs
-485
- 29.85%
$17.85 - $18.88 $8.66K - $9.16K
1.14K $20K
PLD
Prologis, Inc.

Real Estate
-52
- 5.54%
$116.9 - $128.08 $6.08K - $6.66K
886 $108K
PAYX
Paychex Inc

Industrials
-72
- 21.43%
$104.93 - $113.59 $7.55K - $8.18K
264 $29K
MMP
Magellan Midstream Partners, L.P.

Energy
-509
- 18.19%
$53.83 - $62.67 $27.4K - $31.9K
2.29K $142K
KR
Kroger CO

Consumer Defensive
-66
- 2.48%
$44.66 - $49.98 $2.95K - $3.3K
2.6K $122K
SLB
Schlumberger Limited

Energy
-184
- 81.06%
$42.83 - $52.63 $7.88K - $9.68K
43 $2K
NUE
Nucor Corp

Basic Materials
-58
- 70.73%
$132.06 - $163.98 $7.66K - $9.51K
24 $3K
ELV
Elevance Health, Inc.

Healthcare
-18
- 38.3%
$436.33 - $496.2 $7.85K - $8.93K
29 $12K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-104
- 0.64%
$49.86 - $51.44 $5.19K - $5.35K
16.2K $821K
NET
Cloudflare, Inc.

Technology
-162
- 36.32%
$40.48 - $70.64 $6.56K - $11.4K
284 $18K
C
Citigroup Inc

Financial Services
-195
- 44.22%
$44.23 - $50.4 $8.62K - $9.83K
246 $11K
BDX
Becton Dickinson & CO

Healthcare
-49
- 16.12%
$238.39 - $265.32 $11.7K - $13K
255 $67K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-59
- 28.92%
$139.61 - $149.64 $8.24K - $8.83K
145 $21K
HES
Hess Corp

Energy
-59
- 74.68%
$126.67 - $148.93 $7.47K - $8.79K
20 $2K
CCI
Crown Castle International Corp

Real Estate
-33
- 17.55%
$109.44 - $134.51 $3.61K - $4.44K
155 $17K
WRB
Berkley W R Corp

Financial Services
-123
- 58.57%
$55.68 - $63.36 $6.85K - $7.79K
87 $5K
GWW
W.W. Grainger, Inc.

Industrials
-11
- 68.75%
$641.66 - $788.59 $7.06K - $8.67K
5 $3K
FSLR
First Solar, Inc.

Technology
-2
- 0.72%
$171.59 - $231.69 $343 - $463
275 $52K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-134
- 19.09%
$60.28 - $64.24 $8.08K - $8.61K
568 $35K
TBF
Proshares Trust Short 20+ Trea

ETFs
-454
- 23.98%
$20.67 - $22.45 $9.38K - $10.2K
1.44K $31K
PH
Parker Hannifin Corp

Industrials
-26
- 81.25%
$311.65 - $390.04 $8.1K - $10.1K
6 $2K
AXP
American Express CO

Financial Services
-81
- 10.9%
$147.93 - $175.14 $12K - $14.2K
662 $115K
SHEL
Shell PLC

Energy
-143
- 20.82%
$56.0 - $62.07 $8.01K - $8.88K
544 $32K
CL
Colgate Palmolive CO

Consumer Defensive
-108
- 12.03%
$74.38 - $81.98 $8.03K - $8.85K
790 $60K
PXD
Pioneer Natural Resources CO

Energy
-35
- 58.33%
$198.66 - $230.0 $6.95K - $8.05K
25 $5K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-55
- 25.94%
$111.58 - $130.25 $6.14K - $7.16K
157 $19K
AFG
American Financial Group Inc

Financial Services
-38
- 4.78%
$112.27 - $123.91 $4.27K - $4.71K
757 $89K
VLO
Valero Energy Corp

Energy
-47
- 68.12%
$104.31 - $138.53 $4.9K - $6.51K
22 $2K
DGX
Quest Diagnostics Inc

Healthcare
-44
- 3.95%
$130.56 - $146.84 $5.74K - $6.46K
1.07K $150K
DVN
Devon Energy Corp

Energy
-124
- 55.36%
$46.1 - $55.7 $5.72K - $6.91K
100 $4K
ATVI
Activision Blizzard, Inc.

Communication Services
-85
- 82.52%
$74.59 - $86.74 $6.34K - $7.37K
18 $1K
SYY
Sysco Corp

Consumer Defensive
-36
- 2.84%
$69.52 - $78.32 $2.5K - $2.82K
1.23K $91K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-92
- 0.83%
$33.77 - $34.69 $3.11K - $3.19K
10.9K $376K
EBAY
Ebay Inc

Consumer Cyclical
-151
- 86.29%
$42.54 - $46.43 $6.42K - $7.01K
24 $1K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-17
- 25.37%
$328.35 - $386.71 $5.58K - $6.57K
50 $18K
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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