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
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-247
- 1.53%
$24.33 - $25.33 $6.01K - $6.26K
15.9K $398K
ON
On Semiconductor Corp

Technology
-75
- 64.66%
$69.98 - $94.58 $5.25K - $7.09K
41 $3K
ALC
Alcon Inc

Healthcare
-101
- 66.89%
$69.16 - $82.11 $6.99K - $8.29K
50 $4K
SGEN
Seagen Inc.

Healthcare
-22
- 9.78%
$187.64 - $206.25 $4.13K - $4.54K
203 $39K
BWXT
Bwx Technologies, Inc.

Industrials
-92
- 63.89%
$60.32 - $71.57 $5.55K - $6.58K
52 $3K
XLU
Utilities Sector Spdr

ETFs
-79
- 12.85%
$64.34 - $69.97 $5.08K - $5.53K
536 $35K
IBM
International Business Machines Corp

Technology
-99
- 3.56%
$120.9 - $138.4 $12K - $13.7K
2.68K $358K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-377
- 95.93%
$17.19 - $17.6 $6.48K - $6.64K
16 $0
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-183
- 0.87%
$23.03 - $24.11 $4.21K - $4.41K
20.8K $491K
SHOP
Shopify Inc.

Technology
-190
- 47.5%
$44.78 - $66.1 $8.51K - $12.6K
210 $13K
SH
Proshares Short S&P500 New (De

ETFs
-115
- 3.86%
$13.88 - $15.25 $1.6K - $1.75K
2.87K $39K
NOC
Northrop Grumman Corp

Industrials
-11
- 57.89%
$433.51 - $479.47 $4.77K - $5.27K
8 $3K
LRCX
Lam Research Corp

Technology
-10
- 71.43%
$491.02 - $649.16 $4.91K - $6.49K
4 $2K
DTM
Dt Midstream, Inc.

Energy
-99
- 75.0%
$45.46 - $49.57 $4.5K - $4.91K
33 $1K
CLX
Clorox CO

Consumer Defensive
-29
- 9.35%
$153.94 - $175.61 $4.46K - $5.09K
281 $44K
ADSK
Autodesk, Inc.

Technology
-18
- 6.57%
$189.9 - $221.43 $3.42K - $3.99K
256 $52K
ANET
Arista Networks, Inc.

Technology
-9
- 1.53%
$132.73 - $174.42 $1.19K - $1.57K
580 $93K
CAG
Conagra Brands Inc.

Consumer Defensive
-7
- 0.62%
$33.05 - $38.45 $231 - $269
1.12K $37K
CPHC
Canterbury Park Holding Corp

Consumer Cyclical
-200
- 66.67%
$22.01 - $25.7 $4.4K - $5.14K
100 $2K
TMUS
T Mobile Us, Inc.

Communication Services
-35
- 81.4%
$126.55 - $150.49 $4.43K - $5.27K
8 $1K
FCX
Freeport Mcmoran Inc

Basic Materials
-116
- 31.96%
$33.21 - $43.16 $3.85K - $5.01K
247 $9K
MO
Altria Group, Inc.

Consumer Defensive
-157
- 7.17%
$43.42 - $47.78 $6.82K - $7.5K
2.03K $92K
IEX
Idex Corp

Industrials
-19
- 45.24%
$199.16 - $229.23 $3.78K - $4.36K
23 $4K
TFC
Truist Financial Corp

Financial Services
-107
- 47.77%
$26.21 - $34.79 $2.8K - $3.72K
117 $3K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-16
- 0.25%
$51.29 - $52.58 $821 - $841
6.3K $326K
EA
Electronic Arts Inc.

Communication Services
-32
- 68.09%
$121.35 - $131.38 $3.88K - $4.2K
15 $1K
CARR
Carrier Global Corp

Industrials
-174
- 15.63%
$40.65 - $49.71 $7.07K - $8.65K
939 $46K
CBOE
Cboe Global Markets, Inc.

Financial Services
-33
- 78.57%
$131.72 - $139.72 $4.35K - $4.61K
9 $1K
SHW
Sherwin Williams CO

Basic Materials
-16
- 59.26%
$222.22 - $265.52 $3.56K - $4.25K
11 $2K
HAL
Halliburton CO

Energy
-119
- 60.41%
$27.88 - $34.47 $3.32K - $4.1K
78 $2K
ETSY
Etsy Inc

Consumer Cyclical
-8
- 7.41%
$81.05 - $109.64 $648 - $877
100 $8K
EQIX
Equinix Inc

Real Estate
-6
- 66.67%
$675.18 - $783.94 $4.05K - $4.7K
3 $2K
SQ
Block, Inc.

Technology
-47
- 28.83%
$55.54 - $68.84 $2.61K - $3.24K
116 $7K
EMN
Eastman Chemical CO

Basic Materials
-47
- 70.15%
$77.09 - $84.41 $3.62K - $3.97K
20 $1K
EL
Estee Lauder Companies Inc

Consumer Defensive
-15
- 75.0%
$176.53 - $258.48 $2.65K - $3.88K
5 $0
WPC
W. P. Carey Inc.

Real Estate
-14
- 5.3%
$66.29 - $76.27 $928 - $1.07K
250 $16K
OSK
Oshkosh Corp

Industrials
-38
- 71.7%
$72.9 - $86.59 $2.77K - $3.29K
15 $1K
LNG
Cheniere Energy, Inc.

Energy
-20
- 50.0%
$137.75 - $158.15 $2.76K - $3.16K
20 $3K
MU
Micron Technology Inc

Technology
-54
- 40.91%
$57.02 - $73.93 $3.08K - $3.99K
78 $4K
AME
Ametek Inc

Industrials
-25
- 65.79%
$133.74 - $161.88 $3.34K - $4.05K
13 $2K
BPOP
Popular, Inc.

Financial Services
-50
- 71.43%
$54.37 - $63.84 $2.72K - $3.19K
20 $1K
ALL
Allstate Corp

Financial Services
-18
- 1.78%
$107.53 - $119.0 $1.94K - $2.14K
991 $108K
DVYE
Ishares Emerging Markets Divid

ETFs
-90
- 0.35%
$23.93 - $25.56 $2.15K - $2.3K
25.3K $619K
SYK
Stryker Corp

Healthcare
-12
- 52.17%
$271.49 - $305.09 $3.26K - $3.66K
11 $3K
CMS
Cms Energy Corp

Utilities
-23
- 2.79%
$56.9 - $62.63 $1.31K - $1.44K
800 $47K
GPN
Global Payments Inc

Industrials
-29
- 80.56%
$95.9 - $112.71 $2.78K - $3.27K
7 $0
TRMB
Trimble Inc.

Technology
-57
- 8.93%
$45.82 - $52.94 $2.61K - $3.02K
581 $30K
UNP
Union Pacific Corp

Industrials
-47
- 2.1%
$191.5 - $205.92 $9K - $9.68K
2.19K $447K
NOW
Service Now, Inc.

Technology
-17
- 24.29%
$430.51 - $574.37 $7.32K - $9.76K
53 $29K
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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