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
CHTR
Charter Communications, Inc.

Communication Services
-1
- 0.2%
$319.66 - $368.7 $320 - $369
489 $179K
URI
United Rentals, Inc.

Industrials
-1
- 0.96%
$326.53 - $445.37 $327 - $445
103 $45K
CI
Cigna Corp

Healthcare
-27
- 5.31%
$242.64 - $280.6 $6.55K - $7.58K
481 $134K
IYR
Ishares Tr

ETFs
-6
- 0.19%
$80.51 - $86.54 $483 - $519
3.16K $273K
PCAR
Paccar Inc

Industrials
-28
- 4.46%
$68.48 - $83.65 $1.92K - $2.34K
600 $50K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-265
- 0.61%
$8.41 - $8.92 $2.23K - $2.36K
43.2K $385K
AMP
Ameriprise Financial Inc

Financial Services
-8
- 2.07%
$282.02 - $332.16 $2.26K - $2.66K
378 $125K
DAL
Delta Air Lines, Inc.

Industrials
-32
- 4.28%
$32.75 - $47.54 $1.05K - $1.52K
715 $33K
TTD
Trade Desk, Inc.

Technology
-11
- 1.96%
$58.64 - $78.25 $645 - $861
550 $42K
CSX
Csx Corp

Industrials
-78
- 2.95%
$29.29 - $34.1 $2.28K - $2.66K
2.57K $87K
MAS
Masco Corp

Industrials
-21
- 1.68%
$47.04 - $57.38 $988 - $1.2K
1.23K $70K
FDX
Fedex Corp

Industrials
-7
- 1.26%
$217.29 - $249.98 $1.52K - $1.75K
549 $136K
F
Ford Motor CO

Consumer Cyclical
-420
- 6.73%
$11.25 - $15.13 $4.73K - $6.35K
5.82K $88K
EHC
Encompass Health Corp

Healthcare
-48
- 4.58%
$54.1 - $67.71 $2.6K - $3.25K
1K $67K
PRU
Prudential Financial Inc

Financial Services
-17
- 0.76%
$78.04 - $88.22 $1.33K - $1.5K
2.21K $195K
XLI
Industrial Sector Spdr

ETFs
-74
- 2.31%
$96.85 - $107.32 $7.17K - $7.94K
3.13K $335K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
-106
- 0.26%
$16.23 - $18.5 $1.72K - $1.96K
41K $745K
DRI
Darden Restaurants Inc

Consumer Cyclical
-2
- 0.15%
$146.46 - $167.64 $293 - $335
1.3K $217K
MCO
Moodys Corp

Financial Services
-2
- 0.56%
$295.66 - $348.31 $591 - $697
354 $123K
XLY
Select Sector Spdr Consumer Di

ETFs
-32
- 3.1%
$143.54 - $169.81 $4.59K - $5.43K
1K $169K
ETN
Eaton Corp PLC

Industrials
-319
- 11.7%
$156.25 - $201.1 $49.8K - $64.2K
2.41K $484K
MLM
Martin Marietta Materials Inc

Basic Materials
-424
- 21.08%
$337.06 - $461.69 $143K - $196K
1.59K $732K
MCK
Mckesson Corp

Healthcare
-21
- 4.91%
$354.01 - $427.31 $7.43K - $8.97K
407 $173K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-50
- 1.22%
$76.24 - $84.24 $3.81K - $4.21K
4.06K $341K
VUG
Vanguard Growth ETF

ETFs
-104
- 6.34%
$243.06 - $282.96 $25.3K - $29.4K
1.54K $434K
NVDA
Nvidia Corp

Technology
-311
- 28.93%
$262.41 - $438.08 $81.6K - $136K
764 $323K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-584
- 9.1%
$314.42 - $351.91 $184K - $206K
5.84K $2.05M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-86
- 3.81%
$167.72 - $188.08 $14.4K - $16.2K
2.17K $408K
FAST
Fastenal CO

Industrials
-29
- 0.42%
$51.48 - $58.99 $1.49K - $1.71K
6.88K $405K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-75
- 0.29%
$63.33 - $67.21 $4.75K - $5.04K
25.9K $1.74M
MA
Mastercard Inc

Financial Services
-80
- 3.33%
$360.14 - $393.3 $28.8K - $31.5K
2.32K $912K
FISV
Fiserv Inc

Technology
-802
- 6.25%
$111.59 - $126.15 $89.5K - $101K
12K $1.52M
UNH
Unitedhealth Group Inc

Healthcare
-276
- 1.1%
$458.49 - $526.23 $127K - $145K
24.8K $11.9M
AFL
Aflac Inc

Financial Services
-166
- 1.02%
$63.91 - $70.36 $10.6K - $11.7K
16.2K $1.13M
IVV
Ishares Core S&P 500 ETF

ETFs
-418
- 5.44%
$406.17 - $445.71 $170K - $186K
7.26K $3.24M
RYH
Invesco S&P 500 Equal Weight H

ETFs
-220
- 0.93%
$0.0 - $302.41 $0 - $66.5K
23.4K $6.96M
ORCL
Oracle Corp

Technology
-158
- 3.99%
$93.71 - $126.55 $14.8K - $20K
3.8K $453K
VMW
Vmware, Inc.

Technology
-826
- 7.56%
$121.81 - $143.92 $101K - $119K
10.1K $1.45M
VTI
Vanguard Total Stock Market Et

ETFs
-211
- 2.19%
$200.75 - $220.28 $42.4K - $46.5K
9.42K $2.07M
GOOGL
Alphabet Inc.

Communication Services
-759
- 5.92%
$103.71 - $127.31 $78.7K - $96.6K
12.1K $1.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-469
- 5.08%
$309.07 - $341.0 $145K - $160K
8.77K $2.99M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-467
- 0.95%
$47.67 - $52.37 $22.3K - $24.5K
48.5K $2.54M
MRK
Merck & Co., Inc.

Healthcare
-854
- 2.82%
$108.61 - $118.38 $92.8K - $101K
29.5K $3.4M
ACGL
Arch Capital Group Ltd.

Financial Services
-93
- 0.32%
$67.89 - $77.31 $6.31K - $7.19K
29.4K $2.2M
CMCSA
Comcast Corp

Communication Services
-570
- 0.89%
$36.52 - $41.67 $20.8K - $23.8K
63.7K $2.65M
WMT
Walmart Inc.

Consumer Defensive
-287
- 1.06%
$146.06 - $157.73 $41.9K - $45.3K
26.7K $4.2M
LLY
Eli Lilly & CO

Healthcare
-53
- 2.48%
$350.74 - $468.98 $18.6K - $24.9K
2.08K $975K
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-694
- 0.45%
$65.07 - $69.25 $45.2K - $48.1K
154K $10.7M
AMAT
Applied Materials Inc

Technology
-226
- 1.66%
$110.31 - $146.55 $24.9K - $33.1K
13.4K $1.93M
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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