Bergan Kdv Wealth Management, LLC has filed its 13F form on July 24, 2023 for Q2 2023 where it was disclosed a total value porftolio of $999 Million distributed in 862 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Intermediate Term Us Tr with a value of $87.8M, Schwab Strategic Tr Intl Eqty with a value of $55.9M, Ishares Tr with a value of $41.3M, Vanguard Sht Term Corp Bd ETF with a value of $35.7M, and Vanguard Dividend Appreciation with a value of $35.6M.

Examining the 13F form we can see an increase of $29.1M in the current position value, from $970M to 999M.

Below you can find more details about Bergan Kdv Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $999 Million
ETFs: $641 Million
Technology: $69.3 Million
Financial Services: $60.3 Million
Industrials: $57.3 Million
Healthcare: $49.1 Million
Consumer Defensive: $33.9 Million
Consumer Cyclical: $32.2 Million
Communication Services: $18.5 Million
Other: $35.2 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 862
  • Current Value $999 Million
  • Prior Value $970 Million
  • Filing
  • Period Q2 2023
  • Filing Date July 24, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 56 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 413 stocks
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