Berger Financial Group, Inc Purchases in Q1 2025

Berger Financial Group, Inc

  • $1.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
530K
+ 189.89%
$45.56 - $47.23 $24.2M - $25M
810K $38.1M
DFAI
Dimensional ETF Tr

ETFs
584K
+ 8005.95%
$28.88 - $32.4 $16.9M - $18.9M
591K $18.5M
DFAE
Dimensional ETF Tr

ETFs
667K
New
$24.64 - $26.86 $16.4M - $17.9M
667K $17.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
287K
+ 10.87%
$27.01 - $28.54 $7.75M - $8.19M
2.93M $81.8M
T
At&T Inc.

Communication Services
247K
+ 801.52%
$21.56 - $28.28 $5.32M - $6.97M
277K $7.84M
GILD
Gilead Sciences, Inc.

Healthcare
61.3K
New
$89.14 - $117.41 $5.46M - $7.2M
61.3K $6.87M
ALL
Allstate Corp

Financial Services
29.9K
+ 1649.17%
$180.99 - $210.18 $5.41M - $6.28M
31.7K $6.56M
ELV
Elevance Health, Inc.

Healthcare
13.7K
+ 2426.24%
$365.9 - $436.25 $5.01M - $5.97M
14.2K $6.2M
FE
Firstenergy Corp

Utilities
141K
New
$37.95 - $43.5 $5.34M - $6.12M
141K $5.69M
PEP
Pepsico Inc

Consumer Defensive
37.2K
+ 304.32%
$142.64 - $156.42 $5.31M - $5.82M
49.4K $7.41M
FTNT
Fortinet, Inc.

Technology
57.3K
New
$92.49 - $114.57 $5.3M - $6.56M
57.3K $5.51M
CMCSA
Comcast Corp

Communication Services
146K
+ 1949.08%
$33.19 - $38.23 $4.85M - $5.59M
154K $5.67M
AVY
Avery Dennison Corp

Industrials
29.3K
New
$174.58 - $195.91 $5.11M - $5.74M
29.3K $5.21M
APA
Apa Corp

Energy
241K
New
$18.54 - $25.45 $4.46M - $6.13M
241K $5.06M
LYV
Live Nation Entertainment, Inc.

Communication Services
38.7K
New
$115.79 - $154.66 $4.49M - $5.99M
38.7K $5.06M
LDOS
Leidos Holdings, Inc.

Technology
37.2K
+ 2417.6%
$126.82 - $161.11 $4.72M - $6M
38.8K $5.23M
WDAY
Workday, Inc.

Technology
21.3K
New
$233.53 - $277.82 $4.97M - $5.92M
21.3K $4.97M
HTRB
Hartford Fds Total Return Bd E

ETFs
136K
+ 20.86%
$33.03 - $34.09 $4.49M - $4.64M
788K $26.7M
MU
Micron Technology Inc

Technology
56K
New
$86.89 - $109.38 $4.86M - $6.12M
56K $4.86M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
88.8K
+ 10.07%
$48.31 - $49.23 $4.29M - $4.37M
970K $47.7M
ADSK
Autodesk, Inc.

Technology
18.5K
New
N/A
18.5K $4.56M
IT
Gartner Inc

Technology
10.4K
+ 2011.41%
$418.25 - $548.38 $4.35M - $5.7M
10.9K $4.58M
ABC
Amerisourcebergen Corp

Healthcare
22.9K
New
N/A
22.9K $4.25M
JNJ
Johnson & Johnson

Healthcare
9.77K
+ 24.29%
$142.06 - $167.7 $1.39M - $1.64M
50K $8.29M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
50K
+ 96.19%
$40.79 - $42.32 $2.04M - $2.12M
102K $4.29M
VICI
Vici Properties Inc.

Real Estate
30.5K
+ 19.24%
$28.21 - $32.68 $861K - $997K
189K $6.17M
EXPD
Expeditors International Of Washington Inc

Industrials
9.44K
+ 23.14%
$109.09 - $126.48 $1.03M - $1.19M
50.2K $6.04M
DFAU
Dimensional ETF Tr

ETFs
36.3K
New
$37.84 - $42.29 $1.37M - $1.54M
36.3K $1.4M
EMB
Ishares Tr

ETFs
12.6K
+ 18.35%
$88.64 - $92.03 $1.12M - $1.16M
81.2K $7.35M
CNC
Centene Corp

Healthcare
20.2K
+ 30.37%
$55.93 - $65.89 $1.13M - $1.33M
86.7K $5.26M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
37.2K
+ 403.75%
$32.13 - $33.82 $1.2M - $1.26M
46.4K $1.5M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
40.7K
+ 25.97%
$25.93 - $29.28 $1.05M - $1.19M
197K $5.36M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.4K
+ 122.75%
$100.34 - $100.68 $943K - $947K
17.1K $1.72M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
45.9K
+ 12.87%
$18.55 - $18.81 $851K - $863K
403K $7.53M
CB
Chubb LTD

Financial Services
1.12K
+ 5.47%
$257.71 - $301.99 $288K - $338K
21.6K $6.51M
CDW
Cdw Corp

Technology
6.23K
+ 27.33%
$160.26 - $206.13 $998K - $1.28M
29K $4.65M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11.7K
New
$51.52 - $52.37 $604K - $614K
11.7K $613K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.33K
+ 67.73%
$307.43 - $357.48 $715K - $831K
5.76K $1.78M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.62K
+ 68.29%
$308.86 - $455.36 $502K - $740K
4K $1.41M
L
Loews Corp

Financial Services
1.03K
+ 1.56%
$81.13 - $91.91 $83.7K - $94.9K
67.4K $6.19M
AVSC
American Centy ETF Tr Avantis
37.6K
+ 17.09%
$48.08 - $56.12 $1.81M - $2.11M
258K $12.5M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
16.6K
+ 21.23%
$34.08 - $35.99 $565K - $597K
94.7K $3.25M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
926
+ 94.39%
$522.96 - $601.18 $484K - $557K
1.91K $1.02M
MMM
3 M CO

Industrials
1.84K
+ 19.48%
$129.7 - $155.12 $239K - $286K
11.3K $1.66M
OPRT
Oportun Financial Corp

Financial Services
23.6K
+ 13.67%
$3.61 - $8.7 $85.3K - $206K
197K $1.08M
EFG
Msci Eafe Growth ETF

ETFs
2.99K
+ 11.89%
$96.1 - $106.37 $287K - $318K
28.1K $2.81M
SSO
Proshares Ultra S&P 500

ETFs
5.1K
+ 90.03%
$80.57 - $100.21 $411K - $511K
10.8K $891K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.83K
+ 7.34%
$551.42 - $612.93 $1.01M - $1.12M
26.7K $14.9M
CGUS
Capital Group Core Equity ETF
15.3K
+ 14.12%
$33.08 - $36.62 $506K - $561K
124K $4.13M
Activity Summary
Buys All Purchases 185 New Holdings 33 Increased Positions 152 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 1
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