Berger Financial Group, Inc Purchases in Q4 2024

Berger Financial Group, Inc

  • $1.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.64M
+ 327.86%
$25.93 - $105.3 $42.5M - $173M
2.14M $59.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
189K
+ 3183.23%
$33.92 - $36.6 $6.4M - $6.91M
195K $6.74M
BND
Vanguard Bd Index Fd Inc Total

ETFs
73.8K
+ 739.68%
$71.75 - $75.11 $5.29M - $5.54M
83.8K $6.02M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
232K
+ 2161.43%
$20.08 - $20.61 $4.67M - $4.79M
243K $4.9M
CGUS
Capital Group Core Equity ETF
108K
New
$33.96 - $36.24 $3.68M - $3.93M
108K $3.79M
AMZN
Amazon Com Inc

Consumer Cyclical
870
+ 0.91%
$180.88 - $232.93 $157K - $203K
96.7K $21.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.74K
+ 28.88%
$521.84 - $558.82 $2.99M - $3.21M
25.6K $13.8M
VTI
Vanguard Total Stock Market Et

ETFs
9.45K
+ 251.12%
$280.04 - $302.45 $2.65M - $2.86M
13.2K $3.83M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.83M
+ 205.13%
$22.4 - $68.28 $41M - $125M
2.73M $63.2M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
52K
New
$41.17 - $43.34 $2.14M - $2.25M
52K $2.15M
NVDA
Nvidia Corp

Technology
1.82K
+ 1.38%
$117.0 - $148.88 $213K - $271K
134K $18M
DFIC
Dimensional ETF Tr Dimensional

ETFs
70.7K
New
$25.61 - $28.0 $1.81M - $1.98M
70.7K $1.83M
VUG
Vanguard Growth ETF

ETFs
1.97K
+ 6.27%
$378.79 - $428.11 $747K - $844K
33.4K $13.7M
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.01%
$161.86 - $196.66 $809 - $983
68.1K $12.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.8M
+ 216.04%
$26.93 - $84.95 $48.6M - $153M
2.64M $72.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
16.2K
New
$90.42 - $94.5 $1.46M - $1.53M
16.2K $1.46M
DFAX
Dimensional ETF Tr
54K
New
$24.76 - $27.04 $1.34M - $1.46M
54K $1.34M
HTRB
Hartford Fds Total Return Bd E

ETFs
68.7K
+ 11.78%
$33.33 - $35.01 $2.29M - $2.41M
652K $21.7M
AVSC
American Centy ETF Tr Avantis
20.6K
+ 10.31%
$52.7 - $59.57 $1.08M - $1.23M
220K $12M
JPIB
Jpmorgan International Bond Op

ETFs
24.9K
New
$47.26 - $48.47 $1.18M - $1.21M
24.9K $1.18M
DFAS
Dimensional ETF Tr U S Small C

ETFs
16K
+ 268.37%
$63.58 - $71.15 $1.02M - $1.14M
21.9K $1.43M
DFAT
Dimensional ETF Tr U S Target

ETFs
17.7K
New
$54.54 - $61.04 $964K - $1.08M
17.7K $983K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
41.5K
+ 177.76%
$23.25 - $23.37 $964K - $969K
64.8K $1.51M
DFIV
Dimensional ETF Tr

ETFs
26.6K
New
$34.86 - $37.97 $927K - $1.01M
26.6K $943K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
18.6K
New
$50.23 - $50.47 $936K - $941K
18.6K $936K
XEL
Xcel Energy Inc

Utilities
11.4K
+ 42.59%
$62.16 - $72.92 $710K - $832K
38.2K $2.58M
PANW
Palo Alto Networks Inc

Technology
6.03K
+ 358.35%
$181.96 - $405.9 $1.1M - $2.45M
7.71K $1.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
19K
New
$40.38 - $44.35 $768K - $843K
19K $777K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.66K
New
$100.16 - $100.7 $767K - $771K
7.66K $768K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
20.7K
+ 281.42%
$34.64 - $35.72 $718K - $740K
28.1K $990K
QQQ
Invesco Qqq Trust, Series 1

ETFs
480
+ 2.55%
$481.22 - $538.17 $231K - $258K
19.3K $9.85M
AVGO
Broadcom Inc.

Technology
76
+ 0.75%
$159.67 - $250.0 $12.1K - $19K
10.2K $2.37M
IDEV
Ishares Core Msci Intl Develop

ETFs
9.35K
New
$64.18 - $70.42 $600K - $658K
9.35K $602K
BMY
Bristol Myers Squibb CO

Healthcare
1.5K
+ 1.46%
$51.92 - $59.94 $77.8K - $89.8K
104K $5.88M
BA
Boeing CO

Industrials
929
+ 5.69%
$138.14 - $180.72 $128K - $168K
17.3K $3.06M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.9K
New
$50.02 - $51.24 $547K - $560K
10.9K $548K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
24.3K
+ 2.83%
$48.48 - $49.47 $1.18M - $1.2M
882K $42.9M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
31.2K
+ 9.59%
$18.59 - $18.8 $580K - $587K
357K $6.64M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
24.3K
+ 12.1%
$20.6 - $20.71 $500K - $502K
225K $4.64M
HD
Home Depot, Inc.

Consumer Cyclical
1.78K
+ 14.43%
$385.02 - $431.37 $684K - $766K
14.1K $5.48M
IEMG
Ishares Inc

ETFs
9.1K
New
N/A
9.1K $487K
IWY
Ishares Tr Russell 200 Growth

ETFs
497
+ 2.29%
$216.72 - $244.71 $108K - $122K
22.2K $5.23M
L
Loews Corp

Financial Services
827
+ 1.26%
$76.49 - $87.05 $63.3K - $72K
66.3K $5.62M
USFR
Wisdomtree Floating Rate Treas

ETFs
8.67K
+ 70.35%
$50.23 - $50.46 $436K - $438K
21K $1.06M
KR
Kroger CO

Consumer Defensive
637
+ 0.62%
$55.21 - $63.3 $35.2K - $40.3K
104K $6.35M
NFLX
Netflix Inc

Communication Services
77
+ 4.0%
$687.65 - $936.56 $52.9K - $72.1K
2K $1.79M
CGDV
Capital Group Divid Value ETF

ETFs
11.1K
New
$35.16 - $37.12 $389K - $410K
11.1K $389K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17.1K
New
$22.72 - $23.0 $388K - $393K
17.1K $389K
MGK
Vanguard Mega Cap Growth ETF

ETFs
972
+ 39.48%
$316.94 - $357.88 $308K - $348K
3.43K $1.18M
Activity Summary
Buys All Purchases 209 New Holdings 50 Increased Positions 159 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 1
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