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
HYD
Vaneck High Yield Muni ETF

ETFs
6.68K
+ 139.35%
$50.79 - $52.53 $339K - $351K
11.5K $586K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
6.05K
+ 32.46%
$50.24 - $50.57 $304K - $306K
24.7K $1.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.3K
New
$57.21 - $65.8 $303K - $348K
5.3K $309K
CTSH
Cognizant Technology Solutions Corp

Technology
4.29K
+ 6.38%
$75.32 - $90.7 $323K - $389K
71.5K $5.47M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
11.6K
+ 78.34%
$24.5 - $24.95 $284K - $289K
26.4K $653K
ENB
Enbridge Inc

Energy
5.74K
New
$41.54 - $45.45 $239K - $261K
5.74K $254K
JPEM
Jp Morgan Diversified Return

ETFs
3.76K
+ 6.29%
$50.81 - $54.04 $191K - $203K
63.6K $3.35M
XLU
Utilities Sector Spdr

ETFs
1.07K
+ 2.14%
$74.7 - $80.27 $79.9K - $85.8K
51K $4.02M
CION
Cion Investment Corp

Financial Services
55.5K
+ 17.0%
$10.35 - $12.55 $574K - $696K
382K $3.95M
BSX
Boston Scientific Corp

Healthcare
1.12K
+ 11.03%
$89.38 - $106.18 $100K - $119K
11.3K $1.14M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.77K
New
$27.56 - $32.1 $214K - $249K
7.77K $218K
MLPA
Global X Mlp ETF

ETFs
4.02K
New
$49.83 - $54.53 $200K - $219K
4.02K $213K
PAYX
Paychex Inc

Industrials
1.38K
New
$136.06 - $154.52 $187K - $213K
1.38K $212K
TD
Toronto Dominion Bank

Financial Services
3.53K
New
$53.12 - $61.15 $187K - $216K
3.53K $211K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.11K
New
$22.25 - $23.0 $203K - $209K
9.11K $209K
CGGO
Capital Group Global Growth Eq

ETFs
7.3K
New
$28.33 - $30.84 $207K - $225K
7.3K $206K
GLD
Spdr Gold Trust

ETFs
67
+ 1.82%
$243.19 - $288.14 $16.3K - $19.3K
3.75K $1.08M
ABT
Abbott Laboratories

Healthcare
67
+ 0.85%
$111.1 - $140.22 $7.44K - $9.39K
7.92K $1.05M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.55K
+ 25.74%
$50.44 - $58.1 $229K - $264K
22.2K $1.14M
DFIV
Dimensional ETF Tr

ETFs
923
+ 3.47%
$35.33 - $40.77 $32.6K - $37.6K
27.5K $1.08M
KO
Coca Cola CO

Consumer Defensive
36
+ 0.25%
$60.81 - $72.32 $2.19K - $2.6K
14.6K $1.05M
META
Meta Platforms, Inc.

Communication Services
335
+ 7.18%
$576.36 - $736.67 $193K - $247K
5K $2.88M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
2.04K
+ 1.55%
$24.29 - $25.89 $49.4K - $52.7K
133K $3.36M
JPM
Jpmorgan Chase & CO

Financial Services
179
+ 1.46%
$225.19 - $279.95 $40.3K - $50.1K
12.5K $3.06M
CVX
Chevron Corp

Energy
92
+ 2.13%
$146.71 - $167.97 $13.5K - $15.5K
4.42K $739K
VIG
Vanguard Dividend Appreciation

ETFs
579
+ 14.02%
N/A
4.71K $857K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.63K
+ 16.54%
$58.81 - $68.2 $213K - $247K
25.5K $1.53M
WMB
Williams Companies, Inc.

Energy
670
+ 6.39%
$54.02 - $61.09 $36.2K - $40.9K
11.2K $666K
ECL
Ecolab Inc.

Basic Materials
175
+ 7.17%
$229.72 - $269.82 $40.2K - $47.2K
2.62K $662K
CGDV
Capital Group Divid Value ETF

ETFs
2.37K
+ 21.41%
$34.95 - $37.36 $82.7K - $88.4K
13.4K $478K
MCD
Mcdonalds Corp

Consumer Cyclical
90
+ 3.83%
$279.74 - $321.29 $25.2K - $28.9K
2.44K $762K
PLTR
Palantir Technologies Inc.

Technology
527
+ 14.13%
$64.98 - $124.62 $34.2K - $65.7K
4.26K $359K
LYG
Lloyds Banking Group PLC

Financial Services
19.6K
New
$2.58 - $3.9 $50.7K - $76.6K
19.6K $74K
BOND
Pimco Active Bond Exchange Tra

ETFs
429
+ 2.66%
$89.27 - $92.9 $38.3K - $39.9K
16.6K $1.53M
O
Realty Income Corp

Real Estate
835
+ 18.81%
$51.67 - $58.49 $43.1K - $48.8K
5.28K $306K
MCK
Mckesson Corp

Healthcare
12
+ 2.03%
$566.21 - $672.99 $6.79K - $8.08K
603 $405K
FNDF
Schwab Fundamental Intl Large

ETFs
1.25K
+ 19.98%
$32.9 - $37.45 $41.1K - $46.8K
7.5K $271K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
761
+ 2.23%
$44.41 - $45.98 $33.8K - $35K
34.9K $1.59M
SYK
Stryker Corp

Healthcare
20
+ 0.46%
$355.18 - $399.9 $7.1K - $8K
4.35K $1.62M
MO
Altria Group, Inc.

Consumer Defensive
21
+ 0.27%
$50.81 - $60.02 $1.07K - $1.26K
7.68K $460K
NWSA
News Corp

Communication Services
4.35K
+ 2.16%
$26.29 - $30.49 $114K - $133K
205K $5.59M
IDEV
Ishares Core Msci Intl Develop

ETFs
113
+ 1.21%
$63.77 - $71.36 $7.21K - $8.06K
9.46K $651K
WM
Waste Management Inc

Industrials
4
+ 0.26%
$200.54 - $233.78 $802 - $935
1.53K $354K
SLV
I Shares Silver Trust

ETFs
88
+ 0.99%
$26.93 - $31.32 $2.37K - $2.76K
8.96K $277K
FDD
First Trust Stoxx European Sel

ETFs
570
+ 3.72%
$11.08 - $13.94 $6.32K - $7.95K
15.9K $215K
LNG
Cheniere Energy, Inc.

Energy
95
+ 8.05%
$209.32 - $253.66 $19.9K - $24.1K
1.28K $295K
IEFA
Ishares Tr

ETFs
173
+ 3.28%
$69.57 - $78.65 $12K - $13.6K
5.44K $411K
SHEL
Shell PLC

Energy
3
+ 0.08%
$62.84 - $73.29 $189 - $220
3.78K $276K
IBB
Ishares Biotechnology ETF

ETFs
389
+ 15.01%
$127.9 - $140.56 $49.8K - $54.7K
2.98K $381K
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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