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
JPM
Jpmorgan Chase & CO

Financial Services
114
+ 0.94%
$205.18 - $250.29 $23.4K - $28.5K
12.3K $2.95M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.09K
+ 16.63%
$61.52 - $66.5 $313K - $338K
35.7K $2.28M
GOOG
Alphabet Inc.

Communication Services
147
+ 0.99%
$163.08 - $198.16 $24K - $29.1K
15K $2.86M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
4.78K
+ 3.0%
$66.67 - $74.08 $318K - $354K
164K $11.1M
WFC
Wells Fargo & Company

Financial Services
3.15K
+ 34.74%
$54.98 - $77.35 $173K - $244K
12.2K $859K
IBB
Ishares Biotechnology ETF

ETFs
2.59K
New
$131.21 - $148.85 $340K - $386K
2.59K $342K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
46.6K
+ 12.58%
$34.13 - $37.35 $1.59M - $1.74M
417K $14.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.35K
+ 59.18%
$58.88 - $64.8 $374K - $411K
17.1K $1.01M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
17K
+ 9.24%
$19.38 - $19.58 $329K - $332K
200K $3.9M
AVUV
American Centy ETF Tr Avantis

ETFs
3.08K
New
$94.37 - $106.41 $290K - $327K
3.08K $296K
PLTR
Palantir Technologies Inc.

Technology
3.73K
New
$36.46 - $82.38 $136K - $307K
3.73K $282K
APP
App Lovin Corp

Technology
864
New
$130.67 - $401.5 $113K - $347K
864 $279K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
2.14K
+ 0.76%
$60.34 - $65.34 $129K - $140K
283K $17.4M
EXC
Exelon Corp

Utilities
7.13K
New
$36.22 - $40.97 $258K - $292K
7.13K $268K
VBR
Vanguard Small Cap Value ETF

ETFs
1.34K
New
$197.36 - $217.3 $265K - $292K
1.34K $266K
ITW
Illinois Tool Works Inc

Industrials
1.03K
New
$253.56 - $278.5 $262K - $287K
1.03K $261K
IWM
Ishares Russell 2000 ETF

ETFs
1.18K
New
$216.13 - $242.4 $256K - $287K
1.18K $261K
EMB
Ishares Tr

ETFs
5.99K
+ 9.57%
$88.94 - $93.46 $533K - $560K
68.6K $6.11M
HYD
Vaneck High Yield Muni ETF

ETFs
4.79K
New
$51.09 - $53.06 $245K - $254K
4.79K $248K
NWSA
News Corp

Communication Services
2.46K
+ 1.24%
$25.68 - $29.86 $63K - $73.3K
201K $5.54M
IAU
Ishares Gold Trust

ETFs
5K
New
$48.37 - $52.65 $242K - $263K
5K $247K
VT
Vanguard Total World Stk Index

ETFs
2.09K
+ 107.34%
$117.09 - $123.07 $245K - $257K
4.04K $474K
SHEL
Shell PLC

Energy
3.77K
New
$60.63 - $70.23 $229K - $265K
3.77K $236K
CEG
Constellation Energy Corp

Utilities
1.2K
+ 123.2%
$224.28 - $285.52 $269K - $343K
2.17K $488K
SLV
I Shares Silver Trust

ETFs
8.87K
New
$26.33 - $31.74 $234K - $282K
8.87K $233K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.92K
New
$59.25 - $72.99 $232K - $286K
3.92K $233K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
5.39K
New
$42.95 - $45.72 $231K - $246K
5.39K $232K
DFIP
Dimensional ETF Tr Inflation P

ETFs
5.63K
New
$40.31 - $42.43 $227K - $239K
5.63K $227K
APO
Apollo Global Management, Inc.

Financial Services
1.36K
New
$131.36 - $178.61 $178K - $242K
1.36K $224K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.92K
New
$111.85 - $120.71 $215K - $232K
1.92K $221K
TJX
Tjx Companies Inc

Consumer Cyclical
452
+ 0.9%
$112.15 - $127.2 $50.7K - $57.5K
50.9K $6.15M
PTF
Invesco Exchange Traded Fd Tr

ETFs
3.01K
New
$62.32 - $80.47 $188K - $243K
3.01K $218K
BSX
Boston Scientific Corp

Healthcare
1.92K
+ 23.28%
$83.62 - $91.5 $161K - $176K
10.2K $909K
DFAI
Dimensional ETF Tr

ETFs
7.3K
New
$29.0 - $31.6 $212K - $231K
7.3K $213K
LUV
Southwest Airlines CO

Industrials
6.29K
New
$28.99 - $34.84 $182K - $219K
6.29K $211K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.47K
New
$22.1 - $22.59 $209K - $214K
9.47K $210K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.6K
New
$21.81 - $22.48 $209K - $216K
9.6K $210K
CRWD
Crowd Strike Holdings, Inc.

Technology
225
+ 10.45%
$275.15 - $388.2 $61.9K - $87.3K
2.38K $813K
PM
Philip Morris International Inc.

Consumer Defensive
1.75K
+ 53.66%
$118.38 - $133.06 $207K - $232K
5K $601K
CASY
Caseys General Stores Inc

Consumer Cyclical
414
+ 61.88%
$366.65 - $427.88 $152K - $177K
1.08K $429K
AXP
American Express CO

Financial Services
382
+ 22.11%
$267.35 - $305.57 $102K - $117K
2.11K $626K
EA
Electronic Arts Inc.

Communication Services
368
+ 1.02%
$140.69 - $167.97 $51.8K - $61.8K
36.6K $5.36M
META
Meta Platforms, Inc.

Communication Services
114
+ 2.5%
$554.08 - $632.68 $63.2K - $72.1K
4.67K $2.75M
GLD
Spdr Gold Trust

ETFs
578
+ 18.63%
$236.59 - $257.5 $137K - $149K
3.68K $891K
GWW
W.W. Grainger, Inc.

Industrials
123
+ 38.56%
$1023.06 - $1220.93 $126K - $150K
442 $465K
MS
Morgan Stanley

Financial Services
11
+ 0.19%
$104.42 - $134.99 $1.15K - $1.48K
5.85K $734K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.39K
+ 4.16%
$19.42 - $19.76 $163K - $166K
210K $4.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
116
+ 3.03%
$172.07 - $207.36 $20K - $24.1K
3.95K $779K
SSO
Proshares Ultra S&P 500

ETFs
1K
+ 21.44%
$87.92 - $99.73 $87.9K - $99.7K
5.67K $524K
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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