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
OXY
Occidental Petroleum Corp

Energy
799
+ 11.21%
$45.45 - $52.7 $36.3K - $42.1K
7.93K $391K
DE
Deere & CO

Industrials
2
+ 0.28%
$408.57 - $509.27 $817 - $1.02K
708 $332K
WFC
Wells Fargo & Company

Financial Services
167
+ 1.37%
$66.78 - $81.42 $11.2K - $13.6K
12.4K $890K
MBB
Ishares Tr

ETFs
238
+ 7.63%
$90.37 - $94.08 $21.5K - $22.4K
3.36K $315K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
830
+ 8.1%
$24.6 - $24.99 $20.4K - $20.7K
11.1K $276K
LVHI
Franklin International Low Vol

ETFs
17
+ 0.16%
$30.53 - $32.85 $519 - $558
10.9K $351K
BNDX
Vanguard Total International B

ETFs
439
+ 5.99%
$48.33 - $49.5 $21.2K - $21.7K
7.77K $379K
JEPI
J P Morgan Exchange Traded Fd

ETFs
356
+ 4.44%
$56.17 - $59.71 $20K - $21.3K
8.37K $478K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
540
+ 0.83%
$23.29 - $23.38 $12.6K - $12.6K
65.3K $1.53M
VCIT
Vanguard Intermediate Term Cor

ETFs
133
+ 4.92%
$79.17 - $82.04 $10.5K - $10.9K
2.84K $231K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
82
+ 2.03%
$76.94 - $78.28 $6.31K - $6.42K
4.12K $322K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
80
+ 0.42%
$39.96 - $43.3 $3.2K - $3.46K
19.1K $786K
FISV
Fiserv Inc

Technology
53
+ 0.29%
N/A
18K $2.26M
IEMG
Ishares Inc

ETFs
99
+ 1.09%
N/A
9.19K $493K
FNDX
Schwab Fundamental U S Large C

ETFs
292
+ 0.58%
$23.03 - $25.01 $6.72K - $7.3K
50.4K $1.19M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2
+ 0.01%
$39.61 - $42.65 $79.2 - $85.3
14.6K $595K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
116
+ 0.5%
$7.89 - $8.07 $915 - $936
23.3K $185K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
699
+ 5.97%
$21.23 - $23.75 $14.8K - $16.6K
12.4K $267K
Innovator Etfs Trust
1.57K
+ 8.06%
N/A
21.1K $0
Fidelity Covington Trust
200K
New
N/A
200K $0
Pgim ETF Tr
58.8K
+ 9.11%
N/A
704K $0
Capital Grp Fixed Incm ETF T
62.3K
New
N/A
62.3K $0
Capital Group Dividend Growe
1.1K
+ 14.34%
N/A
8.8K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
4.33K
+ 14.46%
N/A
34.3K $0
Rbb Fund Trust
312K
New
N/A
312K $0
Innovator Etfs Trust
2.19K
+ 4.0%
N/A
57K $0
Vaneck Bitcoin ETF
480K
+ 473.05%
N/A
581K $0
Dimensional ETF Trust
16.8K
+ 204.19%
N/A
25.1K $0
Blackrock Inc
87
+ 36.86%
N/A
323 $0
Jacobs Solutions Inc
4.03K
+ 11.26%
N/A
39.8K $0
J P Morgan Exchange Traded F
113K
+ 9.93%
N/A
1.25M $0
American Centy ETF Tr
25.4K
+ 13.65%
N/A
212K $0
Pimco ETF Tr
67.2K
+ 7.22%
N/A
999K $0
Te Connectivity PLC
631
+ 1.71%
N/A
37.5K $0
Wisdomtree Tr
15.6K
New
N/A
15.6K $0
Innovator Etfs Trust
11.9K
New
N/A
11.9K $0
Innovator Etfs Trust
14.5K
New
N/A
14.5K $0
Innovator Etfs Trust
28K
+ 201.29%
N/A
41.9K $0
Grayscale Bitcoin Mini Tr Et
13.1K
New
N/A
13.1K $0
Ge Vernova Inc
92
+ 11.56%
N/A
888 $0
IOCT
Innovator Etfs Tr Intl Dev Pow
727
+ 1.44%
N/A
51.2K $0
Arista Networks Inc
62
+ 1.79%
N/A
3.53K $0
Nushares ETF Tr
497K
New
N/A
497K $0
Dimensional ETF Trust
2.13K
+ 7.31%
N/A
31.2K $0
EOCT
Innovator Etfs Tr Emerging Mar
28.8K
+ 176.24%
N/A
45.2K $0
BNDI
Shp ETF Tr Neos Enhanced Incom
7.77K
New
N/A
7.77K $0
IVW
Ishares S&P 500 Growth ETF

ETFs
495
+ 9.14%
$92.45 - $106.69 $45.8K - $52.8K
5.91K $548K
MUB
Ishares National Muni Bond ETF

ETFs
18
+ 0.48%
$104.71 - $107.69 $1.88K - $1.94K
3.79K $399K
BAC
Bank Of America Corp

Financial Services
669
+ 4.91%
$39.61 - $47.74 $26.5K - $31.9K
14.3K $596K
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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