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
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
825
+ 0.71%
$30.02 - $31.23 $24.8K - $25.8K
118K $3.62M
RE
Everest Re Group LTD

Financial Services
262
+ 2.08%
N/A
12.9K $4.77M
MO
Altria Group, Inc.

Consumer Defensive
1.45K
+ 23.43%
$49.06 - $57.74 $71.3K - $83.9K
7.65K $400K
FAST
Fastenal CO

Industrials
604
+ 0.79%
$69.99 - $84.35 $42.3K - $50.9K
77K $5.54M
ECL
Ecolab Inc.

Basic Materials
510
+ 26.42%
$234.32 - $261.43 $120K - $133K
2.44K $571K
ABT
Abbott Laboratories

Healthcare
670
+ 9.33%
$111.93 - $119.39 $75K - $80K
7.85K $888K
RPG
Invesco Exchange Traded Fd Tr

ETFs
37
+ 0.11%
$38.88 - $44.07 $1.44K - $1.63K
33.3K $1.37M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
881
+ 13.94%
$81.68 - $82.93 $72K - $73.1K
7.2K $590K
MCK
Mckesson Corp

Healthcare
40
+ 7.26%
$482.27 - $628.5 $19.3K - $25.1K
591 $336K
BAC
Bank Of America Corp

Financial Services
82
+ 0.61%
$39.22 - $47.77 $3.22K - $3.92K
13.6K $599K
MUB
Ishares National Muni Bond ETF

ETFs
571
+ 17.87%
$105.78 - $108.7 $60.4K - $62.1K
3.77K $401K
VIG
Vanguard Dividend Appreciation

ETFs
257
+ 6.64%
N/A
4.13K $752K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
500
+ 13.02%
$53.94 - $58.15 $27K - $29.1K
4.34K $244K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.44K
+ 16.39%
$24.61 - $25.12 $35.5K - $36.2K
10.2K $253K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
141
+ 10.52%
$238.25 - $261.28 $33.6K - $36.8K
1.48K $358K
VO
Vanguard Mid Cap ETF

ETFs
110
+ 7.31%
$261.5 - $284.63 $28.8K - $31.3K
1.62K $426K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.46K
+ 16.21%
$40.41 - $45.12 $59K - $65.9K
10.5K $423K
VLO
Valero Energy Corp

Energy
796
+ 13.75%
$118.59 - $144.02 $94.4K - $115K
6.58K $807K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.8K
+ 210.46%
$27.54 - $83.04 $435K - $1.31M
23.3K $645K
ORCL
Oracle Corp

Technology
292
+ 4.08%
$165.41 - $192.43 $48.3K - $56.2K
7.45K $1.24M
MET
Metlife Inc

Financial Services
228
+ 7.6%
$78.15 - $88.25 $17.8K - $20.1K
3.23K $264K
MCD
Mcdonalds Corp

Consumer Cyclical
149
+ 6.77%
$288.47 - $316.54 $43K - $47.2K
2.35K $681K
HPE
Hewlett Packard Enterprise CO

Technology
11
+ 0.1%
$19.31 - $23.95 $212 - $263
11.2K $238K
JEPI
J P Morgan Exchange Traded Fd

ETFs
417
+ 5.49%
$57.53 - $60.83 $24K - $25.4K
8.01K $461K
OXY
Occidental Petroleum Corp

Energy
451
+ 6.75%
$45.36 - $55.91 $20.5K - $25.2K
7.13K $352K
AZO
Autozone Inc

Consumer Cyclical
1
+ 1.03%
$2981.19 - $3370.27 $2.98K - $3.37K
98 $313K
IBM
International Business Machines Corp

Technology
227
+ 0.65%
$204.9 - $238.04 $46.5K - $54K
35.3K $7.77M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.34K
+ 107.7%
$25.74 - $53.78 $112K - $233K
8.36K $216K
Pimco ETF Tr
12.2K
+ 1.33%
N/A
931K $0
Vaneck Bitcoin ETF
1.53K
+ 1.53%
N/A
101K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
12.3K
+ 100.0%
N/A
24.6K $0
Sila Realty Trust Inc
1.14K
+ 3.83%
N/A
31K $0
Te Connectivity PLC
36.8K
New
N/A
36.8K $0
KOCT
Innovator Laddered Fund Of U.S
2.86K
+ 36.88%
N/A
10.6K $0
Arista Networks Inc
3.47K
New
N/A
3.47K $0
Innovator Etfs Trust
359
+ 1.88%
N/A
19.5K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
24.1K
+ 91.21%
N/A
50.5K $0
Innovator Etfs Trust
1.58K
+ 2.97%
N/A
54.8K $0
Blackrock Inc
236
New
N/A
236 $0
Calamos ETF Tr
28.6K
New
N/A
28.6K $0
EOCT
Innovator Etfs Tr Emerging Mar
16.3K
New
N/A
16.3K $0
Capital Group Dividend Growe
7.7K
New
N/A
7.7K $0
Dimensional ETF Trust
29.1K
New
N/A
29.1K $0
Ge Vernova Inc
796
New
N/A
796 $0
Dimensional ETF Trust
8.24K
New
N/A
8.24K $0
ESG
Flexshares Stoxx Us Esg Select
1.49K
New
N/A
1.49K $0
American Centy ETF Tr
17.3K
+ 10.26%
N/A
186K $0
Fidelity Wise Origin Bitcoin
75
+ 1.03%
N/A
7.36K $0
Jacobs Solutions Inc
701
+ 2.0%
N/A
35.8K $0
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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