Berger Financial Group, Inc Purchases in Q2 2025

Berger Financial Group, Inc

  • $1.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
94
+ 0.76%
$19.1 - $23.83 $1.8K - $2.24K
12.5K $298K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.02%
$62.73 - $78.42 $62.7 - $78.4
4.06K $314K
ABC
Amerisourcebergen Corp

Healthcare
113
+ 0.49%
N/A
23.1K $4.27M
XLP
Consumer Staples Sector Spdr

ETFs
288
+ 0.84%
N/A
34.5K $2.62M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.03%
$71.86 - $82.66 $71.9 - $82.7
3.28K $270K
AVY
Avery Dennison Corp

Industrials
506
+ 1.73%
$159.58 - $183.97 $80.7K - $93.1K
29.8K $5.23M
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.08%
$197.25 - $244.33 $197 - $244
1.28K $310K
DFSV
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.03%
$24.21 - $29.47 $48.4 - $58.9
7.77K $228K
INTC
Intel Corp

Technology
543
+ 5.44%
$18.13 - $22.69 $9.84K - $12.3K
10.5K $235K
ENB
Enbridge Inc

Energy
24
+ 0.42%
$41.09 - $47.16 $986 - $1.13K
5.77K $261K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
14
+ 0.08%
$47.89 - $48.65 $670 - $681
16.7K $811K
SUB
Ishares Short Term National Mu

ETFs
3
+ 0.06%
$104.77 - $106.34 $314 - $319
4.96K $527K
D
Dominion Energy, Inc

Utilities
24
+ 0.46%
$49.66 - $58.0 $1.19K - $1.39K
5.27K $297K
MCD
Mcdonalds Corp

Consumer Cyclical
178
+ 7.29%
$285.55 - $321.23 $50.8K - $57.2K
2.62K $765K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1
+ 0.02%
$43.28 - $50.37 $43.3 - $50.4
4.52K $226K
VZ
Verizon Communications Inc

Communication Services
547
+ 5.31%
$41.67 - $45.62 $22.8K - $25K
10.9K $469K
Tidal Tr Ii
12.9K
New
N/A
12.9K $0
CGMU
Capital Group Core Plus Income
24.7K
New
N/A
24.7K $0
IT
Gartner Inc

Technology
419
+ 3.84%
$377.5 - $449.52 $158K - $188K
11.3K $4.58M
RYT
Invesco S&P 500 Equal Weight T

ETFs
2
+ 0.01%
N/A
16.4K $0
Ge Vernova Inc
101
+ 11.37%
N/A
989 $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
7
+ 0.07%
N/A
9.68K $0
RZG
Invesco Fd Tr S&P Smallcap 600
411
+ 2.23%
N/A
18.8K $0
Vaneck Bitcoin ETF
40.8K
+ 7.02%
N/A
622K $0
Grayscale Bitcoin Mini Tr Et
10.4K
+ 78.87%
N/A
23.5K $0
EOCT
Innovator Etfs Tr Emerging Mar
72
+ 0.16%
N/A
45.2K $0
Goldman Sachs ETF Tr
14.5K
New
N/A
14.5K $0
Innovator Etfs Trust
54
+ 0.84%
N/A
6.49K $0
Te Connectivity PLC
378
+ 1.01%
N/A
37.8K $0
American Centy ETF Tr
7.52K
+ 3.55%
N/A
219K $0
Innovator Etfs Trust
15K
+ 35.8%
N/A
56.8K $0
Fidelity Covington Trust
3.33K
+ 1.66%
N/A
204K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
4.06K
New
N/A
4.06K $0
BNDI
Shp ETF Tr Neos Enhanced Incom
1.48K
+ 19.05%
N/A
9.25K $0
Capital Group International
7.58K
New
N/A
7.58K $0
Capital Grp Fixed Incm ETF T
9.13K
+ 14.66%
N/A
71.4K $0
Dimensional ETF Trust
10.4K
+ 41.44%
N/A
35.4K $0
Wisdomtree Tr
4.53K
+ 28.96%
N/A
20.2K $0
Lam Research Corp
2.28K
New
N/A
2.28K $0
Jacobs Solutions Inc
843
+ 2.12%
N/A
40.7K $0
Neos ETF Trust
5.05K
New
N/A
5.05K $0
Capital Group Dividend Growe
3.95K
+ 44.88%
N/A
12.8K $0
Blackrock Inc
20
+ 6.19%
N/A
343 $0
Nushares ETF Tr
11.6K
+ 2.33%
N/A
508K $0
J P Morgan Exchange Traded F
16K
+ 1.28%
N/A
1.27M $0
Dimensional ETF Trust
296
+ 0.95%
N/A
31.5K $0
Pgim ETF Tr
13K
+ 1.85%
N/A
717K $0
Pimco ETF Tr
13.6K
+ 1.37%
N/A
1.01M $0
Rbb Fund Trust
5K
+ 1.6%
N/A
317K $0
Activity Summary
Buys All Purchases 176 New Holdings 17 Increased Positions 159 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 3 Puts 0
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