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
NOW
Service Now, Inc.

Technology
62
+ 31.16%
$783.83 - $1170.39 $48.6K - $72.6K
261 $207K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
421
+ 4.21%
$64.88 - $72.1 $27.3K - $30.4K
10.4K $685K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1
+ 0.02%
$48.02 - $53.02 $48 - $53
4.52K $223K
VTI
Vanguard Total Stock Market Et

ETFs
676
+ 5.12%
$271.18 - $303.12 $183K - $205K
13.9K $3.82M
IWM
Ishares Russell 2000 ETF

ETFs
70
+ 5.92%
$198.1 - $229.79 $13.9K - $16.1K
1.25K $249K
GS
Goldman Sachs Group Inc

Financial Services
41
+ 3.07%
$524.81 - $672.19 $21.5K - $27.6K
1.38K $751K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
108
+ 0.99%
$53.6 - $58.97 $5.79K - $6.37K
11.1K $605K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
103
+ 2.37%
$51.45 - $58.51 $5.3K - $6.03K
4.44K $230K
MS
Morgan Stanley

Financial Services
258
+ 4.41%
$111.68 - $141.08 $28.8K - $36.4K
6.1K $712K
VXF
Vanguard Extended Market ETF

ETFs
13
+ 0.94%
$170.36 - $201.04 $2.21K - $2.61K
1.4K $240K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
83
+ 5.6%
$211.47 - $267.17 $17.6K - $22.2K
1.56K $330K
ETN
Eaton Corp PLC

Industrials
125
+ 11.56%
$271.83 - $371.23 $34K - $46.4K
1.21K $327K
AXP
American Express CO

Financial Services
77
+ 3.65%
$255.39 - $325.87 $19.7K - $25.1K
2.19K $588K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.26K
+ 3.54%
$59.61 - $66.71 $75.2K - $84.2K
37K $2.24M
CEG
Constellation Energy Corp

Utilities
20
+ 0.92%
$201.63 - $347.44 $4.03K - $6.95K
2.19K $442K
HON
Honeywell International Inc

Industrials
101
+ 1.93%
$202.75 - $226.52 $20.5K - $22.9K
5.35K $1.13M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
106
+ 0.22%
$51.3 - $56.76 $5.44K - $6.02K
47.4K $2.51M
BX
Blackstone Inc.

Financial Services
19
+ 0.93%
$136.53 - $186.74 $2.59K - $3.55K
2.06K $287K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2
+ 0.06%
$203.38 - $274.79 $407 - $550
3.27K $672K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
99
+ 2.51%
$165.25 - $224.62 $16.4K - $22.2K
4.05K $671K
CRM
Salesforce, Inc.

Technology
28
+ 1.25%
$268.36 - $359.95 $7.51K - $10.1K
2.27K $609K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.43K
+ 7.43%
$468.34 - $539.52 $671K - $773K
20.7K $9.71M
TGT
Target Corp

Consumer Defensive
3
+ 0.05%
$103.65 - $142.5 $311 - $428
5.91K $616K
XLK
Technology Sector Spdr

ETFs
30
+ 0.36%
$206.38 - $242.18 $6.19K - $7.27K
8.34K $1.72M
IWY
Ishares Tr Russell 200 Growth

ETFs
830
+ 3.74%
$210.19 - $243.33 $174K - $202K
23.1K $4.86M
LMT
Lockheed Martin Corp

Industrials
627
+ 3.77%
$423.19 - $506.29 $265K - $317K
17.3K $7.71M
GOOG
Alphabet Inc.

Communication Services
143
+ 0.95%
$156.06 - $207.71 $22.3K - $29.7K
15.1K $2.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
278
+ 1.09%
$507.05 - $563.67 $141K - $157K
25.9K $13.3M
AVGO
Broadcom Inc.

Technology
161
+ 1.58%
$167.43 - $244.7 $27K - $39.4K
10.4K $1.74M
VUG
Vanguard Growth ETF

ETFs
375
+ 1.12%
$369.1 - $427.61 $138K - $160K
33.8K $12.5M
TSLA
Tesla, Inc.

Consumer Cyclical
1.07K
+ 8.82%
$222.15 - $428.22 $239K - $460K
13.3K $3.43M
NVDA
Nvidia Corp

Technology
2.33K
+ 1.74%
$106.98 - $149.43 $249K - $348K
136K $14.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
68.1K
+ 3.18%
$24.91 - $29.02 $1.7M - $1.98M
2.21M $55.3M
AAPL
Apple Inc.

Technology
222
+ 0.13%
$209.68 - $247.1 $46.5K - $54.9K
169K $37.5M
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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