Berger Financial Group, Inc Incresed Positions in Q3 2024

Berger Financial Group, Inc

  • $1.18 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
42.5K
+ 5.36%
$77.02 - $85.06 $3.27M - $3.61M
835K $70.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.3K
+ 7.37%
$92.63 - $105.69 $3.18M - $3.63M
500K $52.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
25.4K
+ 2.93%
$61.11 - $67.85 $1.55M - $1.73M
893K $60.6M
AAPL
Apple Inc.

Technology
3.73K
+ 2.23%
$207.23 - $234.82 $773K - $876K
171K $39.9M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
123K
+ 80.72%
$31.31 - $33.23 $3.86M - $4.09M
276K $9.16M
UNH
Unitedhealth Group Inc

Healthcare
3.05K
+ 14.16%
$488.01 - $604.18 $1.49M - $1.84M
24.6K $14.4M
LMT
Lockheed Martin Corp

Industrials
1.73K
+ 11.64%
$460.3 - $584.56 $794K - $1.01M
16.6K $9.68M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24.4K
+ 7.62%
$41.9 - $48.26 $1.02M - $1.18M
345K $16.5M
LLY
Eli Lilly & CO

Healthcare
2.84K
+ 97.97%
$772.14 - $960.02 $2.19M - $2.73M
5.74K $5.09M
COST
Costco Wholesale Corp

Consumer Defensive
2.15K
+ 16.13%
$801.83 - $917.05 $1.73M - $1.98M
15.5K $13.8M
HTRB
Hartford Fds Total Return Bd E

ETFs
39.2K
+ 7.2%
$33.29 - $35.33 $1.3M - $1.38M
583K $20.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.58K
+ 4.15%
$96.25 - $101.98 $922K - $976K
241K $24.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
28.9K
+ 8.46%
$33.74 - $37.96 $975K - $1.1M
370K $13.9M
VTV
Vanguard Value ETF

ETFs
4.39K
+ 5.83%
$159.75 - $174.57 $701K - $766K
79.7K $13.9M
ABBV
Abb Vie Inc.

Healthcare
8.09K
+ 136.18%
$163.84 - $199.33 $1.33M - $1.61M
14K $2.77M
MSFT
Microsoft Corp

Technology
6.01K
+ 11.4%
$395.15 - $467.56 $2.37M - $2.81M
58.7K $25.3M
GOOGL
Alphabet Inc.

Communication Services
14.8K
+ 27.86%
$148.65 - $191.18 $2.21M - $2.84M
68.1K $11.3M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.13K
+ 0.84%
$47.95 - $49.61 $342K - $353K
857K $42.4M
HD
Home Depot, Inc.

Consumer Cyclical
1.9K
+ 18.29%
$333.64 - $405.2 $635K - $771K
12.3K $4.99M
PH
Parker Hannifin Corp

Industrials
2.08K
+ 411.46%
$501.01 - $635.92 $1.04M - $1.32M
2.59K $1.64M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
8.32K
+ 5.52%
$61.71 - $68.15 $513K - $567K
159K $10.8M
DHR
Danaher Corp

Healthcare
4.44K
+ 195.04%
$239.25 - $280.76 $1.06M - $1.25M
6.72K $1.87M
JPM
Jpmorgan Chase & CO

Financial Services
5.7K
+ 87.94%
$194.9 - $224.8 $1.11M - $1.28M
12.2K $2.57M
PEP
Pepsico Inc

Consumer Defensive
6.63K
+ 90.31%
$161.9 - $179.3 $1.07M - $1.19M
14K $2.37M
V
Visa Inc.

Financial Services
2.59K
+ 9.2%
$253.74 - $291.56 $656K - $754K
30.7K $8.43M
BMY
Bristol Myers Squibb CO

Healthcare
221
+ 0.22%
$39.66 - $51.75 $8.76K - $11.4K
103K $5.31M
AMZN
Amazon Com Inc

Consumer Cyclical
8.46K
+ 9.68%
$161.02 - $200.0 $1.36M - $1.69M
95.8K $17.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
248
+ 0.19%
$89.91 - $101.33 $22.3K - $25.1K
132K $13M
TSLA
Tesla, Inc.

Consumer Cyclical
297
+ 2.48%
$191.76 - $263.26 $57K - $78.2K
12.3K $3.22M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
21.2K
+ 32.89%
$33.02 - $35.03 $699K - $741K
85.5K $2.99M
ADBE
Adobe Inc.

Technology
1.61K
+ 122.3%
$508.13 - $586.55 $817K - $943K
2.92K $1.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
454
+ 2.34%
$475.2 - $527.7 $216K - $240K
19.9K $10.5M
FAST
Fastenal CO

Industrials
205
+ 0.27%
$62.09 - $71.83 $12.7K - $14.7K
76.4K $5.46M
UNP
Union Pacific Corp

Industrials
2.63K
+ 277.3%
$221.78 - $256.09 $582K - $672K
3.57K $879K
JNJ
Johnson & Johnson

Healthcare
100
+ 0.25%
$145.48 - $167.38 $14.5K - $16.7K
40.8K $6.61M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.08K
+ 0.75%
$45.87 - $48.53 $95.6K - $101K
279K $13.5M
CTSH
Cognizant Technology Solutions Corp

Technology
274
+ 0.42%
$66.89 - $77.87 $18.3K - $21.3K
66.2K $5.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
948
+ 5.31%
$434.77 - $502.96 $412K - $477K
18.8K $9.17M
EMB
Ishares Tr

ETFs
3.29K
+ 5.54%
$87.75 - $93.74 $289K - $308K
62.6K $5.86M
HSIC
Henry Schein Inc

Healthcare
316
+ 0.48%
$63.92 - $73.22 $20.2K - $23.1K
65.9K $4.8M
CNC
Centene Corp

Healthcare
237
+ 0.36%
$64.89 - $80.23 $15.4K - $19K
65.2K $4.91M
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.14K
+ 36.22%
$56.04 - $62.2 $456K - $506K
30.6K $1.9M
NVDA
Nvidia Corp

Technology
6.84K
+ 5.47%
$98.91 - $134.91 $677K - $923K
132K $16M
META
Meta Platforms, Inc.

Communication Services
496
+ 12.23%
$453.41 - $572.44 $225K - $284K
4.55K $2.61M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
15.3K
+ 13.09%
$23.84 - $25.78 $364K - $394K
132K $3.37M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
15.7K
+ 5.08%
$18.19 - $18.81 $286K - $296K
325K $6.12M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.12K
+ 0.73%
$28.08 - $32.61 $31.4K - $36.5K
154K $4.86M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
11.6K
+ 170.09%
$31.92 - $33.91 $370K - $394K
18.4K $624K
IVV
Ishares Core S&P 500 ETF

ETFs
506
+ 19.61%
$520.18 - $576.82 $263K - $292K
3.09K $1.78M
Activity Summary
Buys All Purchases 189 New Holdings 38 Increased Positions 151 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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