Berger Financial Group, Inc Incresed Positions in Q1 2025

Berger Financial Group, Inc

  • $1.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
530K
+ 189.89%
$45.56 - $47.23 $24.2M - $25M
810K $38.1M
DFAI
Dimensional ETF Tr

ETFs
584K
+ 8005.95%
$28.88 - $32.4 $16.9M - $18.9M
591K $18.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
287K
+ 10.87%
$27.01 - $28.54 $7.75M - $8.19M
2.93M $81.8M
T
At&T Inc.

Communication Services
247K
+ 801.52%
$21.56 - $28.28 $5.32M - $6.97M
277K $7.84M
ALL
Allstate Corp

Financial Services
29.9K
+ 1649.17%
$180.99 - $210.18 $5.41M - $6.28M
31.7K $6.56M
ELV
Elevance Health, Inc.

Healthcare
13.7K
+ 2426.24%
$365.9 - $436.25 $5.01M - $5.97M
14.2K $6.2M
PEP
Pepsico Inc

Consumer Defensive
37.2K
+ 304.32%
$142.64 - $156.42 $5.31M - $5.82M
49.4K $7.41M
CMCSA
Comcast Corp

Communication Services
146K
+ 1949.08%
$33.19 - $38.23 $4.85M - $5.59M
154K $5.67M
LDOS
Leidos Holdings, Inc.

Technology
37.2K
+ 2417.6%
$126.82 - $161.11 $4.72M - $6M
38.8K $5.23M
HTRB
Hartford Fds Total Return Bd E

ETFs
136K
+ 20.86%
$33.03 - $34.09 $4.49M - $4.64M
788K $26.7M
IT
Gartner Inc

Technology
10.4K
+ 2011.41%
$418.25 - $548.38 $4.35M - $5.7M
10.9K $4.58M
JNJ
Johnson & Johnson

Healthcare
9.77K
+ 24.29%
$142.06 - $167.7 $1.39M - $1.64M
50K $8.29M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
50K
+ 96.19%
$40.79 - $42.32 $2.04M - $2.12M
102K $4.29M
VICI
Vici Properties Inc.

Real Estate
30.5K
+ 19.24%
$28.21 - $32.68 $861K - $997K
189K $6.17M
EXPD
Expeditors International Of Washington Inc

Industrials
9.44K
+ 23.14%
$109.09 - $126.48 $1.03M - $1.19M
50.2K $6.04M
EMB
Ishares Tr

ETFs
12.6K
+ 18.35%
$88.64 - $92.03 $1.12M - $1.16M
81.2K $7.35M
CNC
Centene Corp

Healthcare
20.2K
+ 30.37%
$55.93 - $65.89 $1.13M - $1.33M
86.7K $5.26M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
37.2K
+ 403.75%
$32.13 - $33.82 $1.2M - $1.26M
46.4K $1.5M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
40.7K
+ 25.97%
$25.93 - $29.28 $1.05M - $1.19M
197K $5.36M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.4K
+ 122.75%
$100.34 - $100.68 $943K - $947K
17.1K $1.72M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
45.9K
+ 12.87%
$18.55 - $18.81 $851K - $863K
403K $7.53M
CB
Chubb LTD

Financial Services
1.12K
+ 5.47%
$257.71 - $301.99 $288K - $338K
21.6K $6.51M
CDW
Cdw Corp

Technology
6.23K
+ 27.33%
$160.26 - $206.13 $998K - $1.28M
29K $4.65M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.33K
+ 67.73%
$307.43 - $357.48 $715K - $831K
5.76K $1.78M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.62K
+ 68.29%
$308.86 - $455.36 $502K - $740K
4K $1.41M
L
Loews Corp

Financial Services
1.03K
+ 1.56%
$81.13 - $91.91 $83.7K - $94.9K
67.4K $6.19M
AVSC
American Centy ETF Tr Avantis
37.6K
+ 17.09%
$48.08 - $56.12 $1.81M - $2.11M
258K $12.5M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
16.6K
+ 21.23%
$34.08 - $35.99 $565K - $597K
94.7K $3.25M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
926
+ 94.39%
$522.96 - $601.18 $484K - $557K
1.91K $1.02M
MMM
3 M CO

Industrials
1.84K
+ 19.48%
$129.7 - $155.12 $239K - $286K
11.3K $1.66M
OPRT
Oportun Financial Corp

Financial Services
23.6K
+ 13.67%
$3.61 - $8.7 $85.3K - $206K
197K $1.08M
EFG
Msci Eafe Growth ETF

ETFs
2.99K
+ 11.89%
$96.1 - $106.37 $287K - $318K
28.1K $2.81M
SSO
Proshares Ultra S&P 500

ETFs
5.1K
+ 90.03%
$80.57 - $100.21 $411K - $511K
10.8K $891K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.83K
+ 7.34%
$551.42 - $612.93 $1.01M - $1.12M
26.7K $14.9M
CGUS
Capital Group Core Equity ETF
15.3K
+ 14.12%
$33.08 - $36.62 $506K - $561K
124K $4.13M
HYD
Vaneck High Yield Muni ETF

ETFs
6.68K
+ 139.35%
$50.79 - $52.53 $339K - $351K
11.5K $586K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
6.05K
+ 32.46%
$50.24 - $50.57 $304K - $306K
24.7K $1.25M
CTSH
Cognizant Technology Solutions Corp

Technology
4.29K
+ 6.38%
$75.32 - $90.7 $323K - $389K
71.5K $5.47M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
11.6K
+ 78.34%
$24.5 - $24.95 $284K - $289K
26.4K $653K
JPEM
Jp Morgan Diversified Return

ETFs
3.76K
+ 6.29%
$50.81 - $54.04 $191K - $203K
63.6K $3.35M
XLU
Utilities Sector Spdr

ETFs
1.07K
+ 2.14%
$74.7 - $80.27 $79.9K - $85.8K
51K $4.02M
BSX
Boston Scientific Corp

Healthcare
1.12K
+ 11.03%
$89.38 - $106.18 $100K - $119K
11.3K $1.14M
CION
Cion Investment Corp

Financial Services
55.5K
+ 17.0%
$10.35 - $12.55 $574K - $696K
382K $3.95M
GLD
Spdr Gold Trust

ETFs
67
+ 1.82%
$243.19 - $288.14 $16.3K - $19.3K
3.75K $1.08M
ABT
Abbott Laboratories

Healthcare
67
+ 0.85%
$111.1 - $140.22 $7.44K - $9.39K
7.92K $1.05M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.55K
+ 25.74%
$50.44 - $58.1 $229K - $264K
22.2K $1.14M
DFIV
Dimensional ETF Tr

ETFs
923
+ 3.47%
$35.33 - $40.77 $32.6K - $37.6K
27.5K $1.08M
KO
Coca Cola CO

Consumer Defensive
36
+ 0.25%
$60.81 - $72.32 $2.19K - $2.6K
14.6K $1.05M
META
Meta Platforms, Inc.

Communication Services
335
+ 7.18%
$576.36 - $736.67 $193K - $247K
5K $2.88M
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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