Berger Financial Group, Inc Incresed Positions in Q3 2025

Berger Financial Group, Inc

  • $1.36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
55.3K
+ 2.4%
$24.46 - $26.5 $1.35M - $1.47M
2.36M $62.3M
UNH
Unitedhealth Group Inc

Healthcare
13.8K
+ 1974.71%
$237.77 - $353.61 $3.29M - $4.89M
14.5K $5.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.8K
+ 1.05%
$26.38 - $27.95 $839K - $889K
3.06M $83.5M
QCOM
Qualcomm Inc

Technology
19.2K
+ 566.97%
$145.84 - $173.55 $2.8M - $3.34M
22.6K $3.76M
FBT
First Trust Nyse Arca Biotechn

ETFs
2.48K
+ 2.19%
$159.46 - $180.52 $395K - $447K
115K $20.7M
VUG
Vanguard Growth ETF

ETFs
1.42K
+ 4.12%
$433.97 - $484.08 $617K - $688K
35.9K $17.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.46K
+ 74.09%
$362.31 - $405.74 $1.61M - $1.81M
10.5K $4.21M
ABBV
Abb Vie Inc.

Healthcare
5.84K
+ 41.15%
$184.85 - $231.54 $1.08M - $1.35M
20K $4.64M
DFAE
Dimensional ETF Tr

ETFs
6.11K
+ 0.89%
$28.84 - $31.84 $176K - $195K
692K $21.8M
AVSC
American Centy ETF Tr Avantis
2.07K
+ 0.77%
$51.33 - $58.63 $106K - $121K
270K $15.5M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
41.4K
+ 233.52%
$36.71 - $38.11 $1.52M - $1.58M
59.1K $2.25M
APA
Apa Corp

Energy
3.29K
+ 1.3%
$18.06 - $24.69 $59.4K - $81.2K
255K $6.2M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
20.5K
+ 2.07%
$49.05 - $49.99 $1.01M - $1.03M
1.01M $50.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
741
+ 3.49%
$546.99 - $602.2 $405K - $446K
22K $13.2M
DFAI
Dimensional ETF Tr

ETFs
9.49K
+ 1.55%
$34.05 - $36.55 $323K - $347K
622K $22.6M
VTV
Vanguard Value ETF

ETFs
2.34K
+ 2.97%
$175.51 - $186.57 $411K - $437K
81.3K $15.2M
IBM
International Business Machines Corp

Technology
5.65K
+ 17.38%
$234.77 - $292.47 $1.33M - $1.65M
38.2K $10.8M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.65K
+ 2.63%
$67.91 - $74.71 $248K - $273K
142K $10.5M
GOOG
Alphabet Inc.

Communication Services
286
+ 1.93%
$175.16 - $255.24 $50.1K - $73K
15.1K $3.67M
TJX
Tjx Companies Inc

Consumer Cyclical
161
+ 0.33%
$121.35 - $144.54 $19.5K - $23.3K
48.4K $7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
18.1K
+ 13.11%
$41.8 - $43.15 $757K - $782K
156K $6.69M
FE
Firstenergy Corp

Utilities
896
+ 0.62%
$39.76 - $45.82 $35.6K - $41.1K
144K $6.61M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
16.4K
+ 57.07%
$50.37 - $50.7 $824K - $829K
45K $2.28M
HTRB
Hartford Fds Total Return Bd E

ETFs
10.7K
+ 1.28%
$33.47 - $34.58 $358K - $370K
846K $29M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.4K
+ 97.55%
$55.61 - $57.37 $746K - $769K
27.2K $1.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.9K
+ 8.45%
$21.69 - $23.34 $431K - $464K
255K $5.93M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
917
+ 0.45%
$24.02 - $27.91 $22K - $25.6K
203K $5.66M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.83K
+ 0.69%
$46.37 - $47.77 $270K - $279K
845K $40.2M
ABT
Abbott Laboratories

Healthcare
5.24K
+ 66.76%
$120.51 - $136.62 $632K - $716K
13.1K $1.75M
LMT
Lockheed Martin Corp

Industrials
77
+ 0.44%
$410.74 - $499.21 $31.6K - $38.4K
17.5K $8.72M
AVGO
Broadcom Inc.

Technology
200
+ 1.94%
$264.74 - $369.57 $52.9K - $73.9K
10.5K $3.46M
ETN
Eaton Corp PLC

Industrials
1.6K
+ 137.4%
$342.99 - $392.76 $548K - $628K
2.76K $1.03M
XEL
Xcel Energy Inc

Utilities
1.42K
+ 3.88%
$67.56 - $80.65 $95.6K - $114K
37.9K $3.05M
EFG
Msci Eafe Growth ETF

ETFs
4.39K
+ 13.7%
$106.99 - $114.46 $469K - $502K
36.4K $4.14M
IAU
Ishares Gold Trust

ETFs
6.8K
+ 114.51%
$61.62 - $72.77 $419K - $494K
12.7K $926K
IJUL
Innovator Etfs Tr

ETFs
12.2K
+ 6.14%
$31.5 - $32.72 $384K - $399K
211K $6.9M
DFAU
Dimensional ETF Tr

ETFs
8.7K
+ 30.48%
$42.42 - $45.96 $369K - $400K
37.2K $1.7M
LYV
Live Nation Entertainment, Inc.

Communication Services
59
+ 0.15%
$143.56 - $174.06 $8.47K - $10.3K
39.5K $6.46M
ALL
Allstate Corp

Financial Services
252
+ 0.79%
$192.0 - $214.65 $48.4K - $54.1K
32.1K $6.89M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.68K
+ 30.55%
$90.83 - $93.81 $425K - $439K
20K $1.87M
ORCL
Oracle Corp

Technology
61
+ 0.87%
$218.96 - $328.33 $13.4K - $20K
7.05K $1.98M
IVV
Ishares Core S&P 500 ETF

ETFs
467
+ 16.47%
$620.67 - $670.08 $290K - $313K
3.3K $2.21M
EXPD
Expeditors International Of Washington Inc

Industrials
210
+ 0.41%
$111.37 - $124.95 $23.4K - $26.2K
50.9K $6.24M
XLU
Utilities Sector Spdr

ETFs
1.68K
+ 3.19%
$81.14 - $87.32 $136K - $147K
54.3K $4.73M
SUB
Ishares Short Term National Mu

ETFs
4.02K
+ 81.1%
$106.17 - $107.3 $427K - $431K
8.98K $958K
PEP
Pepsico Inc

Consumer Defensive
409
+ 0.92%
$133.81 - $152.16 $54.7K - $62.2K
44.8K $6.29M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.03K
+ 0.95%
$97.75 - $100.75 $198K - $204K
216K $21.7M
JPEM
Jp Morgan Diversified Return

ETFs
4.33K
+ 6.67%
$56.25 - $59.87 $243K - $259K
69.2K $4.08M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.65K
+ 59.8%
$52.39 - $53.11 $401K - $406K
20.4K $1.08M
Activity Summary
Buys All Purchases 220 New Holdings 32 Increased Positions 188 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 5 Puts 0
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