Berger Financial Group, Inc Incresed Positions in Q4 2024

Berger Financial Group, Inc

  • $1.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.64M
+ 327.86%
$25.93 - $105.3 $42.5M - $173M
2.14M $59.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
189K
+ 3183.23%
$33.92 - $36.6 $6.4M - $6.91M
195K $6.74M
BND
Vanguard Bd Index Fd Inc Total

ETFs
73.8K
+ 739.68%
$71.75 - $75.11 $5.29M - $5.54M
83.8K $6.02M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
232K
+ 2161.43%
$20.08 - $20.61 $4.67M - $4.79M
243K $4.9M
AMZN
Amazon Com Inc

Consumer Cyclical
870
+ 0.91%
$180.88 - $232.93 $157K - $203K
96.7K $21.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.74K
+ 28.88%
$521.84 - $558.82 $2.99M - $3.21M
25.6K $13.8M
VTI
Vanguard Total Stock Market Et

ETFs
9.45K
+ 251.12%
$280.04 - $302.45 $2.65M - $2.86M
13.2K $3.83M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.83M
+ 205.13%
$22.4 - $68.28 $41M - $125M
2.73M $63.2M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
60.6K
+ 345.54%
$34.96 - $35.65 $2.12M - $2.16M
78.1K $2.74M
NVDA
Nvidia Corp

Technology
1.82K
+ 1.38%
$117.0 - $148.88 $213K - $271K
134K $18M
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.01%
$161.86 - $196.66 $809 - $983
68.1K $12.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.8M
+ 216.04%
$26.93 - $84.95 $48.6M - $153M
2.64M $72.1M
HTRB
Hartford Fds Total Return Bd E

ETFs
68.7K
+ 11.78%
$33.33 - $35.01 $2.29M - $2.41M
652K $21.7M
AVSC
American Centy ETF Tr Avantis
20.6K
+ 10.31%
$52.7 - $59.57 $1.08M - $1.23M
220K $12M
DFAS
Dimensional ETF Tr U S Small C

ETFs
16K
+ 268.37%
$63.58 - $71.15 $1.02M - $1.14M
21.9K $1.43M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
41.5K
+ 177.76%
$23.25 - $23.37 $964K - $969K
64.8K $1.51M
XEL
Xcel Energy Inc

Utilities
11.4K
+ 42.59%
$62.16 - $72.92 $710K - $832K
38.2K $2.58M
PANW
Palo Alto Networks Inc

Technology
6.03K
+ 358.35%
$181.96 - $405.9 $1.1M - $2.45M
7.71K $1.4M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
20.7K
+ 281.42%
$34.64 - $35.72 $718K - $740K
28.1K $990K
QQQ
Invesco Qqq Trust, Series 1

ETFs
480
+ 2.55%
$481.22 - $538.17 $231K - $258K
19.3K $9.85M
AVGO
Broadcom Inc.

Technology
76
+ 0.75%
$159.67 - $250.0 $12.1K - $19K
10.2K $2.37M
BMY
Bristol Myers Squibb CO

Healthcare
1.5K
+ 1.46%
$51.92 - $59.94 $77.8K - $89.8K
104K $5.88M
BA
Boeing CO

Industrials
929
+ 5.69%
$138.14 - $180.72 $128K - $168K
17.3K $3.06M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
24.3K
+ 2.83%
$48.48 - $49.47 $1.18M - $1.2M
882K $42.9M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
31.2K
+ 9.59%
$18.59 - $18.8 $580K - $587K
357K $6.64M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
24.3K
+ 12.1%
$20.6 - $20.71 $500K - $502K
225K $4.64M
HD
Home Depot, Inc.

Consumer Cyclical
1.78K
+ 14.43%
$385.02 - $431.37 $684K - $766K
14.1K $5.48M
IWY
Ishares Tr Russell 200 Growth

ETFs
497
+ 2.29%
$216.72 - $244.71 $108K - $122K
22.2K $5.23M
L
Loews Corp

Financial Services
827
+ 1.26%
$76.49 - $87.05 $63.3K - $72K
66.3K $5.62M
USFR
Wisdomtree Floating Rate Treas

ETFs
8.67K
+ 70.35%
$50.23 - $50.46 $436K - $438K
21K $1.06M
KR
Kroger CO

Consumer Defensive
637
+ 0.62%
$55.21 - $63.3 $35.2K - $40.3K
104K $6.35M
NFLX
Netflix Inc

Communication Services
77
+ 4.0%
$687.65 - $936.56 $52.9K - $72.1K
2K $1.79M
MGK
Vanguard Mega Cap Growth ETF

ETFs
972
+ 39.48%
$316.94 - $357.88 $308K - $348K
3.43K $1.18M
JPM
Jpmorgan Chase & CO

Financial Services
114
+ 0.94%
$205.18 - $250.29 $23.4K - $28.5K
12.3K $2.95M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.09K
+ 16.63%
$61.52 - $66.5 $313K - $338K
35.7K $2.28M
GOOG
Alphabet Inc.

Communication Services
147
+ 0.99%
$163.08 - $198.16 $24K - $29.1K
15K $2.86M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
4.78K
+ 3.0%
$66.67 - $74.08 $318K - $354K
164K $11.1M
WFC
Wells Fargo & Company

Financial Services
3.15K
+ 34.74%
$54.98 - $77.35 $173K - $244K
12.2K $859K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
46.6K
+ 12.58%
$34.13 - $37.35 $1.59M - $1.74M
417K $14.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.35K
+ 59.18%
$58.88 - $64.8 $374K - $411K
17.1K $1.01M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
17K
+ 9.24%
$19.38 - $19.58 $329K - $332K
200K $3.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.06K
+ 68.18%
$66.77 - $71.52 $271K - $290K
10K $690K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
2.14K
+ 0.76%
$60.34 - $65.34 $129K - $140K
283K $17.4M
EMB
Ishares Tr

ETFs
5.99K
+ 9.57%
$88.94 - $93.46 $533K - $560K
68.6K $6.11M
NWSA
News Corp

Communication Services
2.46K
+ 1.24%
$25.68 - $29.86 $63K - $73.3K
201K $5.54M
VT
Vanguard Total World Stk Index

ETFs
2.09K
+ 107.34%
$117.09 - $123.07 $245K - $257K
4.04K $474K
CEG
Constellation Energy Corp

Utilities
1.2K
+ 123.2%
$224.28 - $285.52 $269K - $343K
2.17K $488K
TJX
Tjx Companies Inc

Consumer Cyclical
452
+ 0.9%
$112.15 - $127.2 $50.7K - $57.5K
50.9K $6.15M
BSX
Boston Scientific Corp

Healthcare
1.92K
+ 23.28%
$83.62 - $91.5 $161K - $176K
10.2K $909K
Activity Summary
Buys All Purchases 209 New Holdings 50 Increased Positions 159 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 1
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