Berger Financial Group, Inc Incresed Positions in Q2 2025

Berger Financial Group, Inc

  • $1.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
1.64K
+ 3.22%
$73.09 - $82.77 $120K - $136K
52.6K $4.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
127
+ 3.14%
$141.37 - $228.57 $18K - $29K
4.17K $945K
PANW
Palo Alto Networks Inc

Technology
38
+ 0.49%
$152.44 - $204.64 $5.79K - $7.78K
7.75K $1.59M
DFAX
Dimensional ETF Tr
3.66K
+ 7.18%
$23.37 - $29.39 $85.5K - $108K
54.6K $1.6M
WDAY
Workday, Inc.

Technology
524
+ 2.46%
$210.47 - $274.71 $110K - $144K
21.8K $5.24M
VV
Vanguard Large Cap ETF

ETFs
306
+ 5.17%
$228.25 - $285.3 $69.8K - $87.3K
6.23K $1.78M
SSO
Proshares Ultra S&P 500

ETFs
679
+ 6.31%
$64.8 - $97.72 $44K - $66.4K
11.4K $1.12M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
3.96K
+ 16.05%
$50.29 - $50.56 $199K - $200K
28.7K $1.45M
CTSH
Cognizant Technology Solutions Corp

Technology
1.08K
+ 1.51%
$66.47 - $81.81 $72K - $88.6K
72.6K $5.66M
AMD
Advanced Micro Devices Inc

Technology
10
+ 0.24%
$78.21 - $143.81 $782 - $1.44K
4.26K $604K
AXP
American Express CO

Financial Services
14
+ 0.64%
$231.39 - $318.98 $3.24K - $4.47K
2.2K $702K
DFIV
Dimensional ETF Tr

ETFs
358
+ 1.3%
$34.67 - $43.21 $12.4K - $15.5K
27.9K $1.19M
TJX
Tjx Companies Inc

Consumer Cyclical
231
+ 0.48%
$119.13 - $135.03 $27.5K - $31.2K
48.3K $5.96M
ADSK
Autodesk, Inc.

Technology
441
+ 2.38%
N/A
19K $4.67M
KJUL
Innovator U.S. Small Cap Power

Technology
670
+ 0.93%
$25.96 - $29.2 $17.4K - $19.6K
72.8K $2.13M
SLV
I Shares Silver Trust

ETFs
2.75K
+ 30.72%
$27.08 - $33.74 $74.5K - $92.9K
11.7K $384K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
106
+ 0.31%
$70.7 - $82.14 $7.49K - $8.71K
34.6K $2.84M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
415
+ 3.98%
$58.41 - $72.69 $24.2K - $30.2K
10.8K $788K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.82K
+ 11.46%
$50.28 - $50.47 $91.5K - $91.8K
17.7K $889K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
266
+ 0.12%
$96.84 - $99.46 $25.8K - $26.5K
214K $21.3M
IAU
Ishares Gold Trust

ETFs
1.1K
+ 22.83%
$56.1 - $64.74 $61.9K - $71.4K
5.93K $370K
FE
Firstenergy Corp

Utilities
2.6K
+ 1.84%
$38.31 - $43.17 $99.4K - $112K
143K $5.77M
BSX
Boston Scientific Corp

Healthcare
62
+ 0.55%
$89.7 - $107.41 $5.56K - $6.66K
11.4K $1.22M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
142
+ 0.46%
$33.82 - $37.61 $4.8K - $5.34K
30.8K $1.16M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
682
+ 6.7%
$37.51 - $45.52 $25.6K - $31K
10.9K $492K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.07K
+ 9.12%
$51.68 - $52.76 $55.2K - $56.4K
12.8K $674K
VIG
Vanguard Dividend Appreciation

ETFs
328
+ 6.97%
N/A
5.04K $917K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
579
+ 3.39%
$100.35 - $100.71 $58.1K - $58.3K
17.6K $1.78M
SCHW
Schwab Charles Corp

Financial Services
3
+ 0.08%
$69.06 - $91.24 $207 - $274
3.79K $345K
WMB
Williams Companies, Inc.

Energy
236
+ 2.12%
$54.33 - $62.87 $12.8K - $14.8K
11.4K $715K
FNDX
Schwab Fundamental U S Large C

ETFs
16
+ 0.03%
$20.84 - $24.54 $333 - $393
50.4K $1.24M
FISV
Fiserv Inc

Technology
339
+ 1.88%
N/A
18.4K $2.3M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.62K
+ 14.58%
$24.66 - $25.17 $39.8K - $40.6K
12.7K $319K
FDD
First Trust Stoxx European Sel

ETFs
668
+ 4.21%
$12.08 - $15.54 $8.07K - $10.4K
16.5K $257K
L
Loews Corp

Financial Services
602
+ 0.89%
$80.89 - $92.09 $48.7K - $55.4K
68K $6.23M
CGGO
Capital Group Global Growth Eq

ETFs
352
+ 4.82%
$25.31 - $32.17 $8.91K - $11.3K
7.65K $244K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.12K
+ 0.55%
$19.49 - $19.66 $21.9K - $22.1K
205K $4.03M
VO
Vanguard Mid Cap ETF

ETFs
10
+ 0.65%
$228.54 - $279.83 $2.29K - $2.8K
1.56K $435K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
94
+ 0.76%
$19.1 - $23.83 $1.8K - $2.24K
12.5K $298K
VFH
Vanguard Financial ETF

ETFs
13
+ 0.34%
$104.87 - $127.3 $1.36K - $1.65K
3.87K $492K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.02%
$62.73 - $78.42 $62.7 - $78.4
4.06K $314K
ABC
Amerisourcebergen Corp

Healthcare
113
+ 0.49%
N/A
23.1K $4.27M
XLP
Consumer Staples Sector Spdr

ETFs
288
+ 0.84%
N/A
34.5K $2.62M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.03%
$71.86 - $82.66 $71.9 - $82.7
3.28K $270K
AVY
Avery Dennison Corp

Industrials
506
+ 1.73%
$159.58 - $183.97 $80.7K - $93.1K
29.8K $5.23M
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.08%
$197.25 - $244.33 $197 - $244
1.28K $310K
DFSV
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.03%
$24.21 - $29.47 $48.4 - $58.9
7.77K $228K
INTC
Intel Corp

Technology
543
+ 5.44%
$18.13 - $22.69 $9.84K - $12.3K
10.5K $235K
ENB
Enbridge Inc

Energy
24
+ 0.42%
$41.09 - $47.16 $986 - $1.13K
5.77K $261K
Activity Summary
Buys All Purchases 176 New Holdings 17 Increased Positions 159 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 3 Puts 0
Track This Portfolio

Track Berger Financial Group, Inc Portfolio

Follow Berger Financial Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email