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
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
2.04K
+ 1.55%
$24.29 - $25.89 $49.4K - $52.7K
133K $3.36M
CVX
Chevron Corp

Energy
92
+ 2.13%
$146.71 - $167.97 $13.5K - $15.5K
4.42K $739K
JPM
Jpmorgan Chase & CO

Financial Services
179
+ 1.46%
$225.19 - $279.95 $40.3K - $50.1K
12.5K $3.06M
VIG
Vanguard Dividend Appreciation

ETFs
579
+ 14.02%
N/A
4.71K $857K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.63K
+ 16.54%
$58.81 - $68.2 $213K - $247K
25.5K $1.53M
WMB
Williams Companies, Inc.

Energy
670
+ 6.39%
$54.02 - $61.09 $36.2K - $40.9K
11.2K $666K
ECL
Ecolab Inc.

Basic Materials
175
+ 7.17%
$229.72 - $269.82 $40.2K - $47.2K
2.62K $662K
CGDV
Capital Group Divid Value ETF

ETFs
2.37K
+ 21.41%
$34.95 - $37.36 $82.7K - $88.4K
13.4K $478K
MCD
Mcdonalds Corp

Consumer Cyclical
90
+ 3.83%
$279.74 - $321.29 $25.2K - $28.9K
2.44K $762K
PLTR
Palantir Technologies Inc.

Technology
527
+ 14.13%
$64.98 - $124.62 $34.2K - $65.7K
4.26K $359K
O
Realty Income Corp

Real Estate
835
+ 18.81%
$51.67 - $58.49 $43.1K - $48.8K
5.28K $306K
MCK
Mckesson Corp

Healthcare
12
+ 2.03%
$566.21 - $672.99 $6.79K - $8.08K
603 $405K
FNDF
Schwab Fundamental Intl Large

ETFs
1.25K
+ 19.98%
$32.9 - $37.45 $41.1K - $46.8K
7.5K $271K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
761
+ 2.23%
$44.41 - $45.98 $33.8K - $35K
34.9K $1.59M
SYK
Stryker Corp

Healthcare
20
+ 0.46%
$355.18 - $399.9 $7.1K - $8K
4.35K $1.62M
MO
Altria Group, Inc.

Consumer Defensive
21
+ 0.27%
$50.81 - $60.02 $1.07K - $1.26K
7.68K $460K
NWSA
News Corp

Communication Services
4.35K
+ 2.16%
$26.29 - $30.49 $114K - $133K
205K $5.59M
IDEV
Ishares Core Msci Intl Develop

ETFs
113
+ 1.21%
$63.77 - $71.36 $7.21K - $8.06K
9.46K $651K
WM
Waste Management Inc

Industrials
4
+ 0.26%
$200.54 - $233.78 $802 - $935
1.53K $354K
SLV
I Shares Silver Trust

ETFs
88
+ 0.99%
$26.93 - $31.32 $2.37K - $2.76K
8.96K $277K
FDD
First Trust Stoxx European Sel

ETFs
570
+ 3.72%
$11.08 - $13.94 $6.32K - $7.95K
15.9K $215K
LNG
Cheniere Energy, Inc.

Energy
95
+ 8.05%
$209.32 - $253.66 $19.9K - $24.1K
1.28K $295K
IEFA
Ishares Tr

ETFs
173
+ 3.28%
$69.57 - $78.65 $12K - $13.6K
5.44K $411K
SHEL
Shell PLC

Energy
3
+ 0.08%
$62.84 - $73.29 $189 - $220
3.78K $276K
IBB
Ishares Biotechnology ETF

ETFs
389
+ 15.01%
$127.9 - $140.56 $49.8K - $54.7K
2.98K $381K
OXY
Occidental Petroleum Corp

Energy
799
+ 11.21%
$45.45 - $52.7 $36.3K - $42.1K
7.93K $391K
DE
Deere & CO

Industrials
2
+ 0.28%
$408.57 - $509.27 $817 - $1.02K
708 $332K
WFC
Wells Fargo & Company

Financial Services
167
+ 1.37%
$66.78 - $81.42 $11.2K - $13.6K
12.4K $890K
MBB
Ishares Tr

ETFs
238
+ 7.63%
$90.37 - $94.08 $21.5K - $22.4K
3.36K $315K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
830
+ 8.1%
$24.6 - $24.99 $20.4K - $20.7K
11.1K $276K
LVHI
Franklin International Low Vol

ETFs
17
+ 0.16%
$30.53 - $32.85 $519 - $558
10.9K $351K
BNDX
Vanguard Total International B

ETFs
439
+ 5.99%
$48.33 - $49.5 $21.2K - $21.7K
7.77K $379K
JEPI
J P Morgan Exchange Traded Fd

ETFs
356
+ 4.44%
$56.17 - $59.71 $20K - $21.3K
8.37K $478K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
540
+ 0.83%
$23.29 - $23.38 $12.6K - $12.6K
65.3K $1.53M
VCIT
Vanguard Intermediate Term Cor

ETFs
133
+ 4.92%
$79.17 - $82.04 $10.5K - $10.9K
2.84K $231K
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.43%
$254.06 - $273.83 $1.27K - $1.37K
1.18K $312K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
82
+ 2.03%
$76.94 - $78.28 $6.31K - $6.42K
4.12K $322K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
80
+ 0.42%
$39.96 - $43.3 $3.2K - $3.46K
19.1K $786K
FISV
Fiserv Inc

Technology
53
+ 0.29%
N/A
18K $2.26M
IEMG
Ishares Inc

ETFs
99
+ 1.09%
N/A
9.19K $493K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2
+ 0.01%
$39.61 - $42.65 $79.2 - $85.3
14.6K $595K
FNDX
Schwab Fundamental U S Large C

ETFs
292
+ 0.58%
$23.03 - $25.01 $6.72K - $7.3K
50.4K $1.19M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
116
+ 0.5%
$7.89 - $8.07 $915 - $936
23.3K $185K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
699
+ 5.97%
$21.23 - $23.75 $14.8K - $16.6K
12.4K $267K
Pimco ETF Tr
67.2K
+ 7.22%
N/A
999K $0
Pgim ETF Tr
58.8K
+ 9.11%
N/A
704K $0
Blackrock Inc
87
+ 36.86%
N/A
323 $0
J P Morgan Exchange Traded F
113K
+ 9.93%
N/A
1.25M $0
Arista Networks Inc
62
+ 1.79%
N/A
3.53K $0
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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