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
CRWD
Crowd Strike Holdings, Inc.

Technology
225
+ 10.45%
$275.15 - $388.2 $61.9K - $87.3K
2.38K $813K
PM
Philip Morris International Inc.

Consumer Defensive
1.75K
+ 53.66%
$118.38 - $133.06 $207K - $232K
5K $601K
CASY
Caseys General Stores Inc

Consumer Cyclical
414
+ 61.88%
$366.65 - $427.88 $152K - $177K
1.08K $429K
AXP
American Express CO

Financial Services
382
+ 22.11%
$267.35 - $305.57 $102K - $117K
2.11K $626K
EA
Electronic Arts Inc.

Communication Services
368
+ 1.02%
$140.69 - $167.97 $51.8K - $61.8K
36.6K $5.36M
META
Meta Platforms, Inc.

Communication Services
114
+ 2.5%
$554.08 - $632.68 $63.2K - $72.1K
4.67K $2.75M
GLD
Spdr Gold Trust

ETFs
578
+ 18.63%
$236.59 - $257.5 $137K - $149K
3.68K $891K
GWW
W.W. Grainger, Inc.

Industrials
123
+ 38.56%
$1023.06 - $1220.93 $126K - $150K
442 $465K
MS
Morgan Stanley

Financial Services
11
+ 0.19%
$104.42 - $134.99 $1.15K - $1.48K
5.85K $734K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.39K
+ 4.16%
$19.42 - $19.76 $163K - $166K
210K $4.09M
SSO
Proshares Ultra S&P 500

ETFs
1K
+ 21.44%
$87.92 - $99.73 $87.9K - $99.7K
5.67K $524K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
825
+ 0.71%
$30.02 - $31.23 $24.8K - $25.8K
118K $3.62M
RE
Everest Re Group LTD

Financial Services
262
+ 2.08%
N/A
12.9K $4.77M
MO
Altria Group, Inc.

Consumer Defensive
1.45K
+ 23.43%
$49.06 - $57.74 $71.3K - $83.9K
7.65K $400K
FAST
Fastenal CO

Industrials
604
+ 0.79%
$69.99 - $84.35 $42.3K - $50.9K
77K $5.54M
ECL
Ecolab Inc.

Basic Materials
510
+ 26.42%
$234.32 - $261.43 $120K - $133K
2.44K $571K
ABT
Abbott Laboratories

Healthcare
670
+ 9.33%
$111.93 - $119.39 $75K - $80K
7.85K $888K
RPG
Invesco Exchange Traded Fd Tr

ETFs
37
+ 0.11%
$38.88 - $44.07 $1.44K - $1.63K
33.3K $1.37M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
881
+ 13.94%
$81.68 - $82.93 $72K - $73.1K
7.2K $590K
MCK
Mckesson Corp

Healthcare
40
+ 7.26%
$482.27 - $628.5 $19.3K - $25.1K
591 $336K
BAC
Bank Of America Corp

Financial Services
82
+ 0.61%
$39.22 - $47.77 $3.22K - $3.92K
13.6K $599K
CTSH
Cognizant Technology Solutions Corp

Technology
991
+ 1.5%
$74.37 - $82.32 $73.7K - $81.6K
67.2K $5.17M
MUB
Ishares National Muni Bond ETF

ETFs
571
+ 17.87%
$105.78 - $108.7 $60.4K - $62.1K
3.77K $401K
VIG
Vanguard Dividend Appreciation

ETFs
257
+ 6.64%
N/A
4.13K $752K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
500
+ 13.02%
$53.94 - $58.15 $27K - $29.1K
4.34K $244K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.44K
+ 16.39%
$24.61 - $25.12 $35.5K - $36.2K
10.2K $253K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
141
+ 10.52%
$238.25 - $261.28 $33.6K - $36.8K
1.48K $358K
VO
Vanguard Mid Cap ETF

ETFs
110
+ 7.31%
$261.5 - $284.63 $28.8K - $31.3K
1.62K $426K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.46K
+ 16.21%
$40.41 - $45.12 $59K - $65.9K
10.5K $423K
VLO
Valero Energy Corp

Energy
796
+ 13.75%
$118.59 - $144.02 $94.4K - $115K
6.58K $807K
ORCL
Oracle Corp

Technology
292
+ 4.08%
$165.41 - $192.43 $48.3K - $56.2K
7.45K $1.24M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.8K
+ 210.46%
$27.54 - $83.04 $435K - $1.31M
23.3K $645K
MET
Metlife Inc

Financial Services
228
+ 7.6%
$78.15 - $88.25 $17.8K - $20.1K
3.23K $264K
MCD
Mcdonalds Corp

Consumer Cyclical
149
+ 6.77%
$288.47 - $316.54 $43K - $47.2K
2.35K $681K
HPE
Hewlett Packard Enterprise CO

Technology
11
+ 0.1%
$19.31 - $23.95 $212 - $263
11.2K $238K
JEPI
J P Morgan Exchange Traded Fd

ETFs
417
+ 5.49%
$57.53 - $60.83 $24K - $25.4K
8.01K $461K
AZO
Autozone Inc

Consumer Cyclical
1
+ 1.03%
$2981.19 - $3370.27 $2.98K - $3.37K
98 $313K
OXY
Occidental Petroleum Corp

Energy
451
+ 6.75%
$45.36 - $55.91 $20.5K - $25.2K
7.13K $352K
IBM
International Business Machines Corp

Technology
227
+ 0.65%
$204.9 - $238.04 $46.5K - $54K
35.3K $7.77M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.34K
+ 107.7%
$25.74 - $53.78 $112K - $233K
8.36K $216K
RZG
Invesco Fd Tr S&P Smallcap 600
528
+ 2.88%
N/A
18.8K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
12.3K
+ 100.0%
N/A
24.6K $0
American Centy ETF Tr
17.3K
+ 10.26%
N/A
186K $0
Pimco ETF Tr
12.2K
+ 1.33%
N/A
931K $0
Vaneck Bitcoin ETF
1.53K
+ 1.53%
N/A
101K $0
Sila Realty Trust Inc
1.14K
+ 3.83%
N/A
31K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
38.5K
+ 8.59%
N/A
487K $0
KOCT
Innovator Laddered Fund Of U.S
2.86K
+ 36.88%
N/A
10.6K $0
J P Morgan Exchange Traded F
17.6K
+ 1.57%
N/A
1.14M $0
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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