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
Jacobs Solutions Inc
701
+ 2.0%
N/A
35.8K $0
Innovator Etfs Trust
1.58K
+ 2.97%
N/A
54.8K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
24.1K
+ 91.21%
N/A
50.5K $0
Innovator Etfs Trust
359
+ 1.88%
N/A
19.5K $0
Fidelity Wise Origin Bitcoin
75
+ 1.03%
N/A
7.36K $0
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.73K
+ 11.69%
$37.12 - $41.23 $139K - $154K
35.7K $1.32M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3
+ 0.08%
$60.51 - $65.57 $182 - $197
3.56K $216K
MGV
Vanguard Mega Cap Value

ETFs
42
+ 1.34%
$124.06 - $133.48 $5.21K - $5.61K
3.17K $395K
SPIB
Spdr Portfolio Intermediate Te

ETFs
15
+ 0.21%
$32.65 - $33.68 $490 - $505
6.99K $229K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
60
+ 0.41%
$40.26 - $42.88 $2.42K - $2.57K
14.6K $591K
XLI
Industrial Sector Spdr

ETFs
5
+ 0.15%
$131.76 - $143.99 $659 - $720
3.4K $447K
VHT
Vanguard Health Care ETF

ETFs
72
+ 6.52%
$250.81 - $283.3 $18.1K - $20.4K
1.18K $298K
D
Dominion Energy, Inc

Utilities
139
+ 2.72%
$52.63 - $60.92 $7.32K - $8.47K
5.24K $282K
BP
Bp PLC

Energy
21
+ 0.21%
$28.16 - $33.14 $591 - $696
10.2K $301K
IEF
Ishares Barclays

ETFs
65
+ 1.48%
$92.08 - $98.18 $5.99K - $6.38K
4.47K $413K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
95
+ 0.27%
$77.23 - $82.11 $7.34K - $7.8K
34.8K $2.71M
LOW
Lowes Companies Inc

Consumer Cyclical
18
+ 1.71%
$244.52 - $284.07 $4.4K - $5.11K
1.07K $264K
DGS
Wisdomtree Emerging Markets Sm

ETFs
13
+ 0.25%
$48.87 - $53.53 $635 - $696
5.13K $251K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.02%
$63.27 - $70.31 $63.3 - $70.3
4.06K $257K
LLY
Eli Lilly & CO

Healthcare
803
+ 13.99%
$727.2 - $932.06 $584K - $748K
6.54K $5.05M
GE
General Electric CO

Industrials
189
+ 6.01%
$159.95 - $194.23 $30.2K - $36.7K
3.33K $555K
IEFA
Ishares Tr

ETFs
35
+ 0.67%
$70.06 - $77.43 $2.45K - $2.71K
5.27K $370K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
144
+ 2.25%
$58.46 - $65.6 $8.42K - $9.45K
6.53K $382K
TSCO
Tractor Supply CO

Consumer Cyclical
6.35K
+ 396.26%
$52.59 - $303.74 $334K - $1.93M
7.96K $422K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
375
+ 0.8%
$54.15 - $58.81 $20.3K - $22.1K
47.3K $2.57M
MMM
3 M CO

Industrials
160
+ 1.72%
$124.74 - $137.12 $20K - $21.9K
9.46K $1.22M
SCHV
Schwab Strategic Tr Us Large C

ETFs
55.1K
+ 200.54%
$25.79 - $80.4 $1.42M - $4.43M
82.6K $2.15M
PRU
Prudential Financial Inc

Financial Services
551
+ 1.17%
$114.59 - $129.52 $63.1K - $71.4K
47.8K $5.66M
SCCO
Southern Copper Corp

Basic Materials
11
+ 0.46%
$91.13 - $117.95 $1K - $1.3K
2.4K $218K
SCHA
Schwab Strategic Tr Us Small C

ETFs
68.7K
+ 95.73%
$25.33 - $51.16 $1.74M - $3.52M
141K $3.63M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.3K
+ 8.2%
$44.04 - $49.49 $1.25M - $1.4M
374K $16.4M
XOM
Exxon Mobil Corp

Energy
803
+ 4.92%
$105.51 - $125.37 $84.7K - $101K
17.1K $1.84M
TGT
Target Corp

Consumer Defensive
268
+ 4.76%
$121.59 - $160.69 $32.6K - $43.1K
5.9K $797K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.51K
+ 124.88%
$22.01 - $66.82 $143K - $435K
11.7K $265K
IAPR
Innovator Etfs Tr Internationa

ETFs
330
+ 0.57%
$26.66 - $28.18 $8.8K - $9.3K
58.6K $1.56M
CAT
Caterpillar Inc

Industrials
43
+ 1.12%
$360.37 - $416.88 $15.5K - $17.9K
3.89K $1.41M
ABBV
Abb Vie Inc.

Healthcare
885
+ 6.31%
$164.99 - $203.87 $146K - $180K
14.9K $2.65M
AMD
Advanced Micro Devices Inc

Technology
285
+ 7.15%
$118.88 - $172.8 $33.9K - $49.2K
4.27K $515K
HSIC
Henry Schein Inc

Healthcare
1.03K
+ 1.57%
$66.54 - $77.66 $68.6K - $80.1K
66.9K $4.63M
CB
Chubb LTD

Financial Services
202
+ 1.0%
$271.57 - $301.89 $54.9K - $61K
20.5K $5.65M
FNDX
Schwab Fundamental U S Large C

ETFs
30.9K
+ 160.73%
$23.49 - $71.77 $726K - $2.22M
50.1K $1.19M
EFG
Msci Eafe Growth ETF

ETFs
500
+ 2.03%
$96.83 - $106.88 $48.4K - $53.4K
25.1K $2.43M
VTV
Vanguard Value ETF

ETFs
572
+ 0.72%
$168.32 - $181.87 $96.3K - $104K
80.2K $13.6M
QCOM
Qualcomm Inc

Technology
868
+ 2.57%
$150.4 - $178.04 $131K - $155K
34.7K $5.33M
HIG
Hartford Financial Services Group, Inc.

Financial Services
115
+ 0.21%
$107.06 - $123.74 $12.3K - $14.2K
56.2K $6.14M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
2.85K
+ 1.85%
$27.09 - $32.06 $77.1K - $91.2K
157K $4.39M
FBT
First Trust Nyse Arca Biotechn

ETFs
1.97K
+ 1.29%
$161.65 - $178.69 $318K - $352K
154K $25.6M
VICI
Vici Properties Inc.

Real Estate
2.9K
+ 1.87%
$28.27 - $33.19 $82.1K - $96.4K
159K $4.63M
PSX
Phillips 66

Energy
893
+ 2.29%
$110.35 - $138.93 $98.5K - $124K
39.9K $4.55M
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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