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
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
14
+ 0.08%
$47.89 - $48.65 $670 - $681
16.7K $811K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
428
+ 1.84%
$7.05 - $8.02 $3.02K - $3.43K
23.7K $190K
SUB
Ishares Short Term National Mu

ETFs
3
+ 0.06%
$104.77 - $106.34 $314 - $319
4.96K $527K
D
Dominion Energy, Inc

Utilities
24
+ 0.46%
$49.66 - $58.0 $1.19K - $1.39K
5.27K $297K
MCD
Mcdonalds Corp

Consumer Cyclical
178
+ 7.29%
$285.55 - $321.23 $50.8K - $57.2K
2.62K $765K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1
+ 0.02%
$43.28 - $50.37 $43.3 - $50.4
4.52K $226K
VZ
Verizon Communications Inc

Communication Services
547
+ 5.31%
$41.67 - $45.62 $22.8K - $25K
10.9K $469K
Pgim ETF Tr
13K
+ 1.85%
N/A
717K $0
Rbb Fund Trust
5K
+ 1.6%
N/A
317K $0
Te Connectivity PLC
378
+ 1.01%
N/A
37.8K $0
Wisdomtree Tr
4.53K
+ 28.96%
N/A
20.2K $0
Pimco ETF Tr
13.6K
+ 1.37%
N/A
1.01M $0
Capital Group Dividend Growe
3.95K
+ 44.88%
N/A
12.8K $0
Nushares ETF Tr
11.6K
+ 2.33%
N/A
508K $0
EOCT
Innovator Etfs Tr Emerging Mar
72
+ 0.16%
N/A
45.2K $0
Innovator Etfs Trust
15K
+ 35.8%
N/A
56.8K $0
Innovator Etfs Trust
54
+ 0.84%
N/A
6.49K $0
Grayscale Bitcoin Mini Tr Et
10.4K
+ 78.87%
N/A
23.5K $0
Capital Grp Fixed Incm ETF T
9.13K
+ 14.66%
N/A
71.4K $0
Fidelity Covington Trust
3.33K
+ 1.66%
N/A
204K $0
IT
Gartner Inc

Technology
419
+ 3.84%
$377.5 - $449.52 $158K - $188K
11.3K $4.58M
Dimensional ETF Trust
10.4K
+ 41.44%
N/A
35.4K $0
Blackrock Inc
20
+ 6.19%
N/A
343 $0
American Centy ETF Tr
7.52K
+ 3.55%
N/A
219K $0
BNDI
Shp ETF Tr Neos Enhanced Incom
1.48K
+ 19.05%
N/A
9.25K $0
Jacobs Solutions Inc
843
+ 2.12%
N/A
40.7K $0
J P Morgan Exchange Traded F
16K
+ 1.28%
N/A
1.27M $0
Dimensional ETF Trust
296
+ 0.95%
N/A
31.5K $0
Ge Vernova Inc
101
+ 11.37%
N/A
989 $0
RZG
Invesco Fd Tr S&P Smallcap 600
411
+ 2.23%
N/A
18.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
2
+ 0.01%
N/A
16.4K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
7
+ 0.07%
N/A
9.68K $0
MUB
Ishares National Muni Bond ETF

ETFs
3
+ 0.08%
$102.31 - $105.8 $307 - $317
3.79K $395K
LUV
Southwest Airlines CO

Industrials
23
+ 0.37%
$24.04 - $34.36 $553 - $790
6.31K $204K
KO
Coca Cola CO

Consumer Defensive
60
+ 0.41%
$68.37 - $73.9 $4.1K - $4.43K
14.7K $1.04M
MLPA
Global X Mlp ETF

ETFs
49
+ 1.22%
$46.47 - $54.16 $2.28K - $2.65K
4.07K $204K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
88
+ 0.42%
$9.32 - $10.35 $820 - $911
21.2K $204K
SHEL
Shell PLC

Energy
3
+ 0.08%
$59.75 - $73.05 $179 - $219
3.78K $266K
TGT
Target Corp

Consumer Defensive
210
+ 3.56%
$88.76 - $105.77 $18.6K - $22.2K
6.12K $603K
TSCO
Tractor Supply CO

Consumer Cyclical
13
+ 0.17%
$47.86 - $55.77 $622 - $725
7.6K $401K
EXC
Exelon Corp

Utilities
21
+ 0.3%
$42.2 - $47.37 $886 - $995
7.11K $308K
AEE
Ameren Corp

Utilities
3
+ 0.06%
$94.23 - $101.68 $283 - $305
5.09K $488K
GILD
Gilead Sciences, Inc.

Healthcare
415
+ 0.68%
$96.91 - $113.0 $40.2K - $46.9K
61.7K $6.84M
FAST
Fastenal CO

Industrials
6.64K
+ 74.5%
$40.65 - $83.16 $270K - $552K
15.5K $652K
CMCSA
Comcast Corp

Communication Services
3.87K
+ 2.52%
$32.84 - $36.72 $127K - $142K
158K $5.63M
AMGN
Amgen Inc

Healthcare
10
+ 0.26%
$262.28 - $309.85 $2.62K - $3.1K
3.8K $1.06M
ALL
Allstate Corp

Financial Services
167
+ 0.53%
$180.53 - $212.64 $30.1K - $35.5K
31.9K $6.41M
LLY
Eli Lilly & CO

Healthcare
169
+ 2.58%
$713.71 - $898.95 $121K - $152K
6.71K $5.23M
EOG
Eog Resources Inc

Energy
1.33K
+ 3.08%
$104.61 - $129.97 $139K - $173K
44.5K $5.32M
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
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