Berger Financial Group, Inc New Holdings in Q4 2024

Berger Financial Group, Inc

  • $1.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
108K
New
$33.96 - $36.24 $3.68M - $3.93M
108K $3.79M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
52K
New
$41.17 - $43.34 $2.14M - $2.25M
52K $2.15M
DFIC
Dimensional ETF Tr Dimensional

ETFs
70.7K
New
$25.61 - $28.0 $1.81M - $1.98M
70.7K $1.83M
BOND
Pimco Active Bond Exchange Tra

ETFs
16.2K
New
$90.42 - $94.5 $1.46M - $1.53M
16.2K $1.46M
DFAX
Dimensional ETF Tr
54K
New
$24.76 - $27.04 $1.34M - $1.46M
54K $1.34M
JPIB
Jpmorgan International Bond Op

ETFs
24.9K
New
$47.26 - $48.47 $1.18M - $1.21M
24.9K $1.18M
DFAT
Dimensional ETF Tr U S Target

ETFs
17.7K
New
$54.54 - $61.04 $964K - $1.08M
17.7K $983K
DFIV
Dimensional ETF Tr

ETFs
26.6K
New
$34.86 - $37.97 $927K - $1.01M
26.6K $943K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
18.6K
New
$50.23 - $50.47 $936K - $941K
18.6K $936K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
19K
New
$40.38 - $44.35 $768K - $843K
19K $777K
IDEV
Ishares Core Msci Intl Develop

ETFs
9.35K
New
$64.18 - $70.42 $600K - $658K
9.35K $602K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.9K
New
$50.02 - $51.24 $547K - $560K
10.9K $548K
IEMG
Ishares Inc

ETFs
9.1K
New
N/A
9.1K $487K
CGDV
Capital Group Divid Value ETF

ETFs
11.1K
New
$35.16 - $37.12 $389K - $410K
11.1K $389K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17.1K
New
$22.72 - $23.0 $388K - $393K
17.1K $389K
IBB
Ishares Biotechnology ETF

ETFs
2.59K
New
$131.21 - $148.85 $340K - $386K
2.59K $342K
AVUV
American Centy ETF Tr Avantis

ETFs
3.08K
New
$94.37 - $106.41 $290K - $327K
3.08K $296K
PLTR
Palantir Technologies Inc.

Technology
3.73K
New
$36.46 - $82.38 $136K - $307K
3.73K $282K
APP
App Lovin Corp

Technology
864
New
$130.67 - $401.5 $113K - $347K
864 $279K
EXC
Exelon Corp

Utilities
7.13K
New
$36.22 - $40.97 $258K - $292K
7.13K $268K
VBR
Vanguard Small Cap Value ETF

ETFs
1.34K
New
$197.36 - $217.3 $265K - $292K
1.34K $266K
IWM
Ishares Russell 2000 ETF

ETFs
1.18K
New
$216.13 - $242.4 $256K - $287K
1.18K $261K
ITW
Illinois Tool Works Inc

Industrials
1.03K
New
$253.56 - $278.5 $262K - $287K
1.03K $261K
HYD
Vaneck High Yield Muni ETF

ETFs
4.79K
New
$51.09 - $53.06 $245K - $254K
4.79K $248K
IAU
Ishares Gold Trust

ETFs
5K
New
$48.37 - $52.65 $242K - $263K
5K $247K
SHEL
Shell PLC

Energy
3.77K
New
$60.63 - $70.23 $229K - $265K
3.77K $236K
SLV
I Shares Silver Trust

ETFs
8.87K
New
$26.33 - $31.74 $234K - $282K
8.87K $233K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.92K
New
$59.25 - $72.99 $232K - $286K
3.92K $233K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
5.39K
New
$42.95 - $45.72 $231K - $246K
5.39K $232K
DFIP
Dimensional ETF Tr Inflation P

ETFs
5.63K
New
$40.31 - $42.43 $227K - $239K
5.63K $227K
APO
Apollo Global Management, Inc.

Financial Services
1.36K
New
$131.36 - $178.61 $178K - $242K
1.36K $224K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.92K
New
$111.85 - $120.71 $215K - $232K
1.92K $221K
PTF
Invesco Exchange Traded Fd Tr

ETFs
3.01K
New
$62.32 - $80.47 $188K - $243K
3.01K $218K
DFAI
Dimensional ETF Tr

ETFs
7.3K
New
$29.0 - $31.6 $212K - $231K
7.3K $213K
LUV
Southwest Airlines CO

Industrials
6.29K
New
$28.99 - $34.84 $182K - $219K
6.29K $211K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.6K
New
$21.81 - $22.48 $209K - $216K
9.6K $210K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.47K
New
$22.1 - $22.59 $209K - $214K
9.47K $210K
Dimensional ETF Trust
8.24K
New
N/A
8.24K $0
Te Connectivity PLC
36.8K
New
N/A
36.8K $0
EOCT
Innovator Etfs Tr Emerging Mar
16.3K
New
N/A
16.3K $0
Ishares Bitcoin Trust ETF
3.93K
New
N/A
3.93K $0
Ea Series Trust
126K
New
N/A
126K $0
Dimensional ETF Trust
29.1K
New
N/A
29.1K $0
Capital Group Dividend Growe
7.7K
New
N/A
7.7K $0
ESG
Flexshares Stoxx Us Esg Select
1.49K
New
N/A
1.49K $0
Arista Networks Inc
3.47K
New
N/A
3.47K $0
Calamos ETF Tr
28.6K
New
N/A
28.6K $0
Ge Vernova Inc
796
New
N/A
796 $0
Blackrock Inc
236
New
N/A
236 $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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