Berger Financial Group, Inc New Holdings in Q3 2024

Berger Financial Group, Inc

  • $1.18 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVSC
American Centy ETF Tr Avantis
200K
New
$49.07 - $56.13 $9.8M - $11.2M
200K $10.8M
SYK
Stryker Corp

Healthcare
4.45K
New
$315.94 - $371.96 $1.41M - $1.66M
4.45K $1.61M
VEEV
Veeva Systems Inc

Healthcare
7.27K
New
$180.43 - $223.9 $1.31M - $1.63M
7.27K $1.53M
ZTS
Zoetis Inc.

Healthcare
5.61K
New
$172.58 - $196.48 $969K - $1.1M
5.61K $1.1M
WDAY
Workday, Inc.

Technology
3.8K
New
$207.75 - $264.68 $790K - $1.01M
3.8K $929K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.46K
New
$285.48 - $330.24 $703K - $813K
2.46K $792K
VLO
Valero Energy Corp

Energy
5.79K
New
$132.81 - $163.48 $769K - $946K
5.79K $781K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
23.3K
New
$23.13 - $23.43 $539K - $546K
23.3K $546K
WMB
Williams Companies, Inc.

Energy
10.5K
New
$41.24 - $46.22 $432K - $485K
10.5K $478K
SSO
Proshares Ultra S&P 500

ETFs
4.67K
New
$73.92 - $90.17 $345K - $421K
4.67K $420K
MUB
Ishares National Muni Bond ETF

ETFs
3.2K
New
$106.13 - $108.7 $339K - $347K
3.2K $347K
OLED
Universal Display Corp Pa

Technology
1.4K
New
$157.72 - $236.42 $221K - $331K
1.4K $294K
CEG
Constellation Energy Corp

Utilities
974
New
$167.08 - $262.86 $163K - $256K
974 $253K
LNC
Lincoln National Corp

Financial Services
7.45K
New
$28.71 - $34.05 $214K - $254K
7.45K $234K
ACN
Accenture PLC

Technology
643
New
$295.44 - $355.81 $190K - $229K
643 $227K
BLK
Black Rock Inc.

Financial Services
238
New
$782.27 - $949.51 $186K - $226K
238 $225K
LUNG
Pulmonx Corp

Healthcare
27K
New
$5.59 - $8.58 $151K - $232K
27K $223K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
10.8K
New
$19.92 - $20.67 $214K - $222K
10.8K $221K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
8.8K
New
$24.38 - $25.2 $215K - $222K
8.8K $221K
HRL
Hormel Foods Corp

Consumer Defensive
6.98K
New
$30.04 - $33.14 $210K - $231K
6.98K $221K
AIZ
Assurant, Inc.

Financial Services
1.11K
New
$161.28 - $199.95 $178K - $221K
1.11K $219K
IRM
Iron Mountain Inc

Real Estate
1.84K
New
$89.69 - $119.32 $165K - $219K
1.84K $218K
NOW
Service Now, Inc.

Technology
227
New
$730.87 - $937.36 $166K - $213K
227 $203K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.93K
New
$31.05 - $34.29 $184K - $203K
5.93K $203K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.06K
New
$175.0 - $190.72 $186K - $203K
1.06K $202K
DVY
Ishares Tr

ETFs
1.49K
New
$119.99 - $135.74 $179K - $203K
1.49K $201K
OHI
Omega Healthcare Investors Inc

Real Estate
4.93K
New
$33.55 - $41.29 $165K - $203K
4.93K $200K
Amentum Holdings Inc
34.9K
New
N/A
34.9K $0
American Centy ETF Tr
169K
New
N/A
169K $0
Innovator Etfs Trust
13.9K
New
N/A
13.9K $0
Grayscale Ethereum Tr Eth
23K
New
N/A
23K $0
Vaneck Bitcoin ETF
99.9K
New
N/A
99.9K $0
Calamos ETF Tr
8.47K
New
N/A
8.47K $0
Grayscale Bitcoin Mini Tr Bt
21K
New
N/A
21K $0
Innovator Etfs Trust
19.1K
New
N/A
19.1K $0
Innovator Etfs Trust
17.8K
New
N/A
17.8K $0
Grayscale Ethereum Mini Tr E
22.8K
New
N/A
22.8K $0
Activity Summary
Buys All Purchases 189 New Holdings 38 Increased Positions 151 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Berger Financial Group, Inc Portfolio

Follow Berger Financial Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email