Berger Financial Group, Inc Reduced Holdings in Q1 2025

Berger Financial Group, Inc

  • $1.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-267K
- 94.11%
$58.87 - $66.27 $15.7M - $17.7M
16.7K $981K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-331K
- 88.52%
$42.5 - $46.71 $14.1M - $15.4M
42.9K $1.94M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-399K
- 95.69%
$33.84 - $37.77 $13.5M - $15.1M
18K $654K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-469K
- 17.19%
$21.75 - $24.28 $10.2M - $11.4M
2.26M $49.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-124K
- 94.0%
$85.29 - $92.57 $10.6M - $11.5M
7.89K $718K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-586K
- 71.64%
$18.36 - $20.51 $10.8M - $12M
232K $4.59M
MSFT
Microsoft Corp

Technology
-16.4K
- 28.56%
$375.39 - $447.2 $6.17M - $7.35M
41.1K $15.4M
TRGP
Targa Resources Corp.

Energy
-48.8K
- 97.64%
$178.44 - $217.22 $8.71M - $10.6M
1.18K $236K
FBT
First Trust Nyse Arca Biotechn

ETFs
-43.3K
- 28.07%
$164.86 - $182.19 $7.14M - $7.89M
111K $18.9M
K
Kellogg CO

Consumer Defensive
-82.6K
- 96.41%
$81.06 - $82.9 $6.7M - $6.85M
3.08K $253K
TMUS
T Mobile Us, Inc.

Communication Services
-27.6K
- 97.19%
$211.3 - $272.83 $5.84M - $7.54M
799 $213K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-57.1K
- 26.34%
$96.18 - $109.82 $5.5M - $6.27M
160K $16.4M
BBY
Best Buy CO Inc

Consumer Cyclical
-64.4K
- 94.44%
$70.3 - $91.1 $4.53M - $5.87M
3.79K $279K
BMY
Bristol Myers Squibb CO

Healthcare
-96.3K
- 92.57%
$53.9 - $63.11 $5.19M - $6.08M
7.73K $471K
PRU
Prudential Financial Inc

Financial Services
-45.4K
- 94.98%
$105.04 - $122.33 $4.76M - $5.55M
2.4K $267K
EA
Electronic Arts Inc.

Communication Services
-35.1K
- 95.81%
$116.53 - $146.29 $4.09M - $5.13M
1.53K $221K
UNH
Unitedhealth Group Inc

Healthcare
-10.3K
- 41.98%
$461.52 - $548.18 $4.77M - $5.66M
14.3K $7.48M
FAST
Fastenal CO

Industrials
-68.1K
- 88.44%
$71.11 - $79.98 $4.84M - $5.45M
8.91K $690K
QCOM
Qualcomm Inc

Technology
-30.8K
- 88.8%
$151.94 - $175.86 $4.68M - $5.42M
3.89K $597K
ED
Consolidated Edison Inc

Utilities
-52.6K
- 94.48%
$88.0 - $110.59 $4.63M - $5.82M
3.08K $340K
RE
Everest Re Group LTD

Financial Services
-12.3K
- 95.22%
N/A
616 $228K
PSX
Phillips 66

Energy
-36.8K
- 92.18%
$113.93 - $131.55 $4.19M - $4.84M
3.12K $385K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-123K
- 87.81%
$23.16 - $27.04 $2.86M - $3.34M
17.1K $401K
GOOGL
Alphabet Inc.

Communication Services
-3.56K
- 5.23%
$154.33 - $206.19 $550K - $734K
64.5K $9.98M
AMZN
Amazon Com Inc

Consumer Cyclical
-229
- 0.24%
$190.26 - $242.06 $43.6K - $55.4K
96.4K $18.3M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-31.4K
- 19.16%
$61.55 - $71.27 $1.93M - $2.24M
132K $8.28M
NTAP
Net App, Inc.

Technology
-6.19K
- 11.38%
$87.84 - $126.3 $544K - $782K
48.2K $4.23M
WMT
Walmart Inc.

Consumer Defensive
-20K
- 18.29%
$84.5 - $105.05 $1.69M - $2.11M
89.5K $7.86M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-19.8K
- 8.48%
$95.85 - $99.25 $1.9M - $1.97M
214K $21.2M
FFIV
F5, Inc.

Technology
-5.81K
- 21.14%
$251.75 - $310.6 $1.46M - $1.8M
21.7K $5.77M
ISRG
Intuitive Surgical Inc

Healthcare
-1.8K
- 30.22%
$476.63 - $610.45 $859K - $1.1M
4.16K $2.06M
ADBE
Adobe Inc.

Technology
-1.5K
- 60.49%
$377.84 - $464.11 $566K - $696K
979 $375K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-10.2K
- 5.24%
$32.42 - $36.13 $331K - $368K
184K $6.09M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-23.4K
- 10.43%
$20.64 - $20.73 $484K - $486K
201K $4.16M
TECH
Bio Techne Corp

Healthcare
-1.93K
- 7.4%
$58.47 - $78.75 $113K - $152K
24.1K $1.41M
COST
Costco Wholesale Corp

Consumer Defensive
-963
- 6.25%
$890.62 - $1076.86 $858K - $1.04M
14.5K $13.7M
HNDL
Strategy Shs

ETFs
-19.4K
- 15.27%
$20.7 - $21.8 $402K - $424K
108K $2.27M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-8.49K
- 3.97%
$32.69 - $34.66 $278K - $294K
205K $6.81M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-9.65K
- 8.21%
$29.41 - $31.79 $284K - $307K
108K $3.22M
FICO
Fair Isaac Corp

Technology
-4
- 0.15%
$1695.35 - $2030.47 $6.78K - $8.12K
2.65K $4.88M
HD
Home Depot, Inc.

Consumer Cyclical
-62
- 0.44%
$347.25 - $424.87 $21.5K - $26.3K
14K $5.14M
VB
Vanguard Small Cap ETF

ETFs
-773
- 9.47%
$217.89 - $252.64 $168K - $195K
7.39K $1.64M
HCRB
Hartford Fds Exchange Traded T

ETFs
-9.42K
- 38.75%
$34.11 - $35.31 $321K - $333K
14.9K $523K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.86K
- 5.62%
$112.81 - $126.16 $323K - $361K
48.1K $5.85M
MRK
Merck & Co., Inc.

Healthcare
-1.8K
- 14.73%
$83.01 - $101.02 $149K - $182K
10.4K $933K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.06K
- 5.11%
$62.43 - $84.12 $65.9K - $88.7K
19.6K $1.28M
KRE
Spdr S&P Regional Banking ETF

ETFs
-3.11K
- 12.85%
$55.11 - $65.5 $171K - $204K
21.1K $1.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
-5.13K
- 24.42%
$50.29 - $50.5 $258K - $259K
15.9K $798K
ORCL
Oracle Corp

Technology
-396
- 5.31%
$139.81 - $186.47 $55.4K - $73.8K
7.06K $986K
Activity Summary
Buys All Purchases 185 New Holdings 33 Increased Positions 152 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 1
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