Berger Financial Group, Inc Reduced Holdings in Q3 2025

Berger Financial Group, Inc

  • $1.36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-14.7K
- 42.32%
$82.42 - $87.03 $1.21M - $1.28M
20K $1.74M
COST
Costco Wholesale Corp

Consumer Defensive
-35
- 0.24%
$915.95 - $994.57 $32.1K - $34.8K
14.3K $13.3M
FICO
Fair Isaac Corp

Technology
-3
- 0.13%
$1311.26 - $1869.83 $3.93K - $5.61K
2.34K $3.5M
IRT
Independence Realty Trust, Inc.

Real Estate
-21.5K
- 7.67%
$16.35 - $18.11 $352K - $390K
259K $4.25M
VEA
Vanguard Ftse Developed Market

ETFs
-14.6K
- 18.86%
$56.02 - $60.3 $818K - $880K
62.8K $3.76M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-28.9K
- 16.16%
$20.66 - $20.74 $598K - $600K
150K $3.11M
V
Visa Inc.

Financial Services
-549
- 1.89%
$332.09 - $358.86 $182K - $197K
28.5K $9.71M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-14.7K
- 52.51%
$36.83 - $38.43 $543K - $567K
13.3K $512K
ISRG
Intuitive Surgical Inc

Healthcare
-60
- 1.44%
$433.66 - $544.47 $26K - $32.7K
4.09K $1.83M
INTU
Intuit Inc

Technology
-40
- 1.17%
$646.03 - $807.39 $25.8K - $32.3K
3.38K $2.31M
NFLX
Netflix Inc

Communication Services
-86
- 4.59%
$1147.87 - $1297.18 $98.7K - $112K
1.79K $2.14M
CHD
Church & Dwight CO Inc

Consumer Defensive
-487
- 1.41%
$85.84 - $99.09 $41.8K - $48.3K
34.1K $2.99M
GIS
General Mills Inc

Consumer Defensive
-5.79K
- 24.43%
$48.44 - $53.83 $280K - $312K
17.9K $902K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-12.8K
- 19.67%
$23.29 - $23.38 $298K - $299K
52.2K $1.22M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-10K
- 9.45%
$31.28 - $32.14 $314K - $322K
96.1K $3.09M
T
At&T Inc.

Communication Services
-877
- 0.32%
$26.94 - $29.62 $23.6K - $26K
276K $7.8M
HON
Honeywell International Inc

Industrials
-298
- 5.72%
$207.7 - $240.4 $61.9K - $71.6K
4.91K $1.03M
BSX
Boston Scientific Corp

Healthcare
-204
- 1.8%
$97.03 - $108.14 $19.8K - $22.1K
11.2K $1.09M
KRE
Spdr S&P Regional Banking ETF

ETFs
-3.25K
- 16.31%
$58.82 - $66.17 $191K - $215K
16.7K $1.05M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.24K
- 13.73%
$82.96 - $95.7 $186K - $214K
14.1K $1.26M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-2.85K
- 9.64%
$49.09 - $50.58 $140K - $144K
26.7K $1.35M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-6.24K
- 3.35%
$19.49 - $19.61 $122K - $122K
180K $3.52M
TSCO
Tractor Supply CO

Consumer Cyclical
-2.51K
- 33.01%
$54.08 - $62.65 $136K - $157K
5.09K $289K
CRM
Salesforce, Inc.

Technology
-144
- 6.73%
$231.66 - $273.65 $33.4K - $39.4K
2K $473K
PM
Philip Morris International Inc.

Consumer Defensive
-9
- 0.18%
$157.77 - $183.27 $1.42K - $1.65K
4.91K $796K
CRWD
Crowd Strike Holdings, Inc.

Technology
-15
- 0.31%
$412.46 - $514.1 $6.19K - $7.71K
4.77K $2.34M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-5.33K
- 2.6%
$19.61 - $19.79 $105K - $106K
200K $3.94M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-389
- 11.89%
$301.44 - $365.84 $117K - $142K
2.88K $932K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.98K
- 2.55%
$72.57 - $74.72 $144K - $148K
75.8K $5.64M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-6.87K
- 7.25%
$36.37 - $38.37 $250K - $264K
87.8K $3.37M
AMZN
Amazon Com Inc

Consumer Cyclical
-394
- 0.42%
$211.65 - $238.24 $83.4K - $93.9K
94.4K $20.7M
CION
Cion Investment Corp

Financial Services
-2.51K
- 0.52%
$9.48 - $10.86 $23.8K - $27.3K
485K $4.6M
PG
Procter & Gamble CO

Consumer Defensive
-50
- 0.53%
$150.47 - $161.22 $7.52K - $8.06K
9.34K $1.43M
BMY
Bristol Myers Squibb CO

Healthcare
-1.17K
- 18.21%
$43.31 - $48.98 $50.8K - $57.4K
5.27K $237K
SBUX
Starbucks Corp

Consumer Cyclical
-212
- 3.63%
$81.9 - $96.86 $17.4K - $20.5K
5.62K $475K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-496
- 16.88%
$136.48 - $142.97 $67.7K - $70.9K
2.44K $342K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-698
- 12.98%
$85.01 - $90.35 $59.3K - $63.1K
4.68K $418K
CL
Colgate Palmolive CO

Consumer Defensive
-50
- 1.19%
$79.36 - $93.33 $3.97K - $4.67K
4.14K $331K
COIN
Coinbase Global, Inc.

Technology
-81
- 4.92%
$297.99 - $419.78 $24.1K - $34K
1.57K $528K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.95K
- 11.96%
$22.84 - $22.95 $44.5K - $44.7K
14.3K $329K
DHR
Danaher Corp

Healthcare
-229
- 17.04%
$181.46 - $212.2 $41.6K - $48.6K
1.12K $221K
CSCO
Cisco Systems, Inc.

Technology
-446
- 3.14%
$66.2 - $71.79 $29.5K - $32K
13.7K $940K
MMM
3 M CO

Industrials
-481
- 4.27%
$144.41 - $160.2 $69.5K - $77.1K
10.8K $1.67M
MA
Mastercard Inc

Financial Services
-291
- 1.54%
$550.18 - $598.96 $160K - $174K
18.6K $10.6M
CTAS
Cintas Corp

Industrials
-42
- 2.81%
$199.29 - $226.27 $8.37K - $9.5K
1.45K $298K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-12
- 1.67%
$332.69 - $399.0 $3.99K - $4.79K
706 $234K
XLP
Consumer Staples Sector Spdr

ETFs
-438
- 1.27%
N/A
34K $2.59M
ADBE
Adobe Inc.

Technology
-7
- 0.77%
$333.65 - $392.1 $2.34K - $2.74K
899 $317K
KMB
Kimberly Clark Corp

Consumer Defensive
-174
- 7.91%
$121.72 - $136.77 $21.2K - $23.8K
2.03K $251K
Activity Summary
Buys All Purchases 220 New Holdings 32 Increased Positions 188 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 5 Puts 0
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