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
GWW
W.W. Grainger, Inc.

Industrials
-1
- 0.29%
$932.44 - $1059.49 $932 - $1.06K
338 $322K
PSA
Public Storage

Real Estate
-81
- 5.8%
$271.94 - $298.09 $22K - $24.1K
1.32K $380K
NOW
Service Now, Inc.

Technology
-3
- 1.3%
$850.86 - $1044.69 $2.55K - $3.13K
228 $209K
UNP
Union Pacific Corp

Industrials
-210
- 6.11%
$214.91 - $237.16 $45.1K - $49.8K
3.23K $762K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.57K
- 9.21%
$39.8 - $42.86 $62.4K - $67.2K
15.4K $661K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-104
- 2.7%
$60.9 - $70.75 $6.33K - $7.36K
3.75K $234K
VIG
Vanguard Dividend Appreciation

ETFs
-144
- 2.86%
N/A
4.89K $891K
MGV
Vanguard Mega Cap Value

ETFs
-336
- 10.74%
$129.46 - $137.85 $43.5K - $46.3K
2.79K $384K
SPOT
Spotify Technology S.A.

Communication Services
-3
- 0.92%
$620.01 - $738.53 $1.86K - $2.22K
324 $226K
FISV
Fiserv Inc

Technology
-168
- 0.91%
N/A
18.2K $2.28M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-249
- 6.5%
$78.11 - $79.07 $19.4K - $19.7K
3.58K $282K
VO
Vanguard Mid Cap ETF

ETFs
-139
- 8.92%
$279.83 - $293.74 $38.9K - $40.8K
1.42K $416K
WM
Waste Management Inc

Industrials
-24
- 1.62%
$213.88 - $237.1 $5.13K - $5.69K
1.46K $322K
PANW
Palo Alto Networks Inc

Technology
-38
- 0.49%
$167.06 - $208.19 $6.35K - $7.91K
7.71K $1.57M
SHEL
Shell PLC

Energy
-261
- 6.91%
$69.82 - $73.93 $18.2K - $19.3K
3.52K $251K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-552
- 3.66%
$40.94 - $42.85 $22.6K - $23.7K
14.5K $612K
HCRB
Hartford Fds Exchange Traded T

ETFs
-477
- 3.63%
$34.71 - $35.81 $16.6K - $17.1K
12.7K $449K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-282
- 1.69%
$48.31 - $48.93 $13.6K - $13.8K
16.4K $801K
WFC
Wells Fargo & Company

Financial Services
-782
- 5.25%
$77.05 - $85.16 $60.3K - $66.6K
14.1K $1.18M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-339
- 5.04%
$33.26 - $34.01 $11.3K - $11.5K
6.39K $216K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-777
- 8.17%
$74.93 - $80.73 $58.2K - $62.7K
8.74K $704K
VZ
Verizon Communications Inc

Communication Services
-363
- 3.34%
$40.84 - $45.06 $14.8K - $16.4K
10.5K $461K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-150
- 2.27%
$72.01 - $74.44 $10.8K - $11.2K
6.46K $474K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-250
- 8.25%
$72.04 - $77.35 $18K - $19.3K
2.78K $213K
GILD
Gilead Sciences, Inc.

Healthcare
-118
- 0.19%
$108.22 - $120.47 $12.8K - $14.2K
61.6K $6.84M
ECL
Ecolab Inc.

Basic Materials
-60
- 2.34%
$259.39 - $285.47 $15.6K - $17.1K
2.5K $684K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-243
- 2.57%
$22.36 - $22.52 $5.43K - $5.47K
9.22K $207K
FTSD
Franklin ETF Tr Liberty Short

ETFs
-40
- 1.3%
$90.45 - $91.11 $3.62K - $3.64K
3.03K $275K
IAPR
Innovator Etfs Tr Internationa

ETFs
-1.54K
- 2.88%
$28.99 - $30.05 $44.5K - $46.1K
51.7K $1.55M
BNDX
Vanguard Total International B

ETFs
-30
- 0.41%
$49.0 - $49.51 $1.47K - $1.49K
7.24K $357K
COF
Capital One Financial Corp

Financial Services
-3
- 0.2%
$207.29 - $229.74 $622 - $689
1.51K $321K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-2
- 0.03%
N/A
5.79K $0
Dimensional ETF Trust
-544
- 1.73%
N/A
30.9K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-2.79K
- 10.18%
N/A
24.6K $0
CGMU
Capital Group Core Plus Income
-413
- 1.68%
N/A
24.2K $0
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-473
- 8.7%
$50.48 - $57.12 $23.9K - $27K
4.96K $277K
IOCT
Innovator Etfs Tr Intl Dev Pow
-5.98K
- 12.03%
N/A
43.7K $0
Innovator Etfs Trust
-3.31K
- 5.82%
N/A
53.5K $0
Innovator Etfs Trust
-28
- 0.24%
N/A
11.8K $0
Innovator Etfs Trust
-163
- 0.97%
N/A
16.7K $0
EOCT
Innovator Etfs Tr Emerging Mar
-758
- 1.68%
N/A
44.5K $0
Innovator Etfs Trust
-699
- 3.92%
N/A
17.1K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-6.6K
- 20.15%
N/A
26.1K $0
Ge Vernova Inc
-3
- 0.3%
N/A
986 $0
Grayscale Ethereum Trust ETF
-3.58K
- 31.31%
N/A
7.86K $0
RZG
Invesco Fd Tr S&P Smallcap 600
-2
- 0.01%
N/A
18.8K $0
Tidal Trust Ii
-260
- 2.01%
N/A
12.7K $0
Te Connectivity PLC
-710
- 1.88%
N/A
37.1K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-5.9K
- 7.79%
N/A
69.8K $0
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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