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
EAPR
Innovator Etfs Tr Emerging Mkt
-9.98K
- 43.79%
$25.4 - $27.53 $254K - $275K
12.8K $339K
CAT
Caterpillar Inc

Industrials
-354
- 9.1%
$326.75 - $407.63 $116K - $144K
3.54K $1.17M
DHR
Danaher Corp

Healthcare
-396
- 6.23%
$201.62 - $250.59 $79.8K - $99.2K
5.96K $1.22M
DAL
Delta Air Lines, Inc.

Industrials
-1.96K
- 23.69%
$43.6 - $69.06 $85.4K - $135K
6.31K $274K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-217
- 4.32%
$497.6 - $606.74 $108K - $132K
4.8K $2.39M
VGT
Vanguard Information Technolog

ETFs
-52
- 2.41%
$542.38 - $646.34 $28.2K - $33.6K
2.11K $1.14M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.94K
- 25.48%
$25.58 - $29.24 $152K - $174K
17.4K $454K
KJUL
Innovator U.S. Small Cap Power

Technology
-2.75K
- 3.67%
$27.83 - $30.18 $76.6K - $83K
72.2K $2.02M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.35K
- 31.11%
$87.68 - $94.52 $206K - $222K
5.19K $486K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-2.74K
- 3.34%
$34.28 - $36.43 $93.8K - $99.7K
79.1K $2.74M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.36K
- 19.67%
$58.01 - $64.46 $195K - $216K
13.7K $851K
XLP
Consumer Staples Sector Spdr

ETFs
-1.99K
- 5.51%
N/A
34.2K $2.6M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-9.86K
- 4.05%
$20.05 - $20.4 $198K - $201K
233K $4.75M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.71K
- 8.74%
N/A
17.8K $1.53M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-7.81K
- 3.9%
$19.42 - $19.54 $152K - $153K
193K $3.75M
DIS
Walt Disney CO

Communication Services
-658
- 11.14%
$96.87 - $114.0 $63.7K - $75K
5.25K $518K
JPIB
Jpmorgan International Bond Op

ETFs
-3.11K
- 12.45%
$46.97 - $48.35 $146K - $150K
21.8K $1.05M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-747
- 2.24%
$37.33 - $45.03 $27.9K - $33.6K
32.6K $1.25M
COIN
Coinbase Global, Inc.

Technology
-27
- 1.66%
$172.23 - $301.3 $4.65K - $8.14K
1.6K $275K
GWW
W.W. Grainger, Inc.

Industrials
-95
- 21.49%
$953.54 - $1132.42 $90.6K - $108K
347 $342K
VT
Vanguard Total World Stk Index

ETFs
-939
- 23.25%
$115.08 - $123.97 $108K - $116K
3.1K $359K
BA
Boeing CO

Industrials
-25
- 0.14%
$148.15 - $186.25 $3.7K - $4.66K
17.2K $2.94M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-1.53K
- 21.96%
$48.37 - $55.84 $74K - $85.4K
5.44K $265K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.33K
- 12.26%
$47.59 - $48.35 $111K - $113K
16.7K $806K
XT
Ishares Tr Exponential Technol

ETFs
-517
- 1.57%
$57.56 - $64.0 $29.8K - $33.1K
32.4K $1.87M
PFE
Pfizer Inc

Healthcare
-2.93K
- 14.92%
$25.01 - $27.13 $73.2K - $79.4K
16.7K $422K
DCI
Donaldson CO Inc

Industrials
-1.33K
- 4.06%
$66.51 - $72.28 $88.5K - $96.1K
31.4K $2.11M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-5.27K
- 10.83%
$17.53 - $17.87 $92.5K - $94.2K
43.4K $763K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.02K
- 6.08%
$25.77 - $27.6 $129K - $139K
77.5K $2.06M
PH
Parker Hannifin Corp

Industrials
-30
- 1.19%
$591.65 - $707.05 $17.7K - $21.2K
2.49K $1.51M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-1.89K
- 15.3%
$34.58 - $38.65 $65.2K - $72.9K
10.4K $367K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-277
- 2.67%
$55.05 - $64.52 $15.2K - $17.9K
10.1K $568K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-604
- 2.28%
$39.02 - $42.89 $23.6K - $25.9K
25.8K $1.02M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-8.04K
- 11.37%
$25.54 - $28.79 $205K - $231K
62.7K $1.74M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.95K
- 3.52%
$71.17 - $73.66 $210K - $217K
80.8K $5.94M
IAPR
Innovator Etfs Tr Internationa

ETFs
-4.97K
- 8.47%
$26.66 - $28.64 $132K - $142K
53.6K $1.48M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-5.57K
- 2.65%
$19.43 - $19.62 $108K - $109K
204K $4M
VV
Vanguard Large Cap ETF

ETFs
-31
- 0.52%
$253.32 - $282.66 $7.85K - $8.76K
5.92K $1.52M
AMD
Advanced Micro Devices Inc

Technology
-19
- 0.44%
$96.63 - $129.55 $1.84K - $2.46K
4.25K $436K
INTU
Intuit Inc

Technology
-44
- 1.25%
$555.63 - $630.23 $24.4K - $27.7K
3.48K $2.14M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-201
- 2.49%
$89.18 - $104.04 $17.9K - $20.9K
7.86K $719K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-809
- 13.47%
$54.9 - $62.36 $44.4K - $50.4K
5.2K $289K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-542
- 5.38%
$67.03 - $74.61 $36.3K - $40.4K
9.53K $648K
USB
Us Bancorp \De\

Financial Services
-65
- 0.57%
$40.92 - $50.9 $2.66K - $3.31K
11.4K $482K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-862
- 11.97%
$81.83 - $82.73 $70.5K - $71.3K
6.34K $524K
CL
Colgate Palmolive CO

Consumer Defensive
-838
- 16.44%
$85.68 - $97.5 $71.8K - $81.7K
4.26K $398K
XLY
Select Sector Spdr Consumer Di

ETFs
-55
- 2.88%
$192.6 - $233.2 $10.6K - $12.8K
1.85K $366K
TXN
Texas Instruments Inc

Technology
-293
- 19.99%
N/A
1.17K $228K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-36
- 3.53%
$360.07 - $417.26 $13K - $15K
983 $354K
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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