Berger Financial Group, Inc Reduced Holdings in Q4 2024

Berger Financial Group, Inc

  • $1.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
-1.4K
- 11.5%
$39.6 - $45.21 $55.4K - $63.2K
10.8K $430K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-3.31K
- 21.18%
$35.71 - $38.39 $118K - $127K
12.3K $455K
ELV
Elevance Health, Inc.

Healthcare
-16
- 2.76%
$365.96 - $514.62 $5.86K - $8.23K
564 $208K
BNDX
Vanguard Total International B

ETFs
-1.66K
- 18.49%
$48.91 - $50.61 $81.3K - $84.1K
7.33K $359K
K
Kellogg CO

Consumer Defensive
-1.41K
- 1.61%
$80.34 - $81.29 $113K - $114K
85.7K $6.94M
FDD
First Trust Stoxx European Sel

ETFs
-5.78K
- 27.4%
$11.07 - $12.33 $63.9K - $71.2K
15.3K $172K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-3.65K
- 4.27%
$34.78 - $35.99 $127K - $131K
81.8K $2.91M
VCIT
Vanguard Intermediate Term Cor

ETFs
-915
- 25.29%
$80.13 - $83.77 $73.3K - $76.6K
2.7K $216K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-252
- 0.73%
$44.87 - $46.86 $11.3K - $11.8K
34.1K $1.53M
GIS
General Mills Inc

Consumer Defensive
-36
- 0.51%
$62.78 - $74.62 $2.26K - $2.69K
7.03K $448K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
-4.23K
- 14.93%
$10.08 - $11.33 $42.7K - $47.9K
24.1K $245K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.85K
- 5.52%
$17.65 - $18.18 $50.2K - $51.7K
48.7K $861K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-838
- 26.29%
$84.34 - $95.14 $70.7K - $79.7K
2.35K $205K
UNP
Union Pacific Corp

Industrials
-22
- 0.62%
$223.15 - $249.32 $4.91K - $5.49K
3.55K $809K
CTAS
Cintas Corp

Industrials
-148
- 8.37%
$182.7 - $226.47 $27K - $33.5K
1.62K $296K
CL
Colgate Palmolive CO

Consumer Defensive
-18
- 0.35%
$90.22 - $102.31 $1.62K - $1.84K
5.1K $463K
KMB
Kimberly Clark Corp

Consumer Defensive
-255
- 8.51%
$130.37 - $146.09 $33.2K - $37.3K
2.74K $359K
VEEV
Veeva Systems Inc

Healthcare
-326
- 4.48%
$201.81 - $250.45 $65.8K - $81.6K
6.95K $1.46M
LVHI
Franklin International Low Vol

ETFs
-1.91K
- 14.95%
$29.98 - $31.57 $57.2K - $60.2K
10.9K $331K
SBUX
Starbucks Corp

Consumer Cyclical
-229
- 3.62%
$87.44 - $102.5 $20K - $23.5K
6.1K $555K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-220
- 2.66%
$98.47 - $109.35 $21.7K - $24.1K
8.06K $793K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.84K
- 11.05%
$24.55 - $25.16 $45.1K - $46.2K
14.8K $364K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-482
- 4.99%
$77.86 - $79.27 $37.5K - $38.2K
9.18K $716K
FTSD
Franklin ETF Tr Liberty Short

ETFs
-521
- 13.73%
$89.95 - $90.89 $46.9K - $47.4K
3.27K $295K
CMCSA
Comcast Corp

Communication Services
-384
- 4.87%
$37.39 - $45.14 $14.4K - $17.3K
7.5K $281K
SYK
Stryker Corp

Healthcare
-117
- 2.63%
$345.14 - $392.15 $40.4K - $45.9K
4.33K $1.56M
O
Realty Income Corp

Real Estate
-1
- 0.02%
$51.76 - $64.71 $51.8 - $64.7
4.44K $237K
LDOS
Leidos Holdings, Inc.

Technology
-82
- 5.06%
$143.17 - $201.39 $11.7K - $16.5K
1.54K $221K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-232
- 5.89%
$60.13 - $67.31 $14K - $15.6K
3.71K $225K
KAPR
Innovator U.S. Small Cap Power

ETFs
-1.29K
- 10.48%
$32.06 - $34.27 $41.4K - $44.3K
11K $361K
TXN
Texas Instruments Inc

Technology
-194
- 11.69%
N/A
1.47K $285K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-38
- 1.24%
$131.66 - $144.0 $5K - $5.47K
3.03K $399K
CHE
Chemed Corp

Healthcare
-4
- 0.88%
$517.44 - $613.19 $2.07K - $2.45K
451 $238K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-458
- 9.14%
$87.41 - $97.21 $40K - $44.5K
4.55K $410K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-586
- 11.48%
$50.53 - $55.55 $29.6K - $32.6K
4.52K $230K
PH
Parker Hannifin Corp

Industrials
-66
- 2.55%
$621.74 - $709.46 $41K - $46.8K
2.52K $1.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-234
- 2.09%
$56.06 - $61.35 $13.1K - $14.4K
11K $618K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-200
- 1.04%
$47.58 - $48.56 $9.52K - $9.71K
19K $907K
CVX
Chevron Corp

Energy
-112
- 2.52%
$141.15 - $162.53 $15.8K - $18.2K
4.33K $626K
CHD
Church & Dwight CO Inc

Consumer Defensive
-267
- 0.73%
$99.11 - $112.25 $26.5K - $30K
36.3K $3.8M
XLP
Consumer Staples Sector Spdr

ETFs
-325
- 0.89%
N/A
36.2K $2.75M
XLE
Energy Sector Spdr

ETFs
-109
- 1.47%
$83.32 - $97.27 $9.08K - $10.6K
7.32K $626K
F
Ford Motor CO

Consumer Cyclical
-951
- 4.14%
$9.69 - $11.4 $9.22K - $10.8K
22K $217K
SUB
Ishares Short Term National Mu

ETFs
-205
- 3.97%
$104.94 - $106.2 $21.5K - $21.8K
4.95K $522K
IVV
Ishares Core S&P 500 ETF

ETFs
-104
- 3.37%
$570.51 - $610.59 $59.3K - $63.5K
2.98K $1.76M
DE
Deere & CO

Industrials
-70
- 9.02%
$389.45 - $466.0 $27.3K - $32.6K
706 $299K
CSCO
Cisco Systems, Inc.

Technology
-2.2K
- 12.32%
$52.45 - $60.02 $115K - $132K
15.7K $926K
PAVE
Global X Fds Us Infrastructure

ETFs
-439
- 6.2%
$40.41 - $45.95 $17.7K - $20.2K
6.65K $268K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-349
- 9.5%
$76.21 - $82.24 $26.6K - $28.7K
3.33K $259K
Activity Summary
Buys All Purchases 209 New Holdings 50 Increased Positions 159 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 1
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