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
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-264
- 5.81%
$44.14 - $47.9 $11.7K - $12.6K
4.28K $203K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-76
- 0.32%
$7.98 - $8.29 $606 - $630
23.6K $193K
EAPR
Innovator Etfs Tr Emerging Mkt
-411
- 3.21%
$27.94 - $29.17 $11.5K - $12K
12.4K $361K
CGDV
Capital Group Divid Value ETF

ETFs
-362
- 4.66%
$39.59 - $42.21 $14.3K - $15.3K
7.41K $311K
MRK
Merck & Co., Inc.

Healthcare
-435
- 4.97%
$77.6 - $87.37 $33.8K - $38K
8.32K $698K
CGGO
Capital Group Global Growth Eq

ETFs
-361
- 4.72%
$31.71 - $34.17 $11.4K - $12.3K
7.29K $249K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-677
- 0.29%
$20.41 - $20.67 $13.8K - $14K
230K $4.72M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-689
- 1.67%
$17.81 - $18.39 $12.3K - $12.7K
40.7K $742K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-112
- 0.54%
$81.76 - $86.36 $9.16K - $9.67K
20.6K $1.74M
OXY
Occidental Petroleum Corp

Energy
-567
- 8.2%
$42.54 - $48.1 $24.1K - $27.3K
6.34K $299K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.13K
- 7.02%
$25.29 - $28.33 $28.6K - $32K
15K $417K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-471
- 2.89%
$28.15 - $30.13 $13.3K - $14.2K
15.8K $468K
AMAT
Applied Materials Inc

Technology
-125
- 7.23%
$156.25 - $204.95 $19.5K - $25.6K
1.6K $328K
F
Ford Motor CO

Consumer Cyclical
-516
- 3.17%
$10.82 - $12.09 $5.58K - $6.24K
15.8K $188K
NTAP
Net App, Inc.

Technology
-193
- 6.7%
$101.1 - $126.36 $19.5K - $24.4K
2.69K $318K
HNDL
Strategy Shs

ETFs
-2.45K
- 2.28%
$21.41 - $22.28 $52.4K - $54.5K
105K $2.34M
ITW
Illinois Tool Works Inc

Industrials
-4
- 0.39%
$252.31 - $269.41 $1.01K - $1.08K
1.02K $265K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.45K
- 8.14%
$49.43 - $54.52 $170K - $188K
38.9K $2.11M
KAPR
Innovator U.S. Small Cap Power

ETFs
-1.09K
- 3.91%
$32.42 - $34.27 $35.4K - $37.4K
26.8K $917K
PFE
Pfizer Inc

Healthcare
-223
- 1.5%
$23.29 - $25.88 $5.19K - $5.77K
14.7K $373K
VBR
Vanguard Small Cap Value ETF

ETFs
-15
- 1.23%
$195.41 - $212.37 $2.93K - $3.19K
1.2K $250K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-89
- 1.15%
$29.2 - $32.74 $2.6K - $2.91K
7.68K $244K
PTF
Invesco Exchange Traded Fd Tr

ETFs
-20
- 0.68%
$65.69 - $76.84 $1.31K - $1.54K
2.92K $218K
XLE
Energy Sector Spdr

ETFs
-128
- 1.95%
$84.25 - $91.99 $10.8K - $11.8K
6.43K $574K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-1.01K
- 6.78%
$66.8 - $74.06 $67.2K - $74.5K
13.8K $1.02M
PSX
Phillips 66

Energy
-141
- 5.44%
$118.37 - $139.46 $16.7K - $19.7K
2.45K $333K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-5.76K
- 2.59%
$35.56 - $36.69 $205K - $211K
217K $7.95M
TRV
Travelers Companies, Inc.

Financial Services
-22
- 0.71%
$250.62 - $279.43 $5.51K - $6.15K
3.09K $863K
NEE
Nextera Energy Inc

Utilities
-675
- 4.76%
$69.77 - $77.54 $47.1K - $52.3K
13.5K $1.02M
XLV
Select Sector Spdr Fund Health

ETFs
-222
- 1.48%
$129.01 - $139.72 $28.6K - $31K
14.8K $2.06M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.85K
- 3.68%
$24.38 - $26.34 $45.2K - $48.8K
48.6K $1.28M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-458
- 1.43%
$45.41 - $48.26 $20.8K - $22.1K
31.5K $1.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-185
- 1.47%
$68.24 - $73.73 $12.6K - $13.6K
12.4K $913K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-72
- 0.95%
$98.53 - $107.1 $7.09K - $7.71K
7.5K $787K
SCCO
Southern Copper Corp

Basic Materials
-11
- 0.5%
$90.54 - $121.36 $996 - $1.33K
2.2K $266K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-805
- 1.84%
$53.93 - $57.58 $43.4K - $46.4K
43K $2.43M
BA
Boeing CO

Industrials
-159
- 0.92%
$209.79 - $237.38 $33.4K - $37.7K
17.1K $3.68M
INTC
Intel Corp

Technology
-1.1K
- 10.49%
$19.31 - $35.5 $21.3K - $39.2K
9.41K $315K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-90
- 0.9%
$71.11 - $81.68 $6.4K - $7.35K
9.96K $795K
DFAX
Dimensional ETF Tr
-472
- 0.86%
$29.25 - $31.56 $13.8K - $14.9K
54.1K $1.7M
GS
Goldman Sachs Group Inc

Financial Services
-17
- 1.28%
$696.56 - $806.32 $11.8K - $13.7K
1.31K $1.04M
MS
Morgan Stanley

Financial Services
-6
- 0.1%
$139.09 - $161.16 $835 - $967
5.96K $947K
MDT
Medtronic PLC

Healthcare
-508
- 2.6%
$87.67 - $95.74 $44.5K - $48.6K
19K $1.81M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-516
- 1.62%
$63.41 - $69.69 $32.7K - $36K
31.3K $2.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.72K
- 6.52%
$617.65 - $666.84 $1.06M - $1.15M
24.7K $16.4M
GE
General Electric CO

Industrials
-48
- 1.46%
$244.75 - $305.63 $11.7K - $14.7K
3.25K $977K
XT
Ishares Tr Exponential Technol

ETFs
-674
- 2.49%
$65.04 - $71.97 $43.8K - $48.5K
26.4K $1.9M
PH
Parker Hannifin Corp

Industrials
-2
- 0.08%
$697.13 - $769.67 $1.39K - $1.54K
2.49K $1.89M
VGT
Vanguard Information Technolog

ETFs
-20
- 0.95%
$656.44 - $753.15 $13.1K - $15.1K
2.08K $1.55M
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
Track This Portfolio

Track Berger Financial Group, Inc Portfolio

Follow Berger Financial Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email