Berger Financial Group, Inc Reduced Holdings in Q3 2024

Berger Financial Group, Inc

  • $1.18 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-95
- 2.36%
$60.13 - $68.17 $5.71K - $6.48K
3.94K $266K
MGV
Vanguard Mega Cap Value

ETFs
-92
- 2.86%
$118.0 - $128.28 $10.9K - $11.8K
3.12K $400K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-98
- 1.92%
$82.04 - $89.49 $8.04K - $8.77K
5.01K $445K
DAL
Delta Air Lines, Inc.

Industrials
-196
- 2.22%
$37.32 - $51.8 $7.31K - $10.2K
8.62K $438K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-6
- 0.06%
$76.94 - $79.54 $462 - $477
9.67K $767K
USB
Us Bancorp \De\

Financial Services
-1.27K
- 9.78%
$39.04 - $47.23 $49.4K - $59.7K
11.7K $533K
LDOS
Leidos Holdings, Inc.

Technology
-37
- 2.23%
$142.66 - $163.02 $5.28K - $6.03K
1.62K $264K
IEFA
Ishares Tr

ETFs
-66
- 1.25%
$70.09 - $78.74 $4.63K - $5.2K
5.24K $408K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-73
- 1.21%
$59.25 - $65.33 $4.33K - $4.77K
5.95K $385K
TSCO
Tractor Supply CO

Consumer Cyclical
-19
- 1.17%
$251.95 - $290.93 $4.79K - $5.53K
1.6K $466K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-117
- 1.1%
$63.28 - $70.06 $7.4K - $8.2K
10.5K $734K
XLI
Industrial Sector Spdr

ETFs
-125
- 3.55%
$120.56 - $135.44 $15.1K - $16.9K
3.4K $459K
MET
Metlife Inc

Financial Services
-65
- 2.12%
$67.96 - $82.48 $4.42K - $5.36K
3K $247K
GOLD
Barrick Gold Corp

Basic Materials
-50
- 0.47%
$16.56 - $21.01 $828 - $1.05K
10.6K $210K
TD
Toronto Dominion Bank

Financial Services
-24
- 0.54%
$54.54 - $64.56 $1.31K - $1.55K
4.44K $281K
GWW
W.W. Grainger, Inc.

Industrials
-6
- 1.85%
$896.19 - $1044.18 $5.38K - $6.27K
319 $331K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-65
- 1.88%
$162.83 - $179.16 $10.6K - $11.6K
3.39K $607K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-699
- 2.06%
$33.68 - $39.31 $23.5K - $27.5K
33.3K $1.31M
VTI
Vanguard Total Stock Market Et

ETFs
-50
- 1.31%
$255.18 - $283.2 $12.8K - $14.2K
3.76K $1.07M
T
At&T Inc.

Communication Services
-2.2K
- 6.63%
$18.21 - $22.28 $40.1K - $49K
31K $682K
XLV
Select Sector Spdr Fund Health

ETFs
-603
- 3.36%
$143.3 - $157.24 $86.4K - $94.8K
17.3K $2.67M
BMO
Bank Of Montreal

Financial Services
-105
- 1.04%
$79.1 - $90.77 $8.31K - $9.53K
9.97K $899K
GIS
General Mills Inc

Consumer Defensive
-161
- 2.23%
$62.5 - $75.15 $10.1K - $12.1K
7.07K $521K
CSCO
Cisco Systems, Inc.

Technology
-796
- 4.27%
$44.74 - $53.22 $35.6K - $42.4K
17.9K $950K
DCI
Donaldson CO Inc

Industrials
-18
- 0.05%
$69.34 - $74.86 $1.25K - $1.35K
32.8K $2.41M
MCD
Mcdonalds Corp

Consumer Cyclical
-135
- 5.78%
$245.82 - $304.51 $33.2K - $41.1K
2.2K $670K
VV
Vanguard Large Cap ETF

ETFs
-20
- 0.33%
$236.92 - $263.4 $4.74K - $5.27K
5.95K $1.57M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.05K
- 4.23%
$69.31 - $77.34 $72.9K - $81.4K
23.8K $1.83M
INSP
Inspire Medical Systems, Inc.

Healthcare
-97
- 6.05%
$125.79 - $216.71 $12.2K - $21K
1.51K $317K
SBUX
Starbucks Corp

Consumer Cyclical
-272
- 4.12%
$72.51 - $98.6 $19.7K - $26.8K
6.33K $617K
EFG
Msci Eafe Growth ETF

ETFs
-252
- 1.01%
$96.84 - $108.77 $24.4K - $27.4K
24.6K $2.65M
PSA
Public Storage

Real Estate
-31
- 1.85%
$283.13 - $365.01 $8.78K - $11.3K
1.64K $597K
EA
Electronic Arts Inc.

Communication Services
-74
- 0.2%
$137.32 - $151.82 $10.2K - $11.2K
36.3K $5.2M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-20
- 0.19%
$47.28 - $62.24 $946 - $1.24K
10.4K $638K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-1.19K
- 2.46%
$50.64 - $55.7 $60K - $66K
46.9K $2.61M
PRU
Prudential Financial Inc

Financial Services
-274
- 0.58%
$105.53 - $127.32 $28.9K - $34.9K
47.2K $5.72M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-462
- 1.31%
$71.86 - $78.56 $33.2K - $36.3K
34.7K $2.73M
CAT
Caterpillar Inc

Industrials
-59
- 1.51%
$316.8 - $391.12 $18.7K - $23.1K
3.85K $1.51M
NEE
Nextera Energy Inc

Utilities
-10
- 0.07%
$69.9 - $84.97 $699 - $850
15.3K $1.29M
MDT
Medtronic PLC

Healthcare
-464
- 1.99%
$76.84 - $91.03 $35.7K - $42.2K
22.9K $2.06M
L
Loews Corp

Financial Services
-338
- 0.51%
$73.76 - $81.96 $24.9K - $27.7K
65.5K $5.18M
AVEM
American Centy ETF Tr Avantis

ETFs
-7.02K
- 3.39%
$57.2 - $65.59 $402K - $461K
200K $12.9M
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 0.02%
$416.14 - $494.01 $416 - $494
5.97K $2.93M
MMM
3 M CO

Industrials
-412
- 4.24%
$99.69 - $139.42 $41.1K - $57.4K
9.3K $1.27M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-37
- 0.73%
$531.86 - $624.21 $19.7K - $23.1K
5.07K $3.13M
TJX
Tjx Companies Inc

Consumer Cyclical
-547
- 1.07%
$107.93 - $120.23 $59K - $65.8K
50.5K $5.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
-791
- 2.83%
$517.38 - $573.86 $409K - $454K
27.2K $15.6M
IRT
Independence Realty Trust, Inc.

Real Estate
-1.84K
- 0.62%
$18.32 - $21.15 $33.7K - $38.9K
297K $6.08M
XLU
Utilities Sector Spdr

ETFs
-1.52K
- 2.86%
$67.67 - $80.78 $103K - $122K
51.6K $4.17M
Activity Summary
Buys All Purchases 189 New Holdings 38 Increased Positions 151 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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