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
AVUV
American Centy ETF Tr Avantis

ETFs
-255
- 8.29%
$84.95 - $100.62 $21.7K - $25.7K
2.82K $245K
BDX
Becton Dickinson & CO

Healthcare
-237
- 15.41%
$222.79 - $249.08 $52.8K - $59K
1.3K $298K
KAPR
Innovator U.S. Small Cap Power

ETFs
-847
- 7.67%
$30.82 - $33.62 $26.1K - $28.5K
10.2K $314K
AMAT
Applied Materials Inc

Technology
-87
- 4.41%
$145.06 - $195.51 $12.6K - $17K
1.89K $273K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-603
- 13.25%
$89.33 - $95.17 $53.9K - $57.4K
3.95K $364K
PSA
Public Storage

Real Estate
-149
- 9.45%
$288.99 - $313.98 $43.1K - $46.8K
1.43K $427K
TM
Toyota Motor Corp

Consumer Cyclical
-32
- 1.68%
$176.53 - $195.35 $5.65K - $6.25K
1.87K $330K
KMB
Kimberly Clark Corp

Consumer Defensive
-481
- 17.54%
$124.46 - $147.4 $59.9K - $70.9K
2.26K $321K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 2.63%
$4295.4 - $5141.88 $8.59K - $10.3K
74 $340K
BMO
Bank Of Montreal

Financial Services
-216
- 2.2%
$94.92 - $104.14 $20.5K - $22.5K
9.61K $917K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-517
- 2.84%
$33.17 - $35.48 $17.1K - $18.3K
17.7K $593K
NFLX
Netflix Inc

Communication Services
-125
- 6.24%
$828.4 - $1058.6 $104K - $132K
1.88K $1.75M
CSCO
Cisco Systems, Inc.

Technology
-1.17K
- 7.49%
$58.74 - $64.87 $68.9K - $76.1K
14.5K $893K
GIS
General Mills Inc

Consumer Defensive
-60
- 0.85%
$57.56 - $65.3 $3.45K - $3.92K
6.97K $416K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
-2.99K
- 12.38%
$10.04 - $10.82 $30K - $32.3K
21.1K $214K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-598
- 14.37%
$61.2 - $68.24 $36.6K - $40.8K
3.56K $235K
VO
Vanguard Mid Cap ETF

ETFs
-67
- 4.15%
$251.87 - $277.95 $16.9K - $18.6K
1.55K $400K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-379
- 7.03%
$40.87 - $45.28 $15.5K - $17.2K
5.01K $207K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-519
- 9.46%
$50.39 - $50.66 $26.2K - $26.3K
4.97K $251K
LOW
Lowes Companies Inc

Consumer Cyclical
-31
- 2.89%
$222.66 - $268.42 $6.9K - $8.32K
1.04K $242K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-733
- 13.02%
$40.27 - $42.11 $29.5K - $30.9K
4.9K $206K
AVEM
American Centy ETF Tr Avantis

ETFs
-4.87K
- 2.47%
$57.11 - $62.4 $278K - $304K
193K $11.6M
VBR
Vanguard Small Cap Value ETF

ETFs
-26
- 1.94%
$183.02 - $207.75 $4.76K - $5.4K
1.32K $245K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-81
- 2.99%
$169.43 - $182.84 $13.7K - $14.8K
2.63K $455K
FTSD
Franklin ETF Tr Liberty Short

ETFs
-194
- 5.93%
$90.09 - $90.89 $17.5K - $17.6K
3.08K $279K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.69K
- 7.54%
$36.91 - $41.03 $99.2K - $110K
33K $1.31M
GD
General Dynamics Corp

Industrials
-168
- 4.94%
$241.94 - $272.58 $40.6K - $45.8K
3.23K $880K
NEE
Nextera Energy Inc

Utilities
-47
- 0.31%
$66.96 - $76.16 $3.15K - $3.58K
15.2K $1.07M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-203
- 4.6%
$105.1 - $109.61 $21.3K - $22.3K
4.21K $457K
VFH
Vanguard Financial ETF

ETFs
-119
- 2.99%
$114.07 - $127.34 $13.6K - $15.2K
3.86K $461K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-25
- 3.09%
$308.87 - $383.33 $7.72K - $9.58K
785 $256K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-50
- 1.5%
$75.99 - $81.58 $3.8K - $4.08K
3.28K $251K
XLI
Industrial Sector Spdr

ETFs
-44
- 1.29%
$128.78 - $141.67 $5.67K - $6.23K
3.36K $439K
TRV
Travelers Companies, Inc.

Financial Services
-343
- 9.74%
$232.43 - $265.13 $79.7K - $90.9K
3.18K $840K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-189
- 2.06%
$77.7 - $78.94 $14.7K - $14.9K
8.99K $709K
DFAX
Dimensional ETF Tr
-3.03K
- 5.61%
$24.45 - $27.2 $74K - $82.4K
50.9K $1.33M
ITW
Illinois Tool Works Inc

Industrials
-1
- 0.1%
$244.9 - $274.48 $245 - $274
1.03K $255K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-55
- 0.18%
$35.26 - $36.57 $1.94K - $2.01K
30.7K $1.09M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-66
- 0.6%
$49.69 - $50.76 $3.28K - $3.35K
10.9K $543K
INTC
Intel Corp

Technology
-1.59K
- 13.73%
$19.1 - $27.39 $30.3K - $43.5K
9.97K $226K
TSCO
Tractor Supply CO

Consumer Cyclical
-368
- 4.63%
$51.66 - $57.94 $19K - $21.3K
7.59K $418K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-303
- 3.62%
$25.69 - $26.89 $7.78K - $8.15K
8.06K $216K
RZG
Invesco Fd Tr S&P Smallcap 600
-432
- 2.29%
N/A
18.4K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-153
- 2.57%
N/A
5.79K $0
Innovator Etfs Trust
-234
- 3.51%
N/A
6.43K $0
USEP
Innovator U.S. Equity Ultra Bu
-203
- 0.61%
N/A
32.9K $0
Grayscale Ethereum Trust ETF
-3K
- 14.34%
N/A
17.9K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-455K
- 93.42%
N/A
32.1K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-1.22K
- 11.22%
N/A
9.67K $0
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
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