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
BMO
Bank Of Montreal

Financial Services
-181
- 1.9%
$110.44 - $130.66 $20K - $23.6K
9.35K $1.22M
LNC
Lincoln National Corp

Financial Services
-3
- 0.01%
$33.37 - $43.29 $100 - $130
29.3K $1.18M
VLO
Valero Energy Corp

Energy
-40
- 0.65%
$131.77 - $175.63 $5.27K - $7.03K
6.16K $1.05M
CAT
Caterpillar Inc

Industrials
-146
- 4.45%
$390.92 - $477.15 $57.1K - $69.7K
3.14K $1.5M
CGUS
Capital Group Core Equity ETF
-320
- 0.28%
$36.89 - $39.72 $11.8K - $12.7K
115K $4.54M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-311
- 0.59%
$119.73 - $134.7 $37.2K - $41.9K
52.1K $6.95M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-78
- 1.73%
$404.94 - $499.99 $31.6K - $39K
4.44K $2.15M
DCI
Donaldson CO Inc

Industrials
-298
- 0.97%
$69.82 - $82.14 $20.8K - $24.5K
30.5K $2.5M
VTI
Vanguard Total Stock Market Et

ETFs
-214
- 1.16%
$303.93 - $329.86 $65K - $70.6K
18.2K $5.98M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.69K
- 0.9%
$36.04 - $38.78 $61.1K - $65.7K
186K $7.19M
HD
Home Depot, Inc.

Consumer Cyclical
-65
- 0.47%
$357.4 - $423.42 $23.2K - $27.5K
13.7K $5.54M
IWY
Ishares Tr Russell 200 Growth

ETFs
-206
- 0.94%
$243.93 - $275.62 $50.2K - $56.8K
21.7K $5.94M
FFIV
F5, Inc.

Technology
-202
- 0.93%
$290.76 - $334.59 $58.7K - $67.6K
21.6K $6.98M
L
Loews Corp

Financial Services
-2
- -0.0%
$89.82 - $100.39 $180 - $201
68K $6.82M
MSFT
Microsoft Corp

Technology
-24
- 0.06%
$491.09 - $535.64 $11.8K - $12.9K
40.5K $21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-237
- 0.88%
$567.77 - $614.76 $135K - $146K
26.7K $16.3M
LDOS
Leidos Holdings, Inc.

Technology
-239
- 0.61%
$159.2 - $188.96 $38K - $45.2K
39.1K $7.38M
TSLA
Tesla, Inc.

Consumer Cyclical
-386
- 2.91%
$293.94 - $444.72 $113K - $172K
12.9K $5.72M
JNJ
Johnson & Johnson

Healthcare
-92
- 0.18%
$155.17 - $185.42 $14.3K - $17.1K
49.8K $9.23M
MU
Micron Technology Inc

Technology
-200
- 0.35%
$104.88 - $168.89 $21K - $33.8K
56.7K $9.49M
NVDA
Nvidia Corp

Technology
-1.39K
- 1.06%
$153.3 - $186.58 $213K - $260K
130K $24.2M
GOOGL
Alphabet Inc.

Communication Services
-282
- 0.43%
$174.36 - $254.72 $49.2K - $71.8K
65.6K $15.9M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.52K
- 1.58%
$96.73 - $137.09 $243K - $345K
156K $20.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.87K
- 0.17%
$28.92 - $32.19 $112K - $125K
2.27M $72.4M
AAPL
Apple Inc.

Technology
-1.39K
- 0.84%
$202.38 - $256.87 $280K - $356K
164K $41.6M
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
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