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
Bank America Corp
-15
- 8.43%
N/A
163 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-511
- 3.03%
N/A
16.4K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-418
- 5.88%
N/A
6.69K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-7.93K
- 7.76%
N/A
94.2K $0
SPIB
Spdr Portfolio Intermediate Te

ETFs
-58
- 0.83%
$32.5 - $33.3 $1.89K - $1.93K
6.94K $230K
IEF
Ishares Barclays

ETFs
-125
- 2.8%
$91.17 - $95.39 $11.4K - $11.9K
4.34K $414K
SCCO
Southern Copper Corp

Basic Materials
-42
- 1.75%
$85.92 - $101.48 $3.61K - $4.26K
2.36K $220K
F
Ford Motor CO

Consumer Cyclical
-133
- 0.6%
$9.12 - $10.43 $1.21K - $1.39K
21.9K $219K
PG
Procter & Gamble CO

Consumer Defensive
-140
- 1.44%
$158.56 - $176.26 $22.2K - $24.7K
9.56K $1.63M
KLAC
Kla Corp

Technology
-26
- 6.3%
$636.62 - $777.63 $16.6K - $20.2K
387 $263K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-284
- 2.71%
$39.65 - $43.35 $11.3K - $12.3K
10.2K $428K
MGV
Vanguard Mega Cap Value

ETFs
-30
- 0.95%
$123.61 - $133.01 $3.71K - $3.99K
3.14K $404K
D
Dominion Energy, Inc

Utilities
-2
- 0.04%
$52.85 - $57.43 $106 - $115
5.24K $293K
VLO
Valero Energy Corp

Energy
-376
- 5.71%
$121.76 - $142.99 $45.8K - $53.8K
6.21K $819K
SCHW
Schwab Charles Corp

Financial Services
-62
- 1.61%
$71.24 - $83.64 $4.42K - $5.19K
3.78K $296K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-192
- 1.1%
$39.18 - $43.52 $7.52K - $8.36K
17.2K $721K
XEL
Xcel Energy Inc

Utilities
-1.49K
- 3.89%
$63.37 - $72.1 $94.2K - $107K
36.7K $2.6M
UNP
Union Pacific Corp

Industrials
-30
- 0.84%
$225.21 - $254.42 $6.76K - $7.63K
3.52K $831K
SBUX
Starbucks Corp

Consumer Cyclical
-203
- 3.33%
$91.75 - $115.81 $18.6K - $23.5K
5.9K $578K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-135
- 1.78%
$68.32 - $75.06 $9.22K - $10.1K
7.44K $555K
CTAS
Cintas Corp

Industrials
-36
- 2.22%
$182.09 - $208.14 $6.56K - $7.49K
1.59K $325K
CHE
Chemed Corp

Healthcare
-17
- 3.77%
$521.84 - $615.32 $8.87K - $10.5K
434 $267K
BP
Bp PLC

Energy
-440
- 4.31%
$29.93 - $35.31 $13.2K - $15.5K
9.77K $330K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-20
- 0.51%
$56.12 - $68.15 $1.12K - $1.36K
3.9K $264K
XLE
Energy Sector Spdr

ETFs
-277
- 3.79%
$85.7 - $93.96 $23.7K - $26K
7.04K $657K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-282
- 0.81%
$76.77 - $82.22 $21.6K - $23.2K
34.5K $2.74M
VZ
Verizon Communications Inc

Communication Services
-454
- 4.22%
$37.81 - $46.49 $17.2K - $21.1K
10.3K $467K
IAU
Ishares Gold Trust

ETFs
-172
- 3.44%
$49.74 - $58.96 $8.56K - $10.1K
4.83K $284K
VTV
Vanguard Value ETF

ETFs
-1.34K
- 1.67%
$167.73 - $179.21 $225K - $240K
78.9K $13.6M
AEE
Ameren Corp

Utilities
-15
- 0.29%
$86.87 - $103.67 $1.3K - $1.56K
5.09K $510K
EXC
Exelon Corp

Utilities
-39
- 0.55%
$37.3 - $46.08 $1.45K - $1.8K
7.09K $326K
SO
Southern CO

Utilities
-30
- 0.42%
$80.96 - $92.96 $2.43K - $2.79K
7.14K $656K
AMGN
Amgen Inc

Healthcare
-396
- 9.47%
$258.59 - $327.36 $102K - $130K
3.79K $1.18M
CHD
Church & Dwight CO Inc

Consumer Defensive
-943
- 2.6%
$101.42 - $113.2 $95.6K - $107K
35.3K $3.89M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-915
- 4.05%
$69.81 - $78.9 $63.9K - $72.2K
21.7K $1.69M
IJUL
Innovator Etfs Tr

ETFs
-7.84K
- 3.49%
$27.58 - $29.96 $216K - $235K
217K $6.31M
XOM
Exxon Mobil Corp

Energy
-765
- 4.47%
$105.44 - $118.93 $80.7K - $91K
16.4K $1.95M
GE
General Electric CO

Industrials
-32
- 0.96%
$168.59 - $212.13 $5.39K - $6.79K
3.3K $660K
XLV
Select Sector Spdr Fund Health

ETFs
-86
- 0.53%
$137.61 - $149.68 $11.8K - $12.9K
16.2K $2.36M
VEA
Vanguard Ftse Developed Market

ETFs
-2.01K
- 2.64%
$47.4 - $52.99 $95.3K - $107K
74.3K $3.78M
MDT
Medtronic PLC

Healthcare
-444
- 2.18%
$79.84 - $94.5 $35.4K - $42K
20K $1.79M
PM
Philip Morris International Inc.

Consumer Defensive
-87
- 1.74%
$117.15 - $158.79 $10.2K - $13.8K
4.91K $779K
MA
Mastercard Inc

Financial Services
-236
- 1.19%
$504.67 - $576.31 $119K - $136K
19.5K $10.7M
ABBV
Abb Vie Inc.

Healthcare
-780
- 5.23%
$169.2 - $216.66 $132K - $169K
14.1K $2.96M
IRT
Independence Realty Trust, Inc.

Real Estate
-3.56K
- 1.21%
$18.23 - $21.8 $64.9K - $77.7K
291K $6.17M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-3.71K
- 6.61%
$106.31 - $123.73 $394K - $459K
52.4K $6.49M
LLY
Eli Lilly & CO

Healthcare
-1
- 0.02%
$725.72 - $929.72 $726 - $930
6.54K $5.4M
IBM
International Business Machines Corp

Technology
-2.58K
- 7.29%
$217.4 - $264.74 $560K - $682K
32.8K $8.15M
V
Visa Inc.

Financial Services
-345
- 1.14%
$306.92 - $362.71 $106K - $125K
29.9K $10.5M
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
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