Berger Financial Group, Inc Sells in Q3 2024

Berger Financial Group, Inc

  • $1.18 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-119K
- 94.08%
$75.47 - $83.18 $9M - $9.92M
7.51K $623K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-196K
- 73.19%
$46.9 - $51.96 $9.19M - $10.2M
71.8K $3.7M
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-132K
- 31.98%
$53.43 - $61.11 $7.06M - $8.08M
281K $17.2M
QCOM
Qualcomm Inc

Technology
-61
- 0.18%
$156.12 - $209.64 $9.52K - $12.8K
33.8K $5.75M
XT
Ishares Tr Exponential Technol

ETFs
-15.5K
- 28.68%
$54.51 - $61.59 $846K - $956K
38.6K $2.35M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-24.6K
- 61.1%
$32.44 - $36.11 $797K - $887K
15.6K $564K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-14.3K
- 67.97%
$49.94 - $56.3 $714K - $805K
6.74K $379K
BA
Boeing CO

Industrials
-1.27K
- 7.21%
$152.04 - $190.6 $193K - $242K
16.3K $2.48M
NTAP
Net App, Inc.

Technology
-1.88K
- 3.35%
$114.18 - $134.62 $215K - $254K
54.4K $6.72M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-14.9K
- 29.0%
$32.83 - $34.88 $488K - $519K
36.4K $1.27M
DIS
Walt Disney CO

Communication Services
-4.12K
- 39.46%
$85.6 - $98.61 $352K - $406K
6.31K $607K
APH
Amphenol Corp

Technology
-1.55K
- 1.63%
$58.39 - $70.41 $90.4K - $109K
93.3K $6.08M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.41K
- 30.64%
$71.45 - $75.64 $315K - $333K
9.98K $749K
GOOG
Alphabet Inc.

Communication Services
-193
- 1.28%
$149.54 - $192.66 $28.9K - $37.2K
14.8K $2.48M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-6.02K
- 49.92%
$46.29 - $48.52 $278K - $292K
6.04K $291K
INTU
Intuit Inc

Technology
-208
- 5.46%
$602.97 - $670.49 $125K - $139K
3.6K $2.23M
NWSA
News Corp

Communication Services
-751
- 0.38%
$25.41 - $28.44 $19.1K - $21.4K
199K $5.29M
XLP
Consumer Staples Sector Spdr

ETFs
-2.2K
- 5.69%
$76.04 - $76.04 $168K - $168K
36.5K $2.78M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-7.56K
- 28.98%
$38.04 - $45.36 $288K - $343K
18.5K $827K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.55K
- 24.08%
$53.41 - $57.9 $190K - $205K
11.2K $647K
KRE
Spdr S&P Regional Banking ETF

ETFs
-8.3K
- 19.19%
$47.94 - $59.23 $398K - $492K
35K $1.98M
INTC
Intel Corp

Technology
-1.02K
- 6.32%
$18.9 - $34.87 $19.3K - $35.6K
15.1K $355K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.46K
- 6.34%
$85.84 - $85.84 $125K - $125K
21.5K $1.85M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-4.12K
- 35.86%
$33.87 - $34.82 $139K - $143K
7.36K $256K
VB
Vanguard Small Cap ETF

ETFs
-1.28K
- 12.72%
$214.77 - $237.72 $276K - $305K
8.81K $2.09M
CION
Cion Investment Corp

Financial Services
-1.43K
- 0.43%
$11.55 - $12.46 $16.6K - $17.9K
333K $3.97M
PAVE
Global X Fds Us Infrastructure

ETFs
-2.95K
- 29.43%
$36.39 - $41.16 $107K - $122K
7.08K $291K
COIN
Coinbase Global, Inc.

Technology
-15
- 0.88%
$147.09 - $265.15 $2.21K - $3.98K
1.69K $301K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.24K
- 12.86%
$83.76 - $91.82 $188K - $206K
15.2K $1.39M
XLE
Energy Sector Spdr

ETFs
-518
- 6.52%
$84.35 - $93.39 $43.7K - $48.4K
7.43K $651K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-239
- 1.1%
$42.59 - $60.56 $10.2K - $14.5K
21.6K $1.09M
SUB
Ishares Short Term National Mu

ETFs
-763
- 12.88%
$104.3 - $106.3 $79.6K - $81.1K
5.16K $547K
BNDX
Vanguard Total International B

ETFs
-1.55K
- 14.67%
$48.42 - $50.35 $74.8K - $77.8K
8.99K $451K
GPC
Genuine Parts CO

Consumer Cyclical
-449
- 22.64%
$131.04 - $147.11 $58.8K - $66.1K
1.53K $214K
F
Ford Motor CO

Consumer Cyclical
-906
- 3.8%
$9.71 - $14.55 $8.8K - $13.2K
22.9K $242K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-5.34K
- 9.4%
$17.35 - $18.22 $92.7K - $97.3K
51.5K $932K
BP
Bp PLC

Energy
-125
- 1.21%
$30.78 - $37.05 $3.85K - $4.63K
10.2K $319K
USFR
Wisdomtree Floating Rate Treas

ETFs
-962
- 7.24%
$50.2 - $50.48 $48.3K - $48.6K
12.3K $618K
BDX
Becton Dickinson & CO

Healthcare
-267
- 13.28%
$221.47 - $242.41 $59.1K - $64.7K
1.74K $420K
HON
Honeywell International Inc

Industrials
-47
- 0.86%
$196.73 - $220.21 $9.25K - $10.3K
5.43K $1.12M
VHT
Vanguard Health Care ETF

ETFs
-230
- 17.24%
$261.88 - $288.1 $60.2K - $66.3K
1.1K $311K
SQ
Block, Inc.

Technology
-802
- 17.96%
$57.21 - $72.07 $45.9K - $57.8K
3.66K $245K
CHD
Church & Dwight CO Inc

Consumer Defensive
-742
- 1.99%
$98.01 - $106.59 $72.7K - $79.1K
36.5K $3.82M
STZ
Constellation Brands, Inc.

Consumer Defensive
-160
- 15.46%
$236.42 - $259.82 $37.8K - $41.6K
875 $225K
ELV
Elevance Health, Inc.

Healthcare
-49
- 7.79%
$500.12 - $562.29 $24.5K - $27.6K
580 $301K
PFE
Pfizer Inc

Healthcare
-2.35K
- 7.59%
$27.7 - $31.39 $65.1K - $73.8K
28.6K $827K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-581
- 12.2%
$76.38 - $78.87 $44.4K - $45.8K
4.18K $329K
KOMP
Spdr S&P Kensho New Economies

ETFs
-1.14K
- 15.6%
$44.44 - $50.42 $50.5K - $57.3K
6.15K $303K
FISV
Fiserv Inc

Technology
-233
- 1.27%
N/A
18.1K $2.27M
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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