Berger Financial Group, Inc Sells in Q2 2025

Berger Financial Group, Inc

  • $1.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-13.6K
- 95.1%
$274.35 - $599.47 $3.73M - $8.14M
700 $218K
NTAP
Net App, Inc.

Technology
-45.3K
- 94.02%
$76.1 - $106.55 $3.45M - $4.83M
2.88K $306K
AAPL
Apple Inc.

Technology
-3.99K
- 2.36%
$172.42 - $223.89 $688K - $893K
165K $33.8M
PEP
Pepsico Inc

Consumer Defensive
-5.06K
- 10.23%
$128.02 - $151.37 $647K - $765K
44.4K $5.86M
IRT
Independence Realty Trust, Inc.

Real Estate
-10K
- 3.45%
$17.41 - $21.38 $175K - $214K
281K $4.96M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-982
- 0.61%
$86.97 - $102.82 $85.4K - $101K
159K $15.2M
DHR
Danaher Corp

Healthcare
-4.61K
- 77.43%
$174.64 - $205.16 $805K - $946K
1.34K $265K
JNJ
Johnson & Johnson

Healthcare
-112
- 0.22%
$146.36 - $159.82 $16.4K - $17.9K
49.9K $7.62M
FICO
Fair Isaac Corp

Technology
-303
- 11.46%
$1503.62 - $2206.01 $456K - $668K
2.34K $4.28M
CHD
Church & Dwight CO Inc

Consumer Defensive
-730
- 2.07%
$91.57 - $110.76 $66.8K - $80.9K
34.6K $3.32M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-22.2K
- 11.02%
$20.66 - $20.74 $458K - $460K
179K $3.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
-8.98K
- 40.4%
$44.8 - $53.97 $402K - $485K
13.2K $714K
XLV
Select Sector Spdr Fund Health

ETFs
-1.14K
- 7.06%
$128.77 - $144.3 $147K - $165K
15K $2.03M
TECH
Bio Techne Corp

Healthcare
-1.86K
- 7.7%
$46.66 - $58.38 $86.6K - $108K
22.2K $1.14M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.52K
- 31.88%
$83.97 - $92.85 $211K - $234K
5.38K $474K
MRK
Merck & Co., Inc.

Healthcare
-1.65K
- 15.82%
$73.47 - $87.12 $121K - $143K
8.76K $693K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.27K
- 43.7%
$85.42 - $94.39 $194K - $214K
2.92K $274K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.06K
- 3.79%
$72.02 - $73.82 $220K - $226K
77.8K $5.73M
XOM
Exxon Mobil Corp

Energy
-78
- 0.48%
$99.93 - $119.04 $7.79K - $9.29K
16.3K $1.75M
V
Visa Inc.

Financial Services
-921
- 3.08%
$308.27 - $373.31 $284K - $344K
29K $10.3M
DFAU
Dimensional ETF Tr

ETFs
-7.79K
- 21.45%
$34.04 - $42.36 $265K - $330K
28.5K $1.21M
BMY
Bristol Myers Squibb CO

Healthcare
-1.29K
- 16.73%
$44.12 - $59.6 $57K - $77.1K
6.44K $297K
CGDV
Capital Group Divid Value ETF

ETFs
-5.64K
- 42.05%
$31.93 - $39.49 $180K - $223K
7.78K $307K
CVX
Chevron Corp

Energy
-439
- 9.93%
$133.73 - $168.51 $58.7K - $74K
3.98K $569K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-8.6K
- 11.09%
$23.55 - $27.67 $202K - $238K
68.9K $1.91M
PG
Procter & Gamble CO

Consumer Defensive
-178
- 1.86%
$157.66 - $172.39 $28.1K - $30.7K
9.39K $1.5M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-3.59K
- 7.57%
$46.92 - $55.01 $168K - $197K
43.8K $2.38M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.27K
- 7.65%
$89.87 - $92.93 $114K - $118K
15.3K $1.41M
XEL
Xcel Energy Inc

Utilities
-283
- 0.77%
$65.65 - $72.39 $18.6K - $20.5K
36.4K $2.48M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-6.21K
- 3.22%
$19.44 - $19.56 $121K - $122K
186K $3.64M
HD
Home Depot, Inc.

Consumer Cyclical
-296
- 2.11%
$335.24 - $380.78 $99.2K - $113K
13.7K $5.03M
XT
Ishares Tr Exponential Technol

ETFs
-5.38K
- 16.59%
$49.86 - $65.25 $268K - $351K
27K $1.76M
XLE
Energy Sector Spdr

ETFs
-481
- 6.83%
$76.44 - $94.13 $36.8K - $45.3K
6.56K $556K
GLD
Spdr Gold Trust

ETFs
-537
- 14.33%
$273.71 - $316.29 $147K - $170K
3.21K $978K
OXY
Occidental Petroleum Corp

Energy
-1.02K
- 12.83%
$36.11 - $49.33 $36.7K - $50.2K
6.91K $290K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.85K
- 34.99%
$51.16 - $62.02 $94.8K - $115K
3.44K $213K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.16K
- 12.5%
$37.08 - $42.26 $79.9K - $91.1K
15.1K $625K
ED
Consolidated Edison Inc

Utilities
-589
- 19.14%
$98.05 - $113.3 $57.8K - $66.7K
2.49K $249K
NEE
Nextera Energy Inc

Utilities
-984
- 6.49%
$64.11 - $75.0 $63.1K - $73.8K
14.2K $983K
MDT
Medtronic PLC

Healthcare
-405
- 2.03%
$80.68 - $88.86 $32.7K - $36K
19.6K $1.7M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-8.1K
- 10.24%
$32.66 - $37.42 $265K - $303K
71K $2.66M
MA
Mastercard Inc

Financial Services
-620
- 3.17%
$479.92 - $590.74 $298K - $366K
18.9K $10.6M
PSX
Phillips 66

Energy
-530
- 16.98%
$92.87 - $125.73 $49.2K - $66.6K
2.59K $309K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-830
- 11.16%
$68.13 - $74.77 $56.5K - $62.1K
6.61K $481K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-992
- 11.03%
$77.94 - $79.5 $77.3K - $78.9K
8K $636K
AZO
Autozone Inc

Consumer Cyclical
-17
- 17.35%
$3478.38 - $3880.15 $59.1K - $66K
81 $300K
BBY
Best Buy CO Inc

Consumer Cyclical
-622
- 16.4%
$56.17 - $75.73 $34.9K - $47.1K
3.17K $212K
BP
Bp PLC

Energy
-908
- 9.29%
$26.11 - $33.81 $23.7K - $30.7K
8.87K $265K
HCRB
Hartford Fds Exchange Traded T

ETFs
-1.76K
- 11.83%
$34.42 - $35.35 $60.6K - $62.3K
13.1K $460K
Activity Summary
Buys All Purchases 176 New Holdings 17 Increased Positions 159 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 3 Puts 0
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