Berger Financial Group, Inc Sells in Q4 2024

Berger Financial Group, Inc

  • $1.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-326
- 7.21%
$58.02 - $58.88 $18.9K - $19.2K
4.19K $244K
ACN
Accenture PLC

Technology
-54
- 8.4%
$343.9 - $376.86 $18.6K - $20.4K
589 $207K
KOMP
Spdr S&P Kensho New Economies

ETFs
-548
- 8.91%
$48.59 - $54.76 $26.6K - $30K
5.6K $284K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-731
- 10.85%
$55.58 - $62.6 $40.6K - $45.8K
6.01K $361K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-149
- 3.56%
$77.02 - $78.58 $11.5K - $11.7K
4.03K $311K
INTU
Intuit Inc

Technology
-72
- 2.0%
$602.01 - $706.25 $43.3K - $50.9K
3.53K $2.22M
MBB
Ishares Tr

ETFs
-38
- 1.2%
$91.26 - $95.82 $3.47K - $3.64K
3.12K $286K
IT
Gartner Inc

Technology
-9
- 1.71%
$481.22 - $551.8 $4.33K - $4.97K
517 $250K
WM
Waste Management Inc

Industrials
-34
- 2.18%
$201.79 - $228.46 $6.86K - $7.77K
1.53K $308K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-415
- 3.96%
$69.3 - $74.3 $28.8K - $30.8K
10.1K $719K
HRL
Hormel Foods Corp

Consumer Defensive
-349
- 5.0%
$29.21 - $33.55 $10.2K - $11.7K
6.63K $207K
ETN
Eaton Corp PLC

Industrials
-36
- 3.22%
$326.96 - $377.52 $11.8K - $13.6K
1.08K $358K
DGRO
Ishares Core Dividend Growth E

ETFs
-121
- 3.35%
$60.73 - $64.94 $7.35K - $7.86K
3.49K $214K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-200
- 3.52%
$50.37 - $50.6 $10.1K - $10.1K
5.48K $276K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-350
- 1.49%
$7.83 - $8.16 $2.74K - $2.86K
23.2K $182K
LNC
Lincoln National Corp

Financial Services
-166
- 2.23%
$30.46 - $36.84 $5.06K - $6.12K
7.28K $230K
TRV
Travelers Companies, Inc.

Financial Services
-105
- 2.89%
$225.97 - $266.66 $23.7K - $28K
3.52K $848K
Grayscale Ethereum Trust ETF
-2.04K
- 8.88%
N/A
20.9K $0
Amentum Holdings Inc
-4.76K
- 13.64%
N/A
30.2K $0
Amplify ETF Tr
-489
- 10.84%
N/A
4.02K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-7.96K
- 7.24%
N/A
102K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-1.53K
- 20.47%
N/A
5.94K $0
Calamos ETF Tr
-88
- 1.04%
N/A
8.39K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-19
- 0.06%
N/A
29.9K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-564
- 7.35%
N/A
7.11K $0
Pgim ETF Tr
-38
- 0.01%
N/A
645K $0
Bank America Corp
-15
- 7.77%
N/A
178 $0
Innovator Etfs Trust
-365
- 5.19%
N/A
6.67K $0
USEP
Innovator U.S. Equity Ultra Bu
-3.37K
- 9.23%
N/A
33.1K $0
XYLD
Global X Fds S&P 500 Covered C

ETFs
-181
- 0.68%
$40.86 - $43.42 $7.4K - $7.86K
26.5K $1.11M
ALL
Allstate Corp

Financial Services
-9
- 0.49%
$181.25 - $208.2 $1.63K - $1.87K
1.81K $349K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-203
- 1.1%
$33.71 - $34.99 $6.84K - $7.1K
18.2K $628K
AIZ
Assurant, Inc.

Financial Services
-41
- 3.71%
$186.6 - $228.68 $7.65K - $9.38K
1.06K $226K
NOW
Service Now, Inc.

Technology
-28
- 12.33%
$867.18 - $1148.42 $24.3K - $32.2K
199 $210K
LNG
Cheniere Energy, Inc.

Energy
-177
- 13.04%
$181.07 - $225.92 $32K - $40K
1.18K $253K
USB
Us Bancorp \De\

Financial Services
-160
- 1.37%
$43.98 - $53.66 $7.04K - $8.59K
11.5K $550K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-36
- 0.35%
$59.58 - $67.31 $2.14K - $2.42K
10.4K $656K
T
At&T Inc.

Communication Services
-249
- 0.8%
$21.22 - $23.88 $5.28K - $5.95K
30.8K $700K
BX
Blackstone Inc.

Financial Services
-126
- 5.83%
$148.45 - $199.05 $18.7K - $25.1K
2.04K $351K
TM
Toyota Motor Corp

Consumer Cyclical
-53
- 2.71%
$169.2 - $199.52 $8.97K - $10.6K
1.9K $370K
SQ
Block, Inc.

Technology
-468
- 12.78%
$65.06 - $98.92 $30.4K - $46.3K
3.2K $271K
SCHW
Schwab Charles Corp

Financial Services
-114
- 2.88%
$63.31 - $82.85 $7.22K - $9.44K
3.85K $284K
VFH
Vanguard Financial ETF

ETFs
-4
- 0.1%
$108.87 - $126.2 $435 - $505
3.98K $469K
VGT
Vanguard Information Technolog

ETFs
-64
- 2.88%
$571.78 - $647.97 $36.6K - $41.5K
2.16K $1.34M
DIS
Walt Disney CO

Communication Services
-404
- 6.4%
$92.39 - $117.6 $37.3K - $47.5K
5.91K $657K
BMO
Bank Of Montreal

Financial Services
-145
- 1.45%
$89.75 - $103.39 $13K - $15K
9.83K $953K
XLK
Technology Sector Spdr

ETFs
-1
- 0.01%
$220.26 - $241.44 $220 - $241
8.31K $1.93M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-64
- 7.32%
$229.85 - $335.91 $14.7K - $21.5K
810 $264K
DAL
Delta Air Lines, Inc.

Industrials
-359
- 4.16%
$47.46 - $65.77 $17K - $23.6K
8.27K $500K
Activity Summary
Buys All Purchases 209 New Holdings 50 Increased Positions 159 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 1
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