Berger Financial Group, Inc Closed Holding Positions

Berger Financial Group, Inc

  • $1.18 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q2 2022 Filed on Aug 08, 2022
8,804
$22.01 - $23.84 $194K - $210K
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
8,747
$25.01 - $43.9 $219K - $384K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Aug 08, 2022
4,950
$39.4 - $46.71 $195K - $231K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q2 2022 Filed on Aug 08, 2022
9,967
$17.13 - $21.08 $171K - $210K
GGG
Graco Inc

Industrials
Q2 2022 Filed on Aug 08, 2022
3,480
$56.92 - $70.83 $198K - $246K
BROS
Dutch Bros Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
4,676
$25.11 - $57.65 $117K - $270K
DOUG
Douglas Elliman Inc.

Real Estate
Q2 2022 Filed on Aug 08, 2022
12,372
$4.73 - $7.37 $58.5K - $91.2K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
2,415
$111.84 - $138.13 $270K - $334K
ALGN
Align Technology Inc

Healthcare
Q2 2022 Filed on Aug 08, 2022
504
$229.82 - $446.41 $116K - $225K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
2,138
$89.08 - $177.02 $190K - $378K
IBND
Spdr Bloomberg International C

ETFs
Q2 2022 Filed on Aug 08, 2022
21,426
$27.26 - $31.83 $584K - $682K
BWX
Spdr Bloomberg International T

ETFs
Q2 2022 Filed on Aug 08, 2022
33,280
$22.55 - $25.97 $750K - $864K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 08, 2022
2,744
$67.01 - $82.22 $184K - $226K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2022 Filed on Aug 08, 2022
18,848
$18.5 - $22.75 $349K - $429K
LIN
Linde PLC

Basic Materials
Q2 2022 Filed on Aug 08, 2022
664
$287.53 - $335.76 $191K - $223K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2022 Filed on Aug 08, 2022
2,561
$75.37 - $81.44 $193K - $209K
C
Citigroup Inc

Financial Services
Q2 2022 Filed on Aug 08, 2022
71,631
$45.69 - $54.09 $3.27M - $3.87M
ABC
Amerisourcebergen Corp

Healthcare
Q2 2022 Filed on Aug 08, 2022
1,292
$140.68 - $165.73 $182K - $214K
O Shares Global Internet Giants ETF
Q2 2022 Filed on Aug 08, 2022
5,382
N/A
NXRT
Nex Point Residential Trust, Inc.

Real Estate
Q2 2022 Filed on Aug 08, 2022
2,950
$58.26 - $95.0 $172K - $280K
Hollyfrontier Corp
Q1 2022 Filed on May 10, 2022
142,045
N/A
BR
Broadridge Financial Solutions, Inc.

Technology
Q1 2022 Filed on May 10, 2022
28,370
$140.89 - $180.95 $4M - $5.13M
TTWO
Take Two Interactive Software Inc

Communication Services
Q1 2022 Filed on May 10, 2022
23,021
$141.82 - $181.9 $3.26M - $4.19M
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2022 Filed on May 10, 2022
4,394
$53.45 - $62.56 $235K - $275K
Cerner Corp
Q1 2022 Filed on May 10, 2022
55,505
N/A
PPG
Ppg Industries Inc

Basic Materials
Q1 2022 Filed on May 10, 2022
30,309
$114.5 - $173.1 $3.47M - $5.25M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2022 Filed on May 10, 2022
2,327
$89.51 - $101.14 $208K - $235K
PGR
Progressive Corp

Financial Services
Q1 2022 Filed on May 10, 2022
46,434
$102.0 - $117.17 $4.74M - $5.44M
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
1,306
$117.57 - $166.39 $154K - $217K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on May 10, 2022
3,232
$52.29 - $96.99 $169K - $313K
JNPR
Juniper Networks Inc

Technology
Q1 2022 Filed on May 10, 2022
167,255
$31.43 - $37.69 $5.26M - $6.3M
Delaware Invt Mn Muni Ii
Q1 2022 Filed on May 10, 2022
62,208
N/A
C.H. Robinson Worldwide Inc Call Opt
Q1 2022 Filed on May 10, 2022
10,000
N/A
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 10, 2022
146
$51.26 - $136.31 $7.48K - $19.9K
CTXS
Citrix Systems Inc

Technology
Q1 2022 Filed on May 10, 2022
36,825
$94.3 - $106.34 $3.47M - $3.92M
CSII
Cardiovascular Systems Inc

Healthcare
Q4 2021 Filed on Jan 26, 2022
6,494
$18.64 - $36.77 $121K - $239K
EDIT
Editas Medicine, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
5,300
$26.55 - $40.57 $141K - $215K
AAL
American Airlines Group Inc.

Industrials
Q4 2021 Filed on Jan 26, 2022
10,335
$16.28 - $22.26 $168K - $230K
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q4 2021 Filed on Jan 26, 2022
11,179
$13.32 - $13.84 $149K - $155K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
Q4 2021 Filed on Jan 26, 2022
16,834
$14.85 - $15.94 $250K - $268K
Vereit Inc
Q4 2021 Filed on Jan 26, 2022
7,067
N/A
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
Q4 2021 Filed on Jan 26, 2022
11,230
$14.51 - $15.15 $163K - $170K
General Electric CO
Q3 2021 Filed on Oct 28, 2021
15,844
N/A
KIO
Kkr Income Opportunities Fund

Financial Services
Q2 2021 Filed on Jul 29, 2021
13,516
$15.76 - $16.68 $213K - $225K
Seagate Technology PLC
Q2 2021 Filed on Jul 29, 2021
65,419
N/A
JCI
Johnson Controls International PLC

Industrials
Q1 2021 Filed on May 12, 2021
104,647
$46.18 - $62.29 $4.83M - $6.52M
VNLA
Janus Henderson Short Duration

ETFs
Q1 2021 Filed on May 12, 2021
4,798
$50.12 - $50.51 $240K - $242K
J P Morgan Exchange Traded F
Q1 2021 Filed on May 12, 2021
1,336,817
N/A
JPIN
Jp Morgan Diversified Return I

ETFs
Q1 2021 Filed on May 12, 2021
136,881
$58.26 - $61.7 $7.97M - $8.45M
Track This Portfolio

Track Berger Financial Group, Inc Portfolio

Follow Berger Financial Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email