Berger Financial Group, Inc Closed Holding Positions

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
UHS Universal Health Services Inc Healthcare	Q1 2021 Filed on May 12, 2021	32,636	$124.68 - $142.46 $4.07M - $4.65M
MTUM Ishares Msci Usa Momentum Fact ETFs	Q1 2021 Filed on May 12, 2021	17,495	$150.0 - $178.04 $2.62M - $3.11M
EEMV Ishares Msci Emerging Markets ETFs	Q1 2021 Filed on May 12, 2021	65,690	$61.48 - $65.18 $4.04M - $4.28M
DWAS Invesco ETF Tr Ii Dwa Smallcap ETFs	Q1 2021 Filed on May 12, 2021	29,959	$74.1 - $95.23 $2.22M - $2.85M
HPQ Hp Inc Technology	Q1 2021 Filed on May 12, 2021	203,590	$24.11 - $31.75 $4.91M - $6.46M
FEMS First Trust Emerging Markets S ETFs	Q1 2021 Filed on May 12, 2021	101,121	$40.95 - $45.02 $4.14M - $4.55M
EXR Extra Space Storage Inc. Real Estate	Q1 2021 Filed on May 12, 2021	37,361	$108.71 - $133.95 $4.06M - $5M
ETR Entergy Corp Utilities	Q1 2021 Filed on May 12, 2021	35,757	$86.81 - $99.47 $3.1M - $3.56M
EVV Eaton Vance LTD Duration Income Fund Financial Services	Q1 2021 Filed on May 12, 2021	11,375	$12.34 - $12.72 $140K - $145K
RESE Wisdomtree Emerging Markets Es ETFs	Q1 2021 Filed on May 12, 2021	116,877	N/A
LHX L3 Harris Technologies, Inc. Industrials	Q1 2021 Filed on May 12, 2021	19,283	$171.51 - $203.08 $3.31M - $3.92M
EMMF Wisdomtree Tr Emerging Mkts Mu Industrials	Q1 2021 Filed on May 12, 2021	168,079	$24.3 - $27.07 $4.08M - $4.55M
RESD Wisdomtree International Esg F ETFs	Q1 2021 Filed on May 12, 2021	429,523	N/A
DIM Wisdomtree Tr Intl Midcap Divi ETFs	Q1 2021 Filed on May 12, 2021	123,079	$63.59 - $67.72 $7.83M - $8.33M
WU Western Union CO Financial Services	Q1 2021 Filed on May 12, 2021	181,388	$21.66 - $25.37 $3.93M - $4.6M
VTRS Viatris Inc Healthcare	Q1 2021 Filed on May 12, 2021	12,447	$13.59 - $18.54 $169K - $231K
TSN Tyson Foods, Inc. Consumer Defensive	Q1 2021 Filed on May 12, 2021	56,531	$63.45 - $76.93 $3.59M - $4.35M
SMLV Spdr Ssga Us Small Cap Low Vol ETFs	Q1 2021 Filed on May 12, 2021	25,648	$94.11 - $116.98 $2.41M - $3M
SLYG Spdr S&P 600 Small Cap Growth ETFs	Q1 2021 Filed on May 12, 2021	27,290	$75.75 - $89.99 $2.07M - $2.46M
SPMD Spdr Portfolio ETFs	Q1 2021 Filed on May 12, 2021	66,395	$39.79 - $47.1 $2.64M - $3.13M
SCHZ Schwab Us Aggregate Bond ETF ETFs	Q1 2021 Filed on May 12, 2021	155,879	$53.75 - $55.97 $8.38M - $8.72M
OMC Omnicom Group Inc. Communication Services	Q1 2021 Filed on May 12, 2021	61,172	$60.88 - $77.78 $3.72M - $4.76M
LEN Lennar Corp Consumer Cyclical	Q1 2021 Filed on May 12, 2021	60,803	$73.29 - $102.85 $4.46M - $6.25M
RODM Hartford Multifactor Developed ETFs	Q1 2021 Filed on May 12, 2021	405,047	$28.2 - $30.0 $11.4M - $12.2M
EMN Eastman Chemical CO Basic Materials	Q1 2021 Filed on May 12, 2021	2,053	$98.35 - $118.02 $202K - $242K

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