Berger Financial Group, Inc Portfolio Holdings
Berger Financial Group, Inc
- $1.08 Billion
- Q2 2024
Berger Financial Group, Inc has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 363 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $61.7M, Schwab Strategic Tr Us Large C with a value of $55.8M, Schwab Strategic Tr Us Large C with a value of $47M, First Tr ETF Fd Iv First Tr Lo with a value of $40.9M, and Apple Inc. with a value of $35.3M.
Examining the 13F form we can see an increase of $33.4M in the current position value, from $1.04B to 1.08B.
Berger Financial Group, Inc is based out at Plymouth, MN
Below you can find more details about Berger Financial Group, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 363
- Current Value $1.08 Billion
- Prior Value $1.04 Billion
- Filing
- Period Q2 2024
- Filing Date August 14, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 20 stocks
- Additional Purchases 132 stocks
- Sold out of 0 stocks
- Reduced holdings in 177 stocks