Berger Financial Group, Inc has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.36 Billion distributed in 445 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 $83.5M, Schwab Strategic Tr Us Large C with a value of $72.4M, Schwab Strategic Tr Us Large C with a value of $62.3M, First Tr ETF Fd Iv First Tr Lo with a value of $50.4M, and Apple Inc. with a value of $41.6M.
Examining the 13F form we can see an increase of $98.8M in the current position value, from $1.26B to 1.36B.
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.
Portfolio value
$1.36 Billion
ETFs: $773 Million
Technology: $179 Million
Financial Services: $70.3 Million
Industrials: $60.5 Million
Communication Services: $58.6 Million
Healthcare: $57.6 Million
Consumer Cyclical: $44.4 Million
Consumer Defensive: $37.9 Million
Other: $56.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
