Berger Financial Group, Inc has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.18 Billion distributed in 391 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 $70.6M, Schwab Strategic Tr Us Large C with a value of $60.6M, Schwab Strategic Tr Us Large C with a value of $52.1M, First Tr ETF Fd Iv First Tr Lo with a value of $42.4M, and Apple Inc. with a value of $39.9M.
Examining the 13F form we can see an increase of $101M in the current position value, from $1.08B to 1.18B.
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
$1.18 Billion
ETFs: $642 Million
Technology: $147 Million
Healthcare: $68 Million
Financial Services: $62.8 Million
Industrials: $60.1 Million
Consumer Defensive: $48.2 Million
Consumer Cyclical: $43.7 Million
Communication Services: $41.2 Million
Other: $50.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
