Berger Financial Group, Inc Portfolio Holdings
Berger Financial Group, Inc
- $1.19 Billion
- Q1 2025
Berger Financial Group, Inc has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 414 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 $81.8M, Schwab Strategic Tr Us Large C with a value of $55.3M, Schwab Strategic Tr Us Large C with a value of $49.8M, First Tr ETF Fd Iv First Tr Lo with a value of $47.7M, and J P Morgan Exchange Traded Fd with a value of $38.1M.
Examining the 13F form we can see an decrease of $36.6M in the current position value, from $1.22B to 1.19B.
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 $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 414
- Current Value $1.19 Billion
- Prior Value $1.22 Billion
- Filing
- Period Q1 2025
- Filing Date May 12, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 33 stocks
- Additional Purchases 152 stocks
- Sold out of 0 stocks
- Reduced holdings in 200 stocks