Berger Financial Group, Inc Portfolio Holdings
Berger Financial Group, Inc
- $1.04 Billion
- Q1 2024
Berger Financial Group, Inc has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.04 Billion distributed in 361 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $58.8M, Schwab Strategic Tr Us Dividen with a value of $57M, First Tr ETF Fd Iv First Tr Lo with a value of $39.9M, Schwab Strategic Tr Us Large C with a value of $35.1M, and Apple Inc. with a value of $29.3M.
Examining the 13F form we can see an increase of $130M in the current position value, from $912M to 1.04B.
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 $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 361
- Current Value $1.04 Billion
- Prior Value $912 Million
- Filing
- Period Q1 2024
- Filing Date April 16, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 71 stocks
- Additional Purchases 140 stocks
- Sold out of 0 stocks
- Reduced holdings in 127 stocks