Berger Financial Group, Inc Options Holdings

Berger Financial Group, Inc

  • $1.19 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
PUT
$1.28 Million
2.5K
Q1 2025
Reduced 3.85%

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
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