Berger Financial Group, Inc Options Holdings

Berger Financial Group, Inc

  • $1.36 Billion
  • Q3 2025

Options Holdings Table

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

ETFs
PUT
$1.53 Million
2.5K
Q1 2025
Reduced 3.85%
SLV
I Shares Silver Trust

ETFs
CALL
$233,000
5.5K
Q3 2025
New holding
EFA
Ishares Tr Msci Eafe ETF

ETFs
CALL
$280,000
3K
Q3 2025
New holding
XLI
Industrial Sector Spdr

ETFs
CALL
$107,000
700
Q3 2025
New holding
UNH
Unitedhealth Group Inc

Healthcare
CALL
$138,000
400
Q3 2025
Reduced 97.41%
IAU
Ishares Gold Trust

ETFs
CALL
$43,000
600
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 445
  • Current Value $1.36 Billion
  • Prior Value $1.26 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 32 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 176 stocks
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