Berger Financial Group, Inc Options Holdings

Berger Financial Group, Inc

  • $1.26 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
UNH
Unitedhealth Group Inc

Healthcare
CALL
$4.81 Million
15.4K
Q2 2025
New holding
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
PUT
$1.42 Million
2.5K
Q1 2025
Reduced 3.85%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$247,000
400
Q2 2025
New holding
SBUX
Starbucks Corp

Consumer Cyclical
CALL
$82,000
900
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 419
  • Current Value $1.26 Billion
  • Prior Value $1.19 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 159 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 209 stocks
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