Von Berge Wealth Management Group, LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $155 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $16.4M, Vanguard Mega Cap Growth ETF with a value of $12.9M, Vanguard Mega Cap Value with a value of $12.5M, Vanguard Small Cap ETF with a value of $11.3M, and Schwab Fundamental Intl Large with a value of $10.1M.

Examining the 13F form we can see an increase of $24.5M in the current position value, from $130M to 155M.

Below you can find more details about Von Berge Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $155 Million
ETFs: $136 Million
Technology: $6.7 Million
Consumer Cyclical: $2.28 Million
Energy: $2.21 Million
Communication Services: $2.19 Million
Financial Services: $1.45 Million
Basic Materials: $1.28 Million
Consumer Defensive: $903,000
Other: $1.41 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $155 Million
  • Prior Value $130 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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