Von Berge Wealth Management Group, LLC Portfolio Holdings

Von Berge Wealth Management Group, LLC

  • $192 Million
  • Q3 2024

Von Berge Wealth Management Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $192 Million distributed in 66 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 $19.9M, Vanguard Mid Cap ETF with a value of $16.5M, Vanguard Mega Cap Growth ETF with a value of $13.8M, Vanguard Mega Cap Value with a value of $13.5M, and Schwab Strategic Tr Us Large C with a value of $11.8M.

Examining the 13F form we can see an increase of $35.9M in the current position value, from $156M to 192M.

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

Portfolio value $192 Million
ETFs: $172 Million
Technology: $7.54 Million
Consumer Cyclical: $2.79 Million
Communication Services: $2.54 Million
Energy: $1.66 Million
Financial Services: $1.63 Million
Industrials: $1.25 Million
Consumer Defensive: $1.04 Million
Other: $1.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $192 Million
  • Prior Value $156 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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