Von Berge Wealth Management Group, LLC Portfolio Holdings
Von Berge Wealth Management Group, LLC
- $156 Million
- Q2 2024
Von Berge Wealth Management Group, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $156 Million distributed in 66 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $15.7M, Vanguard Mega Cap Growth ETF with a value of $14M, Vanguard Mega Cap Value with a value of $12.4M, Vanguard Small Cap ETF with a value of $10.7M, and Schwab Fundamental Intl Large with a value of $9.93M.
Examining the 13F form we can see an increase of $1.8M in the current position value, from $155M to 156M.
Below you can find more details about Von Berge Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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