Von Berge Wealth Management Group, LLC Portfolio Holdings

Von Berge Wealth Management Group, LLC

  • $158 Million
  • Q4 2024

Von Berge Wealth Management Group, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $158 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $16.6M, Vanguard Mega Cap Growth ETF with a value of $14.6M, Vanguard Mega Cap Value with a value of $13.6M, Vanguard Small Cap ETF with a value of $11.3M, and Vanguard Growth ETF with a value of $9.72M.

Examining the 13F form we can see an decrease of $34.6M in the current position value, from $192M to 158M.

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

Portfolio value $158 Million
ETFs: $137 Million
Technology: $7.56 Million
Consumer Cyclical: $3.7 Million
Communication Services: $2.82 Million
Financial Services: $1.95 Million
Energy: $1.42 Million
Consumer Defensive: $1.04 Million
Basic Materials: $757,000
Other: $1.08 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$156,000 0.1% of portfolio
22,532
Q4 2024 New
$0
$94,000 0.06% of portfolio
10,352
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $158 Million
  • Prior Value $192 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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