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 Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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