Bergan Kdv Wealth Management, LLC Incresed Positions in Q2 2023

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
MPW
Medical Properties Trust Inc

Real Estate
3.45K
+ 4.94%
$7.26 - $9.35 $25K - $32.2K
73.1K $677K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.24K
+ 2.1%
$97.43 - $99.5 $413K - $422K
206K $20.1M
INTC
Intel Corp

Technology
121
+ 0.14%
$27.4 - $36.37 $3.32K - $4.4K
87.8K $2.94M
BLK
Black Rock Inc.

Financial Services
17
+ 0.64%
$629.18 - $711.19 $10.7K - $12.1K
2.69K $1.86M
AZO
Autozone Inc

Consumer Cyclical
17
+ 2.53%
$2306.65 - $2733.65 $39.2K - $46.5K
688 $1.72M
SCHW
Schwab Charles Corp

Financial Services
76
+ 0.58%
$47.37 - $57.14 $3.6K - $4.34K
13.1K $743K
UL
Unilever PLC

Consumer Defensive
728
+ 2.06%
$49.84 - $55.56 $36.3K - $40.4K
36.1K $1.88M
GAB
Gabelli Equity Trust Inc

Financial Services
824
+ 0.13%
$5.33 - $5.8 $4.39K - $4.78K
623K $3.62M
ACVF
ETF Opportunities Tr American

ETFs
1K
+ 46.55%
$30.75 - $33.85 $30.8K - $33.9K
3.15K $106K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.72K
+ 16.95%
$23.39 - $23.94 $40.2K - $41.2K
11.9K $278K
RY
Royal Bank Of Canada

Financial Services
229
+ 1.13%
$89.1 - $100.28 $20.4K - $23K
20.4K $1.95M
ADP
Automatic Data Processing Inc

Industrials
407
+ 1.64%
$208.99 - $221.32 $85.1K - $90.1K
25.2K $5.54M
GLD
Spdr Gold Trust

ETFs
165
+ 6.11%
$177.09 - $190.44 $29.2K - $31.4K
2.87K $510K
GE
General Electric CO

Industrials
59
+ 9.59%
$93.6 - $109.85 $5.52K - $6.48K
674 $74K
NRG
Nrg Energy, Inc.

Utilities
228
+ 89.41%
$31.04 - $37.39 $7.08K - $8.52K
483 $18K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.22%
$76.66 - $94.57 $76.7 - $94.6
456 $43K
OTTR
Otter Tail Corp

Utilities
1
+ 0.09%
$69.64 - $78.96 $69.6 - $79
1.09K $86K
ASML
Asml Holding Nv

Technology
5
+ 7.69%
$605.76 - $740.21 $3.03K - $3.7K
70 $50K
DOV
Dover Corp

Industrials
1.06K
+ 3.01%
$133.33 - $150.52 $142K - $160K
36.4K $5.37M
PANW
Palo Alto Networks Inc

Technology
3
+ 4.84%
$176.89 - $255.51 $531 - $767
65 $16K
FMC
Fmc Corp

Basic Materials
43
+ 204.76%
$103.59 - $124.69 $4.45K - $5.36K
64 $6K
STAG
Stag Industrial, Inc.

Real Estate
7
+ 0.61%
$32.36 - $36.73 $227 - $257
1.16K $41K
LHX
L3 Harris Technologies, Inc.

Industrials
24
+ 0.69%
$175.92 - $204.43 $4.22K - $4.91K
3.49K $683K
BTI
British American Tobacco P.L.C.

Consumer Defensive
128
+ 10.99%
$31.71 - $37.34 $4.06K - $4.78K
1.29K $42K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
16
+ 3.44%
$16.9 - $20.81 $270 - $333
481 $10K
PHG
Koninklijke Philips Nv

Healthcare
13
+ 4.36%
$17.79 - $21.72 $231 - $282
311 $6K
AAL
American Airlines Group Inc.

Industrials
20
+ 20.41%
$12.74 - $17.94 $255 - $359
118 $2K
IRM
Iron Mountain Inc

Real Estate
3
+ 1.38%
$51.58 - $57.16 $155 - $171
220 $12K
MFC
Manulife Financial Corp

Financial Services
7
+ 1.08%
$18.19 - $19.98 $127 - $140
653 $12K
Ge Healthcare Technologies I
46
+ 23.47%
N/A
242 $0
FRT
Federal Realty Investment Trust

Real Estate
1
+ 0.92%
$85.92 - $98.89 $85.9 - $98.9
110 $10K
ENB
Enbridge Inc

Energy
15
+ 1.1%
$35.2 - $40.05 $528 - $601
1.38K $51K
TD
Toronto Dominion Bank

Financial Services
3
+ 1.94%
$56.6 - $62.25 $170 - $187
158 $9K
BNS
Bank Of Nova Scotia

Financial Services
6
+ 1.64%
$47.99 - $51.54 $288 - $309
372 $18K
LUMN
Lumen Technologies, Inc.

Communication Services
106
+ 61.99%
$1.78 - $2.64 $189 - $280
277 $0
TROW
Price T Rowe Group Inc

Financial Services
1
+ 2.0%
$103.8 - $114.69 $104 - $115
51 $5K
LYFT
Lyft, Inc.

Technology
48
+ 1200.0%
$7.99 - $10.89 $384 - $523
52 $0
PBA
Pembina Pipeline Corp

Energy
5
+ 1.3%
$30.16 - $33.94 $151 - $170
389 $12K
BP
Bp PLC

Energy
3
+ 1.09%
$33.71 - $40.65 $101 - $122
279 $9K
FVRR
Fiverr International Ltd.

Communication Services
2
+ 1.82%
$25.21 - $36.77 $50.4 - $73.5
112 $2K
NNN
National Retail Properties, Inc.

Real Estate
3
+ 1.01%
$41.25 - $44.73 $124 - $134
301 $12K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
42
+ 2.78%
$108.81 - $116.4 $4.57K - $4.89K
1.55K $172K
IXC
Ishares Tr Global Energy ETF

ETFs
1
+ 0.03%
$35.5 - $40.09 $35.5 - $40.1
3.71K $137K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
875
+ 3.93%
$9.02 - $9.85 $7.89K - $8.62K
23.1K $216K
PPT
Putnam Premier Income Trust

Financial Services
1.85K
+ 0.72%
$3.51 - $3.64 $6.49K - $6.73K
259K $910K
IDV
Ishares Tr

ETFs
396
+ 2.89%
$25.86 - $28.52 $10.2K - $11.3K
14.1K $370K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
120
+ 0.44%
$69.18 - $73.94 $8.3K - $8.87K
27.3K $1.98M
FANG
Diamondback Energy, Inc.

Energy
141
+ 1.87%
$124.86 - $146.74 $17.6K - $20.7K
7.69K $1.01M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.44K
+ 1.64%
$74.96 - $77.47 $108K - $112K
89.2K $6.71M
Activity Summary
Buys All Purchases 169 New Holdings 56 Increased Positions 113 Sells All Sells 413 Reductions 413 Sold out 0 Options Calls 0 Puts 0
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