Bergan Kdv Wealth Management, LLC New Holdings in Q2 2023

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
22.9K
New
$58.61 - $60.65 $1.34M - $1.39M
22.9K $1.34M
DCI
Donaldson CO Inc

Industrials
19K
New
$58.41 - $65.26 $1.11M - $1.24M
19K $1.19M
ATRC
Atri Cure, Inc.

Healthcare
3K
New
$40.44 - $49.6 $121K - $149K
3K $148K
AXGN
Axogen, Inc.

Healthcare
10K
New
$8.5 - $10.38 $85K - $104K
10K $91K
ATEC
Alphatec Holdings, Inc.

Healthcare
5K
New
$14.32 - $18.03 $71.6K - $90.2K
5K $89K
LMAT
Lemaitre Vascular Inc

Healthcare
1K
New
$50.38 - $68.21 $50.4K - $68.2K
1K $67K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.53K
New
$26.14 - $26.64 $66.1K - $67.3K
2.53K $66K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.63K
New
$24.9 - $25.77 $65.4K - $67.7K
2.63K $66K
IBMP
Ishares Tr Ibonds December 202

ETFs
2.64K
New
$24.82 - $25.61 $65.5K - $67.6K
2.64K $66K
IBMO
Ishares Tr Ibonds December 202

ETFs
2.63K
New
$24.96 - $25.63 $65.7K - $67.5K
2.63K $66K
ISR
Isoray, Inc.

Healthcare
75K
New
$0.0 - $0.69 $0 - $51.7K
75K $51K
AKTS
Akoustis Technologies, Inc.

Technology
15K
New
$2.68 - $3.46 $40.2K - $51.9K
15K $47K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
574
New
$72.17 - $80.16 $41.4K - $46K
574 $45K
PFIE
Profire Energy Inc

Energy
35K
New
$1.11 - $1.4 $38.9K - $49K
35K $43K
AUGX
Augmedix, Inc.

Healthcare
9K
New
$1.65 - $5.05 $14.9K - $45.5K
9K $43K
CTLP
Cantaloupe, Inc.

Technology
5K
New
$5.46 - $7.96 $27.3K - $39.8K
5K $39K
VCYT
Veracyte, Inc.

Healthcare
1.5K
New
$20.96 - $26.99 $31.4K - $40.5K
1.5K $38K
DGII
Digi International Inc

Technology
875
New
$28.93 - $39.66 $25.3K - $34.7K
875 $34K
SKYT
Sky Water Technology, Inc

Technology
3.5K
New
$8.08 - $11.39 $28.3K - $39.9K
3.5K $32K
MDXH
M Dx Health Sa

Healthcare
9.5K
New
$3.07 - $4.2 $29.2K - $39.9K
9.5K $32K
CIEN
Ciena Corp

Technology
750
New
$41.02 - $52.27 $30.8K - $39.2K
750 $31K
STRM
Streamline Health Solutions Inc.

Healthcare
25K
New
$1.27 - $1.88 $31.8K - $47K
25K $31K
OOMA
Ooma Inc

Communication Services
2K
New
$11.81 - $15.39 $23.6K - $30.8K
2K $29K
FPAY
Flex Shopper, Inc.

Industrials
20K
New
$0.73 - $1.3 $14.6K - $26K
20K $25K
MLPA
Global X Mlp ETF

ETFs
562
New
$40.37 - $42.94 $22.7K - $24.1K
562 $24K
FV
First Trust Dorsey Wright Focu

ETFs
374
New
$43.02 - $46.91 $16.1K - $17.5K
374 $17K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
960
New
$16.44 - $18.11 $15.8K - $17.4K
960 $15K
VHT
Vanguard Health Care ETF

ETFs
65
New
$234.11 - $249.3 $15.2K - $16.2K
65 $15K
AZYO
Aziyo Biologics, Inc.

Healthcare
4K
New
$1.41 - $2.79 $5.64K - $11.2K
4K $9K
EGIO
Edgio, Inc.

Technology
12.5K
New
$0.46 - $0.77 $5.75K - $9.63K
12.5K $8K
XGN
Exagen Inc.

Healthcare
2.5K
New
$2.36 - $3.48 $5.9K - $8.7K
2.5K $7K
CSTL
Castle Biosciences Inc

Healthcare
525
New
$11.66 - $26.0 $6.12K - $13.7K
525 $7K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
1K
New
$4.03 - $5.5 $4.03K - $5.5K
1K $5K
DERM
Journey Medical Corp

Healthcare
2K
New
$1.03 - $2.26 $2.06K - $4.52K
2K $3K
RIOT
Riot Blockchain, Inc.

Technology
300
New
$9.15 - $13.5 $2.75K - $4.05K
300 $3K
BTTR
Better Choice CO Inc.

Consumer Defensive
15K
New
$0.21 - $0.5 $3.15K - $7.5K
15K $3K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
17
New
$127.48 - $152.29 $2.17K - $2.59K
17 $2K
FL
Foot Locker, Inc.

Consumer Cyclical
100
New
$24.61 - $42.09 $2.46K - $4.21K
100 $2K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
140
New
$7.28 - $14.32 $1.02K - $2K
140 $2K
GFS
Globalfoundries Inc.

Technology
25
New
$53.72 - $70.71 $1.34K - $1.77K
25 $1K
DOCN
Digital Ocean Holdings, Inc.

Technology
1
New
$30.93 - $46.74 $30.9 - $46.7
1 $0
SRCL
Stericycle Inc

Industrials
12
New
$41.73 - $47.18 $501 - $566
12 $0
Achieve Life Sciences Inc
5K
New
N/A
5K $0
CRDF
Cardiff Oncology, Inc.

Healthcare
1
New
$1.37 - $1.95 $1.37 - $1.95
1 $0
Canadian Pacific Kansas City
323
New
N/A
323 $0
Bitnile Metaverse Inc
20
New
N/A
20 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
30
New
$12.0 - $16.66 $360 - $500
30 $0
EVA
Enviva Inc.

Basic Materials
45
New
$7.01 - $27.69 $315 - $1.25K
45 $0
Rb Global Inc
150
New
N/A
150 $0
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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