Bergan Kdv Wealth Management, LLC Sells in Q2 2023

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
CMBS
Ishares Cmbs ETF

ETFs
-492K
- 99.01%
$45.86 - $47.07 $22.6M - $23.2M
4.95K $226K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-53.7K
- 93.92%
$34.61 - $35.48 $1.86M - $1.91M
3.48K $122K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-20.2K
- 35.63%
$72.8 - $77.78 $1.47M - $1.57M
36.5K $2.73M
BOND
Pimco Active Bond Exchange Tra

ETFs
-11.8K
- 20.54%
$90.82 - $93.46 $1.07M - $1.1M
45.5K $4.17M
AX
Axos Financial, Inc.

Financial Services
-21.2K
- 96.97%
$35.71 - $42.55 $756K - $900K
661 $26K
TT
Trane Technologies PLC

Industrials
-3.82K
- 14.68%
$163.23 - $191.26 $623K - $730K
22.2K $4.24M
DG
Dollar General Corp

Consumer Defensive
-495
- 6.38%
$153.05 - $222.43 $75.8K - $110K
7.26K $1.23M
GIS
General Mills Inc

Consumer Defensive
-71
- 0.18%
$76.3 - $90.61 $5.42K - $6.43K
39.7K $3.04M
VEA
Vanguard Ftse Developed Market

ETFs
-7.36K
- 59.3%
$44.63 - $47.33 $328K - $348K
5.05K $233K
AVGO
Broadcom Inc.

Technology
-1.8K
- 32.48%
$610.16 - $886.18 $1.1M - $1.59M
3.73K $3.24M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.29K
- 16.93%
$240.22 - $261.48 $309K - $336K
6.31K $1.65M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-4.04K
- 9.24%
$49.44 - $51.04 $200K - $206K
39.6K $1.99M
TXN
Texas Instruments Inc

Technology
-65
- 0.18%
$161.17 - $184.16 $10.5K - $12K
35.2K $6.34M
XOM
Exxon Mobil Corp

Energy
-1.38K
- 5.78%
$102.18 - $118.34 $141K - $164K
22.6K $2.42M
HSY
Hershey CO

Consumer Defensive
-763
- 26.06%
$248.68 - $276.35 $190K - $211K
2.17K $540K
DUK
Duke Energy Corp

Utilities
-798
- 4.22%
$88.01 - $99.74 $70.2K - $79.6K
18.1K $1.63M
UPS
United Parcel Service Inc

Industrials
-106
- 0.91%
$166.61 - $196.03 $17.7K - $20.8K
11.5K $2.07M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-7.51K
- 18.14%
$24.34 - $24.65 $183K - $185K
33.9K $825K
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.5K
- 64.61%
$52.62 - $56.04 $184K - $196K
1.92K $104K
CVX
Chevron Corp

Energy
-627
- 4.83%
$150.62 - $172.44 $94.4K - $108K
12.3K $1.94M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-6.84K
- 15.56%
$24.51 - $24.65 $168K - $169K
37.1K $914K
IR
Ingersoll Rand Inc.

Industrials
-5.23K
- 21.16%
$53.41 - $65.36 $279K - $342K
19.5K $1.27M
CSCO
Cisco Systems, Inc.

Technology
-2.5K
- 4.19%
$45.7 - $52.31 $114K - $131K
57.2K $2.96M
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
-6.47K
- 11.81%
$25.13 - $25.29 $163K - $164K
48.3K $1.22M
PSX
Phillips 66

Energy
-1.25K
- 20.16%
$90.81 - $106.46 $114K - $133K
4.95K $472K
RTX
Raytheon Technologies Corp

Industrials
-1.57K
- 27.13%
$92.14 - $104.66 $145K - $165K
4.23K $414K
LMT
Lockheed Martin Corp

Industrials
-63
- 0.63%
$442.83 - $501.41 $27.9K - $31.6K
10K $4.6M
AMGN
Amgen Inc

Healthcare
-488
- 25.04%
$214.27 - $253.37 $105K - $124K
1.46K $324K
NFLX
Netflix Inc

Communication Services
-446
- 85.6%
$317.55 - $445.27 $142K - $199K
75 $33K
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.37K
- 26.42%
$67.49 - $73.03 $160K - $173K
6.61K $482K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-702
- 29.0%
$309.99 - $370.26 $218K - $260K
1.72K $635K
NEE
Nextera Energy Inc

Utilities
-1.47K
- 19.87%
$72.69 - $79.04 $107K - $116K
5.93K $439K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.19K
- 61.75%
$59.41 - $59.73 $130K - $131K
1.35K $80K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.3K
- 64.36%
$98.92 - $99.76 $129K - $130K
721 $71K
PFG
Principal Financial Group Inc

Financial Services
-2.3K
- 7.69%
$65.46 - $77.11 $151K - $177K
27.6K $2.09M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.32K
- 6.66%
$81.05 - $82.41 $107K - $108K
18.4K $1.49M
CHKP
Check Point Software Technologies LTD

Technology
-904
- 31.9%
$118.46 - $134.46 $107K - $122K
1.93K $242K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.67K
- 84.32%
$72.23 - $74.46 $120K - $124K
310 $22K
XEL
Xcel Energy Inc

Utilities
-605
- 3.96%
$61.24 - $71.27 $37.1K - $43.1K
14.7K $912K
TSCO
Tractor Supply CO

Consumer Cyclical
-412
- 22.9%
$206.32 - $249.97 $85K - $103K
1.39K $306K
CB
Chubb LTD

Financial Services
-343
- 1.17%
$184.92 - $204.5 $63.4K - $70.1K
29K $5.59M
PEP
Pepsico Inc

Consumer Defensive
-825
- 5.37%
$180.11 - $196.12 $149K - $162K
14.5K $2.69M
COO
Cooper Companies, Inc.

Healthcare
-292
- 31.81%
$346.15 - $392.09 $101K - $114K
626 $240K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-739
- 11.58%
$115.23 - $119.04 $85.2K - $88K
5.64K $650K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.28K
- 77.43%
$75.52 - $76.97 $96.4K - $98.2K
372 $28K
T
At&T Inc.

Communication Services
-1.13K
- 4.75%
$15.15 - $19.96 $17.2K - $22.6K
22.8K $362K
IWM
Ishares Russell 2000 ETF

ETFs
-583
- 28.69%
$170.4 - $187.93 $99.3K - $110K
1.45K $271K
MPC
Marathon Petroleum Corp

Energy
-642
- 95.54%
$104.91 - $135.64 $67.4K - $87.1K
30 $3K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-740
- 18.49%
$59.37 - $77.33 $43.9K - $57.2K
3.26K $217K
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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