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
ROST
Ross Stores, Inc.

Consumer Cyclical
-924
- 28.55%
$100.9 - $112.13 $93.2K - $104K
2.31K $259K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-2.88K
- 63.45%
$26.24 - $27.24 $75.4K - $78.3K
1.66K $43K
MMM
3 M CO

Industrials
-208
- 1.92%
$93.31 - $106.78 $19.4K - $22.2K
10.6K $1.07M
LH
Laboratory Corp Of America Holdings

Healthcare
-372
- 25.39%
$211.93 - $241.33 $78.8K - $89.8K
1.09K $263K
EEMV
Ishares Msci Emerging Markets

ETFs
-1.41K
- 9.87%
$54.48 - $56.53 $76.9K - $79.8K
12.9K $708K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-773
- 80.86%
$91.41 - $91.82 $70.7K - $71K
183 $16K
MRNA
Moderna, Inc.

Healthcare
-444
- 88.8%
$118.5 - $160.53 $52.6K - $71.3K
56 $6K
ISRG
Intuitive Surgical Inc

Healthcare
-373
- 55.01%
$253.53 - $341.94 $94.6K - $128K
305 $104K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.24K
- 2.97%
$47.5 - $48.33 $58.9K - $60K
40.6K $1.93M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.39K
- 99.93%
$47.56 - $52.11 $66.3K - $72.6K
1 $0
DHR
Danaher Corp

Healthcare
-128
- 4.3%
$224.99 - $256.14 $28.8K - $32.8K
2.85K $684K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.2K
- 57.95%
$29.36 - $29.7 $64.7K - $65.4K
1.6K $47K
IDXX
Idexx Laboratories Inc

Healthcare
-129
- 12.91%
$450.7 - $503.61 $58.1K - $65K
870 $436K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-35
- 5.1%
$2508.77 - $2780.98 $87.8K - $97.3K
651 $1.76M
ENPH
Enphase Energy, Inc.

Technology
-191
- 28.09%
$152.88 - $227.87 $29.2K - $43.5K
489 $81K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-2.13K
- 12.97%
$30.33 - $30.69 $64.6K - $65.4K
14.3K $438K
EMB
Ishares Tr

ETFs
-696
- 11.39%
$83.9 - $86.54 $58.4K - $60.2K
5.41K $468K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.12K
- 79.8%
$50.09 - $51.62 $56.2K - $57.9K
284 $14K
GNTX
Gentex Corp

Consumer Cyclical
-2.2K
- 31.43%
$26.26 - $29.26 $57.9K - $64.5K
4.81K $140K
SHV
Ishares Tr

ETFs
-495
- 69.92%
$110.0 - $110.45 $54.5K - $54.7K
213 $23K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-2.21K
- 56.56%
$23.51 - $25.19 $52K - $55.7K
1.7K $42K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-81
- 37.16%
$508.46 - $591.13 $41.2K - $47.9K
137 $71K
BAC
Bank Of America Corp

Financial Services
-1.78K
- 22.74%
$26.99 - $30.56 $48.2K - $54.5K
6.06K $173K
PWR
Quanta Services, Inc.

Industrials
-312
- 93.69%
$159.13 - $196.45 $49.6K - $61.3K
21 $4K
ITW
Illinois Tool Works Inc

Industrials
-218
- 37.07%
$218.73 - $250.16 $47.7K - $54.5K
370 $92K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-713
- 33.35%
$70.67 - $73.9 $50.4K - $52.7K
1.43K $103K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-452
- 28.92%
$101.36 - $107.68 $45.8K - $48.7K
1.11K $117K
NKE
Nike, Inc.

Consumer Cyclical
-318
- 35.81%
$103.63 - $127.92 $33K - $40.7K
570 $62K
CYRX
Cryoport, Inc.

Industrials
-501
- 9.11%
$17.24 - $23.89 $8.64K - $12K
5K $86K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-379
- 11.78%
$106.02 - $110.43 $40.2K - $41.9K
2.84K $306K
WEC
Wec Energy Group, Inc.

Utilities
-410
- 32.31%
$86.19 - $98.64 $35.3K - $40.4K
859 $75K
VCIT
Vanguard Intermediate Term Cor

ETFs
-529
- 36.46%
$78.33 - $80.78 $41.4K - $42.7K
922 $72K
IDA
Idacorp Inc

Utilities
-333
- 24.31%
$102.19 - $112.88 $34K - $37.6K
1.04K $106K
QAI
Iq Hedge Multi Strategy Compos

ETFs
-1.49K
- 29.58%
$29.08 - $29.83 $43.4K - $44.5K
3.55K $106K
BA
Boeing CO

Industrials
-188
- 14.49%
$197.05 - $221.56 $37K - $41.7K
1.11K $234K
XLV
Select Sector Spdr Fund Health

ETFs
-304
- 49.19%
$126.74 - $135.66 $38.5K - $41.2K
314 $41K
AMD
Advanced Micro Devices Inc

Technology
-398
- 79.92%
$81.62 - $129.19 $32.5K - $51.4K
100 $11K
IAU
Ishares Gold Trust

ETFs
-682
- 5.65%
$36.15 - $38.86 $24.7K - $26.5K
11.4K $414K
LTHM
Livent Corp.

Basic Materials
-1.69K
- 97.24%
$19.9 - $27.56 $33.6K - $46.6K
48 $1K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
-1.28K
- 36.0%
$26.94 - $28.8 $34.4K - $36.7K
2.27K $63K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-886
- 19.53%
$39.05 - $42.09 $34.6K - $37.3K
3.65K $148K
VB
Vanguard Small Cap ETF

ETFs
-183
- 66.55%
$181.26 - $198.89 $33.2K - $36.4K
92 $18K
SEDG
Solaredge Technologies, Inc.

Technology
-100
- 50.0%
$243.65 - $319.2 $24.4K - $31.9K
100 $26K
PII
Polaris Inc.

Consumer Cyclical
-328
- 58.78%
$102.76 - $121.69 $33.7K - $39.9K
230 $27K
QCOM
Qualcomm Inc

Technology
-196
- 17.38%
$103.02 - $124.74 $20.2K - $24.4K
932 $110K
IEF
Ishares Barclays

ETFs
-329
- 96.76%
$96.39 - $100.48 $31.7K - $33.1K
11 $1K
DE
Deere & CO

Industrials
-37
- 1.78%
$345.98 - $416.59 $12.8K - $15.4K
2.05K $829K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-948
- 2.92%
$23.42 - $23.83 $22.2K - $22.6K
31.5K $739K
LNT
Alliant Energy Corp

Utilities
-539
- 17.17%
$50.91 - $55.75 $27.4K - $30K
2.6K $136K
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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