Berger Financial Group, Inc Purchases in Q3 2024

Berger Financial Group, Inc

  • $1.18 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
6.84K
+ 5.47%
$98.91 - $134.91 $677K - $923K
132K $16M
META
Meta Platforms, Inc.

Communication Services
496
+ 12.23%
$453.41 - $572.44 $225K - $284K
4.55K $2.61M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
23.3K
New
$23.13 - $23.43 $539K - $546K
23.3K $546K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
15.3K
+ 13.09%
$23.84 - $25.78 $364K - $394K
132K $3.37M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
15.7K
+ 5.08%
$18.19 - $18.81 $286K - $296K
325K $6.12M
WMB
Williams Companies, Inc.

Energy
10.5K
New
$41.24 - $46.22 $432K - $485K
10.5K $478K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.12K
+ 0.73%
$28.08 - $32.61 $31.4K - $36.5K
154K $4.86M
SSO
Proshares Ultra S&P 500

ETFs
4.67K
New
$73.92 - $90.17 $345K - $421K
4.67K $420K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
11.6K
+ 170.09%
$31.92 - $33.91 $370K - $394K
18.4K $624K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.02K
New
$332.02 - $382.76 $338K - $390K
1.02K $382K
MUB
Ishares National Muni Bond ETF

ETFs
3.2K
New
$106.13 - $108.7 $339K - $347K
3.2K $347K
XEL
Xcel Energy Inc

Utilities
340
+ 1.28%
$52.11 - $65.3 $17.7K - $22.2K
26.8K $1.75M
IJUL
Innovator Etfs Tr

ETFs
1.07K
+ 0.46%
$27.47 - $29.55 $29.3K - $31.5K
233K $6.86M
VUG
Vanguard Growth ETF

ETFs
28
+ 0.09%
$341.08 - $391.94 $9.55K - $11K
31.5K $12.1M
OLED
Universal Display Corp Pa

Technology
1.4K
New
$157.72 - $236.42 $221K - $331K
1.4K $294K
EXPD
Expeditors International Of Washington Inc

Industrials
162
+ 0.41%
$116.1 - $131.42 $18.8K - $21.3K
39.9K $5.25M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
429
+ 38.48%
$523.84 - $572.02 $225K - $245K
1.54K $879K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.57K
+ 4.45%
$19.2 - $19.82 $165K - $170K
201K $3.97M
TRV
Travelers Companies, Inc.

Financial Services
753
+ 26.19%
$201.87 - $242.35 $152K - $182K
3.63K $849K
CEG
Constellation Energy Corp

Utilities
974
New
$167.08 - $262.86 $163K - $256K
974 $253K
ORCL
Oracle Corp

Technology
208
+ 2.99%
$125.9 - $170.35 $26.2K - $35.4K
7.16K $1.22M
LNC
Lincoln National Corp

Financial Services
7.45K
New
$28.71 - $34.05 $214K - $254K
7.45K $234K
TECH
Bio Techne Corp

Healthcare
5
+ 0.02%
$70.96 - $82.35 $355 - $412
27.4K $2.19M
ACN
Accenture PLC

Technology
643
New
$295.44 - $355.81 $190K - $229K
643 $227K
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.81K
+ 13.55%
$37.37 - $41.82 $142K - $159K
31.9K $1.32M
BLK
Black Rock Inc.

Financial Services
238
New
$782.27 - $949.51 $186K - $226K
238 $225K
LUNG
Pulmonx Corp

Healthcare
27K
New
$5.59 - $8.58 $151K - $232K
27K $223K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
8.8K
New
$24.38 - $25.2 $215K - $222K
8.8K $221K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
10.8K
New
$19.92 - $20.67 $214K - $222K
10.8K $221K
HRL
Hormel Foods Corp

Consumer Defensive
6.98K
New
$30.04 - $33.14 $210K - $231K
6.98K $221K
AIZ
Assurant, Inc.

Financial Services
1.11K
New
$161.28 - $199.95 $178K - $221K
1.11K $219K
IRM
Iron Mountain Inc

Real Estate
1.84K
New
$89.69 - $119.32 $165K - $219K
1.84K $218K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.34K
+ 4.17%
$19.2 - $19.63 $141K - $144K
184K $3.59M
GS
Goldman Sachs Group Inc

Financial Services
329
+ 32.67%
$459.02 - $510.25 $151K - $168K
1.34K $661K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
2.4K
+ 2.1%
$28.28 - $30.21 $68K - $72.6K
117K $3.52M
NOW
Service Now, Inc.

Technology
227
New
$730.87 - $937.36 $166K - $213K
227 $203K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.93K
New
$31.05 - $34.29 $184K - $203K
5.93K $203K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.06K
New
$175.0 - $190.72 $186K - $203K
1.06K $202K
DVY
Ishares Tr

ETFs
1.49K
New
$119.99 - $135.74 $179K - $203K
1.49K $201K
OHI
Omega Healthcare Investors Inc

Real Estate
4.93K
New
$33.55 - $41.29 $165K - $203K
4.93K $200K
XOM
Exxon Mobil Corp

Energy
1.44K
+ 9.66%
$109.72 - $119.0 $158K - $171K
16.3K $1.91M
JPEM
Jp Morgan Diversified Return

ETFs
796
+ 1.34%
$52.23 - $56.96 $41.6K - $45.3K
60.3K $3.42M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
7.56K
+ 3.92%
$20.47 - $20.71 $155K - $157K
201K $4.14M
GLD
Spdr Gold Trust

ETFs
498
+ 19.12%
$215.56 - $246.98 $107K - $123K
3.1K $754K
ABT
Abbott Laboratories

Healthcare
1.15K
+ 18.98%
$100.07 - $118.13 $115K - $135K
7.18K $818K
AVGO
Broadcom Inc.

Technology
9.17K
+ 943.87%
$136.27 - $1745.86 $1.25M - $16M
10.1K $1.75M
IWY
Ishares Tr Russell 200 Growth

ETFs
249
+ 1.16%
$194.66 - $225.97 $48.5K - $56.3K
21.7K $4.78M
PG
Procter & Gamble CO

Consumer Defensive
473
+ 4.74%
$160.76 - $177.82 $76K - $84.1K
10.5K $1.81M
KO
Coca Cola CO

Consumer Defensive
429
+ 2.69%
$62.69 - $73.01 $26.9K - $31.3K
16.4K $1.18M
Activity Summary
Buys All Purchases 189 New Holdings 38 Increased Positions 151 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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