Berger Financial Group, Inc Incresed Positions in Q2 2025

Berger Financial Group, Inc

  • $1.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
64.5K
+ 2.92%
$22.27 - $29.21 $1.44M - $1.88M
2.27M $66.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
51.2K
+ 2.27%
$19.6 - $24.44 $1M - $1.25M
2.31M $56.4M
DFAI
Dimensional ETF Tr

ETFs
20.8K
+ 3.52%
$28.02 - $34.71 $584K - $723K
612K $21.2M
DFAE
Dimensional ETF Tr

ETFs
19K
+ 2.85%
$22.87 - $28.95 $435K - $551K
686K $19.9M
VUG
Vanguard Growth ETF

ETFs
642
+ 1.9%
$329.49 - $438.4 $212K - $281K
34.5K $15.1M
MU
Micron Technology Inc

Technology
974
+ 1.74%
$64.72 - $127.91 $63K - $125K
56.9K $7.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
547
+ 2.64%
$416.06 - $551.64 $228K - $302K
21.3K $11.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.01K
+ 3.92%
$456.74 - $568.03 $463K - $576K
26.9K $15.3M
AVEM
American Centy ETF Tr Avantis

ETFs
3.63K
+ 1.88%
$53.08 - $68.54 $192K - $249K
196K $13.5M
VTI
Vanguard Total Stock Market Et

ETFs
4.55K
+ 32.75%
$243.75 - $303.93 $1.11M - $1.38M
18.4K $5.61M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
36.2K
+ 35.45%
$41.1 - $42.37 $1.49M - $1.53M
138K $5.84M
HTRB
Hartford Fds Total Return Bd E

ETFs
46.6K
+ 5.91%
$33.14 - $34.12 $1.54M - $1.59M
835K $28.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
29.9K
+ 3.7%
$45.9 - $47.2 $1.37M - $1.41M
840K $39.5M
AVSC
American Centy ETF Tr Avantis
10.3K
+ 3.99%
$42.39 - $51.76 $437K - $533K
268K $13.8M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
6.41K
+ 4.84%
$54.81 - $67.78 $351K - $434K
139K $9.41M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
20.8K
+ 2.15%
$48.5 - $49.35 $1.01M - $1.03M
991K $48.8M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
17K
+ 8.27%
$30.77 - $35.62 $523K - $605K
222K $7.92M
CRWD
Crowd Strike Holdings, Inc.

Technology
784
+ 19.59%
$321.63 - $509.31 $252K - $399K
4.79K $2.44M
LDOS
Leidos Holdings, Inc.

Technology
545
+ 1.41%
$132.9 - $160.3 $72.4K - $87.4K
39.3K $6.2M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
18.7K
+ 172.14%
$48.46 - $50.2 $906K - $939K
29.6K $1.47M
META
Meta Platforms, Inc.

Communication Services
137
+ 2.74%
$484.66 - $738.09 $66.4K - $101K
5.14K $3.79M
LYV
Live Nation Entertainment, Inc.

Communication Services
718
+ 1.85%
$118.81 - $151.28 $85.3K - $109K
39.5K $5.97M
GIS
General Mills Inc

Consumer Defensive
16.7K
+ 239.7%
$50.37 - $60.97 $842K - $1.02M
23.7K $1.23M
EFG
Msci Eafe Growth ETF

ETFs
3.93K
+ 13.98%
$89.8 - $112.0 $353K - $440K
32K $3.59M
LNC
Lincoln National Corp

Financial Services
22K
+ 302.07%
$28.95 - $37.27 $637K - $820K
29.3K $1.01M
CION
Cion Investment Corp

Financial Services
105K
+ 27.62%
$8.68 - $10.48 $916K - $1.11M
487K $4.66M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.68K
+ 1.99%
$29.12 - $35.84 $107K - $132K
188K $6.74M
FFIV
F5, Inc.

Technology
134
+ 0.62%
$239.25 - $295.9 $32.1K - $39.7K
21.8K $6.42M
CDW
Cdw Corp

Technology
617
+ 2.13%
$144.49 - $190.68 $89.2K - $118K
29.6K $5.29M
VEA
Vanguard Ftse Developed Market

ETFs
3.1K
+ 4.17%
$45.65 - $57.01 $141K - $177K
77.4K $4.41M
EMB
Ishares Tr

ETFs
4.88K
+ 6.01%
$86.54 - $92.62 $422K - $452K
86K $7.97M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.84K
+ 1.22%
$17.76 - $22.1 $50.5K - $62.8K
235K $5.19M
FTNT
Fortinet, Inc.

Technology
533
+ 0.93%
$84.71 - $108.69 $45.2K - $57.9K
57.8K $6.11M
KAPR
Innovator U.S. Small Cap Power

ETFs
17.7K
+ 174.05%
$28.5 - $32.39 $506K - $575K
27.9K $904K
NWSA
News Corp

Communication Services
2.55K
+ 1.24%
$23.97 - $29.72 $61.2K - $75.8K
208K $6.18M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
22.6K
+ 5.61%
$18.21 - $18.97 $411K - $429K
425K $8.07M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.3K
+ 24.65%
$52.31 - $63.72 $329K - $401K
31.8K $2.03M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
10.7K
+ 23.12%
$30.9 - $34.31 $332K - $368K
57.2K $1.96M
MGK
Vanguard Mega Cap Growth ETF

ETFs
256
+ 4.44%
$273.67 - $366.17 $70.1K - $93.7K
6.02K $2.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.43K
+ 8.66%
$24.94 - $31.15 $135K - $169K
68.1K $2.12M
JPIB
Jpmorgan International Bond Op

ETFs
7.16K
+ 32.8%
$47.18 - $48.62 $338K - $348K
29K $1.41M
LMT
Lockheed Martin Corp

Industrials
126
+ 0.73%
$430.82 - $486.45 $54.3K - $61.3K
17.4K $8.06M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.28K
+ 3.47%
$53.65 - $67.02 $68.8K - $86K
38.2K $2.56M
VTV
Vanguard Value ETF

ETFs
22
+ 0.03%
$153.67 - $176.74 $3.38K - $3.89K
78.9K $14M
JPEM
Jp Morgan Diversified Return

ETFs
1.24K
+ 1.96%
$48.41 - $56.7 $60.2K - $70.5K
64.9K $3.66M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.37K
+ 64.21%
$51.14 - $57.0 $275K - $306K
13.7K $781K
WFC
Wells Fargo & Company

Financial Services
2.5K
+ 20.18%
$60.98 - $80.12 $153K - $200K
14.9K $1.19M
COIN
Coinbase Global, Inc.

Technology
50
+ 3.13%
$151.47 - $375.07 $7.57K - $18.8K
1.65K $577K
CEG
Constellation Energy Corp

Utilities
50
+ 2.28%
$170.96 - $322.76 $8.55K - $16.1K
2.24K $724K
Activity Summary
Buys All Purchases 176 New Holdings 17 Increased Positions 159 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 3 Puts 0
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