Berger Financial Group, Inc Reduced Holdings in Q4 2024

Berger Financial Group, Inc

  • $1.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HNDL
Strategy Shs

ETFs
-95.4K
- 42.86%
$21.25 - $22.4 $2.03M - $2.14M
127K $2.71M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-61.8K
- 22.41%
$33.03 - $34.15 $2.04M - $2.11M
214K $7.23M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.65K
- 2.77%
$96.64 - $101.23 $643K - $673K
234K $22.7M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-1.44K
- 0.66%
$101.82 - $114.06 $147K - $164K
217K $22.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-597
- 0.45%
$87.1 - $98.49 $52K - $58.8K
132K $11.5M
AVEM
American Centy ETF Tr Avantis

ETFs
-2.73K
- 1.36%
$58.59 - $66.14 $160K - $180K
198K $11.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.28K
- 8.41%
$567.81 - $607.81 $1.3M - $1.39M
24.9K $14.6M
MSFT
Microsoft Corp

Technology
-1.17K
- 1.99%
$406.35 - $454.46 $475K - $531K
57.5K $24.3M
JNJ
Johnson & Johnson

Healthcare
-561
- 1.38%
$143.34 - $165.86 $80.4K - $93K
40.2K $5.82M
VEA
Vanguard Ftse Developed Market

ETFs
-7.37K
- 8.81%
$47.57 - $52.44 $350K - $386K
76.3K $3.65M
IJUL
Innovator Etfs Tr

ETFs
-8.8K
- 3.77%
$27.59 - $29.25 $243K - $257K
224K $6.21M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-45
- 0.89%
$501.29 - $612.85 $22.6K - $27.6K
5.02K $2.61M
KRE
Spdr S&P Regional Banking ETF

ETFs
-10.8K
- 30.79%
$54.6 - $68.9 $588K - $742K
24.2K $1.46M
PEP
Pepsico Inc

Consumer Defensive
-1.74K
- 12.49%
$151.29 - $176.1 $264K - $307K
12.2K $1.86M
XLV
Select Sector Spdr Fund Health

ETFs
-1.08K
- 6.24%
$136.28 - $154.74 $147K - $167K
16.3K $2.24M
MDT
Medtronic PLC

Healthcare
-2.47K
- 10.79%
$79.61 - $92.24 $196K - $228K
20.4K $1.63M
ADBE
Adobe Inc.

Technology
-443
- 15.17%
$437.39 - $552.96 $194K - $245K
2.48K $1.1M
DHR
Danaher Corp

Healthcare
-366
- 5.45%
$226.16 - $274.52 $82.8K - $100K
6.35K $1.46M
NTAP
Net App, Inc.

Technology
-23
- 0.04%
$115.31 - $131.11 $2.65K - $3.02K
54.4K $6.31M
MRK
Merck & Co., Inc.

Healthcare
-1.99K
- 14.05%
$96.31 - $114.76 $192K - $229K
12.2K $1.21M
XLU
Utilities Sector Spdr

ETFs
-1.67K
- 3.24%
$74.89 - $82.93 $125K - $138K
49.9K $3.78M
XT
Ishares Tr Exponential Technol

ETFs
-5.68K
- 14.7%
$58.7 - $62.72 $333K - $356K
32.9K $1.97M
ZTS
Zoetis Inc.

Healthcare
-1.17K
- 20.92%
$162.24 - $194.42 $190K - $228K
4.44K $723K
AMGN
Amgen Inc

Healthcare
-318
- 7.07%
$258.78 - $328.31 $82.3K - $104K
4.18K $1.09M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-563
- 36.46%
$563.99 - $620.12 $318K - $349K
981 $558K
TECH
Bio Techne Corp

Healthcare
-1.36K
- 4.97%
$66.37 - $78.17 $90.3K - $106K
26K $1.87M
JPEM
Jp Morgan Diversified Return

ETFs
-480
- 0.8%
$51.88 - $57.84 $24.9K - $27.8K
59.9K $3.11M
PFE
Pfizer Inc

Healthcare
-9K
- 31.47%
$24.8 - $30.19 $223K - $272K
19.6K $520K
KO
Coca Cola CO

Consumer Defensive
-1.82K
- 11.07%
$61.74 - $71.71 $112K - $130K
14.6K $907K
KJUL
Innovator U.S. Small Cap Power

Technology
-9.68K
- 11.45%
$28.78 - $30.34 $279K - $294K
74.9K $2.21M
IRT
Independence Realty Trust, Inc.

Real Estate
-2.71K
- 0.91%
$18.78 - $22.01 $50.8K - $59.5K
294K $5.84M
CION
Cion Investment Corp

Financial Services
-6.82K
- 2.05%
$11.25 - $12.08 $76.7K - $82.4K
326K $3.72M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.21K
- 5.08%
$70.1 - $76.53 $84.8K - $92.5K
22.6K $1.6M
DCI
Donaldson CO Inc

Industrials
-55
- 0.17%
$67.28 - $78.27 $3.7K - $4.3K
32.7K $2.2M
NEE
Nextera Energy Inc

Utilities
-115
- 0.75%
$69.77 - $85.43 $8.02K - $9.82K
15.2K $1.09M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.56K
- 26.08%
$106.56 - $113.11 $166K - $176K
4.42K $471K
PG
Procter & Gamble CO

Consumer Defensive
-751
- 7.18%
$161.05 - $179.7 $121K - $135K
9.7K $1.63M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.02K
- 9.39%
N/A
19.5K $1.68M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-5.66K
- 15.56%
$34.72 - $35.93 $197K - $203K
30.7K $1.1M
HCRB
Hartford Fds Exchange Traded T

ETFs
-3.67K
- 13.1%
$34.5 - $36.14 $126K - $132K
24.3K $838K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-1.12K
- 0.84%
$24.59 - $25.81 $27.4K - $28.8K
131K $3.23M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-6
- 1.53%
$701.85 - $1046.91 $4.21K - $6.28K
385 $274K
GD
General Dynamics Corp

Industrials
-10
- 0.29%
$260.28 - $314.03 $2.6K - $3.14K
3.4K $895K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-682
- 20.1%
$174.22 - $187.62 $119K - $128K
2.71K $475K
VB
Vanguard Small Cap ETF

ETFs
-647
- 7.34%
$233.76 - $261.58 $151K - $169K
8.16K $1.96M
PSA
Public Storage

Real Estate
-66
- 4.02%
$289.33 - $360.21 $19.1K - $23.8K
1.58K $471K
INTC
Intel Corp

Technology
-3.59K
- 23.68%
$19.07 - $26.23 $68.4K - $94.1K
11.6K $231K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.1K
- 5.92%
$40.06 - $45.21 $43.9K - $49.6K
17.4K $709K
EAPR
Innovator Etfs Tr Emerging Mkt
-3.4K
- 12.98%
$25.87 - $27.33 $87.9K - $92.9K
22.8K $589K
Activity Summary
Buys All Purchases 209 New Holdings 50 Increased Positions 159 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 1
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