BerganKDV Wealth Management

Latest statistics and disclosures from BerganKDV Wealth Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for BerganKDV Wealth Management

BerganKDV Wealth Management holds 1059 positions in its portfolio as reported in the March 2023 quarterly 13F filing

BerganKDV Wealth Management has 1059 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 9.2 $89M +7% 1.8M 50.43
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.7 $56M -3% 1.6M 34.80
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.7 $36M +5% 471k 76.23
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Vanguard Specialized Funds Div App Etf (VIG) 3.5 $34M 221k 154.01
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.3 $32M 768k 41.93
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Ishares Tr Core Msci Eafe (IEFA) 3.3 $32M +3% 475k 66.85
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Ishares Core Msci Emkt (IEMG) 2.7 $27M +22764% 545k 48.79
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Apple (AAPL) 2.5 $24M 145k 164.90
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Ishares Tr Cmbs Etf (CMBS) 2.4 $23M +5% 497k 46.19
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $23M +4% 60k 376.07
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Ishares Tr Core Us Aggbd Et (AGG) 2.2 $21M 211k 99.64
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Ishares Tr 0-5 Yr Tips Etf (STIP) 2.1 $20M NEW 202k 99.23
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Ishares Tr Mbs Etf (MBB) 2.0 $19M +2% 201k 94.73
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.8 $17M 251k 67.85
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Ishares Tr Core S&p Scp Etf (IJR) 1.6 $16M +9% 161k 96.70
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.4 $14M 179k 76.18
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Vanguard Index Fds Mid Cap Etf (VO) 1.4 $13M +6% 63k 210.92
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Microsoft Corporation (MSFT) 1.2 $12M +3% 41k 288.30
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UnitedHealth (UNH) 1.2 $12M -3% 25k 472.59
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $11M +7% 326k 34.13
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Vanguard Index Fds Value Etf (VTV) 1.1 $11M +2% 79k 138.11
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Vanguard World Fds Inf Tech Etf (VGT) 1.1 $11M 27k 385.47
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Invesco Exch Trd Slf Idx Defensive Eqty (DEF) 1.1 $10M 155k 67.29
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Medtronic SHS (MDT) 0.8 $8.1M +71% 101k 80.62
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.8 $8.1M 172k 47.32
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Cummins (CMI) 0.8 $7.5M +2% 31k 238.88
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Johnson & Johnson (JNJ) 0.7 $7.1M +2% 46k 155.00
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Coca-Cola Company (KO) 0.7 $7.1M +3% 114k 62.03
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.7 $7.1M 150k 47.16
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Honeywell International (HON) 0.7 $7.0M +3% 37k 191.12
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) 0.7 $6.9M 24k 291.68
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Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $6.7M +9% 88k 76.74
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Procter & Gamble Company (PG) 0.7 $6.6M +2% 44k 148.69
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Texas Instruments Incorporated (TXN) 0.7 $6.6M +8% 35k 186.01
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Starbucks Corporation (SBUX) 0.6 $6.1M +4% 58k 104.13
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Lowe's Companies (LOW) 0.6 $6.0M +5% 30k 199.97
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Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $6.0M -22% 255k 23.38
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A. O. Smith Corporation (AOS) 0.6 $5.9M +7% 85k 69.15
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Chubb (CB) 0.6 $5.7M +4% 29k 194.18
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Automatic Data Processing (ADP) 0.6 $5.5M +6% 25k 222.63
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Visa Com Cl A (V) 0.6 $5.5M +7% 24k 225.46
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Wells Fargo & Company (WFC) 0.6 $5.4M 144k 37.38
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Dover Corporation (DOV) 0.6 $5.4M +6% 35k 151.94
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Pimco Etf Tr Active Bd Etf (BOND) 0.5 $5.3M +8% 57k 92.76
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JPMorgan Chase & Co. (JPM) 0.5 $5.3M +5% 41k 130.31
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Target Corporation (TGT) 0.5 $4.8M 29k 165.63
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Trane Technologies SHS (TT) 0.5 $4.8M 26k 183.98
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Lockheed Martin Corporation (LMT) 0.5 $4.8M +4% 10k 472.73
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Travelers Companies (TRV) 0.5 $4.6M +4% 27k 171.41
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PPG Industries (PPG) 0.5 $4.5M +5% 34k 133.58
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Discover Financial Services (DFS) 0.5 $4.5M +6% 45k 98.84
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Amazon (AMZN) 0.5 $4.4M +2% 43k 103.29
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $4.3M +66% 57k 76.64
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $4.3M 65k 65.17
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Verizon Communications (VZ) 0.4 $4.2M +12% 109k 38.89
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.4 $4.2M +15% 186k 22.35
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American Electric Power Company (AEP) 0.4 $4.1M +5% 46k 90.99
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Wal-Mart Stores (WMT) 0.4 $4.0M +7% 27k 147.45
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Gabelli Equity Trust (GAB) 0.4 $3.6M 623k 5.74
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Broadcom (AVGO) 0.4 $3.5M 5.5k 641.50
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General Mills (GIS) 0.4 $3.4M 40k 85.46
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Merck & Co (MRK) 0.3 $3.2M -2% 30k 106.39
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $3.2M 7.7k 411.09
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Cisco Systems (CSCO) 0.3 $3.1M 60k 52.28
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Abbott Laboratories (ABT) 0.3 $3.1M 31k 101.26
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Intel Corporation (INTC) 0.3 $2.9M +13% 88k 32.67
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.9M 9.2k 308.77
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Pepsi (PEP) 0.3 $2.8M +36% 15k 182.30
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Alphabet Cap Stk Cl C (GOOG) 0.3 $2.7M +2% 26k 104.00
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Pfizer (PFE) 0.3 $2.7M 66k 40.80
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Exxon Mobil Corporation (XOM) 0.3 $2.6M +2% 24k 109.66
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $2.6M +12020% 51k 50.54
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Comcast Corp Cl A (CMCSA) 0.3 $2.4M 64k 37.91
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Interpublic Group of Companies (IPG) 0.2 $2.4M 65k 37.24
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $2.4M -2% 49k 48.37
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United Parcel Service CL B (UPS) 0.2 $2.3M 12k 193.98
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Principal Financial (PFG) 0.2 $2.2M -45% 30k 74.32
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Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $2.2M -29% 44k 50.66
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Abbvie (ABBV) 0.2 $2.2M 14k 159.36
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Meta Platforms Cl A (META) 0.2 $2.1M +9% 10k 211.94
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Chevron Corporation (CVX) 0.2 $2.1M -13% 13k 163.16
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Stanley Black & Decker (SWK) 0.2 $2.1M +16% 26k 80.58
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CVS Caremark Corporation (CVS) 0.2 $2.1M 28k 74.31
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Us Bancorp Del Com New (USB) 0.2 $2.1M 57k 36.05
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Ishares Tr Broad Usd High (USHY) 0.2 $2.0M -45% 57k 35.55
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $2.0M 6.4k 315.07
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Arch Cap Group Ord (ACGL) 0.2 $2.0M 30k 67.87
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $2.0M +3% 42k 47.87
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $2.0M 27k 73.16
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.0M -11% 9.6k 204.10
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Rbc Cad (RY) 0.2 $1.9M 20k 95.58
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.9M 7.6k 250.17
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Celanese Corporation (CE) 0.2 $1.9M 17k 108.89
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PPL Corporation (PPL) 0.2 $1.8M 66k 27.79
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Unilever Spon Adr New (UL) 0.2 $1.8M +7% 35k 51.93
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Duke Energy Corp Com New (DUK) 0.2 $1.8M -3% 19k 96.47
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Booking Holdings (BKNG) 0.2 $1.8M 686.00 2652.41
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BlackRock (BLK) 0.2 $1.8M 2.7k 669.21
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $1.7M 26k 65.58
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Applied Materials (AMAT) 0.2 $1.7M +5% 14k 122.83
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Home Depot (HD) 0.2 $1.7M +3% 5.7k 295.14
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AutoZone (AZO) 0.2 $1.6M +10% 671.00 2458.15
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Dollar General (DG) 0.2 $1.6M 7.8k 210.46
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.6M -90% 20k 82.16
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Realty Income (O) 0.2 $1.6M 25k 63.32
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Fiserv (FISV) 0.1 $1.5M +4% 13k 113.03
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Ingersoll Rand (IR) 0.1 $1.4M 25k 58.18
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McDonald's Corporation (MCD) 0.1 $1.4M -33% 5.1k 279.61
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Ishares Tr Ibonds Dec23 Etf (IBDO) 0.1 $1.4M 55k 25.19
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $1.4M +2% 2.5k 545.67
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Vmware Cl A Com (VMW) 0.1 $1.4M +3% 11k 124.85
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $1.4M +22% 26k 52.36
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.3M 13k 103.73
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Adobe Systems Incorporated (ADBE) 0.1 $1.3M +10% 3.4k 385.37
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.3M 3.2k 409.36
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Hasbro (HAS) 0.1 $1.3M +24% 24k 53.69
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Dominion Resources (D) 0.1 $1.3M +9% 23k 55.91
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Eagle Materials (EXP) 0.1 $1.3M +8% 8.6k 146.75
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D.R. Horton (DHI) 0.1 $1.2M +3% 13k 97.69
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Fortinet (FTNT) 0.1 $1.2M +12567% 18k 66.46
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Walt Disney Company (DIS) 0.1 $1.2M -9% 12k 100.13
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3M Company (MMM) 0.1 $1.1M +17% 11k 105.11
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Topbuild (BLD) 0.1 $1.1M +9% 5.5k 208.14
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Ufp Industries (UFPI) 0.1 $1.1M 14k 79.47
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $1.1M 44k 24.59
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Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $1.1M +5% 4.4k 247.21
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AFLAC Incorporated (AFL) 0.1 $1.1M -2% 16k 64.52
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.0M -5% 22k 46.91
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Xcel Energy (XEL) 0.1 $1.0M 15k 67.44
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Diamondback Energy (FANG) 0.1 $1.0M +16% 7.5k 135.17
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $1.0M +8% 41k 24.53
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Putnam Premier Income Tr Sh Ben Int (PPT) 0.1 $914k +2% 257k 3.56
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salesforce (CRM) 0.1 $910k +22% 4.6k 199.78
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Cbre Group Cl A (CBRE) 0.1 $896k +2% 12k 72.81
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Mastercard Incorporated Cl A (MA) 0.1 $872k +7% 2.4k 363.47
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Wisdomtree Tr Us High Dividend (DHS) 0.1 $864k 11k 82.27
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Deere & Company (DE) 0.1 $860k 2.1k 412.92
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Tc Energy Corp (TRP) 0.1 $851k +3% 22k 38.91
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $844k +3% 18k 47.55
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $831k +70% 16k 50.94
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Bofi Holding (AX) 0.1 $806k 22k 36.92
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Ishares Msci Emerg Mrkt (EEMV) 0.1 $780k -97% 14k 54.57
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $777k +27% 2.4k 320.90
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Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.1 $773k 20k 39.43
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Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $770k +8% 33k 23.73
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $757k +25% 26k 28.70
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $751k +52% 6.4k 117.65
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Danaher Corporation (DHR) 0.1 $751k +3% 3.0k 252.04
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Hershey Company (HSY) 0.1 $745k -20% 2.9k 254.43
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Eli Lilly & Co. (LLY) 0.1 $733k 2.1k 343.42
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Cohen & Steers Ltd Dur Pfd I (LDP) 0.1 $733k +9% 41k 17.84
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Martin Marietta Materials (MLM) 0.1 $714k 2.0k 355.14
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Charles Schwab Corporation (SCHW) 0.1 $683k +4% 13k 52.38
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L3harris Technologies (LHX) 0.1 $681k +2% 3.5k 196.27
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $647k +23% 18k 35.41
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Phillips 66 (PSX) 0.1 $629k -3% 6.2k 101.38
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $628k -7% 9.0k 69.92
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Ishares Em Mkts Div Etf (DVYE) 0.1 $623k +16% 25k 24.54
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Costco Wholesale Corporation (COST) 0.1 $598k -4% 1.2k 496.97
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Yum! Brands (YUM) 0.1 $586k +77% 4.4k 132.08
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Medical Properties Trust (MPW) 0.1 $573k +20% 70k 8.22
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Nextera Energy (NEE) 0.1 $570k +41% 7.4k 77.08
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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $570k +200% 17k 33.24
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Raytheon Technologies Corp (RTX) 0.1 $568k -10% 5.8k 97.94
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $561k -6% 12k 45.17
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Perficient (PRFT) 0.1 $557k +9% 7.7k 72.19
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Ishares Tr National Mun Etf (MUB) 0.1 $557k 5.2k 107.74
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $527k -31% 6.1k 86.28
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Ishares Esg Awr Msci Em (ESGE) 0.1 $519k +30% 17k 31.48
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $500k +13% 16k 30.43
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IDEXX Laboratories (IDXX) 0.1 $500k -10% 999.00 500.08
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $497k +148% 21k 23.68
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Spdr Gold Tr Gold Shs (GLD) 0.1 $495k +70% 2.7k 183.22
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Amgen (AMGN) 0.0 $471k -8% 1.9k 241.76
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Eaton Corp SHS (ETN) 0.0 $467k +8% 2.7k 171.34
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $466k 1.00 465600.00
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At&t (T) 0.0 $460k 24k 19.25
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Ishares Gold Tr Ishares New (IAU) 0.0 $451k 12k 37.37
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Union Pacific Corporation (UNP) 0.0 $450k +45% 2.2k 201.22
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Reaves Util Income Com Sh Ben Int (UTG) 0.0 $426k 15k 28.38
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Tractor Supply Company (TSCO) 0.0 $423k 1.8k 235.05
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Select Sector Spdr Tr Technology (XLK) 0.0 $414k +15% 2.7k 151.01
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Vanguard Index Fds Growth Etf (VUG) 0.0 $409k -9% 1.6k 249.44
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $405k +426% 16k 25.04
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $401k +5% 8.1k 49.78
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.0 $400k 17k 24.01
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Axon Enterprise (AXON) 0.0 $383k 1.7k 224.85
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Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $383k 11k 34.75
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Allegion Ord Shs (ALLE) 0.0 $383k 3.6k 106.73
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BlackRock Corporate High Yield Fund VI (HYT) 0.0 $379k +3% 44k 8.72
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $376k -7% 14k 27.49
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Marsh & McLennan Companies (MMC) 0.0 $376k +2% 2.3k 166.53
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Fastenal Company (FAST) 0.0 $373k 6.9k 53.94
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Check Point Software Tech Lt Ord (CHKP) 0.0 $368k -15% 2.8k 130.00
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Oracle Corporation (ORCL) 0.0 $368k 4.0k 92.92
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International Business Machines (IBM) 0.0 $364k -30% 2.8k 131.09
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $363k +14% 2.0k 178.38
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $353k +13% 3.2k 109.61
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $348k 2.8k 124.07
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Ross Stores (ROST) 0.0 $343k -4% 3.2k 106.11
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Cooper Cos Com New (COO) 0.0 $343k -23% 918.00 373.36
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Kimberly-Clark Corporation (KMB) 0.0 $338k 2.5k 134.23
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Laboratory Corp Amer Hldgs Com New (LH) 0.0 $336k -3% 1.5k 229.42
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $330k +28% 6.3k 52.26
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $324k 3.2k 101.18
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $322k -30% 5.0k 63.89
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Ishares Tr Msci Kld400 Soc (DSI) 0.0 $321k +7% 4.1k 77.98
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Yum China Holdings (YUMC) 0.0 $307k +101% 4.8k 63.39
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Paypal Holdings (PYPL) 0.0 $304k 4.0k 75.94
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $302k 13k 23.53
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NVIDIA Corporation (NVDA) 0.0 $299k +19% 1.1k 277.81
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $290k 5.4k 53.47
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Strategy Ns 7handl Idx (HNDL) 0.0 $285k 14k 20.23
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $281k 9.0k 31.27
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Boeing Company (BA) 0.0 $276k +11% 1.3k 212.43
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $269k +3% 3.2k 84.90
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Ishares Tr Ibonds 23 Trm Ts (IBTD) 0.0 $269k 11k 24.81
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Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.0 $262k -26% 32k 8.08
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Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $242k 10k 23.82
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $239k 6.0k 39.55
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Mesabi Tr Ctf Ben Int (MSB) 0.0 $234k 9.3k 25.24
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Emerson Electric (EMR) 0.0 $233k +4% 2.7k 87.16
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $232k +8% 6.1k 38.00
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Bank of America Corporation (BAC) 0.0 $224k -10% 7.8k 28.60
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Hormel Foods Corporation (HRL) 0.0 $224k -41% 5.6k 39.88
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Eaton Vance Limited Duration Income Fund (EVV) 0.0 $219k 22k 9.85
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $216k 2.1k 102.18
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $213k -3% 2.6k 80.66
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $211k 3.5k 59.51
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $204k 1.0k 194.89
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $204k 444.00 458.41
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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $202k +3% 7.5k 27.03
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Darden Restaurants (DRI) 0.0 $202k 1.3k 155.16
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Whirlpool Corporation (WHR) 0.0 $201k 1.5k 132.02
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $201k 2.0k 99.25
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Gentex Corporation (GNTX) 0.0 $197k -18% 7.0k 28.03
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Tesla Motors (TSLA) 0.0 $190k -52% 914.00 207.46
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Etf Ser Solutions Us Glb Jets (JETS) 0.0 $187k 10k 18.63
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Prudential Financial (PRU) 0.0 $185k 2.2k 82.76
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $183k 4.5k 40.40
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Netflix (NFLX) 0.0 $180k +13% 521.00 345.48
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Vanguard World Fds Utilities Etf (VPU) 0.0 $177k 1.2k 147.52
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Charter Communications Inc N Cl A (CHTR) 0.0 $175k 490.00 357.61
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Intuitive Surgical Com New (ISRG) 0.0 $173k 678.00 255.47
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $173k 1.5k 114.54
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Morgan Stanley Com New (MS) 0.0 $169k +4% 1.9k 87.82
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Alliant Energy Corporation (LNT) 0.0 $168k +19% 3.1k 53.39
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Ecolab (ECL) 0.0 $167k 1.0k 165.53
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Enterprise Products Partners (EPD) 0.0 $166k 6.4k 25.90
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Bristol Myers Squibb (BMY) 0.0 $165k +19% 2.4k 69.31
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Past Filings by BerganKDV Wealth Management

SEC 13F filings are viewable for BerganKDV Wealth Management going back to 2016

View all past filings