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Berger Financial Group

Latest statistics and disclosures from Berger Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, PJFG, SCHG, JBND, SCHX, and represent 21.79% of Berger Financial Group's stock portfolio.
Added to shares of these 10 stocks: OMC (+$5.6M), AKRE, XLU, SCHD, JBND, LMBS, GPIX, DFCF, JCPB, HTRB.
Started 34 new stock positions in SPYV, XLF, GPIX, FFLC, USEW, UNOV, EXAS, UTES, WDC, IVE.
Reduced shares in these 10 stocks: IPG (-$5.7M), BSCP, CHRW, IBTF, BND, ABBV, UNH, ABT, MU, AAPL.
Sold out of its positions in DFIP, ETHE, IPG, RSPR, BSCP, IBTI, IBTF, KMB, LUNG, NOW. YieldMax MSTR Opt, UBER, UNP, SPOT.
Berger Financial Group was a net buyer of stock by $32M.
Berger Financial Group has $1.7B in assets under management (AUM), dropping by 3.29%.
Central Index Key (CIK): 0001826136

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Portfolio Holdings for Berger Financial Group

Berger Financial Group holds 459 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.0	$87M	+3%	3.2M	27.43	View chart
Pgim Etf Tr Jennison Foc Gwt (PJFG)	4.7	$80M		723k	111.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.3	$75M		2.3M	32.62	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	4.2	$72M	+3%	1.3M	54.07	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.6	$63M		2.3M	26.91	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	3.1	$53M	+4%	1.1M	49.99	View chart
Apple (AAPL)	2.5	$44M		161k	271.86	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.4	$42M	+4%	883k	47.35	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	1.8	$31M	+6%	897k	34.15	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.6	$28M	+3%	1.1M	26.68	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.4	$25M	+4%	650k	38.11	View chart
NVIDIA Corporation (NVDA)	1.4	$24M		130k	186.50	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	1.4	$24M		115k	206.52	View chart
C H Robinson Worldwide Com New (CHRW)	1.3	$23M	-7%	144k	160.76	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.3	$23M	+2%	706k	32.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$22M		216k	99.88	View chart
Amazon (AMZN)	1.2	$22M		93k	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$20M	-2%	64k	313.00	View chart
Microsoft Corporation (MSFT)	1.1	$19M		40k	483.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$18M		29k	627.14	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$18M		36k	487.86	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	1.0	$17M	+5%	681k	24.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$17M		25k	681.91	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.0	$17M	+3%	281k	58.74	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.9	$16M	+4%	230k	70.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$16M	+3%	84k	190.99	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.9	$16M		327k	48.36	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$16M		203k	77.02	View chart
Micron Technology (MU)	0.9	$15M	-5%	54k	285.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$14M	+6%	24k	614.32	View chart
Nushares Etf Tr Nuveen Pfd & Inc (NPFI)	0.8	$14M	+3%	537k	26.20	View chart
Costco Wholesale Corporation (COST)	0.7	$12M		14k	862.32	View chart
International Business Machines (IBM)	0.7	$12M	+3%	40k	296.21	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.6	$11M		141k	74.94	View chart
Mastercard Incorporated Cl A (MA)	0.6	$10M	-2%	18k	570.89	View chart
Johnson & Johnson (JNJ)	0.6	$10M		50k	206.95	View chart
Wal-Mart Stores (WMT)	0.6	$10M		90k	111.41	View chart
Hawkins (HWKN)	0.6	$9.9M		70k	142.06	View chart
Visa Com Cl A (V)	0.6	$9.7M	-2%	28k	350.71	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$8.9M	+6%	93k	96.28	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.5	$8.7M	+5%	455k	19.07	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$8.6M	+28%	201k	42.56	View chart
Te Connectivity Ord Shs (TEL)	0.5	$8.2M	-2%	36k	227.51	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.5	$7.9M		209k	37.78	View chart
AmerisourceBergen (COR)	0.4	$7.7M		23k	337.74	View chart
Lockheed Martin Corporation (LMT)	0.4	$7.7M	-9%	16k	483.67	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.4	$7.7M	-5%	205k	37.40	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$7.6M	+3%	192k	39.59	View chart
Expeditors International of Washington (EXPD)	0.4	$7.6M		51k	149.01	View chart
Gilead Sciences (GILD)	0.4	$7.5M		61k	122.74	View chart
TJX Companies (TJX)	0.4	$7.4M		48k	153.61	View chart
Hartford Financial Services (HIG)	0.4	$7.2M		52k	137.80	View chart
Loews Corporation (L)	0.4	$7.1M		68k	105.31	View chart
Eli Lilly & Co. (LLY)	0.4	$7.1M	-2%	6.6k	1074.74	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.4	$7.0M		210k	33.51	View chart
Leidos Holdings (LDOS)	0.4	$7.0M		39k	180.40	View chart
At&t (T)	0.4	$6.9M		278k	24.84	View chart
Chubb (CB)	0.4	$6.9M		22k	312.12	View chart
Allstate Corporation (ALL)	0.4	$6.7M		32k	208.15	View chart
FirstEnergy (FE)	0.4	$6.5M		145k	44.77	View chart
Pepsi (PEP)	0.4	$6.3M		44k	143.52	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.4	$6.2M		75k	83.00	View chart
Apa Corporation (APA)	0.4	$6.2M		253k	24.46	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$6.1M		256k	24.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$6.1M		18k	335.26	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$5.9M	-2%	21k	276.94	View chart
Autodesk (ADSK)	0.3	$5.7M		19k	296.01	View chart
Live Nation Entertainment (LYV)	0.3	$5.7M		40k	142.50	View chart
F5 Networks (FFIV)	0.3	$5.6M		22k	255.26	View chart
Omni (OMC)	0.3	$5.6M	NEW	69k	80.75	View chart
Jacobs Engineering Group (J)	0.3	$5.5M		42k	132.46	View chart
News Corp Cl A (NWSA)	0.3	$5.5M		210k	26.12	View chart
Tesla Motors (TSLA)	0.3	$5.5M	-5%	12k	449.72	View chart
Avery Dennison Corporation (AVY)	0.3	$5.4M		30k	181.88	View chart
Vici Pptys (VICI)	0.3	$5.3M		189k	28.12	View chart
Anthem (ELV)	0.3	$5.1M		15k	350.54	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$5.0M	+115%	117k	42.69	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$4.9M	+12%	12k	412.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.9M	+2%	16k	313.81	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$4.8M	+5%	121k	40.23	View chart
Workday Cl A (WDAY)	0.3	$4.8M		22k	214.78	View chart
Comcast Corp Cl A (CMCSA)	0.3	$4.7M		158k	29.89	View chart
Cion Invt Corp (CION)	0.3	$4.7M		485k	9.67	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$4.7M		228k	20.60	View chart
Fortinet (FTNT)	0.3	$4.6M		58k	79.41	View chart
Home Depot (HD)	0.3	$4.6M	-2%	13k	344.10	View chart
EOG Resources (EOG)	0.3	$4.6M	-3%	43k	105.01	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$4.4M	-21%	60k	74.07	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$4.4M	+6%	39k	113.92	View chart
Ea Series Trust Cambria Global (GEW)	0.3	$4.3M		84k	51.40	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.2	$4.2M		70k	60.73	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$4.2M	NEW	64k	65.51	View chart
Qualcomm (QCOM)	0.2	$4.1M	+5%	24k	171.05	View chart
Independence Realty Trust In (IRT)	0.2	$4.1M	-9%	234k	17.48	View chart
UnitedHealth (UNH)	0.2	$4.0M	-17%	12k	330.10	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.0M		13k	322.22	View chart
Cdw (CDW)	0.2	$4.0M		29k	136.20	View chart
Meta Platforms Cl A (META)	0.2	$3.9M	+8%	6.0k	660.14	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$3.9M		200k	19.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.9M		62k	62.47	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.2	$3.8M	-6%	128k	29.65	View chart
Boeing Company (BA)	0.2	$3.7M		17k	217.12	View chart
Henry Schein (HSIC)	0.2	$3.6M	+6%	48k	75.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$3.5M		180k	19.57	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.2	$3.5M		88k	39.64	View chart
Broadcom (AVGO)	0.2	$3.5M	-3%	10k	346.11	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.2	$3.5M	+51%	68k	50.47	View chart
Abbvie (ABBV)	0.2	$3.4M	-24%	15k	228.48	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$3.4M	+12%	46k	74.17	View chart
Fair Isaac Corporation (FICO)	0.2	$3.3M	-16%	2.0k	1690.62	View chart
Godaddy Cl A (GDDY)	0.2	$3.1M	+2%	25k	124.08	View chart
Tidal Trust I Foliobeyond Alte (RISR)	0.2	$3.1M	+41%	85k	36.11	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.2	$3.0M	-4%	59k	51.19	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.2	$3.0M	+3%	130k	23.30	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$3.0M	+10%	40k	73.98	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.2	$2.9M	-8%	88k	32.77	View chart
Donaldson Company (DCI)	0.2	$2.7M		30k	88.66	View chart
Xcel Energy (XEL)	0.2	$2.7M	-4%	36k	73.86	View chart
Church & Dwight (CHD)	0.2	$2.7M	-6%	32k	83.85	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$2.6M		34k	77.68	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$2.6M	+15%	98k	26.52	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.5M	-2%	4.3k	579.39	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$2.4M		43k	56.26	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$2.4M	+91%	16k	143.97	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$2.3M		73k	31.70	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.3M		4.1k	566.36	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.3M	+21%	23k	100.38	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$2.3M		57k	39.92	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$2.3M	-3%	66k	34.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$2.3M		3.3k	684.96	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.2M	+4%	76k	29.61	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.2M	+2%	2.5k	878.96	View chart
Intuit (INTU)	0.1	$2.2M		3.4k	662.43	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$2.2M	-3%	57k	38.75	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$2.2M	-3%	14k	154.80	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.2M		4.7k	468.76	View chart
Wisdomtree Tr 1 3 Yr Laddered (USSH)	0.1	$2.2M	+46%	43k	50.83	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$2.1M	-7%	97k	22.02	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.1M	+4%	18k	120.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.1M		39k	53.76	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.1M	-3%	30k	69.67	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$2.1M	+18%	44k	46.80	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$2.0M	-2%	56k	36.79	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$2.0M	NEW	39k	52.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$2.0M	-9%	63k	31.85	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$2.0M	+5%	21k	93.08	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$2.0M	+10%	60k	32.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.9M	-3%	7.4k	257.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.9M	-3%	6.0k	314.80	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$1.9M	+23%	54k	34.86	View chart
Caterpillar (CAT)	0.1	$1.8M		3.1k	572.83	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.8M		21k	86.25	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$1.8M	+67%	52k	34.21	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.8M		20k	88.08	View chart
Ishares Tr Future Exponenti (XT)	0.1	$1.7M	-4%	25k	69.74	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.7M	+60%	33k	52.88	View chart
Medtronic SHS (MDT)	0.1	$1.7M	-5%	18k	96.06	View chart
Netflix (NFLX)	0.1	$1.7M	+909%	18k	93.76	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.1	$1.7M		57k	29.22	View chart
Doubleline Opportunistic Cr (DBL)	0.1	$1.6M	+2%	108k	15.25	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$1.6M	-5%	51k	32.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.6M	-8%	16k	103.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.6M	+7%	4.1k	396.31	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.6M		35k	46.04	View chart
Ge Aerospace Com New (GE)	0.1	$1.6M	+59%	5.2k	308.01	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.6M	+2%	28k	57.24	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$1.6M	+3%	33k	48.70	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.1	$1.6M	+11%	49k	31.66	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.5M	-2%	34k	45.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.5M	-2%	2.0k	753.78	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.5M	+8%	5.0k	303.89	View chart
3M Company (MMM)	0.1	$1.5M	-13%	9.3k	160.10	View chart
Stryker Corporation (SYK)	0.1	$1.5M	-3%	4.2k	351.47	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.5M		31k	46.67	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.5M	+44%	29k	50.32	View chart
Oracle Corporation (ORCL)	0.1	$1.5M	+5%	7.4k	194.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.4M		28k	49.90	View chart
Palo Alto Networks (PANW)	0.1	$1.4M	-2%	7.5k	184.20	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.4M	+27%	17k	81.17	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$1.4M	+107%	50k	27.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.4M	+26%	6.2k	219.77	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.4M		27k	50.50	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$1.3M	-15%	44k	30.84	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$1.3M	+155%	34k	39.04	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$1.3M		49k	27.21	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$1.3M	+98%	23k	57.92	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$1.3M		33k	39.33	View chart
Lincoln National Corporation (LNC)	0.1	$1.3M	-3%	28k	44.53	View chart
Amgen (AMGN)	0.1	$1.2M		3.8k	327.35	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$1.2M		31k	39.95	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$1.2M		9.4k	129.79	View chart
Wells Fargo & Company (WFC)	0.1	$1.2M	-9%	13k	93.20	View chart
Eaton Corp SHS (ETN)	0.1	$1.2M	+34%	3.7k	318.51	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$1.2M	NEW	77k	15.00	View chart
Goldman Sachs (GS)	0.1	$1.2M		1.3k	878.73	View chart
Procter & Gamble Company (PG)	0.1	$1.1M	-14%	8.0k	143.32	View chart
Fiserv (FI)	0.1	$1.1M	-7%	17k	67.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.1M	+14%	14k	75.44	View chart
Cisco Systems (CSCO)	0.1	$1.1M		14k	77.03	View chart
Boston Scientific Corporation (BSX)	0.1	$1.1M		11k	95.35	View chart
Nextera Energy (NEE)	0.1	$1.1M	-2%	13k	80.28	View chart
Coca-Cola Company (KO)	0.1	$1.1M	+2%	15k	69.91	View chart
Oportun Finl Corp (OPRT)	0.1	$1.0M		197k	5.29	View chart
Morgan Stanley Com New (MS)	0.1	$1.0M		5.8k	177.54	View chart
General Dynamics Corporation (GD)	0.1	$1.0M		3.1k	336.64	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$1.0M		19k	54.38	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$1.0M	-10%	22k	46.42	View chart
Bio-techne Corporation (TECH)	0.1	$1.0M	-22%	17k	58.81	View chart
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)	0.1	$1.0M		14k	73.10	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$989k	-3%	1.6k	603.28	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$986k	-4%	24k	40.63	View chart
Valero Energy Corporation (VLO)	0.1	$983k	-2%	6.0k	162.78	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$963k		25k	38.73	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$962k		9.0k	106.70	View chart
Advanced Micro Devices (AMD)	0.1	$959k	+3%	4.5k	214.17	View chart
Honeywell International (HON)	0.1	$958k		4.9k	195.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$946k		22k	43.92	View chart
McDonald's Corporation (MCD)	0.1	$916k	-3%	3.0k	305.60	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$910k	-3%	25k	36.16	View chart
Cibc Cad (CM)	0.1	$903k		10k	90.61	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$898k	-4%	26k	35.13	View chart
Palantir Technologies Cl A (PLTR)	0.1	$895k	+28%	5.0k	177.75	View chart
Ea Series Trust Cambria Us Equal (USEW)	0.1	$893k	NEW	18k	50.76	View chart
Merck & Co (MRK)	0.1	$873k		8.3k	105.26	View chart
Fastenal Company (FAST)	0.0	$859k		21k	40.13	View chart
Constellation Energy (CEG)	0.0	$839k	+3%	2.4k	353.30	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.0	$839k	NEW	22k	38.06	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$815k	-15%	12k	68.36	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$807k		17k	46.59	View chart
Bank of America Corporation (BAC)	0.0	$799k		15k	55.00	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$797k	-8%	9.9k	80.22	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$796k		16k	48.75	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$789k		13k	59.54	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$783k	-37%	12k	64.42	View chart
Abbott Laboratories (ABT)	0.0	$773k	-52%	6.2k	125.30	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$771k		9.4k	82.48	View chart
Ge Vernova (GEV)	0.0	$764k	+18%	1.2k	653.64	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.0	$764k		15k	52.87	View chart
American Express Company (AXP)	0.0	$759k	-8%	2.1k	370.03	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$754k	+12%	9.1k	82.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$744k		16k	45.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$740k		6.0k	123.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$733k		9.8k	74.78	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.0	$732k	NEW	9.9k	73.92	View chart
Philip Morris International (PM)	0.0	$729k	-7%	4.5k	160.41	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$714k	-3%	39k	18.22	View chart
Travelers Companies (TRV)	0.0	$713k	-20%	2.5k	290.05	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$712k		8.6k	82.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$701k	-8%	6.8k	102.43	View chart
Williams Companies (WMB)	0.0	$691k		12k	60.11	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$686k		15k	44.41	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$684k	+3%	15k	44.50	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$675k	+2%	11k	60.17	View chart
Spdr Series Trust State Street Spd (KRE)	0.0	$666k	-38%	10k	64.81	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$664k	+128%	5.6k	119.33	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$663k	+2%	8.3k	79.73	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$657k	+128%	15k	44.71	View chart
Applovin Corp Com Cl A (APP)	0.0	$651k	-4%	966.00	673.82	View chart
General Mills (GIS)	0.0	$642k	-22%	14k	46.50	View chart
Ecolab (ECL)	0.0	$641k	-2%	2.4k	262.54	View chart
Walt Disney Company (DIS)	0.0	$637k	+10%	5.6k	113.76	View chart
Royal Caribbean Cruises (RCL)	0.0	$635k	-20%	2.3k	278.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$630k	+5%	1.3k	473.35	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$620k		9.2k	67.22	View chart
Southern Company (SO)	0.0	$605k	-2%	6.9k	87.20	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$603k	-5%	24k	25.17	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$601k	+143%	12k	50.59	View chart
Casey's General Stores (CASY)	0.0	$601k		1.1k	552.71	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$598k	+8%	5.4k	110.19	View chart
Chevron Corporation (CVX)	0.0	$597k	-3%	3.9k	152.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$596k	-3%	2.4k	246.17	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$590k	+4%	1.6k	360.11	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$583k	+51%	4.7k	124.21	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$576k		8.1k	70.86	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$562k	+6%	4.4k	126.26	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$560k	-2%	4.0k	141.06	View chart
Target Corporation (TGT)	0.0	$551k	-30%	5.6k	97.74	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.0	$543k		17k	32.59	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.0	$533k		21k	25.76	View chart
Kla Corp Com New (KLAC)	0.0	$531k		437.00	1215.84	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$530k	-5%	11k	46.71	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$526k	-10%	13k	40.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.0	$525k		6.7k	78.50	View chart
salesforce (CRM)	0.0	$521k		2.0k	264.94	View chart
First Financial Bankshares (FFIN)	0.0	$519k		17k	29.87	View chart
Vanguard World Financials Etf (VFH)	0.0	$517k		3.9k	133.49	View chart
Global X Fds Global X Uranium (URA)	0.0	$516k	+161%	12k	42.73	View chart
Ameren Corporation (AEE)	0.0	$508k		5.1k	99.86	View chart
Capital Group International SHS (CGIC)	0.0	$507k	+88%	16k	32.50	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$506k	+9%	7.1k	71.42	View chart
Neos Etf Trust Neos Enhcd Inme (BNDI)	0.0	$501k		11k	47.56	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$500k	+2%	6.7k	74.88	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$491k	-19%	3.2k	155.12	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$488k	NEW	2.4k	205.60	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.0	$487k	+119%	8.8k	55.57	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.0	$487k		17k	28.46	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.0	$483k	+16%	9.7k	49.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$480k		5.4k	89.46	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$475k		16k	30.07	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$474k		2.8k	168.80	View chart
Us Bancorp Del Com New (USB)	0.0	$473k	-5%	8.9k	53.36	View chart
Verizon Communications (VZ)	0.0	$464k	+8%	11k	40.73	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$462k		13k	35.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$460k	-10%	2.4k	191.57	View chart
Arista Networks Com Shs (ANET)	0.0	$459k		3.5k	131.03	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$452k		9.1k	49.84	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$443k	+100%	3.7k	119.41	View chart
Western Digital (WDC)	0.0	$437k	NEW	2.5k	172.27	View chart
Starbucks Corporation (SBUX)	0.0	$436k	-7%	5.2k	84.21	View chart
Blackrock (BLK)	0.0	$429k	+12%	400.00	1071.39	View chart
Altria (MO)	0.0	$427k	-3%	7.4k	57.66	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$425k		15k	28.48	View chart
Wolverine World Wide (WWW)	0.0	$418k		23k	18.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$412k		1.4k	290.24	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$408k		4.0k	103.37	View chart
Lam Research Corp Com New (LRCX)	0.0	$408k		2.4k	171.21	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$405k		11k	36.82	View chart
McKesson Corporation (MCK)	0.0	$404k		493.00	820.13	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.0	$402k	NEW	5.1k	78.94	View chart
Charles Schwab Corporation (SCHW)	0.0	$399k	+3%	4.0k	99.91	View chart
Toyota Motor Corp Ads (TM)	0.0	$393k		1.8k	214.06	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$392k	-2%	4.1k	96.16	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$392k		2.8k	141.16	View chart
Booking Holdings (BKNG)	0.0	$391k		73.00	5358.84	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.0	$385k	-3%	9.0k	42.78	View chart
Applied Materials (AMAT)	0.0	$383k	-7%	1.5k	256.95	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$379k	+2%	8.3k	45.53	View chart
Hartford Fds Exchange Traded Core Bd Etf (HCRB)	0.0	$379k	-15%	11k	35.43	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$373k	+49%	10k	36.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$373k		7.9k	47.02	View chart
Capital One Financial (COF)	0.0	$367k		1.5k	242.30	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$366k	+7%	2.6k	139.14	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$358k	NEW	4.8k	75.05	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$354k	+28%	20k	17.67	View chart
First Tr Exchange-traded Common Shs (FDD)	0.0	$352k	+4%	20k	17.50	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$351k	NEW	19k	18.84	View chart
Coinbase Global Com Cl A (COIN)	0.0	$351k		1.6k	226.14	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$346k	-18%	5.0k	69.40	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$345k	NEW	6.8k	50.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$344k		7.1k	48.32	View chart
Wabtec Corporation (WAB)	0.0	$343k	+43%	1.6k	213.45	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$343k		7.6k	45.21	View chart
Deere & Company (DE)	0.0	$343k	-3%	736.00	465.62	View chart
W.W. Grainger (GWW)	0.0	$342k		339.00	1009.13	View chart
Ford Motor Company (F)	0.0	$341k	+64%	26k	13.12	View chart
Intel Corporation (INTC)	0.0	$340k	-2%	9.2k	36.90	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$340k		13k	26.23	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$339k		4.1k	83.60	View chart
Vanguard World Health Car Etf (VHT)	0.0	$336k		1.2k	287.85	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$332k		3.5k	94.20	View chart
Waste Management (WM)	0.0	$328k	+2%	1.5k	219.76	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$328k		14k	22.88	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$327k	-19%	3.8k	87.16	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$325k	+8%	2.1k	154.14	View chart
Colgate-Palmolive Company (CL)	0.0	$323k		4.1k	79.03	View chart
Public Storage (PSA)	0.0	$322k	-5%	1.2k	259.56	View chart
Illinois Tool Works (ITW)	0.0	$322k	+28%	1.3k	246.36	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.0	$319k	-9%	11k	29.87	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$318k	NEW	1.5k	212.08	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$318k		7.3k	43.64	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.0	$316k	-14%	11k	29.70	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$316k	-22%	2.9k	107.11	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.0	$314k	NEW	9.1k	34.54	View chart
Adobe Systems Incorporated (ADBE)	0.0	$313k		895.00	349.99	View chart
Exelon Corporation (EXC)	0.0	$307k		7.0k	43.59	View chart
Southern Copper Corporation (SCCO)	0.0	$307k	-2%	2.1k	143.48	View chart
Dominion Resources (D)	0.0	$307k		5.2k	58.59	View chart
Realty Income (O)	0.0	$306k		5.4k	56.37	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$305k	NEW	5.4k	56.81	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$304k		5.2k	58.12	View chart
BP Sponsored Adr (BP)	0.0	$301k	-2%	8.7k	34.73	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$299k	NEW	6.0k	49.46	View chart
RBB Motley Fol Etf (TMFC)	0.0	$297k	-6%	4.1k	71.77	View chart
Phillips 66 (PSX)	0.0	$295k	-6%	2.3k	129.01	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$294k	NEW	2.9k	102.39	View chart
Spdr Series Trust State Street Spd (CWB)	0.0	$292k		3.3k	89.20	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$292k	+22%	6.1k	47.79	View chart
Raytheon Technologies Corp (RTX)	0.0	$292k		1.6k	183.42	View chart
Citigroup Com New (C)	0.0	$290k	NEW	2.5k	116.69	View chart
Pfizer (PFE)	0.0	$286k	-21%	12k	24.90	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$285k		1.4k	204.88	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$284k	-37%	3.0k	96.05	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$283k		5.0k	56.93	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$283k		1.4k	209.12	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$282k		3.6k	78.81	View chart
Lowe's Companies (LOW)	0.0	$281k	+3%	1.2k	241.25	View chart
Cheniere Energy Com New (LNG)	0.0	$280k	+10%	1.4k	194.42	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$280k	+10%	8.5k	32.89	View chart
NetApp (NTAP)	0.0	$279k	-3%	2.6k	107.11	View chart
Northrop Grumman Corporation (NOC)	0.0	$277k	+13%	486.00	570.21	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.0	$277k		3.0k	91.02	View chart
AutoZone (AZO)	0.0	$275k		81.00	3391.51	View chart
Enbridge (ENB)	0.0	$274k		5.7k	47.83	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$269k		6.5k	41.42	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$268k	-19%	11k	25.24	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$268k		3.9k	69.42	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$268k	+13%	3.2k	83.74	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$264k		3.6k	72.67	View chart
Amphenol Corp Cl A (APH)	0.0	$264k		2.0k	135.12	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$263k		7.9k	33.45	View chart
Cintas Corporation (CTAS)	0.0	$262k	-4%	1.4k	188.04	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$261k		4.4k	58.73	View chart
Danaher Corporation (DHR)	0.0	$259k		1.1k	228.90	View chart
Shell Spon Ads (SHEL)	0.0	$259k		3.5k	73.48	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$257k		7.4k	34.65	View chart
Southwest Airlines (LUV)	0.0	$255k	NEW	6.2k	41.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$255k		1.2k	211.87	View chart
Lpl Financial Holdings (LPLA)	0.0	$252k		706.00	357.25	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$245k	NEW	2.8k	88.50	View chart
United Parcel Service CL B (UPS)	0.0	$245k	-4%	2.5k	99.20	View chart
Tractor Supply Company (TSCO)	0.0	$245k	-3%	4.9k	50.01	View chart
Occidental Petroleum Corporation (OXY)	0.0	$244k	-6%	5.9k	41.12	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$242k		2.4k	101.99	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$240k	-13%	5.4k	44.46	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$239k		4.6k	51.60	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$234k	NEW	4.3k	54.76	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$234k		4.1k	57.23	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$232k	NEW	301.00	771.95	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$231k	-10%	1.4k	160.97	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$230k	+9%	4.4k	52.53	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$229k	NEW	833.00	275.39	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$229k	NEW	3.8k	59.93	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$228k	+13%	5.0k	45.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$227k	-4%	3.4k	66.01	View chart
Bristol Myers Squibb (BMY)	0.0	$227k	-20%	4.2k	53.94	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$227k		6.0k	38.00	View chart
Consolidated Edison (ED)	0.0	$227k		2.3k	99.32	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$226k		2.8k	81.01	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$223k	NEW	2.6k	85.76	View chart
Neos Etf Trust Bitcoin High Inc (BTCI)	0.0	$222k		5.0k	44.02	View chart
Omega Healthcare Investors (OHI)	0.0	$219k		4.9k	44.34	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$217k	NEW	4.3k	50.65	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$216k		2.8k	77.52	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$216k	-20%	2.3k	95.24	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.0	$214k	-4%	2.8k	76.49	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$214k		8.1k	26.49	View chart
Texas Instruments Incorporated (TXN)	0.0	$212k		1.2k	173.48	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$211k		9.2k	23.02	View chart
Enterprise Products Partners (EPD)	0.0	$211k		6.6k	32.06	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$210k		2.3k	90.96	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$210k		4.3k	49.08	View chart
EXACT Sciences Corporation (EXAS)	0.0	$210k	NEW	2.1k	101.56	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$207k		9.2k	22.47	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$206k	-4%	6.1k	33.81	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$205k	NEW	2.8k	73.64	View chart
Ametek (AME)	0.0	$205k	NEW	997.00	205.31	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$202k	-2%	1.4k	141.14	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.0	$202k	NEW	3.8k	53.37	View chart
AeroVironment (AVAV)	0.0	$201k	NEW	832.00	241.89	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$201k		3.7k	53.83	View chart
Electronic Arts (EA)	0.0	$201k	-4%	981.00	204.43	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.0	$198k	-9%	19k	10.27	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$196k	+2%	24k	8.11	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.0	$192k		11k	17.41	View chart
Doubleline Income Solutions (DSL)	0.0	$130k	NEW	12k	11.27	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$104k		20k	5.30	View chart
Gevo Com Par (GEVO)	0.0	$26k	NEW	13k	2.00	View chart
Lexicon Pharmaceuticals Com New (LXRX)	0.0	$12k	-8%	10k	1.15	View chart
Nuburu Com New (BURU)	0.0	$1.6k		10k	0.16	View chart

Past Filings by Berger Financial Group

SEC 13F filings are viewable for Berger Financial Group going back to 2020

Berger Financial Group 2025 Q4 filed Jan. 27, 2026
Berger Financial Group 2025 Q3 filed Oct. 14, 2025
Berger Financial Group 2025 Q2 filed July 22, 2025
Berger Financial Group 2025 Q1 filed May 12, 2025
Berger Financial Group 2024 Q4 filed Feb. 14, 2025
Berger Financial Group 2024 Q3 filed Nov. 12, 2024
Berger Financial Group 2024 Q1 filed April 16, 2024
Berger Financial Group 2023 Q4 filed Feb. 7, 2024
Berger Financial Group 2023 Q3 filed Nov. 3, 2023
Berger Financial Group 2023 Q2 filed Aug. 10, 2023
Berger Financial Group 2023 Q1 filed April 24, 2023
Berger Financial Group 2022 Q4 filed Jan. 30, 2023
Berger Financial Group 2022 Q3 filed Oct. 27, 2022
Berger Financial Group 2022 Q2 filed Aug. 8, 2022
Berger Financial Group 2022 Q1 filed May 10, 2022
Berger Financial Group 2021 Q4 filed Jan. 26, 2022

View all past filings

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