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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, SCHG, VUG, PJFG, JBND, and represent 23.04% of Berger Financial Group's stock portfolio.
Added to shares of these 10 stocks: VUG (+$79M), SCHG (+$8.3M), Ea Series Trust (+$8.3M), SCHD (+$6.7M), RAAX (+$5.8M), NTAP, MGK, FTNT, ADBE, HTRB.
Started 32 new stock positions in HONA, USSG, SPCK, QQQH, ADBE, DIA, WPC, FCFS, AMLP, ARM.
Reduced shares in these 10 stocks: LDOS (-$5.4M), CTSH, , INTU, PJFG, FICO, SCHX, Honeywell International, VOO, AAPL.
Sold out of its positions in AEM, USEW, APA, BP, CTSH, CMCSA, DISV, DFIP, EPAM, FTSL. GIS, Honeywell International, KFEB, RING, J, LDOS, REGN, TM, TSCO.
Berger Financial Group was a net buyer of stock by $102M.
Berger Financial Group has $2.0B in assets under management (AUM), dropping by 9.62%.
Central Index Key (CIK): 0001826136

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Portfolio Holdings for Berger Financial Group

Berger Financial Group holds 476 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.2	$102M	+7%	3.2M	31.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.9	$96M	+9%	2.8M	33.84	View chart
Vanguard Index Fds Growth Etf (VUG)	4.9	$95M	+484%	1.1M	86.14	View chart
Pgim Etf Tr Jennison Foc Gwt (PJFG)	4.2	$82M	-2%	703k	116.02	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	3.9	$77M		1.4M	53.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.5	$69M		2.3M	29.43	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.9	$57M		1.1M	49.78	View chart
Apple Call Call Option (Principal) (AAPL)	2.3	$44M	-2%	153k	289.36	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.2	$44M	+6%	934k	46.94	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	1.9	$38M	+18%	956k	39.67	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	1.7	$33M	+9%	979k	33.73	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.5	$30M		1.1M	26.52	View chart
NVIDIA Corporation (NVDA)	1.4	$28M	+10%	142k	200.09	View chart
C H Robinson Worldwide In Com New (CHRW)	1.3	$26M		136k	188.34	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	1.3	$25M		102k	247.89	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.3	$25M	+8%	623k	40.21	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$25M	+8%	597k	41.25	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.1	$22M		240k	92.21	View chart
American Centy Etf Tr Ava Mid Equ Etf (AVMC)	1.1	$22M	+10%	270k	80.25	View chart
Amazon (AMZN)	1.0	$19M	-2%	80k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$18M	-2%	51k	357.37	View chart
Vanguard Index Fds Put Put Option (Principal) (VOO)	0.9	$18M	-5%	26k	686.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$18M		82k	217.93	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$17M		177k	96.49	View chart
State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY)	0.8	$17M	-4%	22k	746.77	View chart
Invesco Qqq Tr Call Call Option (Principal) (QQQ)	0.8	$16M		22k	736.40	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.8	$15M		319k	48.29	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.8	$15M		785k	19.57	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.8	$15M		284k	53.40	View chart
Nushares Etf Tr Nuve Pfd Inc Etf (NPFI)	0.8	$15M		574k	26.15	View chart
Microsoft Corp Call Call Option (Principal) (MSFT)	0.7	$15M	-3%	39k	373.02	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.7	$14M	-3%	829k	16.61	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.7	$14M	-3%	18k	763.14	View chart
Costco Wholesale Corporation (COST)	0.7	$13M	-2%	14k	935.47	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.7	$13M		142k	91.63	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.6	$12M	+9%	167k	73.34	View chart
Datadog Cl A Com (DDOG)	0.6	$12M	-5%	45k	260.36	View chart
Hawkins (HWKN)	0.6	$11M	+8%	76k	142.10	View chart
Johnson & Johnson (JNJ)	0.5	$10M		40k	253.97	View chart
Valero Energy Corporation (VLO)	0.5	$9.9M	-4%	38k	260.44	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.5	$9.4M	-9%	223k	42.21	View chart
F5 Networks (FFIV)	0.5	$9.3M	-4%	22k	415.96	View chart
International Business Machines (IBM)	0.5	$9.2M	-6%	33k	281.21	View chart
Wal-Mart Stores (WMT)	0.5	$9.0M	-3%	80k	113.26	View chart
Mastercard Incorporated Cl A (MA)	0.5	$8.9M	-2%	17k	513.61	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$8.4M	+9%	88k	96.44	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.4	$8.4M	+9%	442k	19.06	View chart
Meta Platforms Cl A (META)	0.4	$8.4M	+9%	15k	563.29	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.4	$8.3M		188k	44.36	View chart
Ea Series Trust Cambria Global E	0.4	$8.3M	NEW	162k	51.15	View chart
Visa Call Call Option (Principal) (V)	0.4	$8.2M	-10%	24k	343.09	View chart
Eli Lilly & Co. (LLY)	0.4	$7.8M		6.5k	1199.48	View chart
Allstate Corporation (ALL)	0.4	$7.7M	-3%	32k	237.94	View chart
Qualcomm (QCOM)	0.4	$7.6M	-3%	41k	184.79	View chart
Live Nation Entertainment (LYV)	0.4	$7.6M	-3%	41k	183.11	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.4	$7.2M	-2%	199k	35.97	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.4	$7.1M	+5%	185k	38.54	View chart
Chubb (CB)	0.4	$7.0M	-2%	21k	340.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$7.0M		19k	370.04	View chart
EOG Resources (EOG)	0.3	$6.8M	-4%	53k	129.73	View chart
Take-Two Interactive Software (TTWO)	0.3	$6.8M	-3%	27k	249.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$6.7M	-7%	241k	27.70	View chart
Expeditors International of Washington (EXPD)	0.3	$6.6M	-2%	40k	162.98	View chart
Henry Schein (HSIC)	0.3	$6.5M	-3%	78k	83.52	View chart
TJX Companies (TJX)	0.3	$6.5M	-2%	43k	151.50	View chart
Ecolab (ECL)	0.3	$6.4M	-2%	23k	278.61	View chart
Cdw (CDW)	0.3	$6.3M	-5%	45k	140.64	View chart
Hartford Financial Services (HIG)	0.3	$6.3M	-2%	48k	132.52	View chart
FirstEnergy (FE)	0.3	$6.2M	-3%	131k	47.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$6.0M	-6%	21k	290.62	View chart
Te Connectivity Ord Shs (TEL)	0.3	$5.8M	-2%	29k	201.61	View chart
Gilead Sciences (GILD)	0.3	$5.8M	-2%	46k	126.34	View chart
Vici Pptys (VICI)	0.3	$5.6M	-4%	212k	26.55	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$5.6M	+403%	64k	87.91	View chart
At&t (T)	0.3	$5.5M	-3%	265k	20.70	View chart
Cintas Corporation (CTAS)	0.3	$5.4M	-3%	32k	170.08	View chart
Abbott Laboratories (ABT)	0.3	$5.4M	-2%	60k	90.74	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$5.4M	+2%	120k	45.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$5.4M	+12%	73k	73.41	View chart
Kroger (KR)	0.3	$5.4M	-3%	97k	55.53	View chart
NetApp (NTAP)	0.3	$5.2M	+1259%	34k	154.76	View chart
Tesla Motors (TSLA)	0.3	$5.2M		12k	420.60	View chart
AmerisourceBergen (COR)	0.3	$5.2M		18k	282.98	View chart
A. O. Smith Corporation (AOS)	0.3	$5.0M	-2%	80k	62.72	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.3	$4.9M	-8%	111k	44.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$4.8M	-10%	14k	353.32	View chart
Ea Series Trust Cambria Global (GEW)	0.2	$4.6M		84k	54.70	View chart
Autodesk (ADSK)	0.2	$4.4M	-4%	23k	194.42	View chart
Home Depot (HD)	0.2	$4.4M	-4%	13k	352.69	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$4.4M	-4%	216k	20.36	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$4.3M		52k	82.79	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.2	$4.3M	-2%	68k	62.78	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.2M	-2%	13k	327.34	View chart
Broadridge Financial Solutions (BR)	0.2	$4.2M	-2%	30k	136.95	View chart
UnitedHealth (UNH)	0.2	$4.1M	-17%	9.9k	415.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$4.1M	-6%	57k	71.25	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$4.0M		49k	81.94	View chart
Rollins (ROL)	0.2	$3.9M	-3%	93k	41.74	View chart
Caterpillar (CAT)	0.2	$3.9M	+22%	3.6k	1064.86	View chart
Micron Technology (MU)	0.2	$3.9M	-5%	3.4k	1154.14	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.2	$3.8M	+8%	74k	51.44	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$3.8M	-3%	193k	19.61	View chart
Broadcom (AVGO)	0.2	$3.8M		10k	377.76	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.2	$3.7M	-2%	117k	31.24	View chart
Fortinet (FTNT)	0.2	$3.6M	NEW	24k	153.62	View chart
Boeing Company (BA)	0.2	$3.6M		17k	216.47	View chart
Abbvie (ABBV)	0.2	$3.6M		14k	251.64	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	0.2	$3.6M		122k	29.19	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.2	$3.5M	-5%	83k	41.68	View chart
Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST)	0.2	$3.3M	-3%	66k	50.58	View chart
Adobe Systems Incorporated (ADBE)	0.2	$3.3M	NEW	16k	205.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$3.2M	-3%	166k	19.52	View chart
Tidal Trust I Foli Al Rate Etf (RISR)	0.2	$3.2M	+4%	87k	36.20	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$2.9M	-6%	15k	190.52	View chart
Wisdomtree Tr 1 3 Yr Laddered (USSH)	0.1	$2.9M	+10%	58k	50.23	View chart
Xcel Energy (XEL)	0.1	$2.9M		36k	80.30	View chart
Church & Dwight (CHD)	0.1	$2.8M	-4%	29k	96.88	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$2.8M		33k	83.07	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$2.7M	+4%	105k	26.18	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.7M	+53%	51k	52.41	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$2.7M	+7%	72k	36.84	View chart
Donaldson Company (DCI)	0.1	$2.7M		30k	89.77	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.7M		76k	34.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$2.6M	+2%	3.5k	748.84	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$2.6M		69k	37.26	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.6M	+6%	19k	136.72	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.5M	+4%	2.6k	978.12	View chart
Cion Invt Corp (CION)	0.1	$2.5M		405k	6.23	View chart
Palo Alto Networks (PANW)	0.1	$2.5M		7.2k	341.02	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$2.4M		72k	33.97	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$2.4M		58k	42.25	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$2.4M	-8%	69k	35.11	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$2.4M	-19%	45k	53.19	View chart
Select Sector Spdr Tr Call Call Option (Principal) (XLV)	0.1	$2.4M	+4%	15k	158.66	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$2.4M	-6%	41k	57.89	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.4M	-2%	29k	82.34	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$2.4M	+3%	58k	40.77	View chart
Advanced Micro Devices (AMD)	0.1	$2.3M	+2%	4.0k	580.94	View chart
Independence Realty Trust In (IRT)	0.1	$2.3M	-2%	139k	16.69	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.3M		4.5k	509.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.3M	+30%	9.6k	236.62	View chart
Ge Aerospace Com New (GE)	0.1	$2.2M	+17%	6.0k	373.71	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$2.2M	+2%	4.6k	477.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.2M	-10%	22k	98.98	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$2.1M		39k	55.57	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.1M		47k	45.49	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.1M		6.1k	343.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.1M	-7%	6.8k	303.12	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$2.1M	-3%	21k	100.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$2.1M	+16%	41k	50.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.0M	-6%	34k	59.69	View chart
Innovator Etfs Trust Intl De Pw June (IJUN)	0.1	$2.0M	+11%	64k	31.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$2.0M		59k	33.19	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.0M	-5%	3.9k	501.40	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$2.0M		31k	63.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.9M	+699%	16k	119.52	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$1.9M		62k	31.10	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.9M		20k	96.32	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$1.9M		52k	36.99	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$1.9M	-2%	48k	39.54	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$1.8M	-23%	44k	42.08	View chart
Ishares Gold Tr Call Call Option (Principal) (IAU)	0.1	$1.8M	+21%	24k	75.51	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$1.8M	-12%	79k	22.84	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$1.8M	-25%	35k	51.69	View chart
Innovator Etfs Trust Intl De Pwr Dece (IDEC)	0.1	$1.7M		49k	34.32	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.1	$1.7M	-11%	20k	82.63	View chart
Oportun Finl Corp (OPRT)	0.1	$1.7M	+19%	291k	5.71	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$1.7M		9.4k	176.70	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.1	$1.7M		48k	34.16	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$1.7M		34k	48.35	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$1.6M	-11%	42k	38.65	View chart
Eaton Corp SHS (ETN)	0.1	$1.6M		3.8k	426.12	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.6M	-8%	18k	87.71	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.6M		16k	103.96	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.6M		4.0k	397.68	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.6M	+5%	30k	54.02	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.5M	-4%	31k	49.55	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$1.5M		23k	67.38	View chart
Doubleline Opportunistic Cr (DBL)	0.1	$1.5M	-2%	103k	14.38	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$1.5M	+7%	54k	27.47	View chart
3M Company (MMM)	0.1	$1.5M		9.1k	161.91	View chart
Ge Vernova (GEV)	0.1	$1.4M	+3%	1.2k	1175.28	View chart
Medtronic SHS (MDT)	0.1	$1.4M		18k	78.23	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$1.4M		34k	41.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.4M		16k	85.49	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$1.4M	-2%	42k	33.21	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.4M		28k	50.35	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.4M	+2%	3.7k	368.38	View chart
Netflix (NFLX)	0.1	$1.3M	+2%	18k	71.40	View chart
Amgen (AMGN)	0.1	$1.3M	-2%	3.6k	362.08	View chart
Goldman Sachs (GS)	0.1	$1.3M	-3%	1.3k	1011.57	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$1.3M	-2%	18k	72.69	View chart
Intel Corporation (INTC)	0.1	$1.3M		9.1k	139.62	View chart
Kla Corp Com New (KLAC)	0.1	$1.3M	+858%	4.2k	301.68	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$1.3M	-7%	30k	41.33	View chart
Stryker Corporation (SYK)	0.1	$1.2M	-4%	4.0k	314.84	View chart
Morgan Stanley Com New (MS)	0.1	$1.2M		6.0k	209.04	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	0.1	$1.2M	+15%	14k	88.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.2M	-6%	21k	56.48	View chart
Wells Fargo & Company (WFC)	0.1	$1.2M	+4%	14k	82.64	View chart
Coca-Cola Company (KO)	0.1	$1.2M		15k	81.27	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.1M		1.6k	703.34	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.1M	+4%	1.7k	655.86	View chart
Cibc Cad (CM)	0.1	$1.1M		9.9k	115.00	View chart
General Dynamics Corporation (GD)	0.1	$1.1M		3.1k	354.23	View chart
Merck & Co (MRK)	0.1	$1.1M		8.4k	128.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.0M		16k	64.50	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.0M		2.4k	433.32	View chart
Nextera Energy (NEE)	0.1	$1.0M	-7%	12k	87.77	View chart
Applied Materials (AMAT)	0.1	$1.0M		1.4k	723.05	View chart
Procter & Gamble Company (PG)	0.1	$1.0M	-13%	6.9k	146.64	View chart
Fastenal Company (FAST)	0.1	$1.0M		21k	48.03	View chart
Oracle Corporation (ORCL)	0.1	$997k	-6%	6.8k	146.55	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$978k		24k	40.79	View chart
Bio-techne Corporation (TECH)	0.0	$974k	-6%	14k	70.65	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$968k		7.8k	124.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$959k		21k	46.41	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$953k		17k	55.01	View chart
Cisco Systems (CSCO)	0.0	$950k	-37%	8.1k	117.46	View chart
Lincoln National Corporation (LNC)	0.0	$947k	-4%	27k	35.35	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$931k		8.7k	106.47	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$920k		13k	69.90	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$900k		10k	87.88	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$890k		5.5k	161.53	View chart
Western Digital (WDC)	0.0	$890k	-37%	1.4k	638.70	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$882k		914.00	965.01	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.0	$878k		22k	40.16	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.0	$857k		15k	59.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$856k	+3%	6.2k	137.54	View chart
Williams Companies (WMB)	0.0	$851k		12k	74.34	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$832k		9.4k	89.01	View chart
Philip Morris International (PM)	0.0	$819k		4.5k	180.91	View chart
Bank of America Corporation (BAC)	0.0	$817k		14k	56.98	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$814k	-9%	21k	38.08	View chart
McDonald's Corporation (MCD)	0.0	$812k		3.0k	270.27	View chart
Travelers Companies (TRV)	0.0	$809k	-4%	2.5k	330.08	View chart
Pepsi (PEP)	0.0	$807k	-3%	6.0k	135.39	View chart
Global X Fds Global X Uranium (URA)	0.0	$806k	+14%	18k	43.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$798k		9.8k	81.13	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.0	$795k	-4%	11k	74.85	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$792k	+3%	9.6k	82.84	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$791k		16k	48.25	View chart
Casey's General Stores (CASY)	0.0	$777k	-7%	977.00	794.79	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$760k	-2%	8.4k	90.79	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.0	$747k	+25%	12k	60.29	View chart
American Express Company (AXP)	0.0	$742k		2.2k	338.30	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$735k		9.0k	82.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$716k		2.4k	300.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$712k		3.3k	212.79	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.0	$697k	+25%	6.0k	115.99	View chart
Ishares Silver Tr Call Call Option (Principal) (SLV)	0.0	$694k	+14%	13k	53.47	View chart
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)	0.0	$692k	-4%	8.8k	78.77	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.0	$690k	-19%	17k	39.80	View chart
Intuit (INTU)	0.0	$687k	-83%	2.6k	260.97	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$687k	+2%	11k	62.20	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.0	$681k	-14%	15k	45.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$680k	+300%	5.5k	124.17	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$678k		6.0k	112.87	View chart
Bluerock Pvt Real Estate (BPRE)	0.0	$672k	-24%	52k	13.01	View chart
Fair Isaac Corporation (FICO)	0.0	$664k	-71%	556.00	1194.78	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$664k	+14%	10k	65.61	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$661k	+2%	26k	25.95	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.0	$659k		8.1k	81.74	View chart
Target Corporation (TGT)	0.0	$658k	-8%	5.0k	130.61	View chart
Royal Caribbean Cruises (RCL)	0.0	$656k		2.1k	317.53	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$655k	-2%	13k	50.23	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$644k	+8%	12k	53.11	View chart
Spdr Series Trust Sp O&g Expl Pro (XOP)	0.0	$644k	-2%	4.2k	154.26	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$640k		8.1k	79.03	View chart
Arista Networks Com Shs (ANET)	0.0	$635k		3.7k	169.88	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$633k		8.1k	77.79	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$623k		4.0k	156.97	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$618k	-3%	12k	50.39	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$618k	-10%	35k	17.88	View chart
Capital Group International SHS (CGIC)	0.0	$616k		17k	36.39	View chart
Chevron Corporation (CVX)	0.0	$610k	-2%	3.7k	165.75	View chart
First Financial Bankshares (FFIN)	0.0	$601k		17k	34.60	View chart
Southern Company (SO)	0.0	$600k	-4%	6.3k	95.72	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$592k	-4%	11k	53.79	View chart
Neos Etf Trust Neos Enhcd Inme (BNDI)	0.0	$581k	+4%	12k	47.04	View chart
Collaborative Investmnt Ser Spa New Iss Etf (SPCK)	0.0	$580k	NEW	3.4k	170.84	View chart
Constellation Energy (CEG)	0.0	$577k		2.3k	248.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$577k		6.0k	96.58	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.0	$575k	-3%	23k	24.88	View chart
Ameren Corporation (AEE)	0.0	$574k		5.1k	113.04	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$572k		3.1k	185.23	View chart
Deere & Company (DE)	0.0	$565k	+28%	890.00	634.61	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$551k		6.7k	82.49	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.0	$535k		21k	25.82	View chart
Altria (MO)	0.0	$529k		7.4k	71.95	View chart
Honeywell Aerospace (HONA)	0.0	$522k	NEW	2.4k	221.08	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$521k		11k	45.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.0	$518k		6.7k	77.55	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$514k		14k	36.13	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.0	$514k	+13%	10k	49.81	View chart
Palantir Technologies Cl A (PLTR)	0.0	$508k	+2%	4.4k	116.68	View chart
Vanguard World Financials Etf (VFH)	0.0	$508k		3.9k	131.60	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$508k		14k	36.87	View chart
Us Bancorp Com New (USB)	0.0	$496k	-7%	8.2k	60.40	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$495k		13k	37.51	View chart
Boston Scientific Corporation (BSX)	0.0	$486k		11k	42.68	View chart
Citigroup Com New (C)	0.0	$483k	+8%	3.4k	139.98	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.0	$465k	-17%	11k	44.03	View chart
Delta Air Lines Com New (DAL)	0.0	$455k	-9%	4.9k	93.66	View chart
Starbucks Corporation (SBUX)	0.0	$453k		4.4k	102.19	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$452k	-13%	6.0k	74.90	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$452k		2.8k	163.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$451k	+294%	5.6k	80.56	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$450k		4.0k	113.81	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$450k	-7%	2.4k	190.20	View chart
Dominion Resources (D)	0.0	$440k	+28%	6.5k	68.28	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.0	$438k	-23%	13k	34.60	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$438k	-23%	4.0k	109.08	View chart
Applovin Corp Com Cl A (APP)	0.0	$436k		846.00	515.23	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$435k		4.8k	90.10	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$435k		3.7k	117.28	View chart
Wabtec Corporation (WAB)	0.0	$431k		1.6k	269.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$427k		8.6k	49.49	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	0.0	$425k		8.9k	47.53	View chart
W.W. Grainger (GWW)	0.0	$419k	-6%	308.00	1360.98	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$417k		10k	40.59	View chart
Wec Energy Group (WEC)	0.0	$406k	NEW	3.5k	116.76	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$406k		3.3k	121.43	View chart
Blackrock (BLK)	0.0	$402k	+10%	418.00	961.69	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$402k		2.6k	152.19	View chart
AeroVironment (AVAV)	0.0	$402k	+80%	2.4k	165.07	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.0	$401k	+84%	7.9k	50.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$401k	+3%	1.7k	242.94	View chart
Hewlett Packard Enterprise (HPE)	0.0	$400k	NEW	8.9k	45.11	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$399k	-23%	8.3k	48.12	View chart
Verizon Communications (VZ)	0.0	$398k	-7%	9.4k	42.34	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$391k	-3%	4.1k	94.58	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$390k	+51%	11k	36.00	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$388k	+33%	3.8k	102.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$382k	+2%	13k	28.96	View chart
Teradyne (TER)	0.0	$381k	-2%	786.00	484.07	View chart
Wolverine World Wide (WWW)	0.0	$380k		23k	16.53	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$380k	-3%	7.2k	52.76	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$376k	NEW	1.1k	354.57	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$375k	-5%	3.7k	102.31	View chart
Ionq Inc Pipe (IONQ)	0.0	$374k	NEW	7.0k	53.26	View chart
Phillips 66 (PSX)	0.0	$374k		2.2k	169.04	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$371k		7.5k	49.28	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$368k		20k	18.43	View chart
McKesson Corporation (MCK)	0.0	$368k		487.00	755.53	View chart
First Tr Exchange-traded Common Shs (FDD)	0.0	$367k	+3%	20k	18.55	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.0	$362k		2.7k	136.31	View chart
Southern Copper Corporation (SCCO)	0.0	$354k	-2%	2.0k	174.29	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$351k	-8%	5.8k	60.79	View chart
Illinois Tool Works (ITW)	0.0	$350k		1.3k	270.51	View chart
Colgate-Palmolive Company (CL)	0.0	$348k	-6%	3.8k	91.69	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$347k	-3%	5.9k	58.92	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$347k		19k	18.57	View chart
Astera Labs (ALAB)	0.0	$346k	NEW	717.00	483.02	View chart
Walt Disney Company (DIS)	0.0	$346k	-10%	3.6k	96.25	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.0	$343k	-33%	11k	30.17	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$338k		7.0k	48.43	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.0	$334k		9.1k	36.73	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$334k	-20%	1.8k	181.15	View chart
Texas Instruments Incorporated (TXN)	0.0	$331k	-3%	1.1k	298.16	View chart
Amphenol Corp Cl A (APH)	0.0	$331k		1.9k	176.33	View chart
Hartford Fds Exchange Traded Core Bd Etf (HCRB)	0.0	$331k	-2%	9.5k	34.99	View chart
Exelon Corporation (EXC)	0.0	$329k		7.1k	46.62	View chart
Raytheon Technologies Corp (RTX)	0.0	$329k		1.7k	189.68	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.0	$327k		9.9k	32.91	View chart
Realty Income (O)	0.0	$327k		5.3k	61.96	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$326k	+40%	14k	22.78	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$322k		5.2k	61.46	View chart
Loews Corporation (L)	0.0	$321k	-9%	2.8k	113.19	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$320k		7.9k	40.68	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$320k		3.0k	107.64	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$316k		2.9k	107.84	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.0	$315k		8.1k	38.79	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.0	$315k		7.4k	42.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$313k	+5%	3.6k	86.41	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.0	$313k	-23%	7.9k	39.68	View chart
RBB Motley Fol Etf (TMFC)	0.0	$312k		4.1k	76.16	View chart
Vanguard World Health Car Etf (VHT)	0.0	$312k	-10%	1.0k	299.01	View chart
Enbridge (ENB)	0.0	$308k		5.7k	54.21	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$307k		1.4k	219.17	View chart
Ishares Tr Call Call Option (Principal) (EFA)	0.0	$302k	-2%	2.9k	103.88	View chart
Cheniere Energy Com New (LNG)	0.0	$302k		1.3k	239.02	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$293k	+48%	3.9k	75.44	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$292k	+3%	3.4k	85.67	View chart
Public Storage (PSA)	0.0	$291k	-14%	914.00	318.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$287k	+8%	1.3k	227.06	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$284k	-14%	1.2k	246.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$280k		3.6k	77.92	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$279k		11k	24.99	View chart
Shell Spon Ads (SHEL)	0.0	$277k		3.6k	77.53	View chart
Fiserv (FISV)	0.0	$275k	-60%	5.6k	49.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$274k	+3%	3.6k	77.12	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.0	$272k		3.0k	90.50	View chart
Corning Incorporated (GLW)	0.0	$272k	NEW	1.1k	255.53	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$269k	-25%	3.0k	88.53	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$269k	-2%	2.2k	124.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$268k		3.2k	82.65	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$267k	+19%	5.0k	53.09	View chart
Marvell Technology (MRVL)	0.0	$266k	NEW	892.00	297.93	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.0	$263k	+11%	5.0k	52.34	View chart
AutoZone (AZO)	0.0	$262k		82.00	3195.95	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$262k		4.5k	58.20	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$262k		4.6k	56.52	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$261k	+20%	2.8k	94.52	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$260k		3.8k	67.79	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$258k		5.4k	47.81	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$258k		2.4k	109.09	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$255k	+4%	1.6k	156.26	View chart
Capital One Financial (COF)	0.0	$255k		1.3k	200.59	View chart
salesforce (CRM)	0.0	$254k	-6%	1.6k	156.62	View chart
Northrop Grumman Corporation (NOC)	0.0	$253k		496.00	509.42	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$253k		3.9k	64.71	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.0	$251k	NEW	4.5k	55.84	View chart
Charles Schwab Corporation (SCHW)	0.0	$251k		2.7k	92.27	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$251k		4.3k	58.64	View chart
Enterprise Products Partners (EPD)	0.0	$246k		6.7k	36.76	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$245k		2.1k	117.65	View chart
Lowe's Companies (LOW)	0.0	$245k	+2%	1.1k	220.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$244k		1.2k	197.56	View chart
United Parcel Svcs CL B (UPS)	0.0	$244k		2.3k	107.51	View chart
Waste Management (WM)	0.0	$243k	-26%	1.1k	222.97	View chart
Ametek (AME)	0.0	$242k		1.0k	241.94	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$241k	-18%	3.2k	75.79	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$241k	NEW	121.00	1989.45	View chart
Ford Motor Company (F)	0.0	$237k	-36%	17k	13.90	View chart
Marathon Petroleum Corp (MPC)	0.0	$237k	-12%	928.00	255.67	View chart
Omega Healthcare Investors (OHI)	0.0	$235k		4.9k	47.68	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$234k		2.8k	83.80	View chart
Union Pacific Corporation (UNP)	0.0	$232k		854.00	271.87	View chart
CSX Corporation (CSX)	0.0	$230k	-6%	4.8k	47.53	View chart
Pfizer (PFE)	0.0	$228k	-13%	9.5k	24.08	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$228k	-12%	5.0k	45.63	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$228k		2.8k	82.27	View chart
Consolidated Edison (ED)	0.0	$227k		2.0k	110.63	View chart
Coinbase Global Com Cl A (COIN)	0.0	$226k		1.5k	146.19	View chart
Booking Holdings (BKNG)	0.0	$225k	+2372%	1.3k	178.28	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$225k	NEW	742.00	302.70	View chart
Lpl Financial Holdings (LPLA)	0.0	$225k	+6%	797.00	281.78	View chart
Occidental Petroleum Corporation (OXY)	0.0	$224k	-13%	4.6k	48.57	View chart
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)	0.0	$224k	NEW	3.8k	58.92	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.0	$223k		7.9k	28.38	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$222k	NEW	4.3k	51.85	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$221k	NEW	11k	19.32	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$219k	-19%	6.0k	36.26	View chart
Bristol Myers Squibb (BMY)	0.0	$218k	-6%	3.8k	57.63	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$218k		3.8k	57.84	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$217k		9.5k	22.89	View chart
J.B. Hunt Transport Services (JBHT)	0.0	$217k	NEW	749.00	289.43	View chart
Snowflake Com Shs (SNOW)	0.0	$216k	NEW	850.00	254.50	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$216k	NEW	414.00	522.21	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.0	$216k	-33%	7.1k	30.45	View chart
CVS Caremark Corporation (CVS)	0.0	$216k	NEW	2.1k	103.44	View chart
Kimberly-Clark Corporation (KMB)	0.0	$215k	NEW	2.0k	109.77	View chart
Dbx Etf Tr Xtrackers Msci (USSG)	0.0	$214k	NEW	3.1k	69.47	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$214k	-18%	2.2k	96.42	View chart
Firstcash Holdings (FCFS)	0.0	$211k	NEW	975.00	216.32	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$211k	NEW	869.00	242.38	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$211k		7.9k	26.50	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.0	$206k	NEW	4.9k	41.73	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$206k		9.2k	22.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$204k	NEW	2.4k	83.75	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$203k		3.4k	58.98	View chart
MetLife (MET)	0.0	$203k	NEW	2.4k	84.62	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.0	$202k		19k	10.37	View chart
Wp Carey (WPC)	0.0	$201k	NEW	2.8k	71.49	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$194k		25k	7.88	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.0	$192k		11k	17.35	View chart
Zevra Therapeutics Com New (ZVRA)	0.0	$158k	NEW	11k	14.34	View chart
Nfj Dividend Interest (NFJ)	0.0	$153k		10k	15.19	View chart
Doubleline Income Solutions (DSL)	0.0	$127k		12k	11.06	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$116k		20k	5.83	View chart
Lumen Technologies (LUMN)	0.0	$104k	+16%	14k	7.68	View chart
Pulmonx Corp (LUNG)	0.0	$70k		54k	1.30	View chart
Alibaba Group Hldg Call Call Option (Principal) (BABA)	0.0	$48k	NEW	500.00	95.98	View chart
Lexicon Pharmaceuticals Com New (LXRX)	0.0	$24k		10k	2.40	View chart
Gevo Com Par (GEVO)	0.0	$20k		13k	1.50	View chart

Past Filings by Berger Financial Group

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

Berger Financial Group 2026 Q2 filed Aug. 4, 2026
Berger Financial Group 2026 Q1 filed April 28, 2026
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

View all past filings

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