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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 SCHX, JBND, SCHD, PJFG, LMBS, and represent 21.91% of Berger Financial Group's stock portfolio.
Added to shares of these 10 stocks: JBND (+$58M), SCHD (+$26M), PYLD (+$23M), SCHX (+$19M), JCPB (+$18M), LMBS (+$14M), VTV (+$13M), AVEM (+$12M), SPY (+$9.5M), XT (+$7.0M).
Started 71 new stock positions in FNDX, CB, RZG, USFR, EG, JCPB, NOC, RSPT, LRCX, TRGP.
Reduced shares in these 10 stocks: HCRB (-$43M), BBAG (-$29M), PREF (-$20M), GWW (-$7.5M), AIZ (-$6.3M), LDOS (-$6.0M), VLO (-$5.7M), TRV (-$5.5M), , MRK (-$5.2M).
Sold out of its positions in CPT, COP, DTE, Etf Managers Tr etho climate l, HUM, INCY, HYG, MOH, PYPL, SCHE. SIRI, VWOB, KLG, ACN, LYB.
Berger Financial Group was a net buyer of stock by $201M.
Berger Financial Group has $1.2B in assets under management (AUM), dropping by 25.78%.
Central Index Key (CIK): 0001826136

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Portfolio Holdings for Berger Financial Group

Berger Financial Group holds 361 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.8	$59M	+46%	948k	62.06	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	4.8	$58M	NEW	1.1M	52.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.7	$57M	+85%	707k	80.63	View chart
Pgim Etf Tr Jennison Foc Gwt (PJFG)	4.3	$52M	-5%	634k	82.29	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	3.3	$40M	+53%	827k	48.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.9	$35M	-2%	378k	92.72	View chart
Apple (AAPL)	2.4	$29M		171k	171.48	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.9	$23M	NEW	907k	25.76	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	1.9	$23M	+21%	148k	153.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.9	$23M	+4%	232k	97.94	View chart
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)	1.9	$23M	+6%	404k	56.13	View chart
Microsoft Corporation (MSFT)	1.8	$22M	+35%	52k	420.72	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.5	$18M	NEW	390k	46.65	View chart
C H Robinson Worldwide Com New (CHRW)	1.4	$17M	+2%	225k	76.14	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	1.4	$17M	-63%	365k	45.87	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$17M	+60%	427k	39.02	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	1.3	$16M	+20%	470k	33.74	View chart
Amazon (AMZN)	1.3	$16M		88k	180.38	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$16M	+470%	96k	162.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$15M	+181%	28k	523.07	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.1	$13M	+19%	135k	94.62	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$12M	NEW	210k	57.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$11M	+10%	230k	49.24	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$11M	+22%	267k	41.77	View chart
NVIDIA Corporation (NVDA)	0.9	$11M		12k	903.58	View chart
UnitedHealth (UNH)	0.9	$11M	+3%	22k	494.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$11M	-2%	31k	344.20	View chart
Costco Wholesale Corporation (COST)	0.8	$10M	-7%	14k	732.61	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.8	$9.8M	+20%	272k	35.84	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.8	$9.7M	+11%	148k	65.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$9.1M	-2%	19k	480.70	View chart
Mastercard Incorporated Cl A (MA)	0.7	$8.7M		18k	481.57	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$8.3M	+14%	101k	81.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$8.2M	+144%	55k	150.93	View chart
Visa Com Cl A (V)	0.7	$8.2M		29k	279.08	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.6	$7.1M		252k	28.21	View chart
Ishares Tr Exponential Tech (XT)	0.6	$7.0M	NEW	117k	59.62	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$6.9M	NEW	36k	195.10	View chart
Wal-Mart Stores (WMT)	0.6	$6.8M	+220%	114k	60.17	View chart
Lockheed Martin Corporation (LMT)	0.6	$6.8M		15k	454.87	View chart
International Business Machines (IBM)	0.6	$6.7M	-7%	35k	190.96	View chart
Phillips 66 (PSX)	0.5	$6.4M	-13%	39k	163.34	View chart
Strategy Ns 7handl Idx (HNDL)	0.5	$6.4M		302k	21.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$6.4M	+170%	14k	444.02	View chart
Johnson & Johnson (JNJ)	0.5	$6.4M	+218%	40k	158.19	View chart
Targa Res Corp (TRGP)	0.5	$6.3M	NEW	56k	111.99	View chart
NetApp (NTAP)	0.5	$6.0M	-16%	57k	104.97	View chart
Hartford Financial Services (HIG)	0.5	$6.0M	-4%	58k	103.05	View chart
Kroger (KR)	0.5	$6.0M	NEW	105k	57.13	View chart
Qualcomm (QCOM)	0.5	$5.8M	+1027%	35k	169.30	View chart
Fastenal Company (FAST)	0.5	$5.8M	+968%	76k	77.14	View chart
Prudential Financial (PRU)	0.5	$5.7M	+4%	49k	117.40	View chart
Best Buy (BBY)	0.5	$5.7M	+2285%	70k	82.03	View chart
Cdw (CDW)	0.5	$5.6M	-6%	22k	255.78	View chart
Amphenol Corp Cl A (APH)	0.5	$5.6M	NEW	48k	115.35	View chart
Bristol Myers Squibb (BMY)	0.5	$5.5M	+1698%	102k	54.23	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.4	$5.5M		176k	31.01	View chart
Jacobs Engineering Group (J)	0.4	$5.4M	NEW	35k	153.73	View chart
Hawkins (HWKN)	0.4	$5.4M		70k	76.80	View chart
Te Connectivity SHS (TEL)	0.4	$5.3M		37k	145.24	View chart
Chubb (CB)	0.4	$5.3M	NEW	21k	259.13	View chart
F5 Networks (FFIV)	0.4	$5.2M	-10%	28k	189.59	View chart
News Corp Cl A (NWSA)	0.4	$5.2M	NEW	200k	26.18	View chart
Kellogg Company (K)	0.4	$5.2M	+29%	91k	57.29	View chart
TJX Companies (TJX)	0.4	$5.2M	NEW	51k	101.42	View chart
Loews Corporation (L)	0.4	$5.2M	NEW	66k	78.29	View chart
Centene Corporation (CNC)	0.4	$5.1M	NEW	65k	78.48	View chart
Everest Re Group (EG)	0.4	$5.0M	NEW	13k	397.49	View chart
Consolidated Edison (ED)	0.4	$5.0M	NEW	55k	90.81	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.4	$5.0M	-80%	273k	18.15	View chart
Interpublic Group of Companies (IPG)	0.4	$4.9M	+15%	152k	32.63	View chart
Independence Realty Trust In (IRT)	0.4	$4.9M	-3%	305k	16.13	View chart
Henry Schein (HSIC)	0.4	$4.9M	+11%	65k	75.52	View chart
Expeditors International of Washington (EXPD)	0.4	$4.8M	-5%	40k	121.57	View chart
Electronic Arts (EA)	0.4	$4.8M		36k	132.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$4.8M	-13%	95k	50.17	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.4	$4.8M	-8%	65k	73.29	View chart
Metropcs Communications (TMUS)	0.4	$4.7M	NEW	29k	163.22	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$4.6M	+19%	52k	89.67	View chart
Vici Pptys (VICI)	0.4	$4.6M	NEW	155k	29.79	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.4	$4.3M	NEW	81k	53.46	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.3	$4.1M	+3%	196k	20.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.3	$4.1M	NEW	128k	31.79	View chart
Church & Dwight (CHD)	0.3	$4.0M		39k	104.31	View chart
Home Depot (HD)	0.3	$3.9M	-56%	10k	383.60	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$3.8M	+1433%	58k	65.65	View chart
Cion Invt Corp (CION)	0.3	$3.8M		345k	11.00	View chart
Boeing Company (BA)	0.3	$3.6M		19k	192.99	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.3	$3.4M	+4%	168k	20.43	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.3	$3.2M	+4%	61k	53.45	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$3.2M	+4%	167k	19.29	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.3	$3.2M	-3%	98k	32.65	View chart
Thermo Fisher Scientific (TMO)	0.3	$3.1M		5.3k	581.22	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$3.0M	+1178%	40k	76.36	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$3.0M	+701%	20k	147.73	View chart
Fiserv (FI)	0.2	$2.9M		18k	159.82	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$2.9M	+715%	40k	70.88	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.2	$2.8M	-3%	119k	23.80	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$2.8M	+6%	147k	19.21	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$2.7M		37k	72.19	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.2	$2.5M	NEW	51k	50.28	View chart
Intuit (INTU)	0.2	$2.5M		3.9k	649.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.5M	-16%	11k	228.58	View chart
Donaldson Company (DCI)	0.2	$2.5M		33k	74.68	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.2	$2.5M	-4%	88k	28.08	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$2.4M	-7%	23k	103.79	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$2.4M	+428%	27k	89.90	View chart
Intuitive Surgical Com New (ISRG)	0.2	$2.4M		6.0k	399.09	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$2.3M	NEW	59k	39.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.3M	+277%	31k	75.98	View chart
Medtronic SHS (MDT)	0.2	$2.3M	-4%	26k	87.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.2M		15k	152.26	View chart
Eli Lilly & Co. (LLY)	0.2	$2.2M	+3%	2.9k	778.06	View chart
Bio-techne Corporation (TECH)	0.2	$2.2M	-21%	31k	70.39	View chart
Tesla Motors (TSLA)	0.2	$2.1M	+15%	12k	175.79	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$2.1M	NEW	10k	208.28	View chart
Merck & Co (MRK)	0.1	$1.7M	-74%	13k	131.95	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$1.7M	NEW	25k	67.39	View chart
Meta Platforms Cl A (META)	0.1	$1.7M	+10%	3.5k	485.64	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.7M	+626%	37k	45.31	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$1.6M	+8%	60k	26.84	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.5M	-3%	18k	83.58	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.5M	+43%	13k	116.24	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$1.4M	-16%	44k	32.66	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.4M		6.0k	239.76	View chart
Xcel Energy (XEL)	0.1	$1.4M		26k	53.75	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$1.4M	NEW	22k	63.17	View chart
Caterpillar (CAT)	0.1	$1.4M	+88%	3.7k	366.45	View chart
Pepsi (PEP)	0.1	$1.3M	+22%	7.5k	175.02	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.3M	-34%	18k	72.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.3M	+5%	2.5k	525.75	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.3M	-3%	32k	40.79	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.3M	+9%	6.5k	200.31	View chart
Amgen (AMGN)	0.1	$1.3M		4.5k	284.33	View chart
Procter & Gamble Company (PG)	0.1	$1.3M	+4%	7.9k	162.24	View chart
Broadcom (AVGO)	0.1	$1.2M	+14%	936.00	1325.77	View chart
Honeywell International (HON)	0.1	$1.2M	+23%	5.9k	205.25	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.2M	NEW	32k	36.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.2M	+8%	2.2k	524.34	View chart
Netflix (NFLX)	0.1	$1.1M	-3%	1.9k	607.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.1M	NEW	4.3k	259.88	View chart
Hartford Fds Exchange Traded Core Bd Etf (HCRB)	0.1	$1.1M	-97%	32k	34.86	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.1M	NEW	23k	47.44	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.1M	-24%	62k	17.32	View chart
Nextera Energy (NEE)	0.1	$1.1M	-24%	17k	63.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.0M		12k	84.44	View chart
General Dynamics Corporation (GD)	0.1	$1.0M	NEW	3.7k	282.49	View chart
Abbvie (ABBV)	0.1	$1.0M	+4%	5.6k	182.09	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$998k	+17%	30k	33.42	View chart
Coca-Cola Company (KO)	0.1	$997k	+17%	16k	61.18	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$994k	+43%	32k	31.29	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$994k	+22%	10k	97.68	View chart
3M Company (MMM)	0.1	$993k		9.4k	106.07	View chart
Target Corporation (TGT)	0.1	$971k	+14%	5.5k	177.21	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$960k	NEW	17k	56.98	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$957k	+173%	8.7k	110.05	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$943k		35k	27.16	View chart
Amplify Etf Tr Amplify Etho Cli	0.1	$908k	NEW	16k	58.49	View chart
Walt Disney Company (DIS)	0.1	$879k	-2%	7.2k	122.36	View chart
Oracle Corporation (ORCL)	0.1	$871k	-4%	6.9k	125.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.1	$851k	NEW	15k	56.59	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$842k	-15%	13k	64.15	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$840k	-3%	29k	28.92	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$826k	+69%	21k	39.66	View chart
Pfizer (PFE)	0.1	$825k	+19%	30k	27.75	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$824k	NEW	17k	48.60	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.1	$815k		17k	46.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.1	$807k	NEW	13k	64.24	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$796k	NEW	9.0k	88.44	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$791k	+28%	8.4k	94.41	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$778k	-2%	10k	77.31	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$753k	-23%	6.9k	108.92	View chart
Cisco Systems (CSCO)	0.1	$752k	+2%	15k	49.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$723k		4.0k	179.11	View chart
McDonald's Corporation (MCD)	0.1	$688k	+20%	2.4k	282.01	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$662k	NEW	6.3k	104.73	View chart
Adobe Systems Incorporated (ADBE)	0.1	$659k	-4%	1.3k	504.60	View chart
Intel Corporation (INTC)	0.1	$654k	-9%	15k	44.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$651k		3.8k	169.37	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$649k	NEW	13k	52.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$647k		11k	60.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$644k	NEW	18k	35.19	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$620k	-30%	1.1k	556.29	View chart
Royal Caribbean Cruises (RCL)	0.1	$615k	+15%	4.4k	139.01	View chart
Starbucks Corporation (SBUX)	0.1	$612k	+9%	6.7k	91.39	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	0.0	$607k	NEW	13k	48.08	View chart
Danaher Corporation (DHR)	0.0	$599k	-4%	2.4k	249.76	View chart
At&t (T)	0.0	$592k	+72%	34k	17.60	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$578k	+8%	8.8k	65.87	View chart
Abbott Laboratories (ABT)	0.0	$574k	+47%	5.1k	113.66	View chart
Boston Scientific Corporation (BSX)	0.0	$570k		8.3k	68.49	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$566k		15k	38.88	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$562k		6.9k	81.78	View chart
Becton, Dickinson and (BDX)	0.0	$562k	+7%	2.3k	247.44	View chart
Morgan Stanley Com New (MS)	0.0	$548k	-5%	5.8k	94.16	View chart
Advanced Micro Devices (AMD)	0.0	$543k		3.0k	180.49	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$535k	NEW	11k	50.29	View chart
Cibc Cad (CM)	0.0	$532k		11k	50.72	View chart
Block Cl A (SQ)	0.0	$529k	-26%	6.3k	84.58	View chart
Chevron Corporation (CVX)	0.0	$521k	+2%	3.3k	157.75	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$521k	-11%	11k	49.19	View chart
Public Storage (PSA)	0.0	$515k	-9%	1.8k	290.01	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$514k	+4%	8.8k	58.11	View chart
salesforce (CRM)	0.0	$513k	-3%	1.7k	301.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$511k		2.5k	205.72	View chart
General Mills (GIS)	0.0	$505k	+4%	7.2k	69.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$501k	+59%	2.7k	182.59	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$499k	-19%	4.2k	119.50	View chart
Verizon Communications (VZ)	0.0	$496k	+17%	12k	41.96	View chart
Bank of America Corporation (BAC)	0.0	$495k	+5%	13k	37.92	View chart
Travelers Companies (TRV)	0.0	$495k	-91%	2.1k	230.11	View chart
Southern Company (SO)	0.0	$491k	+6%	6.8k	71.74	View chart
Colgate-Palmolive Company (CL)	0.0	$475k	-91%	5.3k	90.05	View chart
Toyota Motor Corp Ads (TM)	0.0	$460k	+8%	1.8k	251.68	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$458k	+33%	1.4k	320.59	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$452k		8.2k	55.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$448k	+22%	5.6k	80.51	View chart
Fidelity Wise Origin Bitcoin SHS	0.0	$447k	NEW	7.2k	62.06	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$443k		3.5k	125.96	View chart
Coinbase Global Com Cl A (COIN)	0.0	$443k	-31%	1.7k	265.12	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$440k	-2%	3.2k	136.05	View chart
General Electric Com New (GE)	0.0	$439k	+8%	2.5k	175.54	View chart
Kimberly-Clark Corporation (KMB)	0.0	$438k	-90%	3.4k	129.35	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$435k	-5%	9.1k	47.87	View chart
Wells Fargo & Company (WFC)	0.0	$430k	+9%	7.4k	57.96	View chart
Oportun Finl Corp (OPRT)	0.0	$427k	+11%	176k	2.43	View chart
Tractor Supply Company (TSCO)	0.0	$420k	+59%	1.6k	261.77	View chart
Applied Materials (AMAT)	0.0	$418k		2.0k	206.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.0	$418k	NEW	13k	32.87	View chart
Goldman Sachs (GS)	0.0	$416k	-2%	996.00	417.81	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$414k		7.2k	57.86	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$412k	+76%	7.9k	52.16	View chart
Vanguard World Financials Etf (VFH)	0.0	$408k	+3%	4.0k	102.39	View chart
Us Bancorp Del Com New (USB)	0.0	$408k	+8%	9.1k	44.70	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$398k	NEW	13k	30.80	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$394k	-6%	12k	33.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$392k	-3%	1.6k	249.81	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$389k		3.0k	131.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$388k	+19%	5.2k	74.22	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$383k		2.1k	186.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$383k	+399%	6.3k	60.74	View chart
Comcast Corp Cl A (CMCSA)	0.0	$377k	-92%	8.7k	43.35	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$375k	+3%	4.9k	76.67	View chart
American Express Company (AXP)	0.0	$374k	+37%	1.6k	227.73	View chart
Edwards Lifesciences (EW)	0.0	$373k	-5%	3.9k	95.56	View chart
Waste Management (WM)	0.0	$372k	+19%	1.7k	213.19	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.0	$370k		15k	25.11	View chart
Ameren Corporation (AEE)	0.0	$370k	NEW	5.0k	73.96	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$367k		12k	29.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$364k		3.3k	110.52	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$363k	+14%	377.00	962.49	View chart
Vanguard World Health Car Etf (VHT)	0.0	$361k		1.3k	270.52	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.0	$355k	-3%	34k	10.36	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$352k	+8%	1.9k	183.89	View chart
Deere & Company (DE)	0.0	$352k	+5%	857.00	410.68	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.0	$350k	-7%	3.9k	90.16	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$349k		7.0k	50.12	View chart
Inspire Med Sys (INSP)	0.0	$344k		1.6k	214.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$342k	NEW	5.6k	61.05	View chart
W.W. Grainger (GWW)	0.0	$339k	-95%	333.00	1018.67	View chart
AutoZone (AZO)	0.0	$337k	-11%	107.00	3151.65	View chart
Charles Schwab Corporation (SCHW)	0.0	$334k	-6%	4.6k	72.33	View chart
Palo Alto Networks (PANW)	0.0	$332k	+3%	1.2k	284.13	View chart
J.B. Hunt Transport Services (JBHT)	0.0	$330k	-38%	1.7k	199.25	View chart
Anthem (ELV)	0.0	$326k	-3%	628.00	518.76	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$320k	+25%	3.5k	92.42	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$318k	NEW	5.1k	62.34	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.0	$316k		9.6k	32.95	View chart
Allstate Corporation (ALL)	0.0	$314k	-8%	1.8k	173.01	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$313k	+7%	6.2k	50.45	View chart
Wp Carey (WPC)	0.0	$313k	-15%	5.5k	56.44	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$313k		9.8k	31.87	View chart
Genuine Parts Company (GPC)	0.0	$311k	-93%	2.0k	154.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$310k	NEW	7.9k	39.11	View chart
Constellation Brands Cl A (STZ)	0.0	$309k	-23%	1.1k	271.83	View chart
Chemed Corp Com Stk (CHE)	0.0	$308k		480.00	641.43	View chart
Altria (MO)	0.0	$304k	-7%	7.0k	43.62	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$300k		4.8k	62.62	View chart
Texas Instruments Incorporated (TXN)	0.0	$299k	-93%	1.7k	174.22	View chart
Philip Morris International (PM)	0.0	$298k	-19%	3.3k	91.62	View chart
Ecolab (ECL)	0.0	$297k	+21%	1.3k	230.90	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$291k	NEW	8.8k	32.93	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$289k	+5%	5.8k	49.70	View chart
Kla Corp Com New (KLAC)	0.0	$287k	-2%	410.00	699.18	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$284k		2.6k	107.42	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$284k	+18%	5.9k	48.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$283k	-58%	3.5k	79.86	View chart
Parker-Hannifin Corporation (PH)	0.0	$281k		506.00	555.79	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$279k	-4%	3.8k	73.03	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$279k		1.6k	175.27	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$278k	-4%	11k	24.48	View chart
CVS Caremark Corporation (CVS)	0.0	$277k	+22%	3.5k	79.77	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$273k		4.1k	67.35	View chart
Booking Holdings (BKNG)	0.0	$272k	+2%	75.00	3628.24	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$271k		4.2k	65.21	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.0	$270k		221.00	1219.35	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$269k	+5%	19k	13.98	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$268k	-4%	4.4k	60.38	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.0	$267k	-9%	9.4k	28.47	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$266k		223.00	1193.74	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$266k	-40%	5.6k	47.89	View chart
Lowe's Companies (LOW)	0.0	$265k	-3%	1.0k	254.84	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$265k	NEW	3.2k	82.97	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$264k		8.1k	32.68	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$263k	-4%	4.2k	63.33	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$263k		4.5k	58.07	View chart
First Tr Stoxx European Sele Common Shs (FDD)	0.0	$262k	+2%	22k	11.83	View chart
Vector (VGR)	0.0	$260k	-2%	24k	10.96	View chart
Dollar General (DG)	0.0	$258k	NEW	1.7k	156.03	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$258k		5.1k	50.86	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$258k		2.0k	131.37	View chart
Wolverine World Wide (WWW)	0.0	$258k		23k	11.21	View chart
Southern Copper Corporation (SCCO)	0.0	$253k		2.4k	106.53	View chart
Cintas Corporation (CTAS)	0.0	$250k		364.00	687.76	View chart
Dominion Resources (D)	0.0	$250k	NEW	5.1k	49.19	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$250k		7.7k	32.48	View chart
Arista Networks (ANET)	0.0	$250k		861.00	289.98	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$249k	NEW	5.1k	48.77	View chart
Gartner (IT)	0.0	$248k	-10%	521.00	476.67	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$248k	+16%	7.0k	35.37	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$246k	+18%	7.1k	34.68	View chart
Motorola Solutions Com New (MSI)	0.0	$240k	+2%	676.00	354.98	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.0	$240k		5.5k	43.60	View chart
BP Sponsored Adr (BP)	0.0	$237k	+3%	6.3k	37.68	View chart
McKesson Corporation (MCK)	0.0	$233k	-5%	434.00	537.16	View chart
Lam Research Corporation (LRCX)	0.0	$232k	NEW	239.00	969.95	View chart
CSX Corporation (CSX)	0.0	$230k	-5%	6.2k	37.07	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$228k	NEW	7.0k	32.69	View chart
Leidos Holdings (LDOS)	0.0	$227k	-96%	1.7k	131.05	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$227k	+6%	4.3k	53.39	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$227k	NEW	1.0k	224.90	View chart
MetLife (MET)	0.0	$227k	-95%	3.1k	74.12	View chart
United Parcel Service CL B (UPS)	0.0	$227k	NEW	1.5k	148.64	View chart
Realty Income (O)	0.0	$226k	+10%	4.2k	54.10	View chart
Valero Energy Corporation (VLO)	0.0	$223k	-96%	1.3k	170.68	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$223k	NEW	3.6k	61.54	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.0	$223k	-50%	6.3k	35.61	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$220k	NEW	3.9k	56.40	View chart
Assurant (AIZ)	0.0	$219k	-96%	1.2k	188.16	View chart
Eaton Corp SHS (ETN)	0.0	$219k	NEW	701.00	312.68	View chart
Cheniere Energy Com New (LNG)	0.0	$219k		1.4k	161.28	View chart
Discover Financial Services (DFS)	0.0	$216k	NEW	1.6k	131.12	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$215k	NEW	5.4k	39.81	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$215k	NEW	1.9k	110.49	View chart
Lpl Financial Holdings (LPLA)	0.0	$214k	-9%	810.00	264.22	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$212k	NEW	2.2k	94.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$211k	NEW	1.0k	210.30	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$210k	NEW	807.00	260.72	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$210k	-4%	3.6k	58.06	View chart
Casey's General Stores (CASY)	0.0	$210k	NEW	658.00	318.45	View chart
Hewlett Packard Enterprise (HPE)	0.0	$208k	-95%	12k	17.73	View chart
Zoetis Cl A (ZTS)	0.0	$204k	-15%	1.2k	169.15	View chart
Northrop Grumman Corporation (NOC)	0.0	$203k	NEW	424.00	478.85	View chart
Marathon Petroleum Corp (MPC)	0.0	$202k	NEW	1.0k	201.50	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.0	$188k	NEW	11k	17.02	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$180k	-13%	25k	7.19	View chart
Barrick Gold Corp (GOLD)	0.0	$176k		11k	16.64	View chart
Ford Motor Company (F)	0.0	$170k	-8%	13k	13.28	View chart
Listed Fd Tr Roundhill Ball (METV)	0.0	$151k		12k	12.43	View chart
Lexicon Pharmaceuticals Com New (LXRX)	0.0	$26k		11k	2.40	View chart
Graphex Group Sponsored Ads (GRFX)	0.0	$4.7k	NEW	15k	0.31	View chart

Past Filings by Berger Financial Group

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

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
Berger Financial Group 2021 Q3 filed Oct. 28, 2021
Berger Financial Group 2021 Q2 filed July 29, 2021
Berger Financial Group 2021 Q1 filed May 12, 2021
Berger Financial Group 2020 Q4 filed Feb. 2, 2021

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