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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, VUG, JBND, SCHG, PJFG, and represent 22.30% of Berger Financial Group's stock portfolio.
Added to shares of these 10 stocks: VUG (+$67M), RAAX (+$33M), BOND (+$20M), WCMI (+$13M), SCHG (+$8.8M), VLO (+$8.3M), KR (+$7.2M), JBND (+$6.1M), ABT (+$5.7M), ECL (+$5.7M).
Started 25 new stock positions in WCMI, NFJ, MPC, AEM, AOS, TER, CSX, LUNG, KR, EJAN.
Reduced shares in these 10 stocks: AGG (-$19M), MU (-$17M), APA (-$10M), AVSC (-$8.0M), L (-$6.9M), LMT (-$6.9M), PEP (-$5.9M), OMC (-$5.6M), NWSA (-$5.5M), AVY (-$5.4M).
Sold out of its positions in ADBE, DIVO, ELV, AVY, DHR, EA, EXACT Sciences Corporation, FFLC, FTNT, GDDY. JMUB, NWSA, BURU, OMC, BTCI, SPIB, XLF, SHOP, LUV, VUSB, WDAY.
Berger Financial Group was a net buyer of stock by $88M.
Berger Financial Group has $1.8B in assets under management (AUM), dropping by 3.39%.
Central Index Key (CIK): 0001826136

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Portfolio Holdings for Berger Financial Group

Berger Financial Group holds 463 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.1	$92M	-5%	3.0M	30.68	View chart
Vanguard Index Fds Growth Etf (VUG)	4.6	$83M	+422%	189k	436.79	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	4.3	$78M	+8%	1.4M	53.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.2	$76M	+13%	2.6M	29.13	View chart
Pgim Etf Tr Jennison Foc Gwt (PJFG)	3.9	$70M		723k	97.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.4	$61M		2.4M	25.64	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	3.1	$56M	+6%	1.1M	49.81	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.3	$41M		875k	47.08	View chart
Apple (AAPL)	2.2	$40M	-2%	156k	253.79	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	1.8	$33M	NEW	810k	40.71	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.7	$30M	+8%	1.2M	26.20	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	1.7	$30M		892k	33.74	View chart
C H Robinson Worldwide In Com New (CHRW)	1.3	$23M	-4%	137k	166.07	View chart
NVIDIA Corporation (NVDA)	1.2	$22M		128k	174.40	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.2	$22M	+1042%	241k	92.28	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$21M	-15%	549k	38.96	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	1.2	$21M	-9%	104k	200.82	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$20M	-18%	575k	33.86	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	1.0	$18M	+6%	244k	72.24	View chart
Amazon (AMZN)	1.0	$17M	-11%	83k	208.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$17M	-2%	28k	597.54	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.9	$16M	+26%	859k	19.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$16M		83k	196.20	View chart
State Str Spdr S&p 500 Etf T Tr Unit Put Option (Principal) (SPY)	0.9	$15M	-4%	23k	650.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$15M	-17%	53k	287.56	View chart
Nushares Etf Tr Nuveen Pfd & Inc (NPFI)	0.8	$15M	+7%	579k	25.77	View chart
Microsoft Corporation (MSFT)	0.8	$15M		40k	370.17	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.8	$15M	-12%	288k	50.46	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$15M	-11%	180k	80.58	View chart
Costco Wholesale Corporation (COST)	0.8	$14M		14k	996.41	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.7	$13M	NEW	786k	16.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$13M	-5%	22k	577.18	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.7	$12M	+50%	314k	38.00	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.6	$11M		144k	76.35	View chart
Hawkins (HWKN)	0.6	$11M		70k	153.60	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$10M	+21%	245k	42.22	View chart
Wal-Mart Stores (WMT)	0.6	$10M	-7%	83k	124.28	View chart
Johnson & Johnson (JNJ)	0.6	$9.8M	-18%	40k	244.44	View chart
Valero Energy Corporation (VLO)	0.5	$9.8M	+557%	40k	247.08	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.5	$9.5M	-45%	153k	62.30	View chart
Mastercard Incorporated Cl A (MA)	0.5	$8.9M		18k	499.65	View chart
International Business Machines (IBM)	0.5	$8.5M	-10%	35k	242.39	View chart
Visa Com Cl A (V)	0.5	$8.1M	-3%	27k	302.24	View chart
At&t (T)	0.4	$8.0M		274k	28.99	View chart
EOG Resources (EOG)	0.4	$7.9M	+26%	55k	144.57	View chart
Meta Platforms Cl A (META)	0.4	$7.8M	+126%	14k	572.14	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.4	$7.6M	-11%	404k	18.82	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$7.5M	-13%	80k	93.93	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$7.3M	-2%	187k	38.86	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$7.3M	+295%	19k	390.41	View chart
Kroger (KR)	0.4	$7.2M	NEW	100k	72.36	View chart
TJX Companies (TJX)	0.4	$7.1M	-8%	44k	159.70	View chart
Chubb (CB)	0.4	$6.9M	-3%	21k	325.93	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.4	$6.9M	-2%	204k	33.75	View chart
Allstate Corporation (ALL)	0.4	$6.9M	+3%	33k	207.34	View chart
FirstEnergy (FE)	0.4	$6.8M	-6%	135k	50.66	View chart
Intuit (INTU)	0.4	$6.8M	+365%	16k	432.38	View chart
F5 Networks (FFIV)	0.4	$6.7M	+6%	23k	289.33	View chart
Hartford Financial Services (HIG)	0.4	$6.6M	-6%	49k	135.23	View chart
Gilead Sciences (GILD)	0.4	$6.6M	-22%	47k	139.37	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.4	$6.5M	-14%	176k	37.24	View chart
Live Nation Entertainment (LYV)	0.4	$6.5M	+7%	43k	152.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$6.5M		261k	24.75	View chart
Abbott Laboratories (ABT)	0.4	$6.3M	+899%	62k	102.67	View chart
Ecolab (ECL)	0.4	$6.3M	+870%	24k	266.02	View chart
Te Connectivity Ord Shs (TEL)	0.3	$6.2M	-17%	30k	209.02	View chart
Vici Pptys (VICI)	0.3	$6.1M	+17%	222k	27.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$6.0M	+4%	19k	320.80	View chart
Eli Lilly & Co. (LLY)	0.3	$6.0M		6.5k	919.82	View chart
Henry Schein (HSIC)	0.3	$6.0M	+69%	81k	73.70	View chart
Expeditors International of Washington (EXPD)	0.3	$5.9M	-18%	41k	143.23	View chart
AmerisourceBergen (COR)	0.3	$5.8M	-18%	19k	314.14	View chart
Autodesk (ADSK)	0.3	$5.7M	+24%	24k	239.40	View chart
Cdw (CDW)	0.3	$5.7M	+61%	47k	121.02	View chart
Datadog Cl A Com (DDOG)	0.3	$5.6M	NEW	48k	118.05	View chart
Cintas Corporation (CTAS)	0.3	$5.6M	+2269%	33k	169.14	View chart
Take-Two Interactive Software (TTWO)	0.3	$5.6M	NEW	28k	197.50	View chart
Qualcomm (QCOM)	0.3	$5.5M	+79%	43k	128.78	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$5.5M	+3%	22k	248.84	View chart
Leidos Holdings (LDOS)	0.3	$5.4M	-9%	35k	155.52	View chart
A. O. Smith Corporation (AOS)	0.3	$5.4M	NEW	82k	65.94	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$5.4M		118k	45.89	View chart
Rollins (ROL)	0.3	$5.1M	NEW	96k	53.41	View chart
Broadridge Financial Solutions (BR)	0.3	$5.1M	NEW	31k	162.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$4.8M	+9%	65k	73.64	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.3	$4.8M	+4%	78k	61.35	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$4.7M	+7%	13k	367.44	View chart
Tesla Motors (TSLA)	0.3	$4.7M	+2%	13k	371.75	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$4.6M		121k	38.42	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$4.6M		226k	20.42	View chart
Alphabet Cap Stk Cl C Put Option (Principal) (GOOG)	0.2	$4.4M		15k	286.86	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.2	$4.3M		70k	62.13	View chart
Home Depot (HD)	0.2	$4.3M		13k	328.88	View chart
Ea Series Trust Cambria Global (GEW)	0.2	$4.2M		84k	50.43	View chart
Epam Systems (EPAM)	0.2	$4.0M	NEW	30k	135.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.9M		61k	64.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$3.9M		199k	19.62	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.9M	+4%	13k	294.15	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$3.8M	+28%	52k	73.78	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.2	$3.6M	-5%	121k	29.89	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.2	$3.5M	+14%	68k	50.95	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.2	$3.5M		68k	50.55	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.2	$3.4M		88k	38.84	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$3.4M	+5%	48k	70.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$3.4M	-3%	173k	19.53	View chart
Boeing Company (BA)	0.2	$3.3M		17k	199.03	View chart
UnitedHealth (UNH)	0.2	$3.3M		12k	270.60	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.2	$3.1M	-5%	122k	25.37	View chart
Abbvie (ABBV)	0.2	$3.1M	-5%	14k	217.50	View chart
Broadcom (AVGO)	0.2	$3.1M		10k	309.51	View chart
Tidal Trust I Foliobeyond Alte (RISR)	0.2	$3.0M	-2%	83k	36.22	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$3.0M	-11%	56k	52.85	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.0M		18k	169.66	View chart
Xcel Energy (XEL)	0.2	$2.8M		36k	79.44	View chart
Cion Invt Corp (CION)	0.2	$2.8M	-16%	407k	6.84	View chart
Church & Dwight (CHD)	0.2	$2.8M	-6%	30k	93.32	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$2.8M		34k	81.98	View chart
Lockheed Martin Corporation (LMT)	0.2	$2.7M	-71%	4.5k	604.36	View chart
Wisdomtree Tr 1 3 Yr Laddered (USSH)	0.1	$2.7M	+22%	53k	50.53	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$2.6M	+2%	100k	26.26	View chart
Donaldson Company (DCI)	0.1	$2.5M		30k	84.87	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$2.5M	-14%	76k	33.37	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$2.5M	+5%	70k	35.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.4M	-88%	24k	99.27	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$2.4M	+2%	44k	54.93	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$2.3M		72k	32.03	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$2.3M	+87%	58k	39.74	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$2.3M	+13%	68k	33.97	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.3M		75k	30.50	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$2.2M		57k	39.34	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.2M		2.5k	895.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$2.2M	+3%	3.4k	653.13	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$2.2M		17k	132.90	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$2.1M	-2%	56k	38.30	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.1M	-7%	21k	100.66	View chart
Independence Realty Trust In (IRT)	0.1	$2.1M	-39%	143k	14.89	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.1M	+32%	46k	45.62	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$2.1M		14k	146.61	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.1M		30k	71.13	View chart
Caterpillar (CAT)	0.1	$2.1M	-4%	3.0k	708.38	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$2.1M	+4%	46k	45.12	View chart
Fair Isaac Corporation (FICO)	0.1	$2.1M		2.0k	1067.54	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.0M	-3%	4.2k	491.51	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$2.0M	-6%	90k	21.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.0M	-7%	36k	54.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.9M		7.4k	261.91	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$1.9M		39k	50.04	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.9M		4.0k	460.99	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$1.8M	-3%	53k	35.05	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.8M	-2%	20k	91.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$1.8M	-4%	61k	30.19	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.8M		6.1k	298.85	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$1.8M	-3%	50k	35.71	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.8M		20k	89.33	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.8M	+192%	35k	50.61	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.8M		33k	52.56	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.7M	+15%	20k	88.16	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$1.7M	+28%	62k	27.85	View chart
Netflix (NFLX)	0.1	$1.7M		18k	96.15	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$1.7M	-14%	48k	36.30	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.1	$1.7M		57k	29.42	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$1.7M	+6%	35k	47.82	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$1.6M	-3%	49k	32.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.6M	+18%	7.4k	215.06	View chart
Ishares Tr Future Exponenti (XT)	0.1	$1.6M	-8%	23k	68.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.6M	-10%	3.6k	430.29	View chart
Medtronic SHS (MDT)	0.1	$1.6M		18k	86.65	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.1	$1.6M		49k	31.95	View chart
Doubleline Opportunistic Cr (DBL)	0.1	$1.5M	-2%	106k	14.60	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.5M	-9%	4.5k	337.95	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.5M	-3%	33k	46.23	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.5M		16k	96.70	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.5M		28k	52.78	View chart
Ge Aerospace Com New (GE)	0.1	$1.4M	-2%	5.1k	283.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.4M		2.0k	697.72	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.4M	-2%	28k	50.34	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.4M	-3%	30k	46.74	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$1.4M		43k	31.67	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$1.4M		50k	27.15	View chart
Eaton Corp SHS (ETN)	0.1	$1.4M	+2%	3.8k	357.67	View chart
Stryker Corporation (SYK)	0.1	$1.4M		4.2k	328.59	View chart
3M Company (MMM)	0.1	$1.3M		9.3k	145.23	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$1.3M		34k	38.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.3M	-17%	23k	56.68	View chart
Amgen (AMGN)	0.1	$1.3M	-3%	3.7k	351.85	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$1.3M		33k	38.67	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$1.3M		9.4k	135.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.3M	+14%	16k	77.11	View chart
Micron Technology (MU)	0.1	$1.2M	-93%	3.6k	337.88	View chart
Nextera Energy (NEE)	0.1	$1.2M	-2%	13k	92.88	View chart
Palo Alto Networks (PANW)	0.1	$1.2M		7.4k	160.32	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$1.2M		23k	51.88	View chart
Procter & Gamble Company (PG)	0.1	$1.2M		8.0k	144.44	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$1.1M	-11%	68k	16.61	View chart
Oportun Finl Corp (OPRT)	0.1	$1.1M	+23%	244k	4.61	View chart
Coca-Cola Company (KO)	0.1	$1.1M	-2%	15k	76.05	View chart
Goldman Sachs (GS)	0.1	$1.1M		1.3k	846.11	View chart
Wells Fargo & Company (WFC)	0.1	$1.1M	+8%	14k	79.61	View chart
Honeywell International (HON)	0.1	$1.1M		4.8k	226.04	View chart
Oracle Corporation (ORCL)	0.1	$1.1M	-2%	7.2k	147.10	View chart
General Dynamics Corporation (GD)	0.1	$1.1M		3.1k	343.20	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.1	$1.0M	+19%	12k	88.00	View chart
Ge Vernova (GEV)	0.1	$1.0M		1.2k	873.12	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$1.0M	-4%	18k	56.96	View chart
Merck & Co (MRK)	0.1	$1.0M		8.4k	120.29	View chart
Cisco Systems (CSCO)	0.1	$1.0M	-6%	13k	77.59	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.0M		1.6k	616.76	View chart
Lincoln National Corporation (LNC)	0.1	$1.0M		28k	35.50	View chart
Morgan Stanley Com New (MS)	0.1	$984k	+2%	6.0k	164.57	View chart
Fastenal Company (FAST)	0.1	$975k		21k	46.40	View chart
Pepsi (PEP)	0.1	$955k	-86%	6.2k	155.29	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$950k		24k	39.13	View chart
Cibc Cad (CM)	0.1	$935k		9.9k	94.75	View chart
McDonald's Corporation (MCD)	0.1	$931k		3.0k	310.75	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$928k	-3%	8.7k	106.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$899k	-3%	21k	43.11	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$869k	-79%	7.8k	111.37	View chart
Ea Series Trust Cambria Us Equal (USEW)	0.0	$860k		18k	48.88	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$858k	-6%	24k	36.28	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$839k		17k	48.46	View chart
Williams Companies (WMB)	0.0	$837k		12k	72.78	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$822k		13k	62.45	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.0	$815k		22k	37.27	View chart
Advanced Micro Devices (AMD)	0.0	$802k	-11%	3.9k	203.44	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.0	$800k	-21%	17k	46.16	View chart
Fiserv (FISV)	0.0	$797k	-15%	14k	55.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$796k		9.8k	81.11	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$789k		16k	48.46	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.0	$784k	-15%	22k	36.25	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$782k	-3%	4.3k	181.83	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$781k		9.4k	83.57	View chart
Chevron Corporation (CVX)	0.0	$780k	-3%	3.8k	206.90	View chart
Global X Fds Global X Uranium (URA)	0.0	$778k	+32%	16k	48.43	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$777k	+2%	10k	76.54	View chart
Bio-techne Corporation (TECH)	0.0	$773k	-14%	15k	52.26	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$772k	-6%	11k	68.14	View chart
Casey's General Stores (CASY)	0.0	$767k	-3%	1.1k	727.86	View chart
Philip Morris International (PM)	0.0	$746k		4.5k	165.33	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$745k		9.0k	82.57	View chart
Travelers Companies (TRV)	0.0	$745k	+3%	2.6k	291.66	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$743k		25k	29.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$737k		16k	45.26	View chart
Spdr Series Trust State Street Spd (KRE)	0.0	$724k	+8%	11k	65.15	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.0	$715k		15k	49.49	View chart
Boston Scientific Corporation (BSX)	0.0	$704k		11k	62.75	View chart
Bank of America Corporation (BAC)	0.0	$696k		14k	48.75	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$685k		39k	17.75	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$683k	-24%	11k	61.26	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$682k		8.6k	79.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$680k		6.0k	113.12	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$677k	-3%	11k	62.56	View chart
Target Corporation (TGT)	0.0	$671k		5.5k	121.20	View chart
American Express Company (AXP)	0.0	$668k	+7%	2.2k	302.50	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$665k	+119%	13k	49.95	View chart
Constellation Energy (CEG)	0.0	$660k		2.4k	279.28	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$644k		9.2k	69.75	View chart
Kla Corp Com New (KLAC)	0.0	$644k		437.00	1473.97	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$643k	-2%	8.1k	79.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$642k	+39%	3.3k	191.90	View chart
Southern Company (SO)	0.0	$636k	-5%	6.6k	96.52	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.0	$636k	+56%	8.0k	79.90	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$636k		4.8k	133.20	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$636k		1.7k	383.38	View chart
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)	0.0	$626k	-34%	9.2k	68.31	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$624k		5.6k	112.11	View chart
Palantir Technologies Cl A (PLTR)	0.0	$624k	-15%	4.3k	146.28	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$620k	-12%	6.0k	103.36	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$611k	-2%	12k	52.76	View chart
Western Digital Call Option (Principal) (WDC)	0.0	$600k	-12%	2.2k	270.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$597k		2.4k	248.02	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$594k		24k	24.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$583k	+2%	1.4k	426.45	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$581k	-17%	13k	45.65	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$574k		12k	49.69	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$574k	-2%	5.3k	108.98	View chart
Royal Caribbean Cruises (RCL)	0.0	$563k	-10%	2.0k	275.18	View chart
Neos Etf Trust Neos Enhcd Inme (BNDI)	0.0	$559k	+12%	12k	47.20	View chart
Ameren Corporation (AEE)	0.0	$558k		5.1k	109.92	View chart
Capital Group International SHS (CGIC)	0.0	$557k	+7%	17k	33.11	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$554k		8.1k	68.11	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$547k		4.0k	138.33	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.0	$546k		17k	32.79	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.0	$540k	+12%	9.8k	54.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$533k	+9%	5.9k	90.53	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.0	$527k		21k	25.48	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$520k	-2%	13k	40.83	View chart
Lam Research Corp Com New (LRCX)	0.0	$520k	+2%	2.4k	213.65	View chart
First Financial Bankshares (FFIN)	0.0	$511k		17k	29.45	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$508k	-2%	2.3k	218.72	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$508k		6.9k	73.14	View chart
Verizon Communications (VZ)	0.0	$508k	-11%	10k	50.20	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$507k	+30%	11k	46.74	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$506k		6.7k	75.74	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$500k	-2%	3.1k	161.73	View chart
General Mills (GIS)	0.0	$498k	-3%	13k	37.22	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.0	$491k		17k	28.65	View chart
Altria (MO)	0.0	$490k		7.4k	65.99	View chart
Applied Materials (AMAT)	0.0	$480k	-5%	1.4k	341.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.0	$477k		6.7k	71.39	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$473k		13k	35.90	View chart
Vanguard World Financials Etf (VFH)	0.0	$468k		3.9k	120.81	View chart
Us Bancorp Com New (USB)	0.0	$461k		8.9k	52.01	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.0	$452k	-6%	9.1k	49.78	View chart
Arista Networks Com Shs (ANET)	0.0	$451k	+4%	3.7k	122.78	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$432k	-8%	2.6k	168.85	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$430k	-12%	14k	30.96	View chart
McKesson Corporation (MCK)	0.0	$427k		494.00	865.23	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$425k		4.0k	107.38	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$414k	-7%	10k	40.54	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$414k	-4%	14k	29.08	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$412k	+30%	8.8k	46.67	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$409k	+5%	4.3k	95.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$408k		1.4k	287.16	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$404k		3.7k	108.98	View chart
Phillips 66 (PSX)	0.0	$402k	-3%	2.2k	182.14	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$402k		2.8k	144.95	View chart
Intel Corporation (INTC)	0.0	$401k		9.1k	44.13	View chart
Starbucks Corporation (SBUX)	0.0	$400k	-13%	4.5k	89.58	View chart
Wabtec Corporation (WAB)	0.0	$400k		1.6k	249.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$398k	+8%	8.6k	46.13	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$394k		10k	38.26	View chart
Deere & Company (DE)	0.0	$390k	-5%	692.00	563.40	View chart
BP Sponsored Adr (BP)	0.0	$389k	-4%	8.3k	47.00	View chart
Walt Disney Company (DIS)	0.0	$388k	-28%	4.0k	96.38	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$383k		2.6k	145.96	View chart
Wolverine World Wide (WWW)	0.0	$375k		23k	16.32	View chart
Toyota Motor Corp Ads (TM)	0.0	$369k	-2%	1.8k	206.09	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.0	$368k		9.0k	40.90	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$366k		7.5k	48.93	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$363k		4.8k	75.20	View chart
Blackrock (BLK)	0.0	$363k	-5%	377.00	961.50	View chart
Citigroup Com New (C)	0.0	$361k	+27%	3.2k	113.39	View chart
W.W. Grainger (GWW)	0.0	$360k	-2%	330.00	1091.07	View chart
Southern Copper Corporation (SCCO)	0.0	$359k	-2%	2.1k	172.08	View chart
Cheniere Energy Com New (LNG)	0.0	$357k	-12%	1.3k	283.67	View chart
Delta Air Lines Com New (DAL)	0.0	$357k	+7%	5.4k	66.48	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$357k	+9%	910.00	391.76	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$356k	+17%	6.3k	56.58	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$348k		19k	18.66	View chart
Occidental Petroleum Corporation (OXY)	0.0	$347k	-9%	5.3k	65.01	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$347k	+32%	1.6k	217.27	View chart
Exelon Corporation (EXC)	0.0	$346k		7.0k	49.02	View chart
Colgate-Palmolive Company (CL)	0.0	$344k		4.0k	85.23	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$342k		20k	17.15	View chart
Waste Management (WM)	0.0	$341k		1.5k	229.84	View chart
First Tr Exchange-traded Common Shs (FDD)	0.0	$341k	-4%	19k	17.81	View chart
Northrop Grumman Corporation (NOC)	0.0	$341k	+2%	499.00	682.30	View chart
Hartford Fds Exchange Traded Core Bd Etf (HCRB)	0.0	$340k	-9%	9.7k	35.05	View chart
Illinois Tool Works (ITW)	0.0	$338k		1.3k	260.27	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$335k	-2%	7.0k	48.05	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$335k		4.1k	82.43	View chart
Loews Corporation (L)	0.0	$334k	-95%	3.1k	106.73	View chart
Applovin Corp Com Cl A (APP)	0.0	$332k	-13%	834.00	398.00	View chart
Raytheon Technologies Corp (RTX)	0.0	$332k	+8%	1.7k	192.92	View chart
Shell Spon Ads (SHEL)	0.0	$327k		3.5k	93.00	View chart
salesforce (CRM)	0.0	$325k	-11%	1.7k	186.65	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$324k		13k	25.10	View chart
Realty Income (O)	0.0	$320k	-3%	5.2k	61.18	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$320k	+3%	7.5k	42.54	View chart
Vanguard World Health Car Etf (VHT)	0.0	$316k		1.2k	272.33	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.0	$316k		9.1k	34.69	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$315k		3.0k	106.14	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$311k		6.1k	50.81	View chart
Ford Motor Company (F)	0.0	$311k	+3%	27k	11.54	View chart
Dominion Resources (D)	0.0	$311k	-4%	5.0k	61.82	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.0	$310k		11k	29.03	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$309k	-5%	3.3k	93.31	View chart
Pfizer Call Option (Principal) (PFE)	0.0	$307k	-4%	11k	28.08	View chart
Enbridge (ENB)	0.0	$306k		5.7k	54.14	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$305k	+6%	3.9k	78.65	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.0	$298k	-6%	10k	29.88	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$298k	-8%	3.4k	86.70	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$295k		2.9k	103.43	View chart
Public Storage (PSA)	0.0	$289k	-14%	1.1k	270.80	View chart
Apa Corporation (APA)	0.0	$289k	-97%	6.8k	42.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$289k		3.0k	97.15	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$287k		5.2k	55.52	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$284k	-4%	8.1k	35.04	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$284k		1.4k	203.80	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$283k		7.9k	35.94	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$281k		3.6k	78.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$280k		1.4k	205.80	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$277k	+3%	11k	25.07	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$275k		3.9k	70.18	View chart
AutoZone (AZO)	0.0	$274k		81.00	3377.79	View chart
RBB Motley Fol Etf (TMFC)	0.0	$273k		4.1k	65.97	View chart
Spdr Series Trust State Street Spd (CWB)	0.0	$273k	-9%	3.0k	91.51	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.0	$272k		3.0k	90.78	View chart
Coinbase Global Com Cl A (COIN)	0.0	$269k		1.5k	174.61	View chart
Comcast Corp Cl A (CMCSA)	0.0	$267k	-94%	9.3k	28.71	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$266k		3.2k	82.76	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$260k		4.4k	58.54	View chart
Marathon Petroleum Corp (MPC)	0.0	$258k	NEW	1.1k	244.18	View chart
Charles Schwab Corporation (SCHW)	0.0	$257k	-31%	2.7k	93.98	View chart
Lowe's Companies (LOW)	0.0	$257k	-6%	1.1k	236.38	View chart
NetApp (NTAP)	0.0	$255k	-4%	2.5k	102.39	View chart
Enterprise Products Partners (EPD)	0.0	$249k		6.6k	37.84	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$248k		7.4k	33.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$247k	-22%	1.2k	211.18	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$247k	NEW	7.5k	32.95	View chart
AeroVironment (AVAV)	0.0	$247k	+62%	1.3k	183.05	View chart
Bristol Myers Squibb (BMY)	0.0	$244k	-4%	4.0k	60.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$244k		2.1k	114.97	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	0.0	$243k	NEW	8.7k	28.09	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$243k	-7%	2.2k	110.47	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$243k		4.6k	52.54	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$243k	NEW	7.2k	33.93	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$241k		2.7k	88.69	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$241k		2.6k	91.76	View chart
Teradyne (TER)	0.0	$239k	NEW	805.00	296.57	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$239k	-11%	5.7k	41.72	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$238k	+9%	1.6k	151.44	View chart
Amphenol Corp Cl A (APH)	0.0	$236k	-4%	1.9k	126.34	View chart
Consolidated Edison (ED)	0.0	$235k	-8%	2.1k	113.18	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$235k		6.0k	39.44	View chart
Capital One Financial (COF)	0.0	$234k	-15%	1.3k	182.37	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$234k	NEW	4.5k	51.93	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.0	$233k	-3%	2.7k	86.33	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$233k	-5%	3.9k	60.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$233k		3.4k	67.54	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$233k		5.4k	43.02	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$233k	+10%	10k	22.91	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$232k		300.00	772.73	View chart
Agnico (AEM)	0.0	$228k	NEW	1.1k	202.98	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$228k	NEW	1.2k	184.33	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$227k		2.8k	81.51	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$226k	NEW	3.3k	68.44	View chart
Jacobs Engineering Group (J)	0.0	$226k	-95%	1.8k	127.30	View chart
Lpl Financial Holdings (LPLA)	0.0	$225k	+6%	749.00	300.91	View chart
United Parcel Svcs CL B (UPS)	0.0	$224k	-7%	2.3k	98.39	View chart
Tractor Supply Company (TSCO)	0.0	$224k		4.9k	45.30	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$223k	+2%	2.4k	94.59	View chart
Texas Instruments Incorporated (TXN)	0.0	$223k	-5%	1.1k	194.10	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$223k	-22%	3.8k	58.05	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$220k		2.8k	78.98	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$218k	-33%	9.5k	22.91	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$218k		4.3k	50.71	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$217k		2.8k	78.40	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$217k		2.3k	94.93	View chart
Omega Healthcare Investors (OHI)	0.0	$216k		4.9k	43.82	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$215k		3.7k	57.64	View chart
Booking Holdings (BKNG)	0.0	$215k	-30%	51.00	4214.90	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$214k		8.0k	26.61	View chart
Ametek (AME)	0.0	$214k		997.00	214.36	View chart
CSX Corporation (CSX)	0.0	$212k	NEW	5.2k	41.05	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$209k		4.3k	48.86	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$208k	-6%	4.6k	44.80	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$208k	-4%	4.2k	49.37	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$207k		9.2k	22.43	View chart
Union Pacific Corporation (UNP)	0.0	$206k	NEW	850.00	242.48	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$205k	-9%	3.4k	59.55	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.0	$202k	NEW	7.9k	25.70	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$201k	NEW	4.8k	41.72	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.0	$193k		19k	9.96	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.0	$191k		11k	17.30	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$184k		24k	7.54	View chart
Nfj Dividend Interest (NFJ)	0.0	$126k	NEW	10k	12.61	View chart
Doubleline Income Solutions (DSL)	0.0	$125k		12k	10.83	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$98k		20k	5.03	View chart
Lumen Technologies (LUMN)	0.0	$81k	NEW	12k	6.95	View chart
Pulmonx Corp (LUNG)	0.0	$70k	NEW	54k	1.29	View chart
Gevo Com Par (GEVO)	0.0	$36k		13k	2.73	View chart
Lexicon Pharmaceuticals Com New (LXRX)	0.0	$16k		10k	1.56	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 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
Berger Financial Group 2022 Q1 filed May 10, 2022

View all past filings

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