Berger Financial Group, Inc Q1 2024 Filing

Filed April 16, 2024

Portfolio Value

$1.2T

Holdings

361

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (361 positions)

StockValue
LVLNSPDR SER TR
$2.5M
INTUINTUIT
$2.5M
VBVANGUARD INDEX FDS
$2.5M
DCIDONALDSON INC
$2.5M
KJULINNOVATOR ETFS TRUST
$2.5M
EFGISHARES TR
$2.4M
MOATVANECK ETF TRUST
$2.4M
ISRGINTUITIVE SURGICAL INC
$2.4M
XLRESELECT SECTOR SPDR TR
$2.3M
SCHVSCHWAB STRATEGIC TR
$2.3M
MDTMEDTRONIC PLC
$2.3M
GOOGALPHABET INC
$2.2M
LLYELI LILLY & CO
$2.2M
TECHBIO-TECHNE CORP
$2.2M
TSLATESLA INC
$2.1M
XLKSELECT SECTOR SPDR TR
$2.1M
MRKMERCK & CO INC
$1.7M
FNDXSCHWAB STRATEGIC TR
$1.7M
METAMETA PLATFORMS INC
$1.7M
FBNDFIDELITY MERRIMACK STR TR
$1.7M
IDECINNOVATOR ETFS TRUST
$1.6M
USMVISHARES TR
$1.5M
XOMEXXON MOBIL CORP
$1.5M
UMARINNOVATOR ETFS TRUST
$1.4M
VVVANGUARD INDEX FDS
$1.4M
XELXCEL ENERGY INC
$1.4M
GBTCGRAYSCALE BITCOIN TR BTC
$1.4M
CATCATERPILLAR INC
$1.4M
PEPPEPSICO INC
$1.3M
BNDVANGUARD BD INDEX FDS
$1.3M
IVVISHARES TR
$1.3M
XYLDGLOBAL X FDS
$1.3M
JPMJPMORGAN CHASE & CO
$1.3M
AMGNAMGEN INC
$1.3M
PGPROCTER AND GAMBLE CO
$1.3M
AVGOBROADCOM INC
$1.2M
HONHONEYWELL INTL INC
$1.2M
RPGINVESCO EXCHANGE TRADED FD T
$1.2M
VGTVANGUARD WORLD FD
$1.2M
NFLXNETFLIX INC
$1.1M
VTIVANGUARD INDEX FDS
$1.1M
HCRBHARTFORD FDS EXCHANGE TRADED
$1.1M
ISTBISHARES TR
$1.1M
XFEBFIRST TR EXCH TRADED FD III
$1.1M
NEENEXTERA ENERGY INC
$1.1M
IVWISHARES TR
$1.0M
GDGENERAL DYNAMICS CORP
$1.0M
ABBVABBVIE INC
$1.0M
UDECINNOVATOR ETFS TRUST
$998K
KOCOCA COLA CO
$997K
IJANINNOVATOR ETFS TRUST
$994K
BMOBANK MONTREAL QUE
$994K
MMM3M CO
$993K
DYHTARGET CORP
$971K
DFUSDIMENSIONAL ETF TRUST
$960K
XMHQINVESCO EXCHANGE TRADED FD T
$957K
IAPRINNOVATOR ETFS TRUST
$943K
ETHOAMPLIFY ETF TR
$908K
DISDISNEY WALT CO
$879K
ORCLORACLE CORP
$871K
RSPUINVESCO EXCHANGE TRADED FD T
$851K
SPTMSPDR SER TR
$842K
IOCTINNOVATOR ETFS TRUST
$840K
IQLTISHARES TR
$826K
PFEPFIZER INC
$825K
RZGINVESCO EXCHANGE TRADED FD T
$824K
BGRNISHARES TR
$815K
RSPFINVESCO EXCHANGE TRADED FD T
$807K
RPVINVESCO EXCHANGE TRADED FD T
$796K
XLESELECT SECTOR SPDR TR
$791K
VCSHVANGUARD SCOTTSDALE FDS
$778K
LQDISHARES TR
$753K
CSCOCISCO SYS INC
$752K
IWDISHARES TR
$723K
MCDMCDONALDS CORP
$688K
SUBISHARES TR
$662K
ADBEADOBE INC
$659K
INTCINTEL CORP
$654K
RSPINVESCO EXCHANGE TRADED FD T
$651K
SCMBSCHWAB STRATEGIC TR
$649K
VXUSVANGUARD STAR FDS
$647K
RSPTINVESCO EXCHANGE TRADED FD T
$644K
MDYSPDR S&P MIDCAP 400 ETF TR
$620K
RCLROYAL CARIBBEAN GROUP
$615K
SBUXSTARBUCKS CORP
$611K
KOMPSPDR SER TR
$607K
DHRDANAHER CORPORATION
$599K
TAT&T INC
$592K
SPLVINVESCO EXCH TRADED FD TR II
$578K
ABTABBOTT LABS
$574K
BSXBOSTON SCIENTIFIC CORP
$570K
DIVOAMPLIFY ETF TR
$566K
SHYISHARES TR
$562K
BDXBECTON DICKINSON & CO
$562K
DWDMORGAN STANLEY
$548K
AMDADVANCED MICRO DEVICES INC
$543K
USFRWISDOMTREE TR
$535K
CMCANADIAN IMPERIAL BK COMM TO
$532K
XYZBLOCK INC
$529K
CVXCHEVRON CORP NEW
$521K
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