Berger Financial Group, Inc Q1 2024 Filing
Filed April 16, 2024
Portfolio Value
$1.2B
Holdings
361
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (361 positions)
| Stock | Value |
|---|---|
VIGVANGUARD SPECIALIZED FUNDS | $501K |
MGVVANGUARD WORLD FD | $499K |
BACVERIZON COMMUNICATIONS INC | $496K |
BACBANK AMERICA CORP | $495K |
TRVTRAVELERS COMPANIES INC | $495K |
SOSOUTHERN CO | $491K |
CLCOLGATE PALMOLIVE CO | $475K |
TMTOYOTA MOTOR CORP | $460K |
CRWDCROWDSTRIKE HLDGS INC | $457K |
EPSWISDOMTREE TR | $452K |
VCITVANGUARD SCOTTSDALE FDS | $448K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $447K |
XLISELECT SECTOR SPDR TR | $443K |
COINCOINBASE GLOBAL INC | $443K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $440K |
GEGENERAL ELECTRIC CO | $439K |
KMBKIMBERLY-CLARK CORP | $438K |
DALDELTA AIR LINES INC DEL | $435K |
WFCWELLS FARGO CO NEW | $430K |
OPRTOPORTUN FINL CORP | $427K |
TSCOTRACTOR SUPPLY CO | $420K |
AMATAPPLIED MATLS INC | $418K |
RSPRINVESCO EXCHANGE TRADED FD T | $418K |
GSGOLDMAN SACHS GROUP INC | $416K |
JEPIJ P MORGAN EXCHANGE TRADED F | $414K |
SCHPSCHWAB STRATEGIC TR | $412K |
VFHVANGUARD WORLD FD | $408K |
USBUS BANCORP DEL | $408K |
UFEBINNOVATOR ETFS TRUST | $398K |
UOCTINNOVATOR ETFS TRUST | $394K |
VOVANGUARD INDEX FDS | $392K |
SDYSPDR SER TR | $389K |
AQLTISHARES TR | $388K |
MGCVANGUARD WORLD FD | $383K |
IJHISHARES TR | $383K |
CMCSACOMCAST CORP NEW | $377K |
BSVVANGUARD BD INDEX FDS | $375K |
AXPAMERICAN EXPRESS CO | $374K |
EWEDWARDS LIFESCIENCES CORP | $373K |
WMWASTE MGMT INC DEL | $372K |
EAPRINNOVATOR ETFS TRUST | $370K |
AEEAMEREN CORP | $370K |
LVHILEGG MASON ETF INVT | $367K |
IJRISHARES TR | $364K |
REGNREGENERON PHARMACEUTICALS | $363K |
VHTVANGUARD WORLD FD | $361K |
VFLABRDN NATL MUN INCOME FD | $355K |
XLYSELECT SECTOR SPDR TR | $352K |
DEDEERE & CO | $352K |
FTSDFRANKLIN ETF TR | $350K |
EESWISDOMTREE TR | $349K |
INSPINSPIRE MED SYS INC | $344K |
SCHBSCHWAB STRATEGIC TR | $342K |
GWWGRAINGER W W INC | $339K |
AZOAUTOZONE INC | $337K |
SCHWSCHWAB CHARLES CORP | $334K |
PANWPALO ALTO NETWORKS INC | $332K |
JBHTHUNT J B TRANS SVCS INC | $330K |
ELVELEVANCE HEALTH INC | $326K |
MBBISHARES TR | $320K |
DFASDIMENSIONAL ETF TRUST | $318K |
USEPINNOVATOR ETFS TRUST | $316K |
ALSALLSTATE CORP | $314K |
JPSTJ P MORGAN EXCHANGE TRADED F | $313K |
WPCWP CAREY INC | $313K |
UJULINNOVATOR ETFS TRUST | $313K |
GPCGENUINE PARTS CO | $311K |
PJANINNOVATOR ETFS TRUST | $310K |
STZCONSTELLATION BRANDS INC | $309K |
CHECHEMED CORP NEW | $308K |
MOALTRIA GROUP INC | $304K |
JIREJ P MORGAN EXCHANGE TRADED F | $300K |
TXNTEXAS INSTRS INC | $299K |
4I1PHILIP MORRIS INTL INC | $298K |
ECLECOLAB INC | $296K |
RSPSINVESCO EXCHANGE TRADED FD T | $291K |
PULSPGIM ETF TR | $289K |
KLACKLA CORP | $287K |
TIPISHARES TR | $284K |
SCHOSCHWAB STRATEGIC TR | $284K |
EFAISHARES TR | $283K |
PHPARKER-HANNIFIN CORP | $281K |
CWBSPDR SER TR | $279K |
VXFVANGUARD INDEX FDS | $279K |
SUSBISHARES TR | $278K |
CVSCVS HEALTH CORP | $277K |
VGKVANGUARD INTL EQUITY INDEX F | $273K |
BKNGBOOKING HOLDINGS INC | $272K |
DLSWISDOMTREE TR | $271K |
WFC 7.5 PERP LWELLS FARGO CO NEW | $269K |
ICLNISHARES TR | $269K |
TDTORONTO DOMINION BK ONT | $268K |
KOCTINNOVATOR ETFS TRUST | $267K |
BAC 7.25 PERP LBANK AMERICA CORP | $266K |
VTIPVANGUARD MALVERN FDS | $266K |
LOWLOWES COS INC | $265K |
SLYVSPDR SER TR | $265K |
DESWISDOMTREE TR | $263K |
SCZISHARES TR | $263K |
VGSHVANGUARD SCOTTSDALE FDS | $262K |