Berger Financial Group, Inc Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$1.4B
Holdings
413
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (413 positions)
| Stock | Value |
|---|---|
SCHDSCHWAB STRATEGIC TR | $81.8M |
JBNDJ P MORGAN EXCHANGE TRADED F | $66.9M |
PJFGPGIM ETF TR | $59.9M |
SCHGSCHWAB STRATEGIC TR | $55.3M |
SCHXSCHWAB STRATEGIC TR | $49.8M |
LMBSFIRST TR EXCHANGE-TRADED FD | $47.7M |
JCPBJ P MORGAN EXCHANGE TRADED F | $38.1M |
AAPLAPPLE INC | $37.5M |
HTRBHARTFORD FDS EXCHANGE TRADED | $26.7M |
PYLDPIMCO ETF TR | $26.3M |
AGGISHARES TR | $21.2M |
FBTFIRST TR EXCHANGE-TRADED FD | $18.9M |
DFAIDIMENSIONAL ETF TRUST | $18.5M |
AMZNAMAZON COM INC | $18.3M |
DFAEDIMENSIONAL ETF TRUST | $17.3M |
CHRWC H ROBINSON WORLDWIDE INC | $16.4M |
MSFTMICROSOFT CORP | $15.4M |
SPYSPDR S&P 500 ETF TR | $14.9M |
NVDANVIDIA CORPORATION | $14.8M |
VOOVANGUARD INDEX FDS | $14.6M |
COSTCOSTCO WHSL CORP NEW | $13.7M |
VTVVANGUARD INDEX FDS | $13.6M |
HODLVANECK BITCOIN ETF | $13.5M |
AVMCAMERICAN CENTY ETF TR | $13.1M |
NPFINUSHARES ETF TR | $12.8M |
VUGVANGUARD INDEX FDS | $12.5M |
AVSCAMERICAN CENTY ETF TR | $12.5M |
FEOERBB FUND TRUST | $12.2M |
AVEMAMERICAN CENTY ETF TR | $11.6M |
MAMASTERCARD INCORPORATED | $10.7M |
VVISA INC | $10.5M |
GOOGLALPHABET INC | $10.0M |
NDQINVESCO QQQ TR | $9.7M |
JNJJOHNSON & JOHNSON | $8.3M |
SMMDISHARES TR | $8.3M |
IBMINTERNATIONAL BUSINESS MACHS | $8.1M |
WMTWALMART INC | $7.9M |
TAT&T INC | $7.8M |
LMTLOCKHEED MARTIN CORP | $7.7M |
PREFPRINCIPAL EXCHANGE TRADED FD | $7.5M |
UNHUNITEDHEALTH GROUP INC | $7.5M |
HWKNHAWKINS INC | $7.4M |
PEPPEPSICO INC | $7.4M |
EMBISHARES TR | $7.4M |
GILDGILEAD SCIENCES INC | $6.9M |
UJUNINNOVATOR ETFS TRUST | $6.8M |
ALSALLSTATE CORP | $6.6M |
CBCHUBB LIMITED | $6.5M |
HIGHARTFORD INSURANCE GROUP INC | $6.5M |
ABGCENCORA INC | $6.4M |
IJULINNOVATOR ETFS TRUST | $6.3M |
ELVELEVANCE HEALTH INC | $6.2M |
LLOEWS CORP | $6.2M |
IRTINDEPENDENCE RLTY TR INC | $6.2M |
VICIVICI PPTYS INC | $6.2M |
DFACDIMENSIONAL ETF TRUST | $6.1M |
EXPDEXPEDITORS INTL WASH INC | $6.0M |
BNDVANGUARD BD INDEX FDS | $5.9M |
FESMFIDELITY COVINGTON TRUST | $5.9M |
TJXTJX COS INC NEW | $5.9M |
FFIVF5 INC | $5.8M |
FEFIRSTENERGY CORP | $5.7M |
CMCSACOMCAST CORP NEW | $5.7M |
NWSANEWS CORP NEW | $5.6M |
EOGEOG RES INC | $5.5M |
FTNTFORTINET INC | $5.5M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $5.5M |
LLYELI LILLY & CO | $5.4M |
IPGINTERPUBLIC GROUP COS INC | $5.4M |
TELTE CONNECTIVITY PLC | $5.3M |
CNCCENTENE CORP DEL | $5.3M |
LDOSLEIDOS HOLDINGS INC | $5.2M |
AVYAVERY DENNISON CORP | $5.2M |
HDHOME DEPOT INC | $5.1M |
APAAPA CORPORATION | $5.1M |
LYVLIVE NATION ENTERTAINMENT IN | $5.1M |
WDAYWORKDAY INC | $5.0M |
FICOFAIR ISAAC CORP | $4.9M |
IWYISHARES TR | $4.9M |
MUMICRON TECHNOLOGY INC | $4.9M |
ADSKAUTODESK INC | $4.9M |
JJACOBS SOLUTIONS INC | $4.8M |
BSCSINVESCO EXCH TRD SLF IDX FD | $4.7M |
CDWCDW CORP | $4.7M |
SCHFSCHWAB STRATEGIC TR | $4.6M |
ITGARTNER INC | $4.6M |
DFCFDIMENSIONAL ETF TRUST | $4.3M |
NTAPNETAPP INC | $4.2M |
BSCPINVESCO EXCH TRD SLF IDX FD | $4.2M |
CGUSCAPITAL GROUP CORE EQUITY ET | $4.1M |
XLUSELECT SECTOR SPDR TR | $4.0M |
BSCRINVESCO EXCH TRD SLF IDX FD | $4.0M |
FISVFISERV INC | $4.0M |
CIONCION INVT CORP | $4.0M |
CHDCHURCH & DWIGHT CO INC | $3.9M |
VTIVANGUARD INDEX FDS | $3.8M |
VEAVANGUARD TAX-MANAGED FDS | $3.8M |
BSCQINVESCO EXCH TRD SLF IDX FD | $3.8M |
TSLATESLA INC | $3.4M |
EJULINNOVATOR ETFS TRUST | $3.4M |
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