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 |
|---|---|
TRVTRAVELERS COMPANIES INC | $841K |
UNPUNION PAC CORP | $832K |
VLOVALERO ENERGY CORP | $820K |
ISTBISHARES TR | $806K |
USFRWISDOMTREE TR | $799K |
USSHWISDOMTREE TR | $791K |
DFUVDIMENSIONAL ETF TRUST | $787K |
4I1PHILIP MORRIS INTL INC | $780K |
XFEBFIRST TR EXCH TRADED FD III | $763K |
MCDMCDONALDS CORP | $762K |
GSGOLDMAN SACHS GROUP INC | $751K |
CVXCHEVRON CORP NEW | $739K |
XLRESELECT SECTOR SPDR TR | $722K |
XMHQINVESCO EXCHANGE TRADED FD T | $719K |
TLTISHARES TR | $718K |
DWDMORGAN STANLEY | $712K |
VCSHVANGUARD SCOTTSDALE FDS | $710K |
FASTFASTENAL CO | $691K |
SPYMSPDR SER TR | $686K |
RSPUINVESCO EXCHANGE TRADED FD T | $673K |
RCLROYAL CARIBBEAN GROUP | $673K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $672K |
WMBWILLIAMS COS INC | $667K |
ECLECOLAB INC | $663K |
GEGE AEROSPACE | $661K |
XLESELECT SECTOR SPDR TR | $658K |
SOSOUTHERN CO | $657K |
SPDWSPDR INDEX SHS FDS | $654K |
UCONFIRST TR EXCHNG TRADED FD VI | $653K |
IDEVISHARES TR | $652K |
SPTMSPDR SER TR | $648K |
FFINFIRST FINL BANKSHARES INC | $624K |
SCMBSCHWAB STRATEGIC TR | $623K |
DYHTARGET CORP | $616K |
IGSBISHARES TR | $614K |
CRMSALESFORCE INC | $610K |
ISEPINNOVATOR ETFS TRUST | $606K |
COWZPACER FDS TR | $606K |
QCOMQUALCOMM INC | $597K |
BACBANK AMERICA CORP | $597K |
DIVOAMPLIFY ETF TR | $596K |
UJULINNOVATOR ETFS TRUST | $594K |
AXPAMERICAN EXPRESS CO | $588K |
HYDVANECK ETF TRUST | $587K |
SBUXSTARBUCKS CORP | $578K |
CMCANADIAN IMPERIAL BK COMM | $569K |
RSPTINVESCO EXCHANGE TRADED FD T | $559K |
SPLVINVESCO EXCH TRADED FD TR II | $556K |
IVWISHARES TR | $549K |
JMUBJ P MORGAN EXCHANGE TRADED F | $543K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $530K |
SHYISHARES TR | $524K |
HCRBHARTFORD FDS EXCHANGE TRADED | $523K |
SUBISHARES TR | $523K |
DISDISNEY WALT CO | $518K |
AEEAMEREN CORP | $511K |
IEMGISHARES INC | $496K |
USMVISHARES TR | $486K |
RSPFINVESCO EXCHANGE TRADED FD T | $485K |
EPSWISDOMTREE TR | $484K |
USBUS BANCORP DEL | $483K |
BTCGRAYSCALE BITCOIN MINI TR ET | $479K |
JEPIJ P MORGAN EXCHANGE TRADED F | $478K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $478K |
BMYBRISTOL-MYERS SQUIBB CO | $471K |
CASYCASEYS GEN STORES INC | $470K |
BACVERIZON COMMUNICATIONS INC | $468K |
VFHVANGUARD WORLD FD | $461K |
MOALTRIA GROUP INC | $461K |
LQDISHARES TR | $458K |
RSPINVESCO EXCHANGE TRADED FD T | $456K |
SCHMSCHWAB STRATEGIC TR | $455K |
IAUGINNOVATOR ETFS TRUST | $452K |
CEGCONSTELLATION ENERGY CORP | $442K |
XLISELECT SECTOR SPDR TR | $440K |
AMDADVANCED MICRO DEVICES INC | $437K |
DEMWISDOMTREE TR | $429K |
PSAPUBLIC STORAGE OPER CO | $427K |
PFEPFIZER INC | $423K |
TSCOTRACTOR SUPPLY CO | $418K |
GISGENERAL MLS INC | $417K |
JIREJ P MORGAN EXCHANGE TRADED F | $416K |
IEFISHARES TR | $414K |
AQLTISHARES TR | $412K |
MCKMCKESSON CORP | $406K |
MGVVANGUARD WORLD FD | $404K |
SDYSPDR SER TR | $404K |
SCHASCHWAB STRATEGIC TR | $401K |
VOVANGUARD INDEX FDS | $400K |
MUBISHARES TR | $399K |
CLCOLGATE PALMOLIVE CO | $399K |
IBTGISHARES TR | $392K |
OXYOCCIDENTAL PETE CORP | $391K |
PSXPHILLIPS 66 | $386K |
IBBISHARES TR | $381K |
BNDXVANGUARD CHARLOTTE FDS | $379K |
ADBEADOBE INC | $375K |
AZOAUTOZONE INC | $374K |
TSPAT ROWE PRICE ETF INC | $367K |
XLYSELECT SECTOR SPDR TR | $366K |