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)

StockValue
BNDINEOS ETF TRUST
$366K
RPVINVESCO EXCHANGE TRADED FD T
$365K
VTVANGUARD INTL EQUITY INDEX F
$359K
PLTRPALANTIR TECHNOLOGIES INC
$359K
IWFISHARES TR
$355K
WMWASTE MGMT INC DEL
$355K
LVHILEGG MASON ETF INVT
$352K
GWWGRAINGER W W INC
$343K
BKNGBOOKING HOLDINGS INC
$341K
EDCONSOLIDATED EDISON INC
$340K
EAPRINNOVATOR ETFS TRUST
$340K
DEDEERE & CO
$332K
KDECINNOVATOR ETFS TRUST
$332K
SMHVANECK ETF TRUST
$331K
BPBP PLC
$330K
TMTOYOTA MOTOR CORP
$330K
PJANINNOVATOR ETFS TRUST
$329K
ETNEATON CORP PLC
$328K
PEOEXELON CORP
$327K
CITCINTAS CORP
$326K
BSVVANGUARD BD INDEX FDS
$322K
KMBKIMBERLY-CLARK CORP
$322K
WWWWOLVERINE WORLD WIDE INC
$320K
IMARINNOVATOR ETFS TRUST
$316K
MBBISHARES TR
$315K
KAPRINNOVATOR ETFS TRUST
$314K
VHTVANGUARD WORLD FD
$313K
KOCTINNOVATOR ETFS TRUST
$310K
IJHISHARES TR
$309K
OREALTY INCOME CORP
$306K
BLKBLACKROCK INC
$306K
BDXBECTON DICKINSON & CO
$298K
SCHWSCHWAB CHARLES CORP
$296K
LNGCHENIERE ENERGY INC
$295K
DDOMINION ENERGY INC
$294K
TMFCRBB FD INC
$289K
BXBLACKSTONE INC
$287K
VGKVANGUARD INTL EQUITY INDEX F
$285K
IAU*ISHARES GOLD TR
$285K
FTSDFRANKLIN ETF TR
$280K
BBYBEST BUY INC
$279K
SLVISHARES SILVER TR
$278K
SUSBISHARES TR
$277K
SHELSHELL PLC
$277K
COINCOINBASE GLOBAL INC
$275K
DALDELTA AIR LINES INC DEL
$275K
AMATAPPLIED MATLS INC
$274K
ANETARISTA NETWORKS INC
$273K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$273K
CGDGCAPITAL GROUP DIVIDEND GROWE
$272K
GEVGE VERNOVA INC
$271K
FNDFSCHWAB STRATEGIC TR
$271K
PRUPRUDENTIAL FINL INC
$268K
SCHBSCHWAB STRATEGIC TR
$267K
CHECHEMED CORP NEW
$267K
EESWISDOMTREE TR
$265K
MDLZMONDELEZ INTL INC
$264K
KLACKLA CORP
$263K
LNCLINCOLN NATL CORP IND
$262K
LPLALPL FINL HLDGS INC
$257K
ITWILLINOIS TOOL WKS INC
$256K
ENBENBRIDGE INC
$255K
APPAPPLOVIN CORP
$254K
KELKELLANOVA
$254K
DESWISDOMTREE TR
$252K
JPSTJ P MORGAN EXCHANGE TRADED F
$251K
CWBSPDR SER TR
$251K
IWMISHARES TR
$250K
VGSHVANGUARD SCOTTSDALE FDS
$246K
AVUVAMERICAN CENTY ETF TR
$246K
JBHTHUNT J B TRANS SVCS INC
$245K
VBRVANGUARD INDEX FDS
$245K
LOWLOWES COS INC
$243K
VXFVANGUARD INDEX FDS
$240K
REGNREGENERON PHARMACEUTICALS
$239K
TRGPTARGA RES CORP
$237K
KRKROGER CO
$236K
DLSWISDOMTREE TR
$235K
VCITVANGUARD SCOTTSDALE FDS
$232K
SPIBSPDR SER TR
$231K
JEPQJ P MORGAN EXCHANGE TRADED F
$230K
KJANINNOVATOR ETFS TRUST
$230K
INTCINTEL CORP
$227K
DONWISDOMTREE TR
$224K
REEVEREST GROUP LTD
$224K
RTXRTX CORPORATION
$223K
EAELECTRONIC ARTS INC
$222K
SCCOSOUTHERN COPPER CORP
$220K
FFORD MTR CO
$219K
DFSVDIMENSIONAL ETF TRUST
$219K
SCHPSCHWAB STRATEGIC TR
$217K
FDDFIRST TR STOXX EUROPEAN SELE
$215K
VFLABRDN NATL MUN INCOME FD
$214K
MLPAGLOBAL X FDS
$214K
IBTIISHARES TR
$214K
TMUST-MOBILE US INC
$213K
PAYXPAYCHEX INC
$212K
IBTHISHARES TR
$212K
TDTORONTO DOMINION BK ONT
$211K
LUVSOUTHWEST AIRLS CO
$211K
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