Berger Financial Group, Inc Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1.3T

Holdings

362

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (362 positions)

#StockSharesValue% PortfolioType
301
GPCGENUINE PARTS CO
1,983$274.3M0.02%
302
SCCOSOUTHERN COPPER CORP
2,532$272.8M0.02%
303
VGKVANGUARD INTL EQUITY INDEX F
4,056$270.8M0.02%
304
CWBSPDR SER TR
3,753$270.5M0.02%
305
KOCTINNOVATOR ETFS TRUST
9,372$267.9M0.02%
306
STZCONSTELLATION BRANDS INC
1,035$266.4M0.02%
307
JBHTHUNT J B TRANS SVCS INC
1,659$265.4M0.02%
308
DLSWISDOMTREE TR
4,160$263.9M0.02%
309
WFC 7.5 PERP LWELLS FARGO CO NEW
221$262.8M0.02%
310
DGSWISDOMTREE TR
5,098$262.2M0.02%
311
VGSHVANGUARD SCOTTSDALE FDS
4,520$262.1M0.02%
312
MSIMOTOROLA SOLUTIONS INC
675$260.6M0.02%
313
CHECHEMED CORP NEW
480$260.3M0.02%
314
LRCXEURLAM RESEARCH CORP
243$258.4M0.02%
315
MCKMCKESSON CORP
440$257.2M0.02%
316
PHPARKER-HANNIFIN CORP
506$255.9M0.02%
317
CASYCASEYS GEN STORES INC
669$255.3M0.02%
318
BXBLACKSTONE INC
2,044$253.1M0.02%
319
KJANINNOVATOR ETFS TRUST
7,176$250.5M0.02%
320
SLYVSPDR SER TR
3,188$249.7M0.02%
321
RSPRINVESCO EXCHANGE TRADED FD T
7,623$249.5M0.02%
322
DDOMINION ENERGY INC
5,089$249.4M0.02%
323
SCZISHARES TR
4,033$248.6M0.02%
324
CITCINTAS CORP
352$246.4M0.02%
325
TDTORONTO DOMINION BK ONT
4,467$245.5M0.02%
326
DESWISDOMTREE TR
7,874$245.3M0.02%
327
LDOSLEIDOS HOLDINGS INC
1,659$242.0M0.02%
328
WPCWP CAREY INC
4,367$240.4M0.02%
329
HPEHEWLETT PACKARD ENTERPRISE C
11,322$239.7M0.02%
330
DONWISDOMTREE TR
5,104$238.7M0.02%
331
LNGCHENIERE ENERGY INC
1,359$237.6M0.02%
332
RSPSINVESCO EXCHANGE TRADED FD T
7,725$236.5M0.02%
333
OXYOCCIDENTAL PETE CORP
3,728$235.0M0.02%
334
VXFVANGUARD INDEX FDS
1,383$233.4M0.02%
335
ITGARTNER INC
515$231.3M0.02%
336
BAC 7.25 PERP LBANK AMERICA CORP
193$230.9M0.02%
337
LPLALPL FINL HLDGS INC
823$229.9M0.02%
338
SPIBSPDR SER TR
6,978$227.2M0.02%
339
VTVANGUARD INTL EQUITY INDEX F
1,994$224.6M0.02%
340
OREALTY INCOME CORP
4,252$224.6M0.02%
341
UJULINNOVATOR ETFS TRUST
6,824$222.1M0.02%
342
VGREURVECTOR GROUP LTD
20,979$221.7M0.02%
343
LOWLOWES COS INC
1,004$221.4M0.02%
344
FNDFSCHWAB STRATEGIC TR
6,252$219.0M0.02%
345
METMETLIFE INC
3,064$215.1M0.02%
346
DFSEURDISCOVER FINL SVCS
1,644$215.0M0.02%
347
UNPUNION PAC CORP
947$214.3M0.02%
348
XMLVINVESCO EXCH TRADED FD TR II
3,848$212.5M0.02%
349
ACWXISHARES TR
3,998$212.4M0.02%
350
JEPQJ P MORGAN EXCHANGE TRADED F
3,791$210.4M0.02%
351
SCHPSCHWAB STRATEGIC TR
4,027$209.4M0.02%
352
PTFINVESCO EXCHANGE TRADED FD T
3,364$208.4M0.02%
353
GWXSPDR INDEX SHS FDS
6,563$208.3M0.02%
354
FIXDFIRST TR EXCHNG TRADED FD VI
4,838$208.3M0.02%
355
DGROISHARES TR
3,610$208.0M0.02%
356
IJRISHARES TR
1,942$207.1M0.02%
357
CSXCSX CORP
6,112$204.4M0.02%
358
SMBVANECK ETF TRUST
11,048$187.8M0.01%
359
ICLNISHARES TR
13,558$180.6M0.01%
360
ABXBARRICK GOLD CORP
10,636$177.4M0.01%
361
JPCNUVEEN PFD & INCOME OPPORTUN
23,682$176.9M0.01%
362
LXRXLEXICON PHARMACEUTICALS INC
10,929$18.4M0.00%
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