Berger Financial Group, Inc Q3 2022 Filing

Filed October 27, 2022

Portfolio Value

$681.0M

Holdings

233

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (233 positions)

StockValue
BBAGJ P MORGAN EXCHANGE TRADED F
$42.5M
HCRBHARTFORD FDS EXCHANGE TRADED
$41.9M
SCHXSCHWAB STRATEGIC TR
$31.6M
XFEBFIRST TR EXCH TRADED FD III
$25.2M
AAPLAPPLE INC
$23.7M
CHRWC H ROBINSON WORLDWIDE INC
$21.1M
AGGISHARES TR
$19.2M
FBTFIRST TR EXCHANGE-TRADED FD
$17.7M
SCHGSCHWAB STRATEGIC TR
$15.2M
SCHDSCHWAB STRATEGIC TR
$15.2M
GINNGOLDMAN SACHS ETF TR
$11.9M
SCHMSCHWAB STRATEGIC TR
$10.6M
AMZNAMAZON COM INC
$10.6M
UNHUNITEDHEALTH GROUP INC
$10.2M
TLTISHARES TR
$10.1M
HTRBHARTFORD FDS EXCHANGE TRADED
$9.5M
MSFTMICROSOFT CORP
$9.5M
SCHFSCHWAB STRATEGIC TR
$8.6M
HNDLSTRATEGY SHS
$8.5M
IRTINDEPENDENCE RLTY TR INC
$7.8M
SCHASCHWAB STRATEGIC TR
$7.3M
COSTCOSTCO WHSL CORP NEW
$7.2M
JNJJOHNSON & JOHNSON
$6.9M
LMTLOCKHEED MARTIN CORP
$6.3M
GOOGLALPHABET INC
$6.2M
VVISA INC
$5.9M
VLOVALERO ENERGY CORP
$5.8M
MAMASTERCARD INCORPORATED
$5.7M
VOOVANGUARD INDEX FDS
$5.7M
VUGVANGUARD INDEX FDS
$5.6M
GPCGENUINE PARTS CO
$5.4M
KELKELLOGG CO
$5.1M
ALSALLSTATE CORP
$4.9M
IBMINTERNATIONAL BUSINESS MACHS
$4.7M
ITGARTNER INC
$4.6M
PSXPHILLIPS 66
$4.6M
TRVTRAVELERS COMPANIES INC
$4.5M
IRMIRON MTN INC DEL
$4.5M
LDOSLEIDOS HOLDINGS INC
$4.5M
AIZASSURANT INC
$4.4M
GILDGILEAD SCIENCES INC
$4.4M
AFLAFLAC INC
$4.4M
DGXQUEST DIAGNOSTICS INC
$4.3M
CMSCMS ENERGY CORP
$4.3M
KMBKIMBERLY-CLARK CORP
$4.2M
GWWGRAINGER W W INC
$4.2M
EAELECTRONIC ARTS INC
$4.1M
CDWCDW CORP
$4.0M
CHDCHURCH & DWIGHT CO INC
$4.0M
TJXTJX COS INC NEW
$3.9M
VWOVANGUARD INTL EQUITY INDEX F
$3.9M
BACVERIZON COMMUNICATIONS INC
$3.9M
TXNTEXAS INSTRS INC
$3.8M
TSCOTRACTOR SUPPLY CO
$3.7M
MDTMEDTRONIC PLC
$3.7M
REEVEREST RE GROUP LTD
$3.6M
CIONCION INVT CORP
$3.6M
NTAPNETAPP INC
$3.6M
HPEHEWLETT PACKARD ENTERPRISE C
$3.5M
TSLATESLA INC
$3.5M
NEENEXTERA ENERGY INC
$3.4M
HSICHENRY SCHEIN INC
$3.3M
STXSEAGATE TECHNOLOGY HLDNGS PL
$3.3M
IPINTERNATIONAL PAPER CO
$3.2M
TECHBIO-TECHNE CORP
$3.1M
WMTWALMART INC
$3.1M
FTSLFIRST TR EXCHANGE-TRADED FD
$3.0M
TMOTHERMO FISHER SCIENTIFIC INC
$3.0M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$3.0M
SPYSPDR S&P 500 ETF TR
$2.8M
MMM3M CO
$2.8M
JPEMJ P MORGAN EXCHANGE TRADED F
$2.8M
HDHOME DEPOT INC
$2.7M
IJULINNOVATOR ETFS TR
$2.6M
VEAVANGUARD TAX-MANAGED FDS
$2.6M
FFIVF5 INC
$2.5M
EMBISHARES TR
$2.4M
BABOEING CO
$2.4M
UMARINNOVATOR ETFS TR
$2.2M
DLNWISDOMTREE TR
$2.2M
SPDWSPDR INDEX SHS FDS
$2.1M
USMVISHARES TR
$2.0M
BGRNISHARES TR
$1.9M
FISVFISERV INC
$1.8M
VBVANGUARD INDEX FDS
$1.8M
GOOGALPHABET INC
$1.8M
INTUINTUIT
$1.8M
DCIDONALDSON INC
$1.7M
NVDANVIDIA CORPORATION
$1.5M
XYLDGLOBAL X FDS
$1.5M
EFGISHARES TR
$1.4M
NDQINVESCO QQQ TR
$1.4M
XYZBLOCK INC
$1.3M
SPTMSPDR SER TR
$1.2M
MRKMERCK & CO INC
$1.1M
XELXCEL ENERGY INC
$1.0M
PEPPEPSICO INC
$1.0M
VVVANGUARD INDEX FDS
$1.0M
AMGNAMGEN INC
$1.0M
ETF MANAGERS TR
$989K
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