Berger Financial Group, Inc Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$1.7T
Holdings
439
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (439 positions)
| Stock | Value |
|---|---|
ETNEATON CORP PLC | $1.0B |
HONHONEYWELL INTL INC | $1.0B |
RZGINVESCO EXCHANGE TRADED FD T | $1.0B |
GINNGOLDMAN SACHS ETF TR | $1.0B |
NEENEXTERA ENERGY INC | $1.0B |
DFLVDIMENSIONAL ETF TRUST | $1.0B |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.0B |
USFRWISDOMTREE TR | $1.0B |
XYLDGLOBAL X FDS | $993.3M |
GEGE AEROSPACE | $977.5M |
KOCOCA COLA CO | $974.7M |
IAU*ISHARES GOLD TR | $970.0M |
SUBISHARES TR | $958.6M |
DWDMORGAN STANLEY | $947.5M |
MCDMCDONALDS CORP | $943.7M |
CSCOCISCO SYS INC | $940.0M |
RCLROYAL CARIBBEAN GROUP | $932.9M |
POCTINNOVATOR ETFS TRUST | $921.3M |
IJANINNOVATOR ETFS TRUST | $920.0M |
KAPRINNOVATOR ETFS TRUST | $918.0M |
VXUSVANGUARD STAR FDS | $913.2M |
GISGENERAL MLS INC | $902.7M |
TRVTRAVELERS COMPANIES INC | $863.4M |
SPYMSPDR SERIES TRUST | $851.9M |
SLVISHARES SILVER TR | $818.8M |
ISTBISHARES TR | $801.3M |
4I1PHILIP MORRIS INTL INC | $796.4M |
CMCANADIAN IMPERIAL BANK OF CO | $795.8M |
XMHQINVESCO EXCHANGE TRADED FD T | $787.4M |
DFUVDIMENSIONAL ETF TRUST | $773.5M |
DFATDIMENSIONAL ETF TRUST | $770.9M |
UNPUNION PAC CORP | $762.6M |
GPIQGOLDMAN SACHS ETF TR | $758.0M |
CEGCONSTELLATION ENERGY CORP | $751.6M |
BACBANK AMERICA CORP | $750.0M |
IDEVISHARES TR | $749.6M |
RSPUINVESCO EXCHANGE TRADED FD T | $743.4M |
XFEBFIRST TR EXCH TRADED FD III | $742.2M |
AXPAMERICAN EXPRESS CO | $741.3M |
APPAPPLOVIN CORP | $730.0M |
RSPTINVESCO EXCHANGE TRADED FD T | $729.1M |
WMBWILLIAMS COS INC | $726.9M |
DYHTARGET CORP | $724.6M |
IVWISHARES TR | $718.8M |
PLTRPALANTIR TECHNOLOGIES INC | $713.3M |
SPTMSPDR SERIES TRUST | $704.6M |
MRKMERCK & CO INC | $698.3M |
AMDADVANCED MICRO DEVICES INC | $697.2M |
ECLECOLAB INC | $684.7M |
SOSOUTHERN CO | $676.8M |
SHYISHARES TR | $674.0M |
DIVOAMPLIFY ETF TR | $665.3M |
CGMUCAPITAL GRP FIXED INCM ETF T | $661.6M |
SPDWSPDR INDEX SHS FDS | $661.0M |
VCSHVANGUARD SCOTTSDALE FDS | $645.9M |
UCONFIRST TR EXCHNG TRADED FD VI | $641.3M |
CVXCHEVRON CORP NEW | $632.9M |
WWWWOLVERINE WORLD WIDE INC | $631.1M |
COWZPACER FDS TR | $627.1M |
CASYCASEYS GEN STORES INC | $613.4M |
XLRESELECT SECTOR SPDR TR | $612.5M |
IEMGISHARES INC | $608.4M |
GEVGE VERNOVA INC | $606.3M |
IWMISHARES TR | $603.9M |
XLISELECT SECTOR SPDR TR | $603.8M |
IWFISHARES TR | $590.6M |
FFINFIRST FINL BANKSHARES INC | $584.2M |
DISDISNEY WALT CO | $579.3M |
XLESELECT SECTOR SPDR TR | $574.5M |
VTVANGUARD INTL EQUITY INDEX F | $561.9M |
EPSWISDOMTREE TR | $560.4M |
LQDISHARES TR | $555.9M |
DEMWISDOMTREE TR | $552.3M |
XOPSPDR SERIES TRUST | $552.1M |
AEEAMEREN CORP | $531.3M |
ISEPINNOVATOR ETFS TRUST | $530.7M |
SCMBSCHWAB STRATEGIC TR | $529.2M |
COINCOINBASE GLOBAL INC | $528.8M |
RSPFINVESCO EXCHANGE TRADED FD T | $520.2M |
UOCTINNOVATOR ETFS TRUST | $512.5M |
ANETARISTA NETWORKS INC | $510.1M |
SMHVANECK ETF TRUST | $509.9M |
VFHVANGUARD WORLD FD | $508.2M |
RSPINVESCO EXCHANGE TRADED FD T | $507.9M |
MOALTRIA GROUP INC | $506.1M |
BNDINEOS ETF TRUST | $491.8M |
JIREJ P MORGAN EXCHANGE TRADED F | $480.5M |
IAUGINNOVATOR ETFS TRUST | $477.2M |
SBUXSTARBUCKS CORP | $475.5M |
SPLVINVESCO EXCH TRADED FD TR II | $474.7M |
CRMSALESFORCE INC | $473.2M |
KLACKLA CORP | $471.4M |
SCHMSCHWAB STRATEGIC TR | $468.9M |
AQLTISHARES TR | $468.6M |
BACVERIZON COMMUNICATIONS INC | $461.2M |
USBUS BANCORP DEL | $454.6M |
VUSBVANGUARD BD INDEX FDS | $454.1M |
HCRBHARTFORD FDS EXCHANGE TRADED | $449.2M |
XLYSELECT SECTOR SPDR TR | $444.3M |
CGDGCAPITAL GROUP DIVIDEND GROWE | $443.1M |