Berger Financial Group, Inc Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$1.7B
Holdings
439
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (439 positions)
| Stock | Value |
|---|---|
EFAISHARES TR | $440K |
NLRVANECK ETF TRUST | $420K |
TLTISHARES TR | $418K |
SCHASCHWAB STRATEGIC TR | $417K |
VOVANGUARD INDEX FDS | $417K |
CSHINEOS ETF TRUST | $414K |
BLKBLACKROCK INC | $413K |
IBBISHARES TR | $408K |
MUBISHARES TR | $404K |
IEFISHARES TR | $402K |
BKNGBOOKING HOLDINGS INC | $394K |
RPVINVESCO EXCHANGE TRADED FD T | $393K |
TSPAT ROWE PRICE ETF INC | $392K |
MGVVANGUARD WORLD FD | $385K |
MCKMCKESSON CORP | $382K |
PSAPUBLIC STORAGE OPER CO | $380K |
LVHILEGG MASON ETF INVT | $378K |
PFEPFIZER INC | $374K |
SCHCSCHWAB STRATEGIC TR | $369K |
SCHWSCHWAB CHARLES CORP | $367K |
PJANINNOVATOR ETFS TRUST | $363K |
EAPRINNOVATOR ETFS TRUST | $361K |
BNDXVANGUARD CHARLOTTE FDS | $358K |
TMTOYOTA MOTOR CORP | $351K |
DEDEERE & CO | $349K |
AZOAUTOZONE INC | $348K |
DALDELTA AIR LINES INC DEL | $347K |
SDYSPDR SERIES TRUST | $342K |
IMARINNOVATOR ETFS TRUST | $342K |
SUSBISHARES TR | $335K |
PSXPHILLIPS 66 | $333K |
BXBLACKSTONE INC | $332K |
CLCOLGATE PALMOLIVE CO | $331K |
FNDFSCHWAB STRATEGIC TR | $331K |
SCHBSCHWAB STRATEGIC TR | $331K |
IBTGISHARES TR | $329K |
OREALTY INCOME CORP | $328K |
AMATAPPLIED MATLS INC | $328K |
VGKVANGUARD INTL EQUITY INDEX F | $324K |
WMWASTE MGMT INC DEL | $322K |
DDOMINION ENERGY INC | $322K |
GWWGRAINGER W W INC | $322K |
COFCAPITAL ONE FINL CORP | $321K |
LRCXLAM RESEARCH CORP | $319K |
NTAPNETAPP INC | $318K |
PEOEXELON CORP | $318K |
ADBEADOBE INC | $317K |
INTCINTEL CORP | $316K |
TMFCRBB FD INC | $313K |
FDDFIRST TR EXCHANGE-TRADED FD | $312K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $312K |
BPBP PLC | $306K |
LNGCHENIERE ENERGY INC | $305K |
JEPQJ P MORGAN EXCHANGE TRADED F | $305K |
VHTVANGUARD WORLD FD | $301K |
BTCINEOS ETF TRUST | $300K |
OXYOCCIDENTAL PETE CORP | $300K |
CITCINTAS CORP | $298K |
CWBSPDR SERIES TRUST | $297K |
KLMNINVESCO EXCH TRADED FD TR II | $294K |
ENBENBRIDGE INC | $293K |
TSCOTRACTOR SUPPLY CO | $290K |
LOWLOWES COS INC | $283K |
VXFVANGUARD INDEX FDS | $283K |
BSVVANGUARD BD INDEX FDS | $282K |
TDTORONTO DOMINION BK ONT | $282K |
EESWISDOMTREE TR | $277K |
VOOVVANGUARD ADMIRAL FDS INC | $277K |
FTSDFRANKLIN ETF TR | $276K |
BNOVINNOVATOR ETFS TRUST | $271K |
MBBISHARES TR | $269K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $269K |
DGROISHARES TR | $267K |
SCCOSOUTHERN COPPER CORP | $267K |
QYLDGLOBAL X FDS | $266K |
RTXRTX CORPORATION | $265K |
ITWILLINOIS TOOL WKS INC | $265K |
DESWISDOMTREE TR | $265K |
VGSHVANGUARD SCOTTSDALE FDS | $262K |
KJANINNOVATOR ETFS TRUST | $262K |
NOCNORTHROP GRUMMAN CORP | $261K |
CGICCAPITAL GROUP INTERNATIONAL | $254K |
KMBKIMBERLY-CLARK CORP | $252K |
SHELSHELL PLC | $252K |
VBRVANGUARD INDEX FDS | $251K |
FNDESCHWAB STRATEGIC TR | $250K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $249K |
JPSTJ P MORGAN EXCHANGE TRADED F | $248K |
EMXCISHARES INC | $245K |
DFSVDIMENSIONAL ETF TRUST | $245K |
DONWISDOMTREE TR | $242K |
AVUVAMERICAN CENTY ETF TR | $241K |
SHOPSHOPIFY INC | $239K |
APHAMPHENOL CORP NEW | $238K |
BMYBRISTOL-MYERS SQUIBB CO | $237K |
VCITVANGUARD SCOTTSDALE FDS | $237K |
BCCCGLOBAL X FDS | $237K |
IJHISHARES TR | $236K |
LPLALPL FINL HLDGS INC | $235K |
MDLZMONDELEZ INTL INC | $234K |