Berger Financial Group, Inc Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.4B
Holdings
409
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (409 positions)
| Stock | Value |
|---|---|
SCHDSCHWAB STRATEGIC TR | $72.1M |
SCHXSCHWAB STRATEGIC TR | $63.2M |
PJFGPGIM ETF TR | $61.4M |
SCHGSCHWAB STRATEGIC TR | $59.6M |
JBNDJ P MORGAN EXCHANGE TRADED F | $59.5M |
LMBSFIRST TR EXCHANGE-TRADED FD | $42.9M |
AAPLAPPLE INC | $42.2M |
FBTFIRST TR EXCHANGE-TRADED FD | $25.6M |
MSFTMICROSOFT CORP | $24.3M |
PYLDPIMCO ETF TR | $24.1M |
AGGISHARES TR | $22.7M |
CHRWC H ROBINSON WORLDWIDE INC | $22.4M |
BBAGJ P MORGAN EXCHANGE TRADED F | $22.0M |
HTRBHARTFORD FDS EXCHANGE TRADED | $21.7M |
AMZNAMAZON COM INC | $21.2M |
NVDANVIDIA CORPORATION | $18.0M |
GINNGOLDMAN SACHS ETF TR | $17.4M |
VWOVANGUARD INTL EQUITY INDEX F | $16.4M |
VOOVANGUARD INDEX FDS | $15.2M |
SCHFSCHWAB STRATEGIC TR | $15.1M |
SPYSPDR S&P 500 ETF TR | $14.6M |
SPDWSPDR INDEX SHS FDS | $14.2M |
COSTCOSTCO WHSL CORP NEW | $14.1M |
VUGVANGUARD INDEX FDS | $13.7M |
VTVVANGUARD INDEX FDS | $13.6M |
GOOGLALPHABET INC | $12.9M |
JCPBJ P MORGAN EXCHANGE TRADED F | $12.9M |
UNHUNITEDHEALTH GROUP INC | $12.5M |
AVMCAMERICAN CENTY ETF TR | $12.1M |
AVSCAMERICAN CENTY ETF TR | $12.0M |
AVEMAMERICAN CENTY ETF TR | $11.6M |
TLTISHARES TR | $11.5M |
SMMDISHARES TR | $11.1M |
HODLVANECK BITCOIN ETF | $10.7M |
MAMASTERCARD INCORPORATED | $10.4M |
WMTWALMART INC | $9.9M |
NDQINVESCO QQQ TR | $9.9M |
VVISA INC | $9.6M |
TRGPTARGA RES CORP | $8.9M |
HWKNHAWKINS INC | $8.6M |
LMTLOCKHEED MARTIN CORP | $8.1M |
IBMINTERNATIONAL BUSINESS MACHS | $7.8M |
UJUNINNOVATOR ETFS TRUST | $7.2M |
KELKELLANOVA | $6.9M |
FFIVF5 INC | $6.9M |
DFACDIMENSIONAL ETF TRUST | $6.7M |
PREFPRINCIPAL EXCHANGE TRADED FD | $6.6M |
APHAMPHENOL CORP NEW | $6.5M |
KRKROGER CO | $6.4M |
NTAPNETAPP INC | $6.3M |
TMUST-MOBILE US INC | $6.3M |
IJULINNOVATOR ETFS TRUST | $6.2M |
TJXTJX COS INC NEW | $6.2M |
HIGHARTFORD FINL SVCS GROUP INC | $6.1M |
EMBISHARES TR | $6.1M |
BNDVANGUARD BD INDEX FDS | $6.0M |
BMYBRISTOL-MYERS SQUIBB CO | $5.9M |
BBYBEST BUY INC | $5.9M |
IRTINDEPENDENCE RLTY TR INC | $5.8M |
JNJJOHNSON & JOHNSON | $5.8M |
PRUPRUDENTIAL FINL INC | $5.7M |
CBCHUBB LIMITED | $5.7M |
LLOEWS CORP | $5.6M |
FASTFASTENAL CO | $5.5M |
NWSANEWS CORP NEW | $5.5M |
HDHOME DEPOT INC | $5.5M |
EAELECTRONIC ARTS INC | $5.4M |
QCOMQUALCOMM INC | $5.3M |
FICOFAIR ISAAC CORP | $5.3M |
TELTE CONNECTIVITY PLC | $5.3M |
IWYISHARES TR | $5.2M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $5.2M |
LLYELI LILLY & CO | $5.1M |
EDCONSOLIDATED EDISON INC | $5.0M |
TSLATESLA INC | $4.9M |
BSCSINVESCO EXCH TRD SLF IDX FD | $4.9M |
JJACOBS SOLUTIONS INC | $4.8M |
REEVEREST GROUP LTD | $4.7M |
BSCPINVESCO EXCH TRD SLF IDX FD | $4.6M |
VICIVICI PPTYS INC | $4.6M |
HSICHENRY SCHEIN INC | $4.6M |
PSXPHILLIPS 66 | $4.5M |
EXPDEXPEDITORS INTL WASH INC | $4.5M |
IPGINTERPUBLIC GROUP COS INC | $4.4M |
BSCRINVESCO EXCH TRD SLF IDX FD | $4.1M |
CNCCENTENE CORP DEL | $4.0M |
CDWCDW CORP | $4.0M |
BSCQINVESCO EXCH TRD SLF IDX FD | $3.9M |
VTIVANGUARD INDEX FDS | $3.8M |
CHDCHURCH & DWIGHT CO INC | $3.8M |
CGUSCAPITAL GROUP CORE EQUITY ET | $3.8M |
XLUSELECT SECTOR SPDR TR | $3.8M |
CIONCION INVT CORP | $3.7M |
FISVFISERV INC | $3.7M |
VEAVANGUARD TAX-MANAGED FDS | $3.6M |
SCHASCHWAB STRATEGIC TR | $3.6M |
UAPRINNOVATOR ETFS TRUST | $3.6M |
EJULINNOVATOR ETFS TRUST | $3.2M |
ISRGINTUITIVE SURGICAL INC | $3.1M |
JPEMJ P MORGAN EXCHANGE TRADED F | $3.1M |
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