Berger Financial Group, Inc Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$1.7T
Holdings
459
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (459 positions)
| Stock | Value |
|---|---|
NEENEXTERA ENERGY INC | $1.1M |
KOCOCA COLA CO | $1.1M |
OPRTOPORTUN FINL CORP | $1.0M |
DWDMORGAN STANLEY | $1.0M |
GDGENERAL DYNAMICS CORP | $1.0M |
RZGINVESCO EXCHANGE TRADED FD T | $1.0M |
BBAGJ P MORGAN EXCHANGE TRADED F | $1.0M |
TECHBIO-TECHNE CORP | $1.0M |
GINNGOLDMAN SACHS ETF TR | $1.0M |
MDYSPDR S&P MIDCAP 400 ETF TR | $989K |
XYLDGLOBAL X FDS | $985K |
VLOVALERO ENERGY CORP | $982K |
BTCGRAYSCALE BITCOIN MINI TR ET | $963K |
SUBISHARES TR | $962K |
AMDADVANCED MICRO DEVICES INC | $959K |
HONHONEYWELL INTL INC | $957K |
POCTINNOVATOR ETFS TRUST | $946K |
MCDMCDONALDS CORP | $915K |
IJANINNOVATOR ETFS TRUST | $909K |
CMCANADIAN IMPERIAL BANK OF CO | $902K |
KAPRINNOVATOR ETFS TRUST | $897K |
PLTRPALANTIR TECHNOLOGIES INC | $894K |
USEWEA SERIES TRUST | $892K |
MRKMERCK & CO INC | $872K |
FASTFASTENAL CO | $858K |
CEGCONSTELLATION ENERGY CORP | $839K |
UNOVINNOVATOR ETFS TRUST | $838K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $815K |
DFUVDIMENSIONAL ETF TRUST | $806K |
BACBANK AMERICA CORP | $799K |
SPYMSPDR SERIES TRUST | $797K |
ISTBISHARES TR | $796K |
DFATDIMENSIONAL ETF TRUST | $788K |
SLVISHARES SILVER TR | $782K |
ABTABBOTT LABS | $772K |
IDEVISHARES TR | $771K |
GEVGE VERNOVA INC | $764K |
GPIQGOLDMAN SACHS ETF TR | $763K |
AXPAMERICAN EXPRESS CO | $759K |
SHYISHARES TR | $754K |
RSPTINVESCO EXCHANGE TRADED FD T | $744K |
IVWISHARES TR | $739K |
RSPUINVESCO EXCHANGE TRADED FD T | $733K |
REMXVANECK ETF TRUST | $731K |
4I1PHILIP MORRIS INTL INC | $728K |
XFEBFIRST TR EXCH TRADED FD III | $713K |
TRVTRAVELERS COMPANIES INC | $712K |
SPTMSPDR SERIES TRUST | $711K |
XMHQINVESCO EXCHANGE TRADED FD T | $701K |
WMBWILLIAMS COS INC | $690K |
SPDWSPDR INDEX SHS FDS | $685K |
DIVOAMPLIFY ETF TR | $684K |
COWZPACER FDS TR | $675K |
LVLNSPDR SERIES TRUST | $666K |
KLMNINVESCO EXCH TRADED FD TR II | $663K |
VCSHVANGUARD SCOTTSDALE FDS | $662K |
XLESELECT SECTOR SPDR TR | $656K |
APPAPPLOVIN CORP | $650K |
GISGENERAL MLS INC | $641K |
ECLECOLAB INC | $640K |
DISDISNEY WALT CO | $636K |
RCLROYAL CARIBBEAN GROUP | $635K |
IWFISHARES TR | $630K |
IEMGISHARES INC | $620K |
SOSOUTHERN CO | $605K |
UCONFIRST TR EXCHNG TRADED FD VI | $602K |
JPSTJ P MORGAN EXCHANGE TRADED F | $601K |
CASYCASEYS GEN STORES INC | $600K |
CVXCHEVRON CORP NEW | $597K |
LQDISHARES TR | $597K |
IWMISHARES TR | $595K |
SMHVANECK ETF TRUST | $589K |
NLRVANECK ETF TRUST | $582K |
EPSWISDOMTREE TR | $576K |
XOPSPDR SERIES TRUST | $561K |
VTVANGUARD INTL EQUITY INDEX F | $559K |
DYHTARGET CORP | $551K |
ISEPINNOVATOR ETFS TRUST | $542K |
SCMBSCHWAB STRATEGIC TR | $532K |
KLACKLA CORP | $531K |
DEMWISDOMTREE TR | $529K |
XLRESELECT SECTOR SPDR TR | $526K |
RSPFINVESCO EXCHANGE TRADED FD T | $525K |
CRMSALESFORCE INC | $521K |
FFINFIRST FINL BANKSHARES INC | $518K |
VFHVANGUARD WORLD FD | $516K |
URAGLOBAL X FDS | $516K |
AEEAMEREN CORP | $508K |
CGICCAPITAL GROUP INTERNATIONAL | $506K |
SPLVINVESCO EXCH TRADED FD TR II | $506K |
JIREJ P MORGAN EXCHANGE TRADED F | $500K |
BNDINEOS ETF TRUST | $500K |
XLISELECT SECTOR SPDR TR | $490K |
GLTRABRDN PRECIOUS METALS BASKET | $488K |
IDMOINVESCO EXCH TRADED FD TR II | $487K |
IAUGINNOVATOR ETFS TRUST | $487K |
CSHINEOS ETF TRUST | $483K |
AQLTISHARES TR | $480K |
SCHMSCHWAB STRATEGIC TR | $475K |
IBBISHARES TR | $474K |