Berger Financial Group, Inc Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$1.4T
Holdings
413
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (413 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | TXNTEXAS INSTRS INC | 1,173 | $210.7M | 0.01% | |
| 402 | AQLTISHARES TR | 9,108 | $209.3M | 0.01% | |
| 403 | NOWSERVICENOW INC | 261 | $207.8M | 0.01% | |
| 404 | JVALJ P MORGAN EXCHANGE TRADED F | 5,009 | $207.5M | 0.01% | |
| 405 | CGGOCAPITAL GROUP GBL GROWTH EQT | 7,302 | $206.9M | 0.01% | |
| 406 | RSPRINVESCO EXCHANGE TRADED FD T | 5,789 | $206.7M | 0.01% | |
| 407 | DFIPDIMENSIONAL ETF TRUST | 4,898 | $206.3M | 0.01% | |
| 408 | BAC 7.25 PERP LBANK AMERICA CORP | 163 | $201.5M | 0.01% | |
| 409 | SMBVANECK ETF TRUST | 11,048 | $189.3M | 0.01% | |
| 410 | JPCNUVEEN PFD & INCOME OPPORTUN | 23,283 | $185.3M | 0.01% | |
| 411 | LUNGPULMONX CORP | 26,991 | $181.7M | 0.01% | |
| 412 | LYGLLOYDS BANKING GROUP PLC | 19,632 | $75.0M | 0.01% | |
| 413 | LXRXLEXICON PHARMACEUTICALS INC | 10,929 | $5.0M | 0.00% |
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