Berger Financial Group, Inc Q2 2023 Filing

Filed August 10, 2023

Portfolio Value

$881.7B

Holdings

286

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (286 positions)

#StockSharesValue% PortfolioType
201
NFLXNETFLIX INC
2,007$00.00%
202
CVXCHEVRON CORP NEW
3,203$00.00%
203
NUHYNUSHARES ETF TR
10,049$00.00%
204
ITGARTNER INC
601$00.00%
205
MCKMCKESSON CORP
527$00.00%
206
SDYSPDR SER TR
2,996$00.00%
207
CATCATERPILLAR INC
2,086$00.00%
208
VMBSVANGUARD SCOTTSDALE FDS
4,578$00.00%
209
BDXBECTON DICKINSON & CO
2,459$00.00%
210
DIVOAMPLIFY ETF TR
15,460$00.00%
211
ACNACCENTURE PLC IRELAND
667$00.00%
212
AXPAMERICAN EXPRESS CO
1,151$00.00%
213
WFCWELLS FARGO CO NEW
6,377$00.00%
214
ABXBARRICK GOLD CORP
11,102$00.00%
215
KJANINNOVATOR ETFS TR
7,823$00.00%
216
DGDOLLAR GEN CORP NEW
1,612$00.00%
217
EESWISDOMTREE TR
7,650$00.00%
218
GQ9SPDR GOLD TR
2,396$00.00%
219
ABTABBOTT LABS
3,350$00.00%
220
SHYISHARES TR
5,877$00.00%
221
MCDMCDONALDS CORP
2,117$00.00%
222
DESWISDOMTREE TR
8,063$00.00%
223
VOVANGUARD INDEX FDS
1,329$00.00%
224
ADBEADOBE SYSTEMS INCORPORATED
1,394$00.00%
225
VYMVANGUARD WHITEHALL FDS
2,239$00.00%
226
CRMSALESFORCE INC
1,827$00.00%
227
LNGCHENIERE ENERGY INC
1,358$00.00%
228
JIREJ P MORGAN EXCHANGE TRADED F
4,663$00.00%
229
VTIVANGUARD INDEX FDS
924$00.00%
230
TIPISHARES TR
3,383$00.00%
231
VGSHVANGUARD SCOTTSDALE FDS
13,009$00.00%
232
KOCOCA COLA CO
13,469$00.00%
233
INTCINTEL CORP
14,225$00.00%
234
KJULINNOVATOR ETFS TR
38,643$00.00%
235
PANWPALO ALTO NETWORKS INC
1,002$00.00%
236
REGNREGENERON PHARMACEUTICALS
352$00.00%
237
ORCLORACLE CORP
6,519$00.00%
238
BNDXVANGUARD CHARLOTTE FDS
8,292$00.00%
239
JPMJPMORGAN CHASE & CO
6,137$00.00%
240
TAT&T INC
15,731$00.00%
241
VGREURVECTOR GROUP LTD
27,751$00.00%
242
4I1PHILIP MORRIS INTL INC
3,902$00.00%
243
EFAISHARES TR
6,915$00.00%
244
BMYBRISTOL-MYERS SQUIBB CO
6,707$00.00%
245
STZCONSTELLATION BRANDS INC
1,612$00.00%
246
USBUS BANCORP DEL
9,931$00.00%
247
SCHWSCHWAB CHARLES CORP
4,927$00.00%
248
VXFVANGUARD INDEX FDS
1,713$00.00%
249
AMDADVANCED MICRO DEVICES INC
2,395$00.00%
250
UPSUNITED PARCEL SERVICE INC
1,226$00.00%
251
INSPINSPIRE MED SYS INC
1,680$00.00%
252
PGPROCTER AND GAMBLE CO
4,845$00.00%
253
DYHTARGET CORP
5,327$00.00%
254
IAPRINNOVATOR ETFS TR
38,766$00.00%
255
DALDELTA AIR LINES INC DEL
9,408$00.00%
256
BNDVANGUARD BD INDEX FDS
5,861$00.00%
257
PULSPGIM ETF TR
4,518$00.00%
258
CSXCSX CORP
8,228$00.00%
259
VXUSVANGUARD STAR FDS
11,416$00.00%
260
BACVERIZON COMMUNICATIONS INC
11,230$00.00%
261
IVWISHARES TR
13,455$00.00%
262
BSVVANGUARD BD INDEX FDS
6,476$00.00%
263
AZOAUTOZONE INC
123$00.00%
264
IJRISHARES TR
3,868$00.00%
265
MGVVANGUARD WORLD FD
6,289$00.00%
266
VCSHVANGUARD SCOTTSDALE FDS
10,076$00.00%
267
NCLHNORWEGIAN CRUISE LINE HLDG L
12,194$00.00%Call
268
TSCOTRACTOR SUPPLY CO
1,112$00.00%
269
DLSWISDOMTREE TR
4,780$00.00%
270
EPSWISDOMTREE TR
8,384$00.00%
271
NPFINUVEEN PFD & INCOME SECS FD
29,803$00.00%
272
MDYSPDR S&P MIDCAP 400 ETF TR
1,606$00.00%
273
FTSDFRANKLIN ETF TR
5,215$00.00%
274
CVSCVS HEALTH CORP
3,517$00.00%
275
KLACKLA CORP
427$00.00%
276
QCOMQUALCOMM INC
3,036$00.00%
277
LVHILEGG MASON ETF INVT
13,813$00.00%
278
BMOBANK MONTREAL QUE
8,701$00.00%
279
TDTORONTO DOMINION BK ONT
4,614$00.00%
280
JBHTHUNT J B TRANS SVCS INC
2,112$00.00%
281
SCZISHARES TR
3,667$00.00%
282
BXBLACKSTONE INC
2,271$00.00%
283
DISDISNEY WALT CO
8,549$00.00%
284
MMM3M CO
8,996$00.00%
285
JPSTJ P MORGAN EXCHANGE TRADED F
6,775$00.00%
286
SPTMSPDR SER TR
16,782$00.00%
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