Berger Financial Group, Inc Q3 2023 Filing

Filed November 3, 2023

Portfolio Value

$870.7B

Holdings

276

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (276 positions)

StockValue
BBAGJ P MORGAN EXCHANGE TRADED F
$43K
HCRBHARTFORD FDS EXCHANGE TRADED
$42K
PJFGPGIM ETF TR
$40K
SCHXSCHWAB STRATEGIC TR
$31K
AAPLAPPLE INC
$28K
SCHDSCHWAB STRATEGIC TR
$26K
SCHGSCHWAB STRATEGIC TR
$26K
LMBSFIRST TR EXCHANGE-TRADED FD
$25K
XFEBFIRST TR EXCH TRADED FD III
$24K
AGGISHARES TR
$19K
CHRWC H ROBINSON WORLDWIDE INC
$18K
FBTFIRST TR EXCHANGE-TRADED FD
$16K
GINNGOLDMAN SACHS ETF TR
$16K
HTRBHARTFORD FDS EXCHANGE TRADED
$12K
AMZNAMAZON COM INC
$11K
MSFTMICROSOFT CORP
$11K
UNHUNITEDHEALTH GROUP INC
$10K
TLTISHARES TR
$9K
SCHFSCHWAB STRATEGIC TR
$9K
VUGVANGUARD INDEX FDS
$8K
VWOVANGUARD INTL EQUITY INDEX F
$8K
COSTCOSTCO WHSL CORP NEW
$8K
SCHASCHWAB STRATEGIC TR
$8K
MAMASTERCARD INCORPORATED
$7K
HDHOME DEPOT INC
$7K
VVISA INC
$6K
SPDWSPDR INDEX SHS FDS
$6K
HNDLSTRATEGY SHS
$6K
SMMDISHARES TR
$6K
VOOVANGUARD INDEX FDS
$6K
LMTLOCKHEED MARTIN CORP
$6K
IJULINNOVATOR ETFS TR
$6K
IBMINTERNATIONAL BUSINESS MACHS
$5K
IRTINDEPENDENCE RLTY TR INC
$5K
AIZASSURANT INC
$5K
UJUNINNOVATOR ETFS TR
$5K
SCHMSCHWAB STRATEGIC TR
$5K
MRKMERCK & CO INC
$5K
FFIVF5 INC
$5K
HPEHEWLETT PACKARD ENTERPRISE C
$5K
GWWGRAINGER W W INC
$5K
PSXPHILLIPS 66
$5K
VLOVALERO ENERGY CORP
$5K
MOHMOLINA HEALTHCARE INC
$5K
CMCSACOMCAST CORP NEW
$5K
NTAPNETAPP INC
$5K
WMTWALMART INC
$5K
EAELECTRONIC ARTS INC
$4K
NVDANVIDIA CORPORATION
$4K
LYBLYONDELLBASELL INDUSTRIES N
$4K
GPCGENUINE PARTS CO
$4K
LDOSLEIDOS HOLDINGS INC
$4K
PRUPRUDENTIAL FINL INC
$4K
EXPDEXPEDITORS INTL WASH INC
$4K
TRVTRAVELERS COMPANIES INC
$4K
CLCOLGATE PALMOLIVE CO
$4K
TELTE CONNECTIVITY LTD
$4K
HSICHENRY SCHEIN INC
$4K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$4K
TXNTEXAS INSTRS INC
$4K
HUMHUMANA INC
$4K
METMETLIFE INC
$4K
KMBKIMBERLY-CLARK CORP
$4K
VEAVANGUARD TAX-MANAGED FDS
$4K
HIGHARTFORD FINL SVCS GROUP INC
$4K
HWKNHAWKINS INC
$4K
KELKELLANOVA
$4K
CDWCDW CORP
$4K
CIONCION INVT CORP
$3K
MDTMEDTRONIC PLC
$3K
BSCOINVESCO EXCH TRD SLF IDX FD
$3K
BABOEING CO
$3K
EMBISHARES TR
$3K
CPTCAMDEN PPTY TR
$3K
DTEDTE ENERGY CO
$3K
SPYSPDR S&P 500 ETF TR
$3K
INCYINCYTE CORP
$3K
CHDCHURCH & DWIGHT CO INC
$3K
IPGINTERPUBLIC GROUP COS INC
$3K
UAUGINNOVATOR ETFS TR
$2K
TMOTHERMO FISHER SCIENTIFIC INC
$2K
FISVFISERV INC
$2K
DCIDONALDSON INC
$2K
JPEMJ P MORGAN EXCHANGE TRADED F
$2K
EJULINNOVATOR ETFS TR
$2K
QQQINVESCO EXCH TRD SLF IDX FD
$2K
DLNWISDOMTREE TR
$2K
BSCPINVESCO EXCH TRD SLF IDX FD
$2K
JNJJOHNSON & JOHNSON
$2K
VBVANGUARD INDEX FDS
$2K
TSLATESLA INC
$2K
TECHBIO-TECHNE CORP
$2K
BNDVANGUARD BD INDEX FDS
$2K
BSCQINVESCO EXCH TRD SLF IDX FD
$2K
INTUINTUIT
$2K
NDQINVESCO QQQ TR
$2K
GOOGLALPHABET INC
$2K
XELXCEL ENERGY INC
$1K
VTVVANGUARD INDEX FDS
$1K
IVVISHARES TR
$1K
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