Berger Financial Group, Inc Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$1.4T

Holdings

390

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (390 positions)

StockValue
SCHDSCHWAB STRATEGIC TR
$70.6B
JBNDJ P MORGAN EXCHANGE TRADED F
$61.2B
SCHXSCHWAB STRATEGIC TR
$60.6B
PJFGPGIM ETF TR
$58.0B
SCHGSCHWAB STRATEGIC TR
$52.1B
LMBSFIRST TR EXCHANGE-TRADED FD
$42.4B
AAPLAPPLE INC
$39.9B
FBTFIRST TR EXCHANGE-TRADED FD
$26.2B
MSFTMICROSOFT CORP
$25.3B
PYLDPIMCO ETF TR
$24.5B
AGGISHARES TR
$24.4B
CHRWC H ROBINSON WORLDWIDE INC
$24.1B
BBAGJ P MORGAN EXCHANGE TRADED F
$21.2B
HTRBHARTFORD FDS EXCHANGE TRADED
$20.4B
AMZNAMAZON COM INC
$17.9B
GINNGOLDMAN SACHS ETF TR
$17.2B
SCHFSCHWAB STRATEGIC TR
$17.0B
VWOVANGUARD INTL EQUITY INDEX F
$16.5B
NVDANVIDIA CORPORATION
$16.0B
SPYSPDR S&P 500 ETF TR
$15.6B
UNHUNITEDHEALTH GROUP INC
$14.4B
SPDWSPDR INDEX SHS FDS
$13.9B
VTVVANGUARD INDEX FDS
$13.9B
COSTCOSTCO WHSL CORP NEW
$13.8B
JCPBJ P MORGAN EXCHANGE TRADED F
$13.5B
TLTISHARES TR
$13.0B
AVEMAMERICAN CENTY ETF TR
$12.9B
VUGVANGUARD INDEX FDS
$12.1B
GOOGLALPHABET INC
$11.3B
AVMCAMERICAN CENTY ETF TR
$10.9B
AVSCAMERICAN CENTY ETF TR
$10.8B
SMMDISHARES TR
$10.8B
VOOVANGUARD INDEX FDS
$10.5B
MAMASTERCARD INCORPORATED
$9.9B
LMTLOCKHEED MARTIN CORP
$9.7B
NDQINVESCO QQQ TR
$9.2B
UJUNINNOVATOR ETFS TRUST
$9.2B
HWKNHAWKINS INC
$8.9B
WMTWALMART INC
$8.9B
VVISA INC
$8.4B
IBMINTERNATIONAL BUSINESS MACHS
$7.8B
TRGPTARGA RES CORP
$7.7B
HODLVANECK BITCOIN ETF
$7.2B
KELKELLANOVA
$7.0B
BBYBEST BUY INC
$7.0B
IJULINNOVATOR ETFS TRUST
$6.9B
NTAPNETAPP INC
$6.7B
JNJJOHNSON & JOHNSON
$6.6B
HIGHARTFORD FINL SVCS GROUP INC
$6.6B
PREFPRINCIPAL EXCHANGE TRADED FD
$6.1B
IRTINDEPENDENCE RLTY TR INC
$6.1B
FFIVF5 INC
$6.1B
APHAMPHENOL CORP NEW
$6.1B
TJXTJX COS INC NEW
$5.9B
KRKROGER CO
$5.9B
TMUST-MOBILE US INC
$5.9B
EMBISHARES TR
$5.9B
CBCHUBB LIMITED
$5.8B
QCOMQUALCOMM INC
$5.8B
PRUPRUDENTIAL FINL INC
$5.7B
EDCONSOLIDATED EDISON INC
$5.7B
FASTFASTENAL CO
$5.5B
BMYBRISTOL-MYERS SQUIBB CO
$5.3B
NWSANEWS CORP NEW
$5.3B
EXPDEXPEDITORS INTL WASH INC
$5.2B
EAELECTRONIC ARTS INC
$5.2B
VICIVICI PPTYS INC
$5.2B
LLOEWS CORP
$5.2B
FICOFAIR ISAAC CORP
$5.2B
PSXPHILLIPS 66
$5.1B
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$5.1B
LLYELI LILLY & CO
$5.1B
CDWCDW CORP
$5.0B
HDHOME DEPOT INC
$5.0B
HNDLSTRATEGY SHS
$5.0B
REEVEREST GROUP LTD
$4.9B
CNCCENTENE CORP DEL
$4.9B
IPGINTERPUBLIC GROUP COS INC
$4.9B
HSICHENRY SCHEIN INC
$4.8B
IWYISHARES TR
$4.8B
JJACOBS SOLUTIONS INC
$4.6B
BSCOINVESCO EXCH TRD SLF IDX FD
$4.5B
VEAVANGUARD TAX-MANAGED FDS
$4.4B
XLUSELECT SECTOR SPDR TR
$4.2B
BSCPINVESCO EXCH TRD SLF IDX FD
$4.1B
BSCRINVESCO EXCH TRD SLF IDX FD
$4.0B
CIONCION INVT CORP
$4.0B
CHDCHURCH & DWIGHT CO INC
$3.8B
SCHASCHWAB STRATEGIC TR
$3.7B
BSCQINVESCO EXCH TRD SLF IDX FD
$3.6B
RSPHINVESCO EXCHANGE TRADED FD T
$3.5B
UAPRINNOVATOR ETFS TRUST
$3.5B
JPEMJ P MORGAN EXCHANGE TRADED F
$3.4B
EJULINNOVATOR ETFS TRUST
$3.4B
FISVFISERV INC
$3.3B
TSLATESLA INC
$3.2B
TMOTHERMO FISHER SCIENTIFIC INC
$3.1B
XLFISELECT SECTOR SPDR TR
$3.0B
UAUGINNOVATOR ETFS TRUST
$3.0B
ISRGINTUITIVE SURGICAL INC
$2.9B
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