Berger Financial Group, Inc holdings history

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423 is the total number of securities Berger Financial Group, Inc has owned. The longest Berger Financial Group, Inc has owned a single stock is 12 quarters.

Berger Financial Group, Inc historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHX Schwab US Large-Cap ETF12123.20%4.24%4.91%Q4 2020Q3 202312
CHRW C H ROBINSON WORLDWIDE...12122.18%3.19%4.53%Q4 2020Q3 202312
AAPL APPLE INC12122.11%3.15%4.20%Q4 2020Q3 202312
FPE First Trust Preferred ...12121.88%2.90%3.74%Q4 2020Q3 202312
FBT First Trust NYSE Arca ...12121.92%2.81%4.04%Q4 2020Q3 202312
SCHG Schwab US Large-Cap Gr...12121.68%2.22%3.09%Q4 2020Q3 202312
SCHD Schwab US Dividend Equ...12120.17%1.74%3.01%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.99%1.56%2.50%Q4 2020Q3 202312
SCHF SCHWAB STRATEGIC TR12120.66%1.50%2.53%Q4 2020Q3 202312
AGG ISHARES TR12120.07%1.32%2.86%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.88%1.32%1.65%Q4 2020Q3 202312
SCHM Schwab US Mid-Cap ETF12120.55%1.29%1.66%Q4 2020Q3 202312
HNDL STRATEGY SHS12120.13%1.09%1.64%Q4 2020Q3 202312
COST COSTCO WHSL CORP NEW12120.75%0.98%1.24%Q4 2020Q3 202312
UNH UNITEDHEALTH GROUP INC12120.26%0.91%1.50%Q4 2020Q3 202312
GOOGL Google Class C Share12120.27%0.91%1.46%Q4 2020Q3 202312
TECH Techne Corp Common12120.34%0.90%1.91%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.25%0.85%1.29%Q4 2020Q3 202312
MDT MEDTRONIC PLC12120.40%0.81%1.49%Q4 2020Q3 202312
IBM Intl Business Machines12120.55%0.73%1.02%Q4 2020Q3 202312
VWO VANGUARD INTL EQUITY I...12120.23%0.67%0.93%Q4 2020Q3 202312
MA MASTERCARD INCORPORATED12120.05%0.64%1.09%Q4 2020Q3 202312
WMT Wal-Mart Stores Inc12120.08%0.63%0.88%Q4 2020Q3 202312
EA ELECTRONIC ARTS INC12120.52%0.62%0.81%Q4 2020Q3 202312
LMT LOCKHEED MARTIN CORP12120.07%0.61%1.06%Q4 2020Q3 202312
VOO VANGUARD INDEX FDS12120.31%0.61%0.86%Q4 2020Q3 202312
VGSH Vanguard Short-Term Go...12120.03%0.58%1.66%Q4 2020Q3 202312
MRK MERCK & CO. INC12120.11%0.55%0.93%Q4 2020Q3 202312
JPEM J P MORGAN EXCHANGE-TR...12120.34%0.47%0.70%Q4 2020Q3 202312
HD HOME DEPOT INC12120.11%0.47%0.86%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12120.07%0.47%0.99%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12120.35%0.46%0.62%Q4 2020Q3 202312
TGT Target Corporation12120.06%0.45%1.10%Q4 2020Q3 202312
VZ VERIZON COMMUNICATIONS...12120.04%0.45%0.96%Q4 2020Q3 202312
DLN WISDOMTREE TR12120.26%0.41%0.70%Q4 2020Q3 202312
BA Boeing Company Stock12120.07%0.40%0.53%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12120.23%0.39%0.57%Q4 2020Q3 202312
CSCO Cisco Systems12120.05%0.38%1.06%Q4 2020Q3 202312
BGRN ISHARES TR12120.13%0.36%1.12%Q4 2020Q3 202312
USMV ISHARES TR12120.16%0.34%0.56%Q4 2020Q3 202312
TSLA Tesla Motors Inc.12120.13%0.32%0.56%Q4 2020Q3 202312
MMM 3M CO12120.10%0.32%0.72%Q4 2020Q3 202312
NVDA NVIDIA CORPORATION12120.08%0.28%0.55%Q4 2020Q3 202312
DCI DONALDSON INC12120.09%0.27%0.44%Q4 2020Q3 202312
QQQ PowerShares QQQ12120.18%0.25%0.32%Q4 2020Q3 202312
VB Vanguard Small-Cap ETF12120.15%0.23%0.29%Q4 2020Q3 202312
ETHO Etho Climate Leadershi...12120.09%0.21%0.56%Q4 2020Q3 202312
ISRG INTUITIVE SURGICAL INC12120.14%0.19%0.26%Q4 2020Q3 202312
VV Vanguard Large Cap12120.13%0.18%0.29%Q4 2020Q3 202312
PFE Pfizer Incorporated12120.09%0.18%0.76%Q4 2020Q3 202312
GOOG Google Class A Share12120.05%0.17%0.26%Q4 2020Q3 202312
XEL XCEL ENERGY INC12120.11%0.16%0.19%Q4 2020Q3 202312
AMGN Amgen Incorporated12120.11%0.16%0.24%Q4 2020Q3 202312
ORCL Oracle Corporation12120.06%0.15%0.86%Q4 2020Q3 202312
PEP Pepsico Incorporated12120.12%0.14%0.17%Q4 2020Q3 202312
INTC Intel Corporporation12120.05%0.14%0.72%Q4 2020Q3 202312
FTSD Franklin Liberty Short...12120.05%0.13%0.26%Q4 2020Q3 202312
ICLN ISHARES TR12120.04%0.13%0.29%Q4 2020Q3 202312
QCLN First Trust NASDAQ Cln...12120.04%0.13%0.30%Q4 2020Q3 202312
HON HONEYWELL INTL INC12120.10%0.12%0.14%Q4 2020Q3 202312
BMO Bank Montreal Quebec (...12120.08%0.12%0.17%Q4 2020Q3 202312
BNDX Vanguard Total Interna...12120.05%0.12%0.22%Q4 2020Q3 202312
BSV Vanguard Short-Term Bo...12120.04%0.12%0.18%Q4 2020Q3 202312
VCSH Vanguard Short Term Co...12120.08%0.12%0.18%Q4 2020Q3 202312
XOM Exxon Mobil Corporation12120.06%0.11%0.15%Q4 2020Q3 202312
DIS Walt Disney Holding Co.12120.05%0.11%0.24%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12120.10%0.11%0.13%Q4 2020Q3 202312
EES WISDOMTREE TR12120.04%0.11%0.52%Q4 2020Q3 202312
VTV Vanguard Value ETF12120.04%0.10%0.23%Q4 2020Q3 202312
KO Coca Cola Company12120.09%0.10%0.12%Q4 2020Q3 202312
BND Vanguard Bond Index Fund12120.05%0.10%0.24%Q4 2020Q3 202312
PG Procter & Gamble Co12120.08%0.10%0.11%Q4 2020Q3 202312
VXUS Vanguard Total Interna...12120.07%0.09%0.13%Q4 2020Q3 202312
FB Meta Platforms Inc Cla...12120.04%0.09%0.17%Q4 2020Q3 202312
LLY LILLY ELI & CO12120.04%0.09%0.17%Q4 2020Q3 202312
ABBV ABBVIE INC12120.06%0.08%0.11%Q4 2020Q3 202312
ADBE ADOBE SYSTEMS INCORPOR...12120.06%0.08%0.10%Q4 2020Q3 202312
SUSB ISHARES TR12120.04%0.08%0.15%Q4 2020Q3 202312
SBUX STARBUCKS CORP12120.06%0.08%0.11%Q4 2020Q3 202312
SPLV PowerShares S&P 500Low...12120.05%0.07%0.08%Q4 2020Q3 202312
CM CANADIAN IMPERIAL BK C...12120.05%0.07%0.10%Q4 2020Q3 202312
UNP Union Pacific Corp12120.06%0.07%0.09%Q4 2020Q3 202312
SO The Southern Company12120.05%0.07%0.10%Q4 2020Q3 202312
DES WISDOMTREE TR12120.03%0.07%0.36%Q4 2020Q3 202312
EPS WISDOMTREE TR12120.04%0.06%0.10%Q4 2020Q3 202312
VXF VANGUARD INDEX FDS12120.03%0.06%0.12%Q4 2020Q3 202312
MS Morgan Stanley Group Inc12120.04%0.06%0.07%Q4 2020Q3 202312
T AT&T INC12120.03%0.06%0.11%Q4 2020Q3 202312
GLD SPDR GOLD TR12120.04%0.06%0.08%Q4 2020Q3 202312
EFAV ISHARES TR12120.03%0.06%0.11%Q4 2020Q3 202312
CAT CATERPILLAR INC12120.04%0.06%0.07%Q4 2020Q3 202312
DLS WISDOMTREE TR12120.03%0.06%0.09%Q4 2020Q3 202312
CWB SPDR SER TR12120.03%0.06%0.12%Q4 2020Q3 202312
JBHT J B Hunt Transport Svcs12120.04%0.05%0.08%Q4 2020Q3 202312
FDD First Trust STOXX Euro...12120.03%0.05%0.09%Q4 2020Q3 202312
IJR Ishares Tr S&P Smallcap12120.04%0.05%0.08%Q4 2020Q3 202312
BMY BRISTOL-MYERS SQUIBB CO12120.04%0.05%0.07%Q4 2020Q3 202312
FAST FASTENAL CO12120.04%0.05%0.07%Q4 2020Q3 202312
ABT ABBOTT LABS12120.04%0.05%0.06%Q4 2020Q3 202312
VCIT VANGUARD SCOTTSDALE FDS12120.03%0.05%0.07%Q4 2020Q3 202312
GWX SPDR S&P International...12120.03%0.05%0.09%Q4 2020Q3 202312
USB US BANCORP DEL12120.04%0.05%0.06%Q4 2020Q3 202312
SDY Streettracks SPDRDividend12120.04%0.05%0.06%Q4 2020Q3 202312
DAL DELTA AIR LINES INC DEL12120.03%0.05%0.08%Q4 2020Q3 202312
VIG VANGUARD SPECIALIZED F...12120.03%0.04%0.06%Q4 2020Q3 202312
TD TORONTO DOMINION BK ONT12120.03%0.04%0.05%Q4 2020Q3 202312
HCRB HARTFORD FDS EXCHANGE ...11113.63%5.33%6.71%Q1 2021Q3 202311
HTRB Hartford Total Return ...11111.30%2.05%3.09%Q1 2021Q3 202311
SCHA Schwab US Small-Cap ETF11110.88%1.16%1.54%Q1 2021Q3 202311
NTAP Network Appliance Inc11110.48%0.69%1.00%Q1 2021Q3 202311
AIZ ASSURANT INC11110.51%0.68%0.90%Q1 2021Q3 202311
V VISA INC11110.05%0.67%1.04%Q1 2021Q3 202311
IT GARTNER INC11110.02%0.63%1.25%Q1 2021Q3 202311
TIP Ishares Tr Lehman Tips740.03%0.47%4.52%Q4 2020Q3 202311
SPDW SPDR Portfolio Develop...11110.17%0.41%0.75%Q1 2021Q3 202311
REGN Regeneron Pharms Inc11110.03%0.31%0.86%Q1 2021Q3 202311
IVV ISHARES TR740.04%0.12%0.15%Q4 2020Q3 202311
MDY SPDR S&P MIDCAP 400 ET...740.08%0.11%0.17%Q4 2020Q3 202311
IVW ISHARES TR740.07%0.10%0.13%Q4 2020Q3 202311
GIS GENERAL MLS INC830.03%0.10%0.72%Q4 2020Q3 202311
EFA ISHARES TR740.06%0.10%0.15%Q4 2020Q3 202311
IBB ISHARES TR11110.05%0.08%0.13%Q4 2020Q2 202311
XLU SPDRUtilities11110.05%0.08%0.11%Q4 2020Q2 202311
SCHV Schwab US Large-Cap Va...920.04%0.07%0.11%Q4 2020Q3 202311
VMBS VANGUARD SCOTTSDALE FDS11110.02%0.06%0.10%Q4 2020Q2 202311
LUV SOUTHWEST AIRLS CO11110.03%0.05%0.11%Q4 2020Q2 202311
IJH ISHARES TR740.04%0.05%0.07%Q4 2020Q3 202311
RNP Cohen & Steers REIT & ...740.02%0.05%0.07%Q4 2020Q3 202311
PM PHILIP MORRIS INTL INC11110.04%0.04%0.05%Q1 2021Q3 202311
VGT VANGUARD WORLD FDS740.03%0.04%0.06%Q4 2020Q3 202311
JPS Nuveen Pref & Income S...740.02%0.04%0.06%Q4 2020Q3 202311
WFC WELLS FARGO CO NEW11110.03%0.04%0.05%Q1 2021Q3 202311
DGRO ISHARES TR740.02%0.04%0.06%Q4 2020Q3 202311
LOW LOWES COS INC11110.02%0.04%0.06%Q1 2021Q3 202311
VGK VANGUARD INTL EQUITY I...740.03%0.04%0.05%Q4 2020Q3 202311
GOLD Rangold Res LTD ADR fs...740.02%0.03%0.04%Q4 2020Q3 202311
JAGG JPMorgan US Aggregate ...10105.02%6.04%7.57%Q2 2021Q3 202310
HSIC HENRY SCHEIN INC640.49%0.63%0.87%Q1 2021Q3 202310
FFIV F5 NETWORKS INC550.35%0.60%0.88%Q1 2021Q3 202310
TSCO TRACTOR SUPPLY CO550.02%0.49%0.99%Q1 2021Q3 202310
DG Dollar General Corp10100.03%0.35%0.85%Q1 2021Q2 202310
BBY BEST BUY INC640.02%0.32%0.91%Q1 2021Q3 202310
EMB ISHARES TR10100.05%0.27%0.39%Q2 2021Q3 202310
DGS WISDOMTREE TR730.03%0.11%0.73%Q4 2020Q3 202310
SCHP Schwab US TIPS ETF910.03%0.08%0.38%Q4 2020Q3 202310
NUHY Nuveen ESG High Yield ...730.02%0.05%0.08%Q4 2020Q2 202310
GS GOLDMAN SACHS GROUP INC10100.04%0.04%0.05%Q2 2021Q3 202310
VHT VANGUARD WORLD FDS640.04%0.04%0.05%Q1 2021Q3 202310
IQLT ISHARES TR10100.03%0.04%0.05%Q2 2021Q3 202310
HYLS First Trust Tactical H...990.03%1.35%2.85%Q4 2020Q4 20229
ALL Allstate Corporation990.60%0.76%0.91%Q4 2020Q4 20229
ACN ACCENTURE PLC IRELAND810.02%0.43%0.96%Q1 2021Q2 20239
UPS UNITED PARCEL SERVICE INC630.02%0.40%0.95%Q1 2021Q2 20239
TTC Toro Company990.10%0.14%0.21%Q1 2021Q1 20239
CVS CVS HEALTH CORP810.03%0.10%0.69%Q4 2020Q3 20239
NFLX NETFLIX INC990.04%0.08%0.13%Q3 2021Q3 20239
IWD ISHARES TR540.07%0.08%0.09%Q2 2021Q3 20239
MCD MCDONALDS CORP990.04%0.07%0.08%Q3 2021Q3 20239
TM TOYOTA MOTOR CORP990.03%0.04%0.05%Q3 2021Q3 20239
VYM VANGUARD WHITEHALL FDS990.03%0.03%0.04%Q2 2021Q2 20239
F FORD MTR CO DEL990.02%0.03%0.04%Q3 2021Q3 20239
IRT INDEPENDENCE RLTY TR INC880.58%1.18%1.92%Q4 2021Q3 20238
IRM IRON MTN INC NEW880.66%0.83%1.04%Q1 2021Q4 20228
TRV TRAVELERS COMPANIES INC710.50%0.64%0.77%Q4 2020Q3 20238
LDOS LEIDOS HOLDINGS INC710.48%0.64%0.74%Q4 2020Q3 20238
CHD CHURCH & DWIGHT INC880.41%0.61%0.86%Q4 2021Q3 20238
KMB KIMBERLY-CLARK CORP880.06%0.54%0.71%Q4 2021Q3 20238
TMO THERMO FISHER SCIENTIF...880.32%0.43%0.54%Q4 2021Q3 20238
NEE NEXTERA ENERGY INC880.19%0.42%0.56%Q4 2021Q3 20238
CION INVT CORP880.25%0.41%0.53%Q4 2021Q3 20238
EFG ISHARES TR710.04%0.31%1.12%Q4 2020Q3 20238
INTU Intuit Inc880.22%0.28%0.45%Q4 2021Q3 20238
FISV FISERV INC880.24%0.27%0.34%Q4 2021Q3 20238
SQ Square Inc880.05%0.26%0.66%Q4 2021Q3 20238
BDX BECTON DICKINSON & CO880.07%0.10%0.15%Q4 2021Q3 20238
QCOM QUALCOMM INC880.04%0.10%0.48%Q4 2021Q3 20238
PYPL Paypal Inc880.03%0.10%0.27%Q4 2021Q3 20238
PSA Public Storage Inc880.06%0.09%0.12%Q4 2021Q3 20238
DHR DANAHER CORPORATION880.07%0.09%0.11%Q4 2021Q3 20238
EW EDWARDS LIFESCIENCES CORP880.04%0.09%0.15%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.04%0.06%0.08%Q4 2021Q3 20238
PAYC PAYCOM SOFTWARE INC880.04%0.06%0.09%Q4 2021Q3 20238
STZ CONSTELLATION BRANDS INC880.04%0.05%0.06%Q4 2021Q3 20238
JPST J P MORGAN EXCHANGE-TR...530.04%0.05%0.06%Q4 2020Q3 20238
MO ALTRIA GROUP INC880.04%0.05%0.06%Q4 2021Q3 20238
VGR VECTOR GROUP LTD880.03%0.04%0.05%Q4 2021Q3 20238
BAC BK OF AMERICA CORP880.03%0.04%0.05%Q4 2021Q3 20238
RCL ROYAL CARIBBEAN GROUP440.03%0.04%0.05%Q2 2021Q3 20238
IWM ISHARES TR610.02%0.04%0.06%Q4 2020Q2 20238
BACPRL BK OF AMERICA CORP880.03%0.04%0.05%Q4 2021Q3 20238
ZTS ZOETIS INC880.03%0.04%0.07%Q4 2021Q3 20238
ANTM ELEVANCE HEALTH INC880.03%0.04%0.05%Q4 2021Q3 20238
DE DEERE & CO880.03%0.04%0.05%Q4 2021Q3 20238
CSX CSX CORP880.02%0.04%0.06%Q4 2021Q3 20238
AZO AUTOZONE INC880.03%0.04%0.04%Q4 2021Q3 20238
WFCPRL WELLS FARGO CO NEW880.03%0.04%0.05%Q4 2021Q3 20238
WM WASTE MGMT INC DEL880.02%0.03%0.04%Q4 2021Q3 20238
EXPD EXPEDITORS INTL WASH INC430.56%0.77%1.01%Q1 2021Q3 20237
VLO VALERO ENERGY CORP770.46%0.70%0.90%Q1 2022Q3 20237
GPC GENUINE PARTS CO770.48%0.64%0.83%Q1 2022Q3 20237
PSX PHILLIPS 66770.50%0.63%0.78%Q1 2022Q3 20237
K Kellogg Company770.47%0.62%0.74%Q1 2022Q3 20237
CTSH Cognizant Technology S...510.42%0.57%0.90%Q4 2020Q3 20237
CDW CDW CORP770.50%0.57%0.62%Q1 2022Q3 20237
INCY Incyte Genomics Inc430.40%0.54%0.73%Q1 2021Q3 20237
CMCSA Comcast Corp New Cl A430.03%0.35%0.62%Q2 2021Q3 20237
VTIP Vanguard Short-Term In...770.04%0.07%0.10%Q1 2022Q3 20237
DON WISDOMTREE TR770.04%0.07%0.24%Q4 2020Q2 20227
AVGO BROADCOM INC770.04%0.06%0.07%Q1 2022Q3 20237
ENPH ENPHASE ENERGY INC770.03%0.05%0.07%Q4 2021Q2 20237
PTF INVESCO EXCHANGE TRADE...770.03%0.05%0.06%Q4 2020Q2 20227
COWZ Pacer US Cash Cows 100...770.03%0.04%0.06%Q1 2022Q3 20237
ENB ENBRIDGE INC770.03%0.04%0.05%Q2 2021Q4 20227
CRM SALESFORCE INC430.03%0.04%0.05%Q4 2021Q3 20237
GNL GLOBAL NET LEASE INC770.03%0.04%0.05%Q4 2020Q2 20227
O REALTY INCOME CORP770.03%0.04%0.05%Q4 2021Q2 20237
TSM Taiwan Semiconductr Adrf770.03%0.04%0.04%Q1 2022Q3 20237
BKNG BOOKING HOLDINGS INC430.02%0.03%0.04%Q2 2021Q3 20237
LXRX LEXICON PHARMACEUTICAL...770.00%0.00%0.00%Q1 2022Q3 20237
TLT Ishares Tr Barclays Bond661.09%1.34%1.65%Q2 2022Q3 20236
STX Seagate Technology Plc420.45%0.72%1.01%Q2 2021Q4 20226
GWW GRAINGER W W INC660.55%0.65%0.73%Q2 2022Q3 20236
TXN Texas Instruments Inc660.49%0.54%0.61%Q2 2022Q3 20236
GILD GILEAD SCIENCES INC510.02%0.54%0.82%Q4 2020Q1 20236
FNDF SCHWAB STRATEGIC TR510.05%0.40%2.17%Q4 2020Q3 20236
FTSL First Trust Senior Loa...660.05%0.24%0.45%Q2 2021Q3 20226
XYLD Global X S&P 500 Cover...660.16%0.19%0.21%Q2 2022Q3 20236
BWX SPDR SER TR660.11%0.15%0.18%Q4 2020Q1 20226
PDP PowerShares DWA Moment...660.03%0.12%0.52%Q4 2020Q1 20226
SPTM SPDR SER TR660.09%0.12%0.18%Q2 2022Q3 20236
IBND SPDR SER TR660.09%0.11%0.14%Q4 2020Q1 20226
HYLB Xtrackers USD High Yie...510.02%0.11%0.32%Q4 2020Q3 20236
MGV VANGUARD WORLD FD660.06%0.08%0.09%Q2 2022Q3 20236
PCY PowerShares Emerging M...660.05%0.08%0.10%Q4 2020Q1 20226
VFL DELAWARE INVTS NATL MU...420.04%0.07%0.10%Q1 2022Q3 20236
BIV Vanguard Intermediate-...660.03%0.07%0.09%Q4 2020Q1 20226
OGIG OSI ETF TR660.03%0.05%0.07%Q4 2020Q1 20226
EEM ISHARES TR660.03%0.05%0.06%Q4 2020Q1 20226
WWW WOLVERINE WORLD WIDE INC660.02%0.04%0.07%Q2 2022Q3 20236
SCHC SCHWAB STRATEGIC TR420.03%0.04%0.05%Q4 2020Q2 20226
AMAT APPLIED MATLS INC330.03%0.04%0.04%Q4 2021Q3 20236
MGC VANGUARD WORLD FD330.02%0.03%0.04%Q4 2021Q3 20236
GINN GOLDMAN SACHS ETF TR551.67%1.85%1.96%Q3 2022Q3 20235
KR Kroger Company550.70%0.82%0.93%Q4 2020Q4 20215
JNPR JUNIPER NETWORKS INC550.65%0.79%0.88%Q4 2020Q4 20215
DGX QUEST DIAGNOSTICS INC410.59%0.67%0.74%Q4 2020Q4 20225
TTWO Take Two Interactive S...550.54%0.66%0.76%Q4 2020Q4 20215
ED CONSOLIDATED EDISON INC550.03%0.65%0.95%Q1 2021Q1 20225
HPE HEWLETT PACKARD ENTERP...550.52%0.57%0.64%Q3 2022Q3 20235
IJUL INNOVATOR ETFS TR550.38%0.54%0.74%Q3 2022Q3 20235
UMAR INNOVATOR ETFS TR550.18%0.31%0.67%Q3 2022Q3 20235
BSCO INVESCO EXCH TRD SLF I...550.07%0.20%0.41%Q3 2022Q3 20235
EJUL INNOVATOR ETFS TR550.13%0.20%0.31%Q3 2022Q3 20235
BSCN INVESCO EXCH TRD SLF I...550.13%0.18%0.25%Q3 2022Q3 20235
BSCP INVESCO EXCH TRD SLF I...550.06%0.15%0.31%Q3 2022Q3 20235
VMM DELAWARE INVTS MINN MU...550.12%0.14%0.16%Q4 2020Q4 20215
KJUL INNOVATOR ETFS TR550.09%0.13%0.20%Q3 2022Q3 20235
BSCQ INVESCO EXCH TRD SLF I...550.05%0.12%0.25%Q3 2022Q3 20235
BLV Vanguard Long-Term Bon...550.03%0.07%0.09%Q4 2020Q4 20215
IAPR INNOVATOR INTRTL DPD P...320.03%0.06%0.11%Q2 2022Q3 20235
EXAS EXACT SCIENCES CORP410.03%0.05%0.08%Q4 2020Q2 20235
VEU VANGUARD INTL EQUITY I...550.04%0.04%0.05%Q4 2020Q4 20215
UDEC INNOVATOR ETFS TR550.04%0.04%0.04%Q3 2022Q3 20235
SCHB Schwab US Broad Market...550.03%0.04%0.05%Q2 2021Q2 20225
VT Vanguard Total World S...310.03%0.04%0.04%Q4 2020Q4 20225
IQV IQVIA HLDGS INC550.03%0.03%0.04%Q2 2021Q2 20225
SCCO SOUTHERN COPPER CORP320.02%0.03%0.04%Q4 2021Q2 20235
AXP AMERICAN EXPRESS CO410.02%0.03%0.04%Q2 2021Q2 20235
Jp Morgan Intl Resh En...410.03%0.03%0.03%Q2 2022Q3 20235
LNG CHENIERE ENERGY INC550.02%0.03%0.05%Q3 2022Q3 20235
SCHW SCHWAB CHARLES CORP320.03%0.03%0.03%Q4 2021Q3 20235
NFJ VIRTUS DIVIDEND INTERE...550.02%0.02%0.02%Q4 2021Q4 20225
LMBS FIRST TR EXCHANGE-TRAD...442.88%3.02%3.21%Q4 2022Q3 20234
PPG P P G Industries Inc440.69%0.82%0.96%Q1 2021Q4 20214
HFC HOLLYFRONTIER CORP440.62%0.82%1.04%Q1 2021Q4 20214
BR BROADRIDGE FINL SOLUTI...440.69%0.80%0.89%Q1 2021Q4 20214
PGR PROGRESSIVE CORP440.63%0.76%0.90%Q1 2021Q4 20214
CERN CERNER CORP440.68%0.72%0.78%Q1 2021Q4 20214
CTXS Citrix Systems Inc440.46%0.69%0.95%Q1 2021Q4 20214
CMS CMS ENERGY CORP440.63%0.65%0.71%Q1 2022Q4 20224
AFL AFLAC INC440.61%0.65%0.75%Q1 2022Q4 20224
IP INTERNATIONAL PAPER CO310.48%0.62%0.84%Q4 2020Q3 20224
IPG INTERPUBLIC GROUP COS INC440.43%0.53%0.59%Q4 2022Q3 20234
LYB LYONDELLBASELL INDUSTR...440.46%0.52%0.57%Q4 2022Q3 20234
UJUN INNOVATOR ETFS TR440.10%0.44%0.58%Q4 2022Q3 20234
WPC WP CAREY INC440.05%0.08%0.12%Q4 2022Q3 20234
DIVO AMPLIFY ETF TR440.06%0.06%0.07%Q4 2022Q3 20234
XLE SELECT SECTOR SPDR TR440.05%0.06%0.06%Q4 2022Q3 20234
EDIT EDITAS MEDICINE INC440.04%0.05%0.06%Q4 2020Q3 20214
CSII CARDIOVASCULAR SYS INC...440.04%0.05%0.05%Q4 2020Q3 20214
AAL AMERICAN AIRLS GROUP INC440.03%0.04%0.05%Q4 2020Q3 20214
ECL ECOLAB INC440.03%0.04%0.04%Q4 2022Q3 20234
QYLD Horizons NASDAQ 100 Co...440.03%0.03%0.04%Q2 2021Q1 20224
VO Vanguard Mid-Cap ETF220.03%0.03%0.04%Q1 2022Q3 20234
SCHO SCHWAB STRATEGIC TR440.03%0.03%0.03%Q4 2021Q3 20224
JKHY Jack Henry & Assoc Inc440.03%0.03%0.03%Q1 2022Q4 20224
CHE CHEMED CORP NEW440.03%0.03%0.03%Q4 2022Q3 20234
AEP AMERICAN ELEC PWR CO INC310.03%0.03%0.03%Q4 2021Q4 20224
FIXD FIRST TR EXCHNG TRADED...440.03%0.03%0.03%Q4 2022Q3 20234
RCL Royal Caribbean Group ...310.01%0.02%0.04%Q1 2022Q2 20234
PGIM ETF TR334.32%4.55%4.67%Q1 2023Q3 20233
SMMD ISHARES TR330.75%0.77%0.80%Q1 2023Q3 20233
TJX TJX COS INC NEW330.49%0.58%0.68%Q2 2022Q4 20223
TEL TE CONNECTIVITY LTD330.52%0.57%0.60%Q1 2023Q3 20233
RE Everest Reinsurance Hldg330.53%0.56%0.63%Q2 2022Q4 20223
CL COLGATE PALMOLIVE CO330.52%0.54%0.56%Q1 2023Q3 20233
MOH MOLINA HEALTHCARE INC330.50%0.53%0.58%Q1 2023Q3 20233
HUM HUMANA INC330.48%0.52%0.56%Q1 2023Q3 20233
HIG HARTFORD FINL SVCS GRO...330.50%0.51%0.52%Q1 2023Q3 20233
DTE DTE ENERGY CO330.46%0.50%0.54%Q1 2023Q3 20233
PRU PRUDENTIAL FINL INC330.47%0.49%0.52%Q1 2023Q3 20233
MET METLIFE INC330.43%0.47%0.50%Q1 2023Q3 20233
CPT CAMDEN PPTY TR330.42%0.46%0.50%Q1 2023Q3 20233
IJAN INNOVATOR ETFS TR330.04%0.06%0.08%Q1 2023Q3 20233
LQD ISHARES TR330.03%0.05%0.09%Q1 2023Q3 20233
NMCO NUVEEN MUN CR OPPORTUN...330.05%0.05%0.05%Q1 2021Q3 20213
WDFC WD-40 Co330.03%0.04%0.06%Q4 2021Q2 20223
LVHI LEGG MASON ETF INVT330.04%0.04%0.05%Q1 2023Q3 20233
GE GENERAL ELECTRIC CO330.03%0.04%0.04%Q4 2020Q2 20213
NMZ NUVEEN MUN HIGH INCOME...330.03%0.03%0.04%Q1 2021Q3 20213
AMD ADVANCED MICRO DEVICES...330.03%0.03%0.04%Q1 2023Q3 20233
BSX BOSTON SCIENTIFIC CORP330.03%0.03%0.04%Q3 2022Q1 20233
VMO INVESCO MUN OPPORTUNIT...330.03%0.03%0.03%Q1 2021Q3 20213
SCZ ISHARES TR210.02%0.03%0.03%Q1 2022Q3 20233
HYG ISHARES TR210.03%0.03%0.03%Q4 2021Q3 20233
BP BP PLC330.02%0.03%0.03%Q1 2023Q3 20233
BX BLACKSTONE INC210.02%0.03%0.03%Q1 2022Q3 20233
PDM Piedmont Office Rlty Tr330.02%0.02%0.02%Q1 2022Q3 20223
NCLH NORWEGIAN CRUISE LINE ...330.01%0.02%0.02%Q4 2022Q2 20233
NCLH NORWEGIAN CRUISE LINE ...330.01%0.01%0.01%Q4 2022Q2 20233
Goldman Sachs Future T...221.88%2.07%2.26%Q1 2022Q2 20222
STX SEAGATE TECHNOLOGY PLC220.87%0.98%1.09%Q4 2020Q1 20212
HWKN HAWKINS INC220.38%0.43%0.47%Q2 2023Q3 20232
UAUG INNOVATOR ETFS TR220.20%0.25%0.30%Q2 2023Q3 20232
BSCR INVESCO EXCH TRD SLF I...220.05%0.08%0.12%Q2 2023Q3 20232
SPY SPDR S&P 500 ETF TR110.05%0.07%0.10%Q1 2022Q4 20222
SHY ISHARES TR220.05%0.06%0.06%Q2 2023Q3 20232
OSTK Overstock.com Inc220.05%0.06%0.07%Q4 2021Q1 20222
VER VEREIT INC220.06%0.06%0.06%Q2 2021Q3 20212
DRI Darden Restaurants Inc220.04%0.05%0.06%Q4 2021Q1 20222
INSP INSPIRE MED SYS INC220.04%0.05%0.06%Q2 2023Q3 20232
ABNB Airbnb Inc220.05%0.05%0.05%Q4 2021Q1 20222
ARKK ARK Innovation ETF220.04%0.05%0.06%Q3 2021Q4 20212
KIO KKR INCOME OPPORTUNITI...220.04%0.04%0.05%Q4 2020Q1 20212
DEM WISDOMTREE TR220.04%0.04%0.05%Q4 2020Q1 20212
DVY ISHARES TR220.04%0.04%0.05%Q4 2020Q1 20212
GGG Graco Inc220.03%0.04%0.05%Q4 2021Q1 20222
EAPR INNOVATOR ETFS TR220.03%0.04%0.04%Q2 2023Q3 20232
ALGN Align Technology Inc220.03%0.04%0.05%Q4 2021Q1 20222
NXRT NexPoint Residential T...220.03%0.03%0.03%Q4 2021Q1 20222
Dutch Bros Inc220.03%0.03%0.03%Q4 2021Q1 20222
GENERAL ELECTRIC CO110.02%0.03%0.04%Q3 2021Q3 20232
COIN COINBASE GLOBAL INC220.03%0.03%0.03%Q2 2023Q3 20232
FBND FIDELITY MERRIMACK STR TR220.03%0.03%0.03%Q1 2023Q2 20232
PANW PALO ALTO NETWORKS INC220.03%0.03%0.03%Q2 2023Q3 20232
SPMB SPDR Blmbg Barclays Mo...220.03%0.03%0.03%Q4 2021Q1 20222
KJAN INNOVATOR ETFS TR220.03%0.03%0.03%Q2 2023Q3 20232
XMHQ INVESCO EXCHANGE TRADE...220.02%0.03%0.03%Q2 2023Q3 20232
VTI VANGUARD INDEX FDS220.02%0.02%0.03%Q1 2023Q2 20232
PULS PGIM ETF TR220.02%0.02%0.02%Q2 2023Q3 20232
MCK MCKESSON CORP220.02%0.02%0.03%Q2 2023Q3 20232
LPLA LPL FINL HLDGS INC220.02%0.02%0.02%Q2 2023Q3 20232
JPC NUVEEN PFD & INCOME OP...220.02%0.02%0.02%Q4 2020Q1 20212
DOUGLAS ELLIMAN ORD WI220.01%0.02%0.02%Q4 2021Q1 20222
JAGG J P MORGAN EXCHANGE-TR...116.50%6.50%6.50%Q4 2020Q4 20201
RESD WISDOMTREE TR112.14%2.14%2.14%Q4 2020Q4 20201
RODM LATTICE STRATEGIES TR112.00%2.00%2.00%Q4 2020Q4 20201
SCHZ SCHWAB STRATEGIC TR111.53%1.53%1.53%Q4 2020Q4 20201
JPIN J P MORGAN EXCHANGE-TR...111.39%1.39%1.39%Q4 2020Q4 20201
DIM WISDOMTREE TR111.37%1.37%1.37%Q4 2020Q4 20201
HPQ HP INC110.87%0.87%0.87%Q4 2020Q4 20201
JCI JOHNSON CTLS INTL PLC110.85%0.85%0.85%Q4 2020Q4 20201
LEN LENNAR CORP110.81%0.81%0.81%Q4 2020Q4 20201
CB CHUBB LIMITED110.79%0.79%0.79%Q4 2020Q4 20201
UHS UNIVERSAL HLTH SVCS INC110.78%0.78%0.78%Q4 2020Q4 20201
EXR EXTRA SPACE STORAGE INC110.76%0.76%0.76%Q4 2020Q4 20201
RESE WISDOMTREE TR110.73%0.73%0.73%Q4 2020Q4 20201
FEMS FIRST TR EXCH TRD ALPH...110.73%0.73%0.73%Q4 2020Q4 20201
EMMF WISDOMTREE TR110.71%0.71%0.71%Q4 2020Q4 20201
EEMV ISHARES INC110.70%0.70%0.70%Q4 2020Q4 20201
WU WESTERN UN CO110.70%0.70%0.70%Q4 2020Q4 20201
OMC OMNICOM GROUP INC110.67%0.67%0.67%Q4 2020Q4 20201
GD GENERAL DYNAMICS CORP110.65%0.65%0.65%Q4 2020Q4 20201
LHX L3HARRIS TECHNOLOGIES INC110.64%0.64%0.64%Q4 2020Q4 20201
TSN TYSON FOODS INC110.64%0.64%0.64%Q4 2020Q4 20201
ETR ENTERGY CORP NEW110.62%0.62%0.62%Q4 2020Q4 20201
NOC NORTHROP GRUMMAN CORP110.61%0.61%0.61%Q4 2020Q4 20201
LH LABORATORY CORP AMER H...110.57%0.57%0.57%Q1 2022Q1 20221
APH Amphenol Corp110.55%0.55%0.55%Q1 2022Q1 20221
MTUM ISHARES TR110.49%0.49%0.49%Q4 2020Q4 20201
C Citigroup Inc110.49%0.49%0.49%Q1 2022Q1 20221
SPMD SPDR SER TR110.47%0.47%0.47%Q4 2020Q4 20201
SMLV SPDR SER TR110.43%0.43%0.43%Q4 2020Q4 20201
DWAS INVESCO EXCH TRADED FD...110.39%0.39%0.39%Q4 2020Q4 20201
SLYG SPDR SER TR110.36%0.36%0.36%Q4 2020Q4 20201
SLYV SPDR SER TR110.34%0.34%0.34%Q4 2020Q4 20201
XMLV INVESCO EXCH TRADED FD...110.20%0.20%0.20%Q4 2020Q4 20201
C.H. Robinson Worldwid...110.14%0.14%0.14%Q4 2021Q4 20211
OPRT OPORTUN FINL CORP110.13%0.13%0.13%Q3 2023Q3 20231
RSP INVESCO EXCHANGE TRADE...110.06%0.06%0.06%Q3 2023Q3 20231
MTB M & T BK CORP110.06%0.06%0.06%Q3 2022Q3 20221
IWF Ishares Russell 1000 G...110.05%0.05%0.05%Q4 2021Q4 20211
BG BUNGE LIMITED110.04%0.04%0.04%Q3 2022Q3 20221
VNLA JANUS DETROIT STR TR110.04%0.04%0.04%Q4 2020Q4 20201
VTRS VIATRIS INC110.04%0.04%0.04%Q4 2020Q4 20201
ICE INTERCONTINENTAL EXCHA...110.04%0.04%0.04%Q3 2022Q3 20221
ACWX ISHARES TR110.04%0.04%0.04%Q4 2022Q4 20221
AMLP ALPS ETF TR110.04%0.04%0.04%Q3 2022Q3 20221
EMN EASTMAN CHEM CO110.04%0.04%0.04%Q4 2020Q4 20201
UJUL INNOVATOR ETFS TR110.03%0.03%0.03%Q3 2023Q3 20231
IEFA iShares Core MSCI EAFE110.03%0.03%0.03%Q1 2022Q1 20221
VWOB VANGUARD WHITEHALL FDS110.03%0.03%0.03%Q3 2023Q3 20231
NKE Nike Inc Class B110.03%0.03%0.03%Q4 2021Q4 20211
SHOP Shopify Inc110.03%0.03%0.03%Q4 2021Q4 20211
LIN Linde plc110.03%0.03%0.03%Q1 2022Q1 20221
JEPI J P MORGAN EXCHANGE TR...110.03%0.03%0.03%Q3 2023Q3 20231
AGNC AGNC INVT CORP110.03%0.03%0.03%Q3 2022Q3 20221
ABC Amerisourcebergen Corp110.02%0.02%0.02%Q1 2022Q1 20221
EVV EATON VANCE LTD DURATI...110.02%0.02%0.02%Q4 2020Q4 20201
KLAC KLA CORP110.02%0.02%0.02%Q2 2023Q2 20231
XLK SELECT SECTOR SPDR TR110.02%0.02%0.02%Q2 2023Q2 20231
PH PARKER-HANNIFIN CORP110.02%0.02%0.02%Q3 2023Q3 20231
RCL ROYAL CARIBBEAN GROUP110.01%0.01%0.01%Q3 2023Q3 20231
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The securities at the top of the list , including Schwab US Large-Cap ETF, C H ROBINSON WORLDWIDE INC, and APPLE INC, are the highest-conviction holdings of Berger Financial Group, Inc.

The conviction is calculated by counting the number of quarters a security has been reported by Berger Financial Group, Inc. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Berger Financial Group, Inc owns currently or has owned in the past.