Berger Financial Group, Inc Top Holdings and 13F Report (2024)

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About Berger Financial Group, Inc

Investment Activity

Berger Financial Group, Inc has $1.21 billion in total holdings as of March 31, 2024.
Berger Financial Group, Inc owns shares of 361 different stocks, but just 79 companies or ETFs make up 80% of its holdings.
Approximately 34.03% of the portfolio was purchased this quarter.
About 17.49% of the portfolio was sold this quarter.
This quarter, Berger Financial Group, Inc has purchased 305 new stocks and bought additional shares in 140 stocks.
Berger Financial Group, Inc sold shares of 127 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $58,814,450
J P MORGAN EXCHANGE TRADED F: $58,116,065
Schwab US Dividend Equity ETF: $57,022,937
PGIM Jennison Focused Growth ETF: $52,161,593
First Trust Low Duration Opportunities ETF: $39,896,244

Largest New Holdings this Quarter

J P MORGAN EXCHANGE TRADED F: $58,116,065 Holding
PIMCO Multi Sector Bond Active ETF: $23,352,410 Holding
JPMorgan Core Plus Bond ETF: $18,207,065 Holding
Avantis Emerging Markets Equity ETF: $12,155,140 Holding
iShares Exponential Technologies ETF: $6,980,084 Holding

Largest Purchases this Quarter

J P MORGAN EXCHANGE TRADED F: 1,106,340 shares (about $58.12M)
Schwab US Dividend Equity ETF: 326,056 shares (about $26.29M)
PIMCO Multi Sector Bond Active ETF: 906,538 shares (about $23.35M)
Schwab US Large-Cap ETF: 300,268 shares (about $18.63M)
JPMorgan Core Plus Bond ETF: 390,333 shares (about $18.21M)

Largest Sales this Quarter

Hartford Core Bond ETF: 1,219,887 shares (about $42.52M)
JPMorgan BetaBuilders U.S. Aggregate Bond ETF: 621,398 shares (about $28.50M)
Principal Spectrum Preferred Securities Active ETF: 1,114,214 shares (about $20.22M)
W.W. Grainger: 7,359 shares (about $7.50M)
Assurant: 33,392 shares (about $6.28M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$58,814,450	$18,634,633 ▲	46.4%	947,703	4.8%	ETF
J P MORGAN EXCHANGE TRADED F	$58,116,065	$58,116,065 ▲	New Holding	1,106,340	4.8%	ACTIVE BOND ETF
SCHD Schwab US Dividend Equity ETF	$57,022,937	$26,289,909 ▲	85.5%	707,217	4.7%	ETF
PJFG PGIM Jennison Focused Growth ETF	$52,161,593	$2,845,787 ▼	-5.2%	633,886	4.3%	ETF
LMBS First Trust Low Duration Opportunities ETF	$39,896,244	$13,986,568 ▲	54.0%	826,865	3.3%	Manufacturing
SCHG Schwab U.S. Large-Cap Growth ETF	$35,073,387	$782,557 ▼	-2.2%	378,272	2.9%	ETF
AAPL Apple	$29,263,926	$13,718 ▼	0.0%	170,655	2.4%	Computer and Technology
PYLD PIMCO Multi Sector Bond Active ETF	$23,352,410	$23,352,410 ▲	New Holding	906,538	1.9%	ETF
FBT First Trust NYSE Arca Biotechnology Index Fund	$22,723,056	$3,983,720 ▲	21.3%	147,773	1.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$22,719,809	$936,110 ▲	4.3%	231,977	1.9%	Finance
GINN Goldman Sachs Innovate Equity ETF	$22,680,186	$1,359,397 ▲	6.4%	404,070	1.9%	ETF
MSFT Microsoft	$21,854,364	$5,726,016 ▲	35.5%	51,945	1.8%	Computer and Technology
JCPB JPMorgan Core Plus Bond ETF	$18,207,065	$18,207,065 ▲	New Holding	390,333	1.5%	ETF
CHRW C.H. Robinson Worldwide	$17,117,167	$482,727 ▲	2.9%	224,812	1.4%	Transportation
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	$16,736,837	$28,503,562 ▼	-63.0%	364,875	1.4%	ETF
SCHF Schwab International Equity ETF	$16,645,969	$6,247,804 ▲	60.1%	426,601	1.4%	ETF
HTRB Hartford Total Return Bond ETF	$15,845,635	$2,657,837 ▲	20.2%	469,639	1.3%	ETF
AMZN Amazon.com	$15,842,325	$147,370 ▲	0.9%	87,828	1.3%	Retail/Wholesale
VTV Vanguard Value ETF	$15,548,341	$12,822,239 ▲	470.4%	95,471	1.3%	ETF
SPY SPDR S&P 500 ETF Trust	$14,769,845	$9,531,328 ▲	181.9%	28,237	1.2%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$12,780,665	$2,067,536 ▲	19.3%	135,074	1.1%	ETF
AVEM Avantis Emerging Markets Equity ETF	$12,155,140	$12,155,140 ▲	New Holding	209,716	1.0%	ETF
SCHA Schwab US Small-Cap ETF	$11,319,744	$1,102,632 ▲	10.8%	229,889	0.9%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$11,138,797	$2,044,347 ▲	22.5%	266,670	0.9%	ETF
NVDA NVIDIA	$11,023,698	$111,141 ▲	1.0%	12,200	0.9%	Computer and Technology
UNH UnitedHealth Group	$10,657,768	$371,023 ▲	3.6%	21,544	0.9%	Medical
VUG Vanguard Growth ETF	$10,619,137	$252,296 ▼	-2.3%	30,852	0.9%	ETF
COST Costco Wholesale	$10,008,876	$819,787 ▼	-7.6%	13,662	0.8%	Retail/Wholesale
SPDW SPDR Portfolio Developed World ex-US ETF	$9,757,771	$1,636,671 ▲	20.2%	272,259	0.8%	ETF
SMMD iShares Russell 2500 ETF	$9,715,345	$1,000,751 ▲	11.5%	148,077	0.8%	ETF
VOO Vanguard S&P 500 ETF	$9,057,271	$213,429 ▼	-2.3%	18,842	0.7%	ETF
MA Mastercard	$8,708,238	$5,779 ▲	0.1%	18,083	0.7%	Business Services
SCHM Schwab U.S. Mid-Cap ETF	$8,256,538	$1,054,603 ▲	14.6%	101,394	0.7%	ETF
GOOGL Alphabet	$8,221,632	$4,857,242 ▲	144.4%	54,473	0.7%	Computer and Technology
V Visa	$8,156,408	$97,957 ▼	-1.2%	29,226	0.7%	Business Services
IJUL Innovator MSCI EAFE Power Buffer ETF - July	$7,117,186	$48,521 ▼	-0.7%	252,293	0.6%	ETF
XT iShares Exponential Technologies ETF	$6,980,084	$6,980,084 ▲	New Holding	117,076	0.6%	Manufacturing
IWY iShares Russell Top 200 Growth ETF	$6,933,216	$6,933,216 ▲	New Holding	35,537	0.6%	ETF
WMT Walmart	$6,838,917	$4,703,485 ▲	220.3%	113,660	0.6%	Retail/Wholesale
LMT Lockheed Martin	$6,772,051	$86,425 ▲	1.3%	14,888	0.6%	Aerospace
IBM International Business Machines	$6,732,358	$579,378 ▼	-7.9%	35,255	0.6%	Computer and Technology
PSX Phillips 66	$6,413,266	$967,633 ▼	-13.1%	39,263	0.5%	Oils/Energy
HNDL Strategy Shares NASDAQ 7 HANDL ETF	$6,398,934	$63,418 ▼	-1.0%	301,694	0.5%	Manufacturing
QQQ Invesco QQQ	$6,374,782	$4,016,597 ▲	170.3%	14,357	0.5%	Finance
JNJ Johnson & Johnson	$6,354,781	$4,361,596 ▲	218.8%	40,172	0.5%	Medical
TRGP Targa Resources	$6,258,572	$6,258,572 ▲	New Holding	55,885	0.5%	Oils/Energy
NTAP NetApp	$6,013,201	$1,193,403 ▼	-16.6%	57,285	0.5%	Computer and Technology
HIG The Hartford Financial Services Group	$5,984,146	$284,110 ▼	-4.5%	58,070	0.5%	Finance
KR Kroger	$5,981,353	$5,981,353 ▲	New Holding	104,697	0.5%	Retail/Wholesale
QCOM QUALCOMM	$5,832,427	$5,315,212 ▲	1,027.7%	34,450	0.5%	Computer and Technology
FAST Fastenal	$5,829,356	$5,283,980 ▲	968.9%	75,569	0.5%	Retail/Wholesale
PRU Prudential Financial	$5,741,516	$230,102 ▲	4.2%	48,906	0.5%	Finance
BBY Best Buy	$5,737,273	$5,496,761 ▲	2,285.4%	69,941	0.5%	Retail/Wholesale
CDW CDW	$5,644,385	$403,883 ▼	-6.7%	22,067	0.5%	Computer and Technology
APH Amphenol	$5,557,563	$5,557,563 ▲	New Holding	48,180	0.5%	Computer and Technology
BMY Bristol-Myers Squibb	$5,530,128	$5,222,588 ▲	1,698.2%	101,975	0.5%	Medical
UJUN Innovator U.S. Equity Ultra Buffer ETF - June	$5,453,419	$8,063 ▼	-0.1%	175,860	0.4%	ETF
J Jacobs Solutions	$5,398,869	$5,398,869 ▲	New Holding	35,119	0.4%	Business Services
HWKN Hawkins	$5,378,919		0.0%	70,038	0.4%	Basic Materials
TEL TE Connectivity	$5,334,953	$55,772 ▲	1.1%	36,732	0.4%	Computer and Technology
CB Chubb	$5,321,653	$5,321,653 ▲	New Holding	20,537	0.4%	Finance
FFIV F5	$5,245,956	$608,015 ▼	-10.4%	27,670	0.4%	Computer and Technology
NWSA News	$5,224,429	$5,224,429 ▲	New Holding	199,558	0.4%	Consumer Discretionary
K Kellanova	$5,192,938	$1,172,784 ▲	29.2%	90,643	0.4%	Consumer Discretionary
TJX TJX Companies	$5,187,665	$5,187,665 ▲	New Holding	51,150	0.4%	Retail/Wholesale
L Loews	$5,151,569	$5,151,569 ▲	New Holding	65,801	0.4%	Finance
CNC Centene	$5,068,945	$5,068,945 ▲	New Holding	64,589	0.4%	Medical
EG Everest Group	$5,009,163	$5,009,163 ▲	New Holding	12,602	0.4%	Finance
ED Consolidated Edison	$4,963,417	$4,963,417 ▲	New Holding	54,657	0.4%	Utilities
PREF Principal Spectrum Preferred Securities Active ETF	$4,957,557	$20,222,957 ▼	-80.3%	273,144	0.4%	ETF
IPG Interpublic Group of Companies	$4,948,156	$678,804 ▲	15.9%	151,644	0.4%	Business Services
IRT Independence Realty Trust	$4,922,554	$184,301 ▼	-3.6%	305,180	0.4%	Finance
HSIC Henry Schein	$4,910,235	$514,367 ▲	11.7%	65,019	0.4%	Medical
EXPD Expeditors International of Washington	$4,797,735	$268,668 ▼	-5.3%	39,465	0.4%	Transportation
EA Electronic Arts	$4,786,653	$75,755 ▼	-1.6%	36,079	0.4%	Consumer Discretionary
VEA Vanguard FTSE Developed Markets ETF	$4,771,267	$770,210 ▼	-13.9%	95,102	0.4%	ETF
CTSH Cognizant Technology Solutions	$4,769,976	$466,415 ▼	-8.9%	65,084	0.4%	Computer and Technology
TMUS T-Mobile US	$4,690,815	$4,690,815 ▲	New Holding	28,739	0.4%	Computer and Technology
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$4,625,555	$749,196 ▲	19.3%	51,584	0.4%	ETF
VICI VICI Properties	$4,608,513	$4,608,513 ▲	New Holding	154,700	0.4%	Finance
FLQM Franklin U.S. Mid Cap Multifactor Index ETF	$4,349,013	$4,349,013 ▲	New Holding	81,351	0.4%	ETF
BSCO Invesco BulletShares 2024 Corporate Bond ETF	$4,119,077	$128,106 ▲	3.2%	196,427	0.3%	ETF
RSPH Invesco S&P 500 Equal Weight Health Care ETF	$4,079,166	$4,079,166 ▲	New Holding	128,316	0.3%	ETF
CHD Church & Dwight	$4,026,022	$47,461 ▲	1.2%	38,597	0.3%	Consumer Staples
HD Home Depot	$3,903,935	$5,120,342 ▼	-56.7%	10,177	0.3%	Retail/Wholesale
XLU Utilities Select Sector SPDR Fund	$3,813,996	$3,565,249 ▲	1,433.3%	58,096	0.3%	ETF
CION CION Investment	$3,794,317	$12,705 ▲	0.3%	344,938	0.3%	Finance
BA Boeing	$3,638,827	$37,440 ▼	-1.0%	18,855	0.3%	Aerospace
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$3,436,103	$161,642 ▲	4.9%	168,189	0.3%	ETF
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF	$3,243,603	$141,205 ▲	4.6%	60,689	0.3%	ETF
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$3,213,734	$136,303 ▲	4.4%	166,601	0.3%	ETF
UAUG Innovator U.S. Equity Ultra Buffer ETF - August	$3,212,663	$113,198 ▼	-3.4%	98,397	0.3%	ETF
TMO Thermo Fisher Scientific	$3,062,463	$32,548 ▼	-1.1%	5,269	0.3%	Medical
XLP Consumer Staples Select Sector SPDR Fund	$3,047,757	$2,809,361 ▲	1,178.4%	39,913	0.3%	ETF
XLV Health Care Select Sector SPDR Fund	$2,965,533	$2,595,617 ▲	701.7%	20,074	0.2%	ETF
FI Fiserv	$2,927,104	$37,558 ▼	-1.3%	18,315	0.2%	Business Services
EFAV iShares MSCI EAFE Min Vol Factor ETF	$2,860,152	$2,509,508 ▲	715.7%	40,352	0.2%	ETF
EJUL Innovator Emerging Markets Power Buffer ETF - July	$2,819,811	$103,539 ▼	-3.5%	118,469	0.2%	ETF
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$2,814,112	$176,674 ▲	6.7%	146,492	0.2%	ETF
DLN WisdomTree U.S. LargeCap Dividend Fund	$2,681,992	$42,087 ▲	1.6%	37,152	0.2%	Finance
KRE SPDR S&P Regional Banking ETF	$2,548,553	$2,548,553 ▲	New Holding	50,687	0.2%	ETF
INTU Intuit	$2,519,233	$48,097 ▼	-1.9%	3,876	0.2%	Computer and Technology
VB Vanguard Small-Cap ETF	$2,511,210	$485,967 ▼	-16.2%	10,986	0.2%	ETF
DCI Donaldson	$2,475,064	$7,468 ▼	-0.3%	33,142	0.2%	Industrial Products
KJUL Innovator U.S. Small Cap Power Buffer ETF - July	$2,460,791	$124,788 ▼	-4.8%	87,635	0.2%	ETF
EFG iShares MSCI EAFE Growth ETF	$2,417,392	$185,993 ▼	-7.1%	23,291	0.2%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$2,401,240	$1,947,063 ▲	428.7%	26,710	0.2%	ETF
ISRG Intuitive Surgical	$2,397,334	$24,744 ▼	-1.0%	6,007	0.2%	Medical
XLRE Real Estate Select Sector SPDR Fund	$2,347,955	$2,347,955 ▲	New Holding	59,397	0.2%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$2,325,444	$1,709,778 ▲	277.7%	30,606	0.2%	ETF
MDT Medtronic	$2,260,149	$107,717 ▼	-4.5%	25,934	0.2%	Medical
GOOG Alphabet	$2,228,654	$9,745 ▼	-0.4%	14,637	0.2%	Computer and Technology
LLY Eli Lilly and Company	$2,222,131	$80,918 ▲	3.8%	2,856	0.2%	Medical
TECH Bio-Techne	$2,208,487	$606,692 ▼	-21.6%	31,375	0.2%	Medical
TSLA Tesla	$2,140,012	$281,608 ▲	15.2%	12,174	0.2%	Auto/Tires/Trucks
XLK Technology Select Sector SPDR Fund	$2,101,319	$2,101,319 ▲	New Holding	10,089	0.2%	ETF
MRK Merck & Co., Inc.	$1,744,201	$5,224,554 ▼	-75.0%	13,219	0.1%	Medical
FNDX Schwab Fundamental U.S. Large Company Index ETF	$1,705,478	$1,705,478 ▲	New Holding	25,308	0.1%	ETF
META Meta Platforms	$1,682,741	$154,433 ▲	10.1%	3,465	0.1%	Computer and Technology
FBND Fidelity Total Bond ETF	$1,659,588	$1,431,132 ▲	626.4%	36,627	0.1%	ETF
INNOVATOR ETFS TRUST	$1,619,070	$120,646 ▲	8.1%	60,323	0.1%	INTERNATIONAL DE
USMV iShares MSCI USA Min Vol Factor ETF	$1,529,025	$56,751 ▼	-3.6%	18,294	0.1%	ETF
XOM Exxon Mobil	$1,508,640	$457,625 ▲	43.5%	12,979	0.1%	Oils/Energy
UMAR Innovator U.S. Equity Ultra Buffer ETF - March	$1,432,305	$280,158 ▼	-16.4%	43,855	0.1%	ETF
VV Vanguard Large-Cap ETF	$1,431,847	$21,818 ▲	1.5%	5,972	0.1%	ETF
XEL Xcel Energy	$1,417,111	$20,801 ▲	1.5%	26,365	0.1%	Utilities
GRAYSCALE BITCOIN TR BTC	$1,385,571	$1,385,571 ▲	New Holding	21,934	0.1%	SHS REP COM UT
CAT Caterpillar	$1,350,724	$635,419 ▲	88.8%	3,686	0.1%	Industrial Products
PEP PepsiCo	$1,317,353	$239,073 ▲	22.2%	7,527	0.1%	Consumer Staples
BND Vanguard Total Bond Market ETF	$1,314,676	$704,729 ▼	-34.9%	18,101	0.1%	ETF
IVV iShares Core S&P 500 ETF	$1,310,157	$74,130 ▲	6.0%	2,492	0.1%	ETF
XYLD Global X S&P 500 Covered Call ETF	$1,303,357	$46,256 ▼	-3.4%	31,953	0.1%	ETF
JPM JPMorgan Chase & Co.	$1,300,212	$113,976 ▲	9.6%	6,491	0.1%	Finance
AMGN Amgen	$1,284,045	$3,981 ▼	-0.3%	4,516	0.1%	Medical
PG Procter & Gamble	$1,278,779	$52,890 ▲	4.3%	7,882	0.1%	Consumer Staples
AVGO Broadcom	$1,240,925	$159,093 ▲	14.7%	936	0.1%	Computer and Technology
HON Honeywell International	$1,212,628	$227,009 ▲	23.0%	5,908	0.1%	Multi-Sector Conglomerates
RPG Invesco S&P 500 Pure Growth ETF	$1,188,006	$1,188,006 ▲	New Holding	32,353	0.1%	ETF
VGT Vanguard Information Technology ETF	$1,177,144	$91,760 ▲	8.5%	2,245	0.1%	ETF
NFLX Netflix	$1,133,886	$38,869 ▼	-3.3%	1,867	0.1%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$1,125,276	$1,125,276 ▲	New Holding	4,330	0.1%	ETF
HCRB Hartford Core Bond ETF	$1,118,022	$42,524,960 ▼	-97.4%	32,072	0.1%	ETF
ISTB iShares Core 1-5 Year USD Bond ETF	$1,108,104	$1,108,104 ▲	New Holding	23,358	0.1%	Manufacturing
FPE First Trust Preferred Securities and Income ETF	$1,076,246	$357,640 ▼	-24.9%	62,139	0.1%	ETF
NEE NextEra Energy	$1,058,424	$336,809 ▼	-24.1%	16,561	0.1%	Utilities
IVW iShares S&P 500 Growth ETF	$1,046,719		0.0%	12,396	0.1%	ETF
GD General Dynamics	$1,042,944	$1,042,944 ▲	New Holding	3,692	0.1%	Aerospace
ABBV AbbVie	$1,020,420	$42,609 ▲	4.4%	5,604	0.1%	Medical
UDEC Innovator U.S. Equity Ultra Buffer ETF - December	$998,244	$145,843 ▲	17.1%	29,870	0.1%	ETF
KO Coca-Cola	$996,940	$147,017 ▲	17.3%	16,295	0.1%	Consumer Staples
IJAN Innovator MSCI EAFE Power Buffer ETF - January	$993,988	$298,960 ▲	43.0%	31,772	0.1%	ETF
BMO Bank of Montreal	$993,601	$179,829 ▲	22.1%	10,172	0.1%	Finance
MMM 3M	$993,276	$7,743 ▼	-0.8%	9,364	0.1%	Multi-Sector Conglomerates
TGT Target	$970,950	$122,100 ▲	14.4%	5,479	0.1%	Retail/Wholesale
DFUS Dimensional U.S. Equity ETF	$960,233	$960,233 ▲	New Holding	16,852	0.1%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$957,416	$607,024 ▲	173.2%	8,700	0.1%	ETF
IAPR Innovator MSCI EAFE Power Buffer ETF- April	$943,213		0.0%	34,728	0.1%	ETF
AMPLIFY ETF TR	$908,337	$908,337 ▲	New Holding	15,530	0.1%	AMPLIFY ETHO CLI
DIS Walt Disney	$878,572	$26,553 ▼	-2.9%	7,180	0.1%	Consumer Discretionary
ORCL Oracle	$870,806	$40,444 ▼	-4.4%	6,933	0.1%	Computer and Technology
RSPU Invesco S&P 500 Equal Weight Utilities ETF	$850,775	$850,775 ▲	New Holding	15,034	0.1%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$842,027	$158,578 ▼	-15.8%	13,126	0.1%	ETF
IOCT Innovator International Developed Power Buffer ETF-October	$840,184	$27,358 ▼	-3.2%	29,052	0.1%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$826,116	$339,330 ▲	69.7%	20,830	0.1%	ETF
PFE Pfizer	$825,139	$136,612 ▲	19.8%	29,735	0.1%	Medical
RZG Invesco S&P SmallCap 600 Pure Growth ETF	$823,943	$823,943 ▲	New Holding	16,953	0.1%	ETF
BGRN iShares USD Green Bond ETF	$815,174	$3,048 ▲	0.4%	17,385	0.1%	Manufacturing
RSPF Invesco S&P 500 Equal Weight Financials ETF	$807,176	$807,176 ▲	New Holding	12,565	0.1%	ETF
RPV Invesco S&P 500 Pure Value ETF	$796,226	$796,226 ▲	New Holding	9,003	0.1%	ETF
XLE Energy Select Sector SPDR Fund	$790,599	$174,944 ▲	28.4%	8,374	0.1%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$778,017	$21,414 ▼	-2.7%	10,064	0.1%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$752,764	$225,252 ▼	-23.0%	6,911	0.1%	Finance
CSCO Cisco Systems	$752,153	$19,415 ▲	2.6%	15,070	0.1%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$723,265	$7,344 ▲	1.0%	4,038	0.1%	ETF
MCD McDonald's	$687,816	$117,597 ▲	20.6%	2,439	0.1%	Retail/Wholesale
SUB iShares Short-Term National Muni Bond ETF	$662,104	$662,104 ▲	New Holding	6,322	0.1%	ETF
ADBE Adobe	$658,503	$30,781 ▼	-4.5%	1,305	0.1%	Computer and Technology
INTC Intel	$654,236	$66,784 ▼	-9.3%	14,812	0.1%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$650,551	$2,371 ▲	0.4%	3,841	0.1%	ETF
SCMB Schwab Municipal Bond ETF	$649,272	$649,272 ▲	New Holding	12,474	0.1%	ETF
VXUS Vanguard Total International Stock ETF	$646,816		0.0%	10,727	0.1%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$644,419	$644,419 ▲	New Holding	18,313	0.1%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$620,267	$273,696 ▼	-30.6%	1,115	0.1%	ETF
RCL Royal Caribbean Cruises	$615,398	$82,572 ▲	15.5%	4,427	0.1%	Consumer Discretionary
SBUX Starbucks	$611,466	$51,268 ▲	9.2%	6,691	0.1%	Retail/Wholesale
KOMP SPDR S&P Kensho New Economies Composite ETF	$606,762	$606,762 ▲	New Holding	12,620	0.0%	ETF
DHR Danaher	$599,166	$29,471 ▼	-4.7%	2,399	0.0%	Multi-Sector Conglomerates
T AT&T	$592,252	$249,442 ▲	72.8%	33,651	0.0%	Computer and Technology
SPLV Invesco S&P 500 Low Volatility ETF	$577,944	$45,977 ▲	8.6%	8,774	0.0%	ETF
ABT Abbott Laboratories	$574,199	$185,148 ▲	47.6%	5,052	0.0%	Medical
BSX Boston Scientific	$570,317	$3,493 ▼	-0.6%	8,327	0.0%	Medical
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$565,659	$2,255 ▲	0.4%	14,549	0.0%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$561,877	$6,542 ▼	-1.2%	6,871	0.0%	Manufacturing
BDX Becton, Dickinson and Company	$561,700	$40,334 ▲	7.7%	2,270	0.0%	Medical
MS Morgan Stanley	$548,385	$29,001 ▼	-5.0%	5,824	0.0%	Finance
AMD Advanced Micro Devices	$543,095	$8,303 ▼	-1.5%	3,009	0.0%	Computer and Technology
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$535,259	$535,259 ▲	New Holding	10,643	0.0%	Finance
CM Canadian Imperial Bank of Commerce	$532,256		0.0%	10,494	0.0%	Finance
SQ Block	$529,218	$191,236 ▼	-26.5%	6,257	0.0%	Business Services
CVX Chevron	$521,350	$10,569 ▲	2.1%	3,305	0.0%	Oils/Energy
BNDX Vanguard Total International Bond ETF	$521,267	$67,243 ▼	-11.4%	10,597	0.0%	ETF
PSA Public Storage	$514,482	$51,912 ▼	-9.2%	1,774	0.0%	Finance
COWZ Pacer US Cash Cows 100 ETF	$513,721	$19,817 ▲	4.0%	8,840	0.0%	ETF
CRM Salesforce	$512,609	$16,866 ▼	-3.2%	1,702	0.0%	Computer and Technology
GLD SPDR Gold Shares	$511,215	$2,469 ▼	-0.5%	2,485	0.0%	Finance
GIS General Mills	$505,027	$19,661 ▲	4.1%	7,218	0.0%	Consumer Staples
VIG Vanguard Dividend Appreciation ETF	$501,205	$186,240 ▲	59.1%	2,745	0.0%	ETF
MGV Vanguard Mega Cap Value ETF	$499,284	$122,252 ▼	-19.7%	4,178	0.0%	ETF
VZ Verizon Communications	$495,963	$73,136 ▲	17.3%	11,820	0.0%	Computer and Technology
BAC Bank of America	$494,921	$24,875 ▲	5.3%	13,052	0.0%	Finance
TRV Travelers Companies	$494,503	$5,515,469 ▼	-91.8%	2,149	0.0%	Finance
SO Southern	$490,702	$27,979 ▲	6.0%	6,840	0.0%	Utilities
CL Colgate-Palmolive	$474,552	$5,151,095 ▼	-91.6%	5,270	0.0%	Consumer Staples
TM Toyota Motor	$459,568	$35,235 ▲	8.3%	1,826	0.0%	Auto/Tires/Trucks
CRWD CrowdStrike	$457,482	$114,451 ▲	33.4%	1,427	0.0%	Computer and Technology
EPS WisdomTree U.S. LargeCap Fund	$452,120		0.0%	8,161	0.0%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$447,538	$82,037 ▲	22.4%	5,559	0.0%	ETF
FIDELITY WISE ORIGIN BITCOIN	$446,646	$446,646 ▲	New Holding	7,197	0.0%	SHS
XLI Industrial Select Sector SPDR Fund	$443,380	$6,802 ▲	1.6%	3,520	0.0%	ETF
COIN Coinbase Global	$443,016	$200,166 ▼	-31.1%	1,671	0.0%	Finance
TSM Taiwan Semiconductor Manufacturing	$440,394	$12,925 ▼	-2.9%	3,237	0.0%	Computer and Technology
GE General Electric	$438,683	$34,582 ▲	8.6%	2,499	0.0%	Transportation
KMB Kimberly-Clark	$437,735	$4,339,579 ▼	-90.8%	3,384	0.0%	Consumer Staples
DAL Delta Air Lines	$435,404	$25,322 ▼	-5.5%	9,096	0.0%	Transportation
WFC Wells Fargo & Company	$429,743	$37,329 ▲	9.5%	7,414	0.0%	Finance
OPRT Oportun Financial	$426,733	$44,984 ▲	11.8%	175,610	0.0%	Finance
TSCO Tractor Supply	$419,615	$155,752 ▲	59.0%	1,603	0.0%	Retail/Wholesale
AMAT Applied Materials	$418,307	$7,632 ▲	1.9%	2,028	0.0%	Computer and Technology
RSPR Invesco S&P 500 Equal Weight Real Estate ETF	$417,775	$417,775 ▲	New Holding	12,711	0.0%	ETF
GS The Goldman Sachs Group	$416,140	$12,534 ▼	-2.9%	996	0.0%	Finance
JEPI JPMorgan Equity Premium Income ETF	$414,169	$116 ▲	0.0%	7,158	0.0%	ETF
SCHP Schwab U.S. TIPS ETF	$412,270	$178,334 ▲	76.2%	7,904	0.0%	ETF
VFH Vanguard Financials ETF	$407,717	$12,389 ▲	3.1%	3,982	0.0%	ETF
USB U.S. Bancorp	$407,508	$30,711 ▲	8.2%	9,116	0.0%	Finance
UFEB Innovator U.S. Equity Ultra Buffer ETF - February	$397,872	$397,872 ▲	New Holding	12,920	0.0%	ETF
UOCT Innovator U.S. Equity Ultra Buffer ETF - October	$394,337	$27,178 ▼	-6.4%	11,738	0.0%	ETF
VO Vanguard Mid-Cap ETF	$391,704	$15,238 ▼	-3.7%	1,568	0.0%	ETF
SDY SPDR S&P Dividend ETF	$388,519	$1,838 ▼	-0.5%	2,960	0.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$388,320	$63,310 ▲	19.5%	5,232	0.0%	ETF
MGC Vanguard Mega Cap ETF	$383,393	$374 ▲	0.1%	2,052	0.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$383,175	$306,516 ▲	399.8%	6,308	0.0%	ETF
CMCSA Comcast	$376,998	$4,807,386 ▼	-92.7%	8,697	0.0%	Consumer Discretionary
BSV Vanguard Short-Term Bond ETF	$374,775	$12,268 ▲	3.4%	4,888	0.0%	ETF
AXP American Express	$374,396	$102,253 ▲	37.6%	1,644	0.0%	Finance
EW Edwards Lifesciences	$373,162	$22,839 ▼	-5.8%	3,905	0.0%	Medical
WM Waste Management	$372,014	$61,825 ▲	19.9%	1,745	0.0%	Business Services
EAPR Innovator MSCI Emerging Markets Power Buffer ETF- April	$369,569		0.0%	14,718	0.0%	ETF
AEE Ameren	$369,505	$369,505 ▲	New Holding	4,996	0.0%	Utilities
LVHI Franklin International Low Volatility High Dividend Index ETF	$367,424	$1,489 ▲	0.4%	12,338	0.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$364,388	$2,653 ▲	0.7%	3,297	0.0%	ETF
REGN Regeneron Pharmaceuticals	$362,859	$46,200 ▲	14.6%	377	0.0%	Medical
VHT Vanguard Health Care ETF	$361,145	$5,951 ▲	1.7%	1,335	0.0%	ETF
VFL abrdn National Municipal Income Fund	$354,591	$13,375 ▼	-3.6%	34,227	0.0%	Finance
XLY Consumer Discretionary Select Sector SPDR Fund	$352,334	$26,112 ▲	8.0%	1,916	0.0%	Finance
DE Deere & Company	$351,950	$17,659 ▲	5.3%	857	0.0%	Industrial Products
FTSD Franklin Liberty Short Duration US Government ETF	$349,740	$27,049 ▼	-7.2%	3,879	0.0%	ETF
EES WisdomTree U.S. SmallCap Fund	$349,136		0.0%	6,966	0.0%	Finance
INSP Inspire Medical Systems	$344,309		0.0%	1,603	0.0%	Medical
SCHB Schwab US Broad Market ETF	$341,636	$341,636 ▲	New Holding	5,596	0.0%	ETF
GWW W.W. Grainger	$339,218	$7,496,412 ▼	-95.7%	333	0.0%	Industrial Products
AZO AutoZone	$337,227	$44,123 ▼	-11.6%	107	0.0%	Retail/Wholesale
SCHW Charles Schwab	$333,670	$21,917 ▼	-6.2%	4,613	0.0%	Finance
PANW Palo Alto Networks	$331,864	$12,502 ▲	3.9%	1,168	0.0%	Computer and Technology
JBHT J.B. Hunt Transport Services	$330,158	$206,224 ▼	-38.4%	1,657	0.0%	Transportation
ELV Elevance Health	$325,782	$11,413 ▼	-3.4%	628	0.0%	Medical
MBB iShares MBS ETF	$320,051	$64,694 ▲	25.3%	3,463	0.0%	ETF
DFAS Dimensional U.S. Small Cap ETF	$317,953	$317,953 ▲	New Holding	5,100	0.0%	ETF
USEP Innovator U.S. Equity Ultra Buffer ETF - September	$316,076		0.0%	9,594	0.0%	ETF
ALL Allstate	$313,841	$27,855 ▼	-8.2%	1,814	0.0%	Finance
JPST JPMorgan Ultra-Short Income ETF	$312,814	$21,695 ▲	7.5%	6,200	0.0%	ETF
WPC W. P. Carey	$312,743	$57,740 ▼	-15.6%	5,541	0.0%	Finance
UJUL Innovator U.S. Equity Ultra Buffer ETF - July	$312,612	$3,569 ▼	-1.1%	9,809	0.0%	ETF
GPC Genuine Parts	$311,114	$4,242,647 ▼	-93.2%	2,008	0.0%	Auto/Tires/Trucks
PJAN Innovator U.S. Equity Power Buffer ETF - January	$309,908	$309,908 ▲	New Holding	7,924	0.0%	ETF
STZ Constellation Brands	$309,347	$97,588 ▼	-24.0%	1,138	0.0%	Consumer Staples
CHE Chemed	$307,887	$3,849 ▼	-1.2%	480	0.0%	Medical
MO Altria Group	$304,093	$24,690 ▼	-7.5%	6,971	0.0%	Consumer Staples
JIRE JPMorgan International Research Enhanced Equity ETF	$300,027		0.0%	4,791	0.0%	ETF
TXN Texas Instruments	$299,129	$4,440,245 ▼	-93.7%	1,717	0.0%	Computer and Technology
PM Philip Morris International	$297,938	$73,568 ▼	-19.8%	3,252	0.0%	Consumer Staples
ECL Ecolab	$296,476	$52,414 ▲	21.5%	1,284	0.0%	Basic Materials
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF	$290,772	$290,772 ▲	New Holding	8,830	0.0%	ETF
PULS PGIM Ultra Short Bond ETF	$289,193	$16,351 ▲	6.0%	5,819	0.0%	ETF
KLAC KLA	$286,662	$8,390 ▼	-2.8%	410	0.0%	Computer and Technology
TIP iShares TIPS Bond ETF	$284,118	$967 ▲	0.3%	2,645	0.0%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$283,656	$44,062 ▲	18.4%	5,884	0.0%	ETF
EFA iShares MSCI EAFE ETF	$283,100	$393,226 ▼	-58.1%	3,545	0.0%	Finance
PH Parker-Hannifin	$281,230	$1,667 ▼	-0.6%	506	0.0%	Industrial Products
CWB SPDR Bloomberg Convertible Securities ETF	$279,125	$13,365 ▼	-4.6%	3,822	0.0%	ETF
VXF Vanguard Extended Market ETF	$278,505		0.0%	1,589	0.0%	ETF
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$277,535	$14,321 ▼	-4.9%	11,337	0.0%	Manufacturing
CVS CVS Health	$276,629	$50,332 ▲	22.2%	3,468	0.0%	Retail/Wholesale
VGK Vanguard FTSE Europe ETF	$273,088		0.0%	4,055	0.0%	ETF
BKNG Booking	$272,118	$7,256 ▲	2.7%	75	0.0%	Retail/Wholesale
DLS WisdomTree International SmallCap Dividend Fund	$271,274		0.0%	4,160	0.0%	Finance
WFC.PL Wells Fargo & Co. Pfd. Series L	$269,477		0.0%	221	0.0%	Finance
ICLN iShares Global Clean Energy ETF	$269,181	$14,287 ▲	5.6%	19,255	0.0%	ETF
TD Toronto-Dominion Bank	$268,329	$13,344 ▼	-4.7%	4,444	0.0%	Finance
KOCT Innovator U.S. Small Cap Power Buffer ETF - October	$266,780	$27,782 ▼	-9.4%	9,372	0.0%	ETF
BANK AMERICA CORP	$266,205		0.0%	223	0.0%	7.25%CNV PFD L
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$266,173	$179,684 ▼	-40.3%	5,558	0.0%	Manufacturing
LOW Lowe's Companies	$265,288	$9,939 ▼	-3.6%	1,041	0.0%	Retail/Wholesale
SLYV SPDR S&P 600 Small CapValue ETF	$264,509	$264,509 ▲	New Holding	3,188	0.0%	ETF
DES WisdomTree U.S. SmallCap Dividend Fund	$263,499		0.0%	8,063	0.0%	Finance
SCZ iShares MSCI EAFE Small-Cap ETF	$263,117	$12,728 ▼	-4.6%	4,155	0.0%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$262,477		0.0%	4,520	0.0%	ETF
FDD First Trust Stoxx European Select Dividend Index Fund	$261,901	$7,392 ▲	2.9%	22,145	0.0%	ETF
VGR Vector Group	$260,224	$6,609 ▼	-2.5%	23,743	0.0%	Multi-Sector Conglomerates
DG Dollar General	$258,385	$258,385 ▲	New Holding	1,656	0.0%	Retail/Wholesale
DGS WisdomTree Emerging Markets SmallCap Dividend Fund	$257,896	$102 ▲	0.0%	5,071	0.0%	Finance
BX Blackstone	$257,880	$1,314 ▼	-0.5%	1,963	0.0%	Finance
WWW Wolverine World Wide	$257,830		0.0%	23,000	0.0%	Consumer Discretionary
SCCO Southern Copper	$252,465	$3,196 ▼	-1.3%	2,370	0.0%	Basic Materials
CTAS Cintas	$250,343	$2,751 ▼	-1.1%	364	0.0%	Industrial Products
D Dominion Energy	$250,328	$250,328 ▲	New Holding	5,089	0.0%	Utilities
GWX SPDR S&P International Small Cap ETF	$249,690		0.0%	7,687	0.0%	ETF
ANET Arista Networks	$249,673		0.0%	861	0.0%	Computer and Technology
DON WisdomTree U.S. MidCap Dividend Fund	$248,894	$248,894 ▲	New Holding	5,103	0.0%	Finance
IT Gartner	$248,346	$28,124 ▼	-10.2%	521	0.0%	Business Services
KJAN Innovator U.S. Small Cap Power Buffer ETF - January	$247,803	$35,016 ▲	16.5%	7,006	0.0%	ETF
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund	$245,489	$38,944 ▲	18.9%	7,079	0.0%	ETF
MSI Motorola Solutions	$239,967	$6,390 ▲	2.7%	676	0.0%	Computer and Technology
FIXD First Trust TCW Opportunistic Fixed Income ETF	$239,757	$4,229 ▼	-1.7%	5,499	0.0%	Manufacturing
BP BP	$236,580	$8,704 ▲	3.8%	6,279	0.0%	Oils/Energy
MCK McKesson	$233,128	$13,966 ▼	-5.7%	434	0.0%	Medical
LRCX Lam Research	$231,817	$231,817 ▲	New Holding	239	0.0%	Computer and Technology
CSX CSX	$230,256	$13,568 ▼	-5.6%	6,211	0.0%	Transportation
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$228,111	$228,111 ▲	New Holding	6,978	0.0%	ETF
LDOS Leidos	$227,378	$6,010,118 ▼	-96.4%	1,735	0.0%	Aerospace
ACWX iShares MSCI ACWI ex U.S. ETF	$226,997	$14,307 ▲	6.7%	4,252	0.0%	Manufacturing
SMH VanEck Semiconductor ETF	$226,701	$226,701 ▲	New Holding	1,008	0.0%	Manufacturing
MET MetLife	$226,592	$4,769,995 ▼	-95.5%	3,057	0.0%	Finance
UPS United Parcel Service	$226,523	$226,523 ▲	New Holding	1,524	0.0%	Transportation
O Realty Income	$225,577	$20,827 ▲	10.2%	4,170	0.0%	Finance
VLO Valero Energy	$223,414	$5,732,472 ▼	-96.2%	1,309	0.0%	Oils/Energy
SPLG SPDR Portfolio S&P 500 ETF	$223,133	$223,133 ▲	New Holding	3,626	0.0%	ETF
FNDF Schwab Fundamental International Large Company Index ETF	$222,634	$228,759 ▼	-50.7%	6,252	0.0%	ETF
XMLV Invesco S&P MidCap Low Volatility ETF	$219,683	$219,683 ▲	New Holding	3,895	0.0%	ETF
AIZ Assurant	$219,206	$6,283,027 ▼	-96.6%	1,165	0.0%	Finance
ETN Eaton	$219,189	$219,189 ▲	New Holding	701	0.0%	Industrial Products
CHENIERE ENERGY INC	$219,180	$161 ▲	0.1%	1,359	0.0%	COM NEW
DFS Discover Financial Services	$215,696	$215,696 ▲	New Holding	1,645	0.0%	Finance
PAVE Global X U.S. Infrastructure Development ETF	$214,855	$214,855 ▲	New Holding	5,397	0.0%	ETF
VT Vanguard Total World Stock ETF	$214,581	$214,581 ▲	New Holding	1,942	0.0%	ETF
LPLA LPL Financial	$214,021	$22,987 ▼	-9.7%	810	0.0%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$211,660	$211,660 ▲	New Holding	2,236	0.0%	ETF
IWM iShares Russell 2000 ETF	$210,931	$210,931 ▲	New Holding	1,003	0.0%	Finance
VBK Vanguard Small-Cap Growth ETF	$210,402	$210,402 ▲	New Holding	807	0.0%	ETF
DGRO iShares Core Dividend Growth ETF	$210,120	$8,941 ▼	-4.1%	3,619	0.0%	ETF
CASY Casey's General Stores	$209,541	$209,541 ▲	New Holding	658	0.0%	Retail/Wholesale
HPE Hewlett Packard Enterprise	$207,680	$4,844,495 ▼	-95.9%	11,713	0.0%	Computer and Technology
ZTS Zoetis	$203,993	$37,551 ▼	-15.5%	1,206	0.0%	Medical
NOC Northrop Grumman	$203,034	$203,034 ▲	New Holding	424	0.0%	Aerospace
MPC Marathon Petroleum	$201,903	$201,903 ▲	New Holding	1,002	0.0%	Oils/Energy
SMB VanEck Short Muni ETF	$188,037	$188,037 ▲	New Holding	11,048	0.0%	ETF
JPC Nuveen Preferred & Income Opportunities Fund	$179,834	$28,810 ▼	-13.8%	25,012	0.0%	Financial Services
GOLD Barrick Gold	$176,301	$300 ▼	-0.2%	10,595	0.0%	Basic Materials
F Ford Motor	$170,365	$15,272 ▼	-8.2%	12,829	0.0%	Auto/Tires/Trucks
METV Roundhill Ball Metaverse ETF	$151,162		0.0%	12,161	0.0%	ETF
LXRX Lexicon Pharmaceuticals	$26,230		0.0%	10,929	0.0%	Medical
GRAPHEX GROUP LTD	$4,668	$4,668 ▲	New Holding	15,000	0.0%	SPONSORED ADS
MOH Molina Healthcare	$0	$5,291,024 ▼	-100.0%	0	0.0%	Medical
LYB LyondellBasell Industries	$0	$4,652,045 ▼	-100.0%	0	0.0%	Basic Materials
DTE DTE Energy	$0	$4,381,145 ▼	-100.0%	0	0.0%	Utilities
HUM Humana	$0	$4,298,834 ▼	-100.0%	0	0.0%	Medical
CPT Camden Property Trust	$0	$3,888,791 ▼	-100.0%	0	0.0%	Finance
INCY Incyte	$0	$3,796,786 ▼	-100.0%	0	0.0%	Medical
ETHO Amplify Etho Climate Leadership U.S. ETF	$0	$994,793 ▼	-100.0%	0	0.0%	ETF
COP ConocoPhillips	$0	$315,226 ▼	-100.0%	0	0.0%	Oils/Energy
ACN Accenture	$0	$252,656 ▼	-100.0%	0	0.0%	Business Services
VWOB Vanguard Emerging Markets Government Bond ETF	$0	$241,103 ▼	-100.0%	0	0.0%	ETF
SCHE Schwab Emerging Markets Equity ETF	$0	$237,349 ▼	-100.0%	0	0.0%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$0	$237,161 ▼	-100.0%	0	0.0%	ETF
PYPL PayPal	$0	$222,059 ▼	-100.0%	0	0.0%	Computer and Technology
WK KELLOGG CO	$0	$188,663 ▼	-100.0%	0	0.0%	COM SHS
SIRI Sirius XM	$0	$59,577 ▼	-100.0%	0	0.0%	Consumer Discretionary

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Berger Financial Group, Inc Top Holdings and 13F Report (2024)

About Berger Financial Group, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Berger Financial Group, Inc Top Holdings and 13F Report (2024)

About Berger Financial Group, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBerger Financial Group, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information