BF

Berger Financial Group, Inc

13F
Berger Financial Group, Inc
Last update 2025-05-12 414 Stocks (33 new)
Value $1.44 Bil Turnover 19 %
Countries:
Top Holdings: SCHD(5.68%)JBND(4.65%)PJFG(4.15%)SCHG(3.84%)SCHX(3.46%)
Summary Stock Picks Current Portfolio
Berger Financial Group, Inc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD
Schwab US Dividend Equity ETF
2,927,350
81,848.7
+10.87%
5.680
+0.56%
0.110
+7.81%
+1.22%
70,782.5
 
JBND
JP MORGAN ETF TRUS
1,250,930
66,949.8
+9.93%
4.650
+0.42%
3.520
+1.11%
+3.60%
2,358.0
 
PJFG
PGIM Jennison Focused Growth ETF
704,041
59,851.4
+9.11%
4.150
+0.35%
55.000
+28.50%
+10.11%
136.1
 
SCHG
Schwab U.S. Large-Cap Growth ETF
2,207,231
55,269.1
+3.18%
3.840
+0.12%
0.150
+25.62%
+6.89%
45,290.7
 
SCHX
Schwab U.S. Large-Cap ETF
2,256,872
49,831.7
-17.19%
3.460
-0.75%
0.100
+20.08%
+8.02%
56,958.3
 
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
970,373
47,703.6
+10.07%
3.310
+0.30%
0.960
+1.64%
+3.25%
5,123.3
 
JCPB
JPMorgan Core Plus Bond ETF
809,673
38,087.0
+189.89%
2.640
+1.73%
0.600
+1.56%
+3.37%
6,922.5
 
AAPL
Apple Inc
168,915
37,521.2
+0.13%
2.600
0%
0.000
+6.76%
-15.93%
3,136,822.2
Hardware
HTRB
Hartford Total Return Bond ETF
788,276
26,691.0
+20.86%
1.850
+0.32%
1.340
+1.36%
+2.84%
2,009.2
 
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
998,502
26,310.5
+7.22%
1.830
+0.12%
0.540
+3.26%
+4.37%
5,786.0
 

Berger Financial Group, Inc's Historical Top Holdings Breakdowns

Berger Financial Group, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
Add
Add
+1.73%
●
45.56 ($46.5) 47.23
$46.46
-0.09%
Add 189.89%
809,673
530,365
JAGG
JAGG
2025-03-31
Reduce
Reduce
-1.42%
●
44.67 ($45.58) 46.29
$47.25
3.66%
Reduce -93.42%
32,050
-454,886
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+1.26%
●
28.88 ($30.87) 32.4
$34.37
11.34%
Add 8005.95%
591,329
584,034
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-03-31
New Buy
New Buy
+1.20%
●
24.64 ($25.96) 26.86
$29.59
13.98%
New holding
667,067
667,067
GINN
Goldman Sachs Innovate Equity ETF
2025-03-31
Reduce
Reduce
-1.13%
●
58.87 ($62.76) 66.27
$68.45
9.07%
Reduce -94.11%
16,673
-266,501
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Reduce
Reduce
-1.01%
●
42.5 ($45.01) 46.71
$50.55
12.31%
Reduce -88.52%
42,876
-330,632
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Reduce
Reduce
-0.94%
●
33.84 ($36.14) 37.77
$40.32
11.57%
Reduce -95.69%
17,963
-398,976
NPFI
Nuveen Preferred and Income ETF
2025-03-31
New Buy
New Buy
+0.89%
●
25.43 ($25.71) 25.92
$25.96
0.97%
New holding
496,578
496,578
FEOE
First Eagle Overseas Equity ETF
2025-03-31
New Buy
New Buy
+0.84%
●
34.3 ($37.46) 40.06
$41.99
12.09%
New holding
311,994
311,994
HODL
VanEck Bitcoin Trust Beneficial Interest
VanEck Bitcoin Trust Beneficial Interest
2025-03-31
Add
Add
+0.78%
●
22.4 ($26.34) 30.05
$33.68
27.87%
Add 473.05%
581,061
479,663

Berger Financial Group, Inc Total Holding History ($B)

To

Berger Financial Group, Inc's Asset Allocation

To

Berger Financial Group, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Berger Financial Group, Inc's Hypothetical Growth since 2025-03-31

Berger Financial Group, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Berger Financial Group, Inc's Holdings Heat Map

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Berger Financial Group, Inc's Holdings Bubble Chart

Berger Financial Group, Inc News

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