Notify me when Berger Financial Group, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 459 | $1,723,970,096 | +$67,291,945 | -$36,474,471 | +$30,817,474 | SCHD, PJFG, SCHG, JBND, SCHX | 13F-HR | 27 Jan 2026, 10:49 |
| Q3 2025 | 439 | $1,670,725,728 | +$62,881,929 | -$25,343,050 | +$37,538,879 | SCHD, PJFG, SCHG, JBND, SCHX | 13F-HR | 14 Oct 2025, 11:18 |
| Q2 2025 | 415 | $1,541,254,252 | +$46,841,220 | -$33,863,617 | +$12,977,603 | SCHD, PJFG, JBND, SCHG, SCHX | 13F-HR | 22 Jul 2025, 11:29 |
| Q1 2025 | 413 | $1,439,554,291 | +$274,002,660 | -$247,541,387 | +$26,461,273 | SCHD, JBND, PJFG, SCHG, SCHX | 13F-HR | 12 May 2025, 12:53 |
| Q4 2024 | 409 | $1,447,725,655 | +$241,262,533 | -$31,958,897 | +$209,303,636 | SCHD, SCHX, PJFG, SCHG, JBND | 13F-HR | 14 Feb 2025, 13:41 |
| Q3 2024 | 390 | $1,385,653,206 | +$102,987,854 | -$52,963,432 | +$50,024,422 | SCHD, JBND, SCHX, PJFG, SCHG | 13F-HR | 12 Nov 2024, 13:56 |
| Q2 2024 | 362 | $1,254,832,920 | +$80,977,096 | -$48,533,857 | +$32,443,239 | SCHD, JBND, PJFG, SCHX, SCHG | 13F-HR | 14 Aug 2024, 09:35 |
| Q1 2024 | 361 | $1,214,221,035 | +$413,223,864 | -$212,413,731 | +$200,810,133 | SCHX, JBND, SCHD, PJFG, LMBS | 13F-HR | 16 Apr 2024, 13:20 |
| Q4 2023 | 305 | $965,378,621 | +$58,841,917 | -$42,410,185 | +$16,431,732 | PJFG, BBAG, HCRB, SCHX, AAPL | 13F-HR | 07 Feb 2024, 11:07 |
| Q3 2023 | 276 | $870,572,058 | +$36,948,066 | -$15,068,688 | +$21,879,378 | BBAG, HCRB, PJFG, SCHX, AAPL | 13F-HR | 03 Nov 2023, 10:18 |
| Q2 2023 | 286 | $881,498,043 | +$30,661,460 | -$14,182,476 | +$16,478,984 | BBAG, HCRB, PJFG, AAPL, SCHX | 13F-HR | 10 Aug 2023, 09:29 |
| Q1 2023 | 266 | $830,949,306 | +$149,276,874 | -$107,511,589 | +$41,765,285 | HCRB, BBAG, PJFG, AAPL, SCHX | 13F-HR | 24 Apr 2023, 16:18 |
| Q4 2022 | 257 | $757,110,443 | +$64,237,316 | -$27,431,597 | +$36,805,719 | BBAG, HCRB, SCHX, LMBS, FPE | 13F-HR | 30 Jan 2023, 16:46 |
| Q3 2022 | 233 | $680,968,000 | +$70,130,201 | -$31,051,488 | +$39,078,713 | BBAG, HCRB, SCHX, FPE, AAPL | 13F-HR | 27 Oct 2022, 13:24 |
| Q2 2022 | 242 | $679,501,000 | +$85,407,555 | -$79,223,844 | +$6,183,711 | HCRB, BBAG, SCHX, FPE, AAPL | 13F-HR | 08 Aug 2022, 16:05 |
| Q1 2022 | 267 | $786,391,000 | +$233,104,574 | -$139,321,152 | +$93,783,422 | HCRB, BBAG, SCHX, AAPL, FPE | 13F-HR | 09 May 2022, 17:37 |
| Q4 2021 | 254 | $753,803,000 | +$173,664,905 | -$7,130,439 | +$166,534,466 | BBAG, SCHX, AAPL, HCRB, CHRW | 13F-HR | 26 Jan 2022, 15:21 |
| Q3 2021 | 208 | $554,764,000 | +$17,630,999 | -$10,338,541 | +$7,292,458 | BBAG, HCRB, SCHX, FBT, CHRW | 13F-HR | 28 Oct 2021, 15:40 |
| Q2 2021 | 203 | $552,986,000 | +$81,007,973 | -$13,428,824 | +$67,579,149 | BBAG, HCRB, SCHX, FBT, CHRW | 13F-HR | 29 Jul 2021, 15:48 |
| Q1 2021 | 193 | $459,245,000 | +$176,299,214 | -$299,505,400 | -$123,206,186 | HCRB, SCHX, CHRW, FBT, HTRB | 13F-HR | 12 May 2021, 15:10 |
| Q4 2020 | 203 | $572,525,000 | $0 | $0 | $0 | JAGG, TIP, CHRW, FBT, SCHX | 13F-HR | 01 Feb 2021, 18:36 |