Berger Financial Group, Inc

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$1.39B
Signature - Title
Nick Asmus - President
Location
Plymouth, MN
Summary
This page shows a list of all the recent 13F filings made by Berger Financial Group, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Berger Financial Group, Inc reported 390 stock holdings with total value $1.39B as of Q3 2024. Top holdings included SCHD, JBND, SCHX, PJFG, and SCHG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 390 $1.39B +$103M -$53M +$50M SCHD, JBND, SCHX, PJFG, SCHG 13F-HR 11/12/2024, 01:56 PM
Q2 2024 362 $1.25B +$81M -$48.5M +$32.4M SCHD, JBND, PJFG, SCHX, SCHG 13F-HR 8/14/2024, 09:35 AM
Q1 2024 361 $1.21B +$413M -$212M +$201M SCHX, JBND, SCHD, PJFG, LMBS 13F-HR 4/16/2024, 01:20 PM
Q4 2023 305 $965M +$58.8M -$42.4M +$16.4M PJFG, BBAG, HCRB, SCHX, AAPL 13F-HR 2/7/2024, 11:07 AM
Q3 2023 276 $871M +$36.9M -$15.1M +$21.9M BBAG, HCRB, PJFG, SCHX, AAPL 13F-HR 11/3/2023, 10:18 AM
Q2 2023 286 $881M +$30.7M -$14.2M +$16.5M BBAG, HCRB, PJFG, AAPL, SCHX 13F-HR 8/10/2023, 09:29 AM
Q1 2023 266 $831M +$149M -$108M +$41.8M HCRB, BBAG, PJFG, AAPL, SCHX 13F-HR 4/24/2023, 04:18 PM
Q4 2022 257 $757M +$64.2M -$27.4M +$36.8M BBAG, HCRB, SCHX, LMBS, FPE 13F-HR 1/30/2023, 04:46 PM
Q3 2022 233 $681M +$70.1M -$31.1M +$39.1M BBAG, HCRB, SCHX, FPE, AAPL 13F-HR 10/27/2022, 01:24 PM
Q2 2022 242 $680M +$85.4M -$79.2M +$6.18M HCRB, BBAG, SCHX, FPE, AAPL 13F-HR 8/8/2022, 04:05 PM
Q1 2022 267 $786M +$233M -$139M +$93.8M HCRB, BBAG, SCHX, AAPL, FPE 13F-HR 5/9/2022, 05:37 PM
Q4 2021 254 $754M +$174M -$7.13M +$167M BBAG, SCHX, AAPL, HCRB, CHRW 13F-HR 1/26/2022, 03:21 PM
Q3 2021 208 $555M +$17.6M -$10.3M +$7.29M BBAG, HCRB, SCHX, FBT, CHRW 13F-HR 10/28/2021, 03:40 PM
Q2 2021 203 $553M +$81M -$13.4M +$67.6M BBAG, HCRB, SCHX, FBT, CHRW 13F-HR 7/29/2021, 03:48 PM
Q1 2021 193 $459M +$176M -$300M -$123M HCRB, SCHX, CHRW, FBT, HTRB 13F-HR 5/12/2021, 03:10 PM
Q4 2020 203 $573M $0 $0 JAGG, TIP, CHRW, FBT, SCHX 13F-HR 2/1/2021, 06:36 PM