Berger-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MU",
  null,
  null,
  "FNDF",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "ALL",
  null,
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "VFL",
  null,
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "AVEM",
  null,
  null,
  null,
  null,
  "BSX",
  null,
  null,
  null,
  "LNC",
  null,
  "D",
  null,
  null,
  "EOG",
  "EXPD",
  "FFIV",
  null,
  "FFIN",
  null,
  "CION",
  null,
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  null,
  "QCOM",
  "SCCO",
  "ISRG",
  null,
  null,
  null,
  null,
  null,
  null,
  "ITW",
  null,
  null,
  null,
  "AMAT",
  null,
  null,
  null,
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  "LUNG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "L",
  null,
  null,
  "MA",
  null,
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EXC",
  "FICO",
  null,
  "GE",
  null,
  "HIG",
  "OXY",
  null,
  null,
  null,
  "DLN",
  "BX",
  "FAST",
  "EFG",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  null,
  "PAYX",
  null,
  null,
  null,
  "VHT",
  "IRT",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "VGSH",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  "LPLA",
  null,
  "JPC",
  "AMGN",
  null,
  null,
  "REGN",
  "FNDX",
  null,
  null,
  "IEFA",
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "BP",
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TRV",
  "VO",
  "VXF",
  "VV",
  "RCL",
  "SCHW",
  "LXRX",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "VIG",
  null,
  "LYG",
  "OPRT",
  "TRGP",
  null,
  "TSCO",
  "IEF",
  null,
  "TSM",
  "IT",
  null,
  null,
  null,
  null,
  null,
  null,
  "EA",
  "K",
  null,
  "ADSK",
  "AEE",
  "AVY",
  "AMD",
  "SDY",
  "FI",
  "F",
  "WM",
  "FTNT",
  null,
  null,
  "HWKN",
  null,
  "IPG",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  "LUV",
  null,
  null,
  null,
  "NWSA",
  null,
  "VGT",
  "USB",
  null,
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "MGK",
  null,
  "VXUS",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VICI",
  "WMT",
  "WFC",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  "WWW",
  "XEL",
  "WDAY",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  "JBHT",
  null,
  "SO",
  "PSX",
  "CRM",
  "LYV",
  null,
  null,
  null,
  null,
  "GEV",
  "MCK",
  null,
  "GWW",
  "NTAP",
  "PSA",
  null,
  "EG",
  "KMB",
  "AZO",
  "BAC",
  "BMO",
  "BDX",
  "BBY",
  "TECH",
  "BA",
  "BMY",
  "CHRW",
  "CM",
  "CDW",
  "CASY",
  "CNC",
  "CHE",
  "CVX",
  "LNG",
  "CB",
  "CHD",
  "CTAS",
  "CSCO",
  "KO",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CEG",
  "ED",
  "COST",
  "CRWD",
  "DHR",
  "DE",
  "DAL",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DCI",
  "RSP",
  "J",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 413
Total Value: 1439554291
Accession Number: 0001172661-25-001681
Form Type: 13F-HR
CIK: berger-financial-group
Manager Name: Berger-Financial-Group

Data Enrichment

61% identified

250 identified163 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

413 positions • $1,439,554.291K total value

413 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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INTUIT INC.

INTU|461202103

Shares:3.5K

Value:$2.1M

DONALDSON Co INC

DCI|257651109

Shares:31.4K

Value:$2.1M

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:4.2K

Value:$2.1M

808524409

Shares:77.5K

Value:$2.1M

45782C284

Shares:72.2K

Value:$2.0M

EXXON MOBIL CORP

XOM|30231G102

Shares:16.4K

Value:$1.9M

922042858

VWO|922042858

Shares:42.9K

Value:$1.9M

46434V381

Shares:32.4K

Value:$1.9M

Medtronic plc

MDT|G5960L103

Shares:20.0K

Value:$1.8M

921910816

MGK|921910816

Shares:5.8K

Value:$1.8M

NETFLIX INC

NFLX|64110L106

Shares:1.9K

Value:$1.8M

25434V799

Shares:62.6K

Value:$1.7M

Broadcom Inc.

AVGO|11135F101

Shares:10.4K

Value:$1.7M

81369Y803

XLK|81369Y803

Shares:8.3K

Value:$1.7M

46436E718

Shares:17.1K

Value:$1.7M

46429B689

EFAV|46429B689

Shares:21.7K

Value:$1.7M

3M CO

MMM|88579Y101

Shares:11.3K

Value:$1.7M

922908751

VB|922908751

Shares:7.4K

Value:$1.6M

14020Y508

Shares:62.3K

Value:$1.6M

PROCTER & GAMBLE Co

PG|742718109

Shares:9.6K

Value:$1.6M

Instrument	Shares		Other Manager	Value
INTUIT INC.(INTUcusip461202103)	3.5K	QoQ -1.24% (-44) YoY -10.13% (-393)	All Managers (Combined)	$2.1M	QoQ -3.54% (-$78.6K) YoY -15.11% (-$380.9K)
DONALDSON Co INC(DCIcusip257651109)	31.4K	QoQ -4.06% (-1.3K) YoY -5.28% (-1.8K)	All Managers (Combined)	$2.1M	QoQ -4.47% (-$98.7K) YoY -14.94% (-$370.0K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	4.2K	QoQ -30.22% (-1.8K) YoY -30.69% (-1.8K)	All Managers (Combined)	$2.1M	QoQ -33.78% (-$1.1M) YoY -13.99% (-$335.5K)
(cusip808524409)✕	77.5K	QoQ -6.08% (-5.0K) YoY +153.32% (-46.9K)	All Managers (Combined)	$2.1M	QoQ -4.24% (-$91.3K) YoY -11.37% (-$264.6K)
(cusip45782C284)✕	72.2K	QoQ -3.67% (-2.8K) YoY -17.65% (-15.5K)	All Managers (Combined)	$2.0M	QoQ -8.48% (-$187.0K) YoY -17.99% (-$442.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	16.4K	QoQ -4.46% (-765) YoY +26.02% (+3.4K)	All Managers (Combined)	$1.9M	QoQ +5.62% (-$103.5K) YoY +28.94% (+$436.7K)
(VWOcusip922042858)	42.9K	QoQ -88.52% (-330.6K) YoY -83.92% (-223.8K)	All Managers (Combined)	$1.9M	QoQ -88.20% (-$14.5M) YoY -82.57% (-$9.2M)
(cusip46434V381)✕	32.4K	QoQ -1.56% (-517) YoY -72.30% (-84.7K)	All Managers (Combined)	$1.9M	QoQ -5.03% (-$98.9K) YoY -73.26% (-$5.1M)
Medtronic plc(MDTcusipG5960L103)	20.0K	QoQ -2.17% (-444) YoY -23.05% (-6.0K)	All Managers (Combined)	$1.8M	QoQ +10.04% (-$163.7K) YoY -20.65% (-$466.9K)
(MGKcusip921910816)	5.8K	QoQ +67.73% (+2.3K) YoY NEW(+5.8K)	All Managers (Combined)	$1.8M	QoQ +50.86% (+$599.9K) YoY NEW(+$1.8M)
NETFLIX INC(NFLXcusip64110L106)	1.9K	QoQ -6.23% (-125) YoY +0.64% (+12)	All Managers (Combined)	$1.8M	QoQ -1.90% (-$34.0K) YoY +54.54% (+$618.5K)
(cusip25434V799)✕	62.6K	QoQ -11.36% (-8.0K) YoY NEW(+62.6K)	All Managers (Combined)	$1.7M	QoQ -4.76% (-$87.1K) YoY NEW(+$1.7M)
Broadcom Inc.(AVGOcusip11135F101)	10.4K	QoQ +1.57% (-161) YoY +1008.22% (+9.4K)	All Managers (Combined)	$1.7M	QoQ -26.64% (-$630.8K) YoY +39.95% (+$495.8K)
(XLKcusip81369Y803)	8.3K	QoQ +0.36% (-30) YoY -17.31% (-1.7K)	All Managers (Combined)	$1.7M	QoQ -10.87% (-$210.1K) YoY -18.02% (-$378.8K)
(cusip46436E718)✕	17.1K	QoQ +122.75% (+9.4K) YoY NEW(+17.1K)	All Managers (Combined)	$1.7M	QoQ +123.54% (+$949.3K) YoY NEW(+$1.7M)
(EFAVcusip46429B689)	21.7K	QoQ -4.04% (-915) YoY -46.24% (-18.7K)	All Managers (Combined)	$1.7M	QoQ +5.73% (-$91.7K) YoY -40.90% (-$1.2M)
3M CO(MMMcusip88579Y101)	11.3K	QoQ +19.47% (+1.8K) YoY +20.66% (+1.9K)	All Managers (Combined)	$1.7M	QoQ +35.92% (+$438.6K) YoY +67.06% (+$666.1K)
(VBcusip922908751)	7.4K	QoQ -9.46% (-773) YoY -32.72% (-3.6K)	All Managers (Combined)	$1.6M	QoQ -16.44% (-$322.7K) YoY -34.73% (-$872.2K)
(cusip14020Y508)✕	62.3K	QoQ NEW(+62.3K) YoY NEW(+62.3K)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
PROCTER & GAMBLE Co(PGcusip742718109)	9.6K	QoQ -1.44% (-140) YoY +21.32% (+1.7K)	All Managers (Combined)	$1.6M	QoQ +0.18% (-$3.0K) YoY +27.44% (+$350.9K)