Von-Berge-Wealth-Management-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "FNDF", null, null, "USA", "HD", "UNP", "QCOM", "META", "IJH", null, "EVM", "MA", "MSFT", "IWF", "UNH", "AAPL", "SPY", "NVDA", "PG", null, "SRE", "TDG", "VNQ", "VO", "VOE", "VWO", "VIG", "VYM", "MGC", "IWP", "IWR", "AMZN", null, "VUG", "VEA", "MGK", "VOOV", "VXUS", "VOOG", "VBK", "MGV", "VTEB", "VBR", "VOT", "VB", "VOO", "VTV", "SCHG", null, "SCHF", "SCHA", "NUE", "BRK-B", "COST", "GLW", "DFAC", "EFA", "QQQ", "IWM", "XOM", "TSLA", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-28
- Total Holdings
- 63
- Total Value
- 154960117
- Accession Number
- 0001085146-25-002380
- Form Type
- 13F-HR
- Manager Name
- Von-Berge-Wealth-Management-Group
Data Enrichment
90% identified57 identified6 unidentified
Holdings
63 positions • $155.0M total value
Manager:
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Page 4 of 4
Shares:22.5K
Value:$141.3K
% of Portfolio:0.1% ($141.3K/$155.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
2.3K | QoQ +0.38% (-9)YoY NEW(+2.3K) | All Managers (Combined) | $203.0K | 0.1% ($203.0K/$155.0M) | YoY NEW(+$203.0K) | |
22.5K | QoQ 0.00% (-0)YoY NEW(+22.5K) | All Managers (Combined) | $141.3K | 0.1% ($141.3K/$155.0M) | YoY NEW(+$141.3K) | |
10.4K | QoQ 0.00% (-0)YoY NEW(+10.4K) | All Managers (Combined) | $92.8K | 0.1% ($92.8K/$155.0M) | YoY NEW(+$92.8K) |