Portfolio (Quarterly)
Guide ↗
Berger Financial Group, Inc
· CIK 0001826136| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DHR | DANAHER CORPORATION | Healthcare | 1,131 | $259K | 0.01% | SOLD |
| 22 | LUV | SOUTHWEST AIRLS CO | Industrials | 6,176 | $255K | 0.01% | SOLD |
| 23 | QQQ PUT | INVESCO QQQ TR | Financial Services | 400 | $246K | 0.01% | SOLD |
| 24 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 4,896 | $245K | 0.01% | SOLD |
| 25 | XLF | SELECT SECTOR SPDR TR | — | 4,279 | $234K | 0.01% | SOLD |
| 26 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 301 | $232K | 0.01% | SOLD |
| 27 | SHOP | SHOPIFY INC | Technology | 1,433 | $231K | 0.01% | SOLD |
| 28 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 4,959 | $228K | 0.01% | SOLD |
| 29 | DISV | DIMENSIONAL ETF TRUST | — | 5,971 | $227K | 0.01% | SOLD |
| 30 | BTCI | NEOS ETF TRUST | — | 5,046 | $222K | 0.01% | SOLD |
| 31 | — | EXACT SCIENCES CORP | — | 2,067 | $210K | 0.01% | SOLD |
| 32 | SPIB | SPDR SERIES TRUST | — | 6,101 | $206K | 0.01% | SOLD |
| 33 | RING | ISHARES INC | — | 2,783 | $205K | 0.01% | SOLD |
| 34 | SPY CALL | SPDR S&P 500 ETF TR | Financial Services | 300 | $205K | 0.01% | SOLD |
| 35 | EA | ELECTRONIC ARTS INC | Communication Services | 981 | $201K | 0.01% | SOLD |
| 36 | META CALL | META PLATFORMS INC | Communication Services | 300 | $198K | 0.01% | SOLD |
| 37 | PLTR CALL | PALANTIR TECHNOLOGIES INC | Technology | 1,000 | $178K | 0.01% | SOLD |
| 38 | UNH CALL | UNITEDHEALTH GROUP INC | Healthcare | 400 | $132K | 0.01% | SOLD |
| 39 | GOOG CALL | ALPHABET INC | — | 400 | $126K | 0.01% | SOLD |
| 40 | XLE CALL | SELECT SECTOR SPDR TR | — | 2,400 | $107K | 0.01% | SOLD |
Sector Allocation
Technology
32.1%
Financial Services
16.5%
Industrials
11.4%
Healthcare
8.9%
Communication Services
7.9%
Consumer Cyclical
7.0%
Consumer Defensive
5.9%
Energy
3.7%
Basic Materials
2.9%
Utilities
2.4%