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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Berger Financial Group, Inc

Quarter ended Q3 2023 · Filed August 10, 2023 · Accession 0001172661-23-002852

Total Value
$881.7M
Positions
288
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (288)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q241960,952$44.4M5.03%
2HARTFORD FDS EXCHANGE TRADED41653L7011,265,297$43.7M4.96%
3PGIM ETF TR69344A875636,286$41.1M4.67%
4APPLE INCAAPL170,700$33.1M3.76%
5SCHWAB STRATEGIC TR808524201611,893$32.0M3.63%
6FIRST TR EXCHANGE-TRADED FD33739Q200532,671$25.4M2.88%
7SCHWAB STRATEGIC TR808524797349,166$25.4M2.88%
8SCHWAB STRATEGIC TR808524300337,775$25.3M2.87%
9FIRST TR EXCH TRADED FD III33739E1081,522,539$24.3M2.76%
10C H ROBINSON WORLDWIDE INCCHRW226,233$21.3M2.42%
11ISHARES TR464287226202,384$19.8M2.25%
12GOLDMAN SACHS ETF TRNVGLF352,019$17.3M1.96%
13FIRST TR EXCHANGE-TRADED FD33733E203110,418$16.9M1.92%
14MICROSOFT CORPMSFT38,044$13.0M1.47%
15HARTFORD FDS EXCHANGE TRADED41653L305348,837$11.7M1.32%
16AMAZON COM INCAMZN88,849$11.6M1.31%
17ISHARES TR464287432105,246$10.8M1.23%
18UNITEDHEALTH GROUP INCUNH21,114$10.1M1.15%
19SCHWAB STRATEGIC TR808524805284,014$10.1M1.15%
20SCHWAB STRATEGIC TR808524607186,414$8.2M0.93%
21COSTCO WHSL CORP NEW22160K10515,138$8.1M0.92%
22VANGUARD INDEX FDS92290873627,815$7.9M0.89%
23VANGUARD INTL EQUITY INDEX F922042858192,638$7.8M0.89%
24MASTERCARD INCORPORATEDMA19,004$7.5M0.85%
25HOME DEPOT INCHD23,986$7.5M0.85%
26VANGUARD INDEX FDS92290836318,243$7.4M0.84%
27VISA INCV31,138$7.4M0.84%
28ISHARES TR46435G268122,772$7.1M0.80%
29STRATEGY SHSSTRD341,991$7.0M0.79%
30LOCKHEED MARTIN CORPLMT14,846$6.8M0.78%
31INDEPENDENCE RLTY TR INC45378A106372,788$6.8M0.77%
32GRAINGER W W INC3848021048,136$6.4M0.73%
33SPDR INDEX SHS FDS78463X889186,697$6.1M0.69%
34MERCK & CO INCMRK51,833$6.0M0.68%
35WALMART INCWMT35,868$5.6M0.64%
36NETAPP INCNTAP71,446$5.5M0.62%
37SCHWAB STRATEGIC TR80852450874,375$5.3M0.60%
38TE CONNECTIVITY LTDTEL36,686$5.1M0.58%
39EXPEDITORS INTL WASH INC30213010942,254$5.1M0.58%
40KIMBERLY-CLARK CORPKMB36,582$5.1M0.57%
41COMCAST CORP NEWCCZ121,499$5.0M0.57%
42INTERPUBLIC GROUP COS INCINTR126,778$4.9M0.55%
43INTERNATIONAL BUSINESS MACHSINTR36,454$4.9M0.55%
44INNOVATOR ETFS TRINHD168,209$4.8M0.55%
45GENUINE PARTS COGPC28,400$4.8M0.55%
46NVIDIA CORPORATIONNVDA11,321$4.8M0.54%
47HEWLETT PACKARD ENTERPRISE CHPE-PC284,820$4.8M0.54%
48ELECTRONIC ARTS INCEA36,889$4.8M0.54%
49TEXAS INSTRS INC88250810426,522$4.8M0.54%
50COGNIZANT TECHNOLOGY SOLUTIOCTSH72,656$4.7M0.54%
51HENRY SCHEIN INCHSIC57,376$4.7M0.53%
52COLGATE PALMOLIVE COCL60,225$4.6M0.53%
53F5 INCFFIV31,488$4.6M0.52%
54KELLOGG COBEKE67,873$4.6M0.52%
55MOLINA HEALTHCARE INCMOH15,154$4.6M0.52%
56INNOVATOR ETFS TRINHD173,001$4.5M0.52%
57TRAVELERS COMPANIES INCTRV25,963$4.5M0.51%
58ASSURANT INCAIZN35,829$4.5M0.51%
59LYONDELLBASELL INDUSTRIES NLYB48,919$4.5M0.51%
60PHILLIPS 66PSX46,546$4.4M0.50%
61CDW CORPCDW24,109$4.4M0.50%
62HARTFORD FINL SVCS GROUP INCHIG-PG61,130$4.4M0.50%
63DTE ENERGY CODTK39,592$4.4M0.49%
64LEIDOS HOLDINGS INCLDOS48,235$4.3M0.48%
65CHURCH & DWIGHT CO INCCHD41,919$4.2M0.48%
66HUMANA INCHUM9,375$4.2M0.48%
67CAMDEN PPTY TR13313110238,428$4.2M0.47%
68PRUDENTIAL FINL INCPUKPF47,330$4.2M0.47%
69BOEING COBA-PA19,766$4.2M0.47%
70MEDTRONIC PLCMDT47,119$4.2M0.47%
71VALERO ENERGY CORPVLO34,950$4.1M0.46%
72SPDR S&P 500 ETF TRSPY8,765$3.9M0.44%
73METLIFE INCMET-PF67,533$3.8M0.43%
74CION INVT CORP17259U204364,293$3.8M0.43%
75INCYTE CORPINCY58,342$3.6M0.41%
76BIO-TECHNE CORPTECH43,743$3.6M0.40%
77TESLA INCTSLA13,442$3.5M0.40%
78VANGUARD TAX-MANAGED FDS92194385875,276$3.5M0.39%
79HAWKINS INCHWKN70,038$3.3M0.38%
80ISHARES TR46428828137,952$3.3M0.37%
81J P MORGAN EXCHANGE TRADED F46641Q30860,180$3.0M0.34%
82THERMO FISHER SCIENTIFIC INCTMO5,749$3.0M0.34%
83NEXTERA ENERGY INCNEE-PW37,641$2.8M0.32%
84WISDOMTREE TRWT39,383$2.5M0.28%
85ALPHABET INCGOOG20,855$2.5M0.28%
86INVESCO EXCH TRD SLF IDX FDIVZ119,080$2.4M0.28%
87FISERV INCFISV18,856$2.4M0.27%
88JOHNSON & JOHNSONJNJ13,871$2.3M0.26%
89ISHARES TR46429B69730,321$2.3M0.26%
90ISHARES TR46428888522,624$2.2M0.24%
91VANGUARD INDEX FDS92290875110,833$2.2M0.24%
92INVESCO QQQ TRIVZ5,826$2.2M0.24%
93DONALDSON INCDCI34,161$2.1M0.24%
94INVESCO EXCH TRD SLF IDX FDIVZ97,549$2.1M0.23%
95INTUITINTU4,177$1.9M0.22%
96INVESCO EXCH TRD SLF IDX FDIVZ91,845$1.8M0.21%
97ALPHABET INCGOOG15,054$1.8M0.21%
98INNOVATOR ETFS TRINHD61,265$1.8M0.20%
99INTUITIVE SURGICAL INCISRG4,834$1.7M0.19%
100GLOBAL X FDS37954Y47538,710$1.6M0.18%
101INNOVATOR ETFS TRINHD52,433$1.6M0.18%
102XCEL ENERGY INCXELLL25,183$1.6M0.18%
103INNOVATOR ETFS TRINHD67,436$1.6M0.18%
104ISHARES TR46435U44031,813$1.5M0.17%
105INVESCO EXCH TRD SLF IDX FDIVZ70,403$1.3M0.15%
106ETF MANAGERS TR26924G88824,644$1.3M0.15%
107LILLY ELI & COLLY2,775$1.3M0.15%
108PEPSICO INCPEP6,274$1.2M0.13%
109VANGUARD INDEX FDS9229086375,633$1.1M0.13%
110EXXON MOBIL CORPXOM10,541$1.1M0.13%
111ISHARES TR4642872002,319$1.0M0.12%
112HONEYWELL INTL INC4385161064,898$1.0M0.12%
113AMGEN INCAMGN4,537$1.0M0.11%
114INNOVATOR ETFS TRINHD38,643$992,7390.11%
115INNOVATOR ETFS TRINHD38,766$966,0530.11%
116ISHARES TR46428730913,455$948,3090.11%
117BLOCK INCBSQKZ14,085$937,6390.11%
118SPDR SER TR78464A80516,782$913,6120.10%
1193M COMMM8,996$900,4050.10%
120JPMORGAN CHASE & COVYLD6,137$892,5590.10%
121NETFLIX INCNFLX2,007$884,0640.10%
122META PLATFORMS INCMETA3,032$870,1240.10%
123COCA COLA COKO13,469$811,1060.09%
124CISCO SYS INCCSCO15,671$810,8170.09%
125BANK MONTREAL QUE0636711018,701$785,7880.09%
126ORACLE CORPORCL-PD6,519$776,3460.09%
127ABBVIE INCABBV5,753$775,1550.09%
128PFIZER INCPFE21,000$770,2670.09%
129SPDR S&P MIDCAP 400 ETF TRMDY1,606$768,9150.09%
130DISNEY WALT CO2546871068,549$763,2500.09%
131VANGUARD SCOTTSDALE FDS92206C40910,076$762,3420.09%
132VANGUARD SCOTTSDALE FDS92206C10213,009$751,0260.09%
133PROCTER AND GAMBLE CO7427181094,845$735,2230.08%
134VANGUARD INDEX FDS9229087445,038$715,9390.08%
135TARGET CORPTGT5,327$702,6690.08%
136ADOBE SYSTEMS INCORPORATEDADBE1,394$681,6530.08%
137INNOVATOR ETFS TRINHD23,234$676,8140.08%
138VANGUARD WORLD FD9219108406,289$652,5000.07%
139BECTON DICKINSON & COBDX2,459$649,2330.07%
140VANGUARD STAR FDS92190976811,416$640,1830.07%
141MCDONALDS CORPMCD2,117$631,7150.07%
142STARBUCKS CORPSBUX6,314$625,4410.07%
143PUBLIC STORAGEPSA-PS2,133$622,5620.07%
144DANAHER CORPORATION2358511022,554$612,9080.07%
145ISHARES TR4642875983,866$610,1880.07%
146BROADCOM INCAVGO703$610,1600.07%
147SCHWAB STRATEGIC TR8085244098,339$559,4640.06%
148AMPLIFY ETF TR03210840915,460$556,5610.06%
149EDWARDS LIFESCIENCES CORPEW5,822$549,1900.06%
150INSPIRE MED SYS INC4577301091,680$545,3960.06%
151ISHARES TR46428822428,731$528,6550.06%
152FIRST TR EXCHANGE-TRADED FD33733E50010,145$518,9950.06%
153WP CAREY INC92936U1097,654$517,0920.06%
154CATERPILLAR INCCAT2,086$513,2060.06%
155CHEVRON CORP NEWCVX3,203$503,9840.06%
156INVESCO EXCH TRADED FD TR IIIVZ8,020$503,7370.06%
157ISHARES TR4642874656,915$501,3130.06%
158MORGAN STANLEYMS-PQ5,776$493,2910.06%
159VANGUARD BD INDEX FDS9219378276,476$489,3820.06%
160UNION PAC CORPUNP2,382$487,4740.06%
161VANGUARD MALVERN FDS92202080510,097$478,8000.05%
162ISHARES TR4642874575,877$476,5320.05%
163INTEL CORPINTC14,225$475,6810.05%
164ISHARES TR4642875563,728$473,3070.05%
165SELECT SECTOR SPDR TR81369Y8867,179$469,7790.05%
166FRANKLIN ETF TR3535061085,215$466,4160.05%
167SOUTHERN COSOMN6,473$454,7290.05%
168CANADIAN IMPERIAL BK COMM TOCNDIF10,494$447,8840.05%
169DELTA AIR LINES INC DELDAL9,408$447,2570.05%
170SELECT SECTOR SPDR TR81369Y5065,459$443,1080.05%
171DELAWARE INVTS NATL MUN INCO24610T10843,991$441,6670.05%
172PAYCOM SOFTWARE INCPAYC1,370$440,1740.05%
173FASTENAL COFAST7,321$431,8620.05%
174BRISTOL-MYERS SQUIBB COCELG-RI6,707$428,9450.05%
175SPDR GOLD TRGLD2,396$427,1350.05%
176VANGUARD BD INDEX FDS9219378355,861$426,0370.05%
177VERIZON COMMUNICATIONS INCVZ11,230$417,6310.05%
178ISHARES TR46435G24317,408$416,2190.05%
179ROYAL CARIBBEAN GROUPV7780T1033,963$411,1220.05%
180INVESCO EXCH TRD SLF IDX FDIVZ21,515$409,3340.05%
181SCHWAB STRATEGIC TR80852475512,676$409,3090.05%
182VANGUARD CHARLOTTE FDS92203J4078,292$405,3080.05%
183BANK AMERICA CORP06050510413,925$399,5100.05%
184CONSTELLATION BRANDS INCSTZ1,612$396,6560.04%
185PACER FDS TR69374H8818,210$392,9960.04%
186WISDOMTREE TRWT8,384$391,6170.04%
187SALESFORCE INCCRM1,827$385,9730.04%
188ISHARES TR4642878043,868$385,4160.04%
189HUNT J B TRANS SVCS INC4456581072,112$382,3360.04%
190PHILIP MORRIS INTL INC7181721093,902$380,9540.04%
191LEGG MASON ETF INVT52468L50513,813$375,5710.04%
192SPDR SER TR78464A7632,996$367,2660.04%
193ABBOTT LABSABLZF3,350$365,2340.04%
194VANGUARD WORLD FDS92204A5041,489$364,5370.04%
195ISHARES TR4642871763,383$364,0320.04%
196QUALCOMM INCQCOM3,036$361,3580.04%
197ALTRIA GROUP INCMO7,906$358,1400.04%
198VECTOR GROUP LTD92240M10827,751$355,4890.04%
199PAYPAL HLDGS INCPYPL5,288$352,8690.04%
200DEERE & CODE847$343,2260.04%
201WISDOMTREE TRWT7,650$342,7970.04%
202GOLDMAN SACHS GROUP INCGSCE1,053$339,7890.04%
203J P MORGAN EXCHANGE TRADED F46641Q8376,775$339,7090.04%
204WOLVERINE WORLD WIDE INCWWW23,000$337,8700.04%
205TAIWAN SEMICONDUCTOR MFG LTD8740391003,322$335,2570.04%
206ECOLAB INCECL1,794$334,9220.04%
207ISHARES TR4642875071,262$330,0770.04%
208US BANCORP DELUSB-PS9,931$328,1180.04%
209INNOVATOR ETFS TRINHD10,756$324,7220.04%
210ELEVANCE HEALTH INCELV693$307,9680.03%
211AUTOZONE INCAZO123$306,6840.03%
212INNOVATOR ETFS TRINHD12,350$304,1790.03%
213VANGUARD INDEX FDS9229086291,329$292,5600.03%
214ISHARES TR46429B6894,321$291,6500.03%
215VANGUARD SCOTTSDALE FDS92206C8703,690$291,6280.03%
216VANGUARD WORLD FDS92204A702657$290,6480.03%
217APPLIED MATLS INC0382221052,000$289,1420.03%
218VANGUARD SPECIALIZED FUNDS9219088441,770$287,5010.03%
219TORONTO DOMINION BK ONTTORO4,614$286,1150.03%
220WISDOMTREE TRWT4,780$284,2190.03%
221SPDR SER TR78464A3594,051$283,3960.03%
222CSX CORPCSX8,228$280,5840.03%
223SCHWAB CHARLES CORPSCHW-PJ4,927$279,2850.03%
224FIRST TR STOXX EUROPEAN SELE33735T10924,325$276,0890.03%
225DOLLAR GEN CORP NEW2566771051,612$273,7400.03%
226ADVANCED MICRO DEVICES INCAMD2,395$272,8150.03%
227WELLS FARGO CO NEW9497461016,377$272,1650.03%
228TOYOTA MOTOR CORPTOYOF1,686$271,0250.03%
229ENPHASE ENERGY INCENPH1,594$266,9640.03%
230J P MORGAN EXCHANGE TRADED F46641Q1344,663$266,4000.03%
231ISHARES TR46434V6215,167$266,2730.03%
232SOUTHWEST AIRLS CO8447411087,341$265,8150.03%
233ZOETIS INCZTS1,543$265,6530.03%
234BANK AMERICA CORP060505682226$264,8320.03%
235COINBASE GLOBAL INCCOIN3,696$264,4490.03%
236WASTE MGMT INC DEL94106L1091,508$261,4550.03%
237ISHARES TR46434V4567,294$259,6710.03%
238GENERAL MLS INC3703341043,353$257,1560.03%
239WISDOMTREE TRWT5,512$256,4830.03%
240PALO ALTO NETWORKS INCPANW1,002$256,0220.03%
241CHEMED CORP NEWCHE472$255,8690.03%
242VANGUARD INDEX FDS9229086521,713$254,9490.03%
243WELLS FARGO CO NEW949746804221$254,5920.03%
244REGENERON PHARMACEUTICALSREGN352$252,9270.03%
245AT&T INCT-PC15,731$250,9050.03%
246INNOVATOR ETFS TRINHD7,823$250,1990.03%
247VANGUARD INTL EQUITY INDEX F9220428744,054$250,1610.03%
248FIRST TR EXCHNG TRADED FD VI33740F8055,596$247,1760.03%
249TRACTOR SUPPLY COTSCO1,112$245,8640.03%
250CVS HEALTH CORPCVS3,517$243,1120.03%
251REALTY INCOME CORPO4,044$241,7830.03%
252FIDELITY MERRIMACK STR TR3161883095,301$240,7670.03%
253LOWES COS INC5486611071,062$239,7520.03%
254ISHARES TR4642872422,204$238,3880.03%
255VANGUARD WHITEHALL FDS9219464062,239$237,5410.03%
256SPDR INDEX SHS FDS78463X8717,640$233,1030.03%
257BEST BUY INCBBY2,841$232,8090.03%
258WISDOMTREE TRWT8,063$232,1340.03%
259FORD MTR CO DEL34537086015,232$230,4660.03%
260EXACT SCIENCES CORP30063P1052,418$227,0510.03%
261MCKESSON CORPMCK527$225,2910.03%
262PGIM ETF TR69344A1074,518$223,2190.03%
263UNITED PARCEL SERVICE INCUPS1,226$219,7930.02%
264VANGUARD WORLD FD9219108731,402$219,3730.02%
265BP PLCBPPFF6,175$217,9020.02%
266ISHARES TR4642882733,667$216,2730.02%
267COHEN & STEERS REIT & PFD &19247X10011,287$214,3490.02%
268SELECT SECTOR SPDR TR81369Y8031,216$211,4140.02%
269BLACKSTONE INCBX2,271$211,0980.02%
270INVESCO EXCHANGE TRADED FD TIVZ2,615$211,0470.02%
271VANGUARD SCOTTSDALE FDS92206C7714,578$210,5490.02%
272GARTNER INCIT601$210,5370.02%
273BOOKING HOLDINGS INCBKNG77$207,9260.02%
274KLA CORPKLAC427$207,3420.02%
275SOUTHERN COPPER CORPSCCO2,887$207,1110.02%
276CHENIERE ENERGY INCLNG1,358$206,9050.02%
277NUSHARES ETF TRNU10,049$206,6000.02%
278ACCENTURE PLC IRELANDACN667$205,8230.02%
279VANGUARD INDEX FDS922908769924$203,5670.02%
280LPL FINL HLDGS INC50212V100924$200,9380.02%
281ISHARES TR4642876551,071$200,5670.02%
282AMERICAN EXPRESS COAXP1,151$200,4760.02%
283NUVEEN PFD & INCOME SECS FDNU29,803$190,1430.02%
284BARRICK GOLD CORP06790110811,102$187,9570.02%
285NORWEGIAN CRUISE LINE HLDG LNCLH8,394$182,7380.02%
286ROYAL CARIBBEAN GROUPV7780T1031,300$134,8620.02%
287NORWEGIAN CRUISE LINE HLDG LNCLH3,800$82,7260.01%
288LEXICON PHARMACEUTICALS INCLXRX10,929$25,0280.00%