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Nick Asmus

@Berger Financial Group, Inc

Latest period2024 - Q3ReportedManaged Assets$1.386BTotal holdings390
Assets growth rate10.43%Assets growth rate (2-Q avg)6.89%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Berger Financial Group, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 390 positions.

Assets under management

The assets under management (AUM) of Berger Financial Group, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.386B in assets, with a quarterly growth rate of 10.43% and a 2-quarter average growth rate of 6.89%. The portfolio is managed by Nick Asmus, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVMCAmerican Centy Etf Tr
Recent Activity
New Position
0.79%
$10.851M
168,856 shares@ $64.26 avg price
AVSCAmerican Centy Etf Tr
Recent Activity
New Position
0.78%
$10.79M
199,739 shares@ $54.02 avg price
HODLVaneck Bitcoin Etf
Recent Activity
New Position
0.52%
$7.173M
99,866 shares@ $71.84 avg price
SYKStryker Corporation
Recent Activity
New Position
0.12%
$1.608M
4,450 shares@ $361.26 avg price
VEEVVeeva Sys Inc
Recent Activity
New Position
0.12%
$1.526M
7,272 shares@ $209.88 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.09%
$1.126M
34,920 shares@ $32.25 avg price
ZTSZoetis Inc
Recent Activity
New Position
0.08%
$1.097M
5,613 shares@ $195.4 avg price
WDAYWorkday Inc
Recent Activity
New Position
0.07%
$929,247
3,802 shares@ $244.42 avg price
MGKVanguard World Fd
Recent Activity
New Position
0.06%
$792,641
2,462 shares@ $321.96 avg price
VLOValero Energy Corp
Recent Activity
New Position
0.06%
$781,617
5,788 shares@ $135.05 avg price