BERGANKDV WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOG | 26K | $3.12M |
 | O | 25K | $1.51M |
 | ADP | 25K | $5.54M |
 | UNH | 25K | $11.92M |
 | V | 25K | $5.87M |
 | HAS | 24K | $1.58M |
 | D | 23K | $1.18M |
 | T | 23K | $362.89K |
 | XOM | 23K | $2.42M |
 | TT | 22K | $4.24M |
 | TRP | 21K | $851.08K |
 | RY | 20K | $1.95M |
 | FPAY | 20K | $25.60K |
 | IR | 19K | $1.27M |
 | FTNT | 19K | $1.44M |
 | DCI | 19K | $1.19M |
 | DUK | 18K | $1.63M |
 | CE | 18K | $2.05M |
 | AFL | 16K | $1.13M |
 | XEL | 15K | $912.54K |
Alphabet Inc.
GOOG
Shares Held
26K
Value
$3.12M
Realty Income Corporation
O
Shares Held
25K
Value
$1.51M
Automatic Data Processing, Inc.
ADP
Shares Held
25K
Value
$5.54M
UnitedHealth Group Incorporated
UNH
Shares Held
25K
Value
$11.92M
Visa Inc.
V
Shares Held
25K
Value
$5.87M
Hasbro, Inc.
HAS
Shares Held
24K
Value
$1.58M
Dominion Energy, Inc.
D
Shares Held
23K
Value
$1.18M
AT&T Inc.
T
Shares Held
23K
Value
$362.89K
Exxon Mobil Corporation
XOM
Shares Held
23K
Value
$2.42M
Trane Technologies plc
TT
Shares Held
22K
Value
$4.24M
TC Energy Corporation
TRP
Shares Held
21K
Value
$851.08K
Royal Bank of Canada
RY
Shares Held
20K
Value
$1.95M
FlexShopper, Inc.
FPAY
Shares Held
20K
Value
$25.60K
Ingersoll Rand Inc.
IR
Shares Held
19K
Value
$1.27M
Fortinet, Inc.
FTNT
Shares Held
19K
Value
$1.44M
Donaldson Company, Inc.
DCI
Shares Held
19K
Value
$1.19M
Duke Energy Corporation
DUK
Shares Held
18K
Value
$1.63M
Celanese Corporation
CE
Shares Held
18K
Value
$2.05M
Aflac Incorporated
AFL
Shares Held
16K
Value
$1.13M
Xcel Energy Inc.
XEL
Shares Held
15K
Value
$912.54K