BERGANKDV WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLK | 3K | $1.86M |
 | IBM | 3K | $358.48K |
 | CNP | 3K | $76.34K |
 | LNT | 3K | $136.45K |
 | KR | 3K | $122.20K |
 | ULTA | 3K | $1.21M |
 | CSX | 3K | $87.57K |
 | XGN | 3K | $7.25K |
 | KMB | 2K | $341.98K |
 | ETN | 2K | $484.05K |
 | EMR | 2K | $215.22K |
 | MA | 2K | $912.46K |
 | ROST | 2K | $259.19K |
 | BMY | 2K | $142.51K |
 | PRU | 2K | $195.27K |
 | UNP | 2K | $447.98K |
 | MMC | 2K | $408.51K |
 | HSY | 2K | $540.72K |
 | BABA | 2K | $175.87K |
 | SIRI | 2K | $9.51K |
BlackRock, Inc.
BLK
Shares Held
3K
Value
$1.86M
International Business Machines Corporation
IBM
Shares Held
3K
Value
$358.48K
CenterPoint Energy, Inc.
CNP
Shares Held
3K
Value
$76.34K
Alliant Energy Corporation
LNT
Shares Held
3K
Value
$136.45K
The Kroger Co.
KR
Shares Held
3K
Value
$122.20K
Ulta Beauty, Inc.
ULTA
Shares Held
3K
Value
$1.21M
CSX Corporation
CSX
Shares Held
3K
Value
$87.57K
Exagen Inc.
XGN
Shares Held
3K
Value
$7.25K
Kimberly-Clark Corporation
KMB
Shares Held
2K
Value
$341.98K
Eaton Corporation plc
ETN
Shares Held
2K
Value
$484.05K
Emerson Electric Co.
EMR
Shares Held
2K
Value
$215.22K
Mastercard Incorporated
MA
Shares Held
2K
Value
$912.46K
Ross Stores, Inc.
ROST
Shares Held
2K
Value
$259.19K
Bristol-Myers Squibb Company
BMY
Shares Held
2K
Value
$142.51K
Prudential Financial, Inc.
PRU
Shares Held
2K
Value
$195.27K
Union Pacific Corporation
UNP
Shares Held
2K
Value
$447.98K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
2K
Value
$408.51K
The Hershey Company
HSY
Shares Held
2K
Value
$540.72K
Alibaba Group Holding Limited
BABA
Shares Held
2K
Value
$175.87K
Sirius XM Holdings Inc.
SIRI
Shares Held
2K
Value
$9.51K