Stock Taper

BERGANKDV WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AstraZeneca PLCAZN451$32.28K
Cardinal Health, Inc.CAH456$43.14K
Zoetis Inc.ZTS460$79.22K
Tesla, Inc.TSLA469$122.77K
Blackstone Mortgage Trust, Inc.BXMT481$10.01K
Cigna CorporationCI481$135K
NRG Energy, Inc.NRG483$18.06K
Charter Communications, Inc.CHTR489$179.64K
Enphase Energy, Inc.ENPH489$81.9K
Workhorse Group Inc.WKHS500$436
Genesco Inc.GCO500$12.52K
Xperi Inc.XPER500$6.58K
KKR & Co. Inc.KKR500$28K
ITT Inc.ITT500$46.6K
Castle Biosciences, Inc.CSTL525$7.2K
Healthcare Realty Trust IncorporatedHR533$10.05K
Shell plcSHEL544$32.85K
Thor Industries, Inc.THO545$56.41K
FedEx CorporationFDX549$136.1K
The Trade Desk, Inc.TTD550$42.47K