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  Name: Von Berge Wealth Management Group LLC
  City: SAN DIEGO
  State: CA
  Zip: 92101
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $155,414,000
  Total Value Change : $25,269,000
  Securities Held Change : 1
   
All Securities Held : 67
  New Positions : 6
  Closed Positions : 7
  Increased Positions : 41
  Unchanged Positions : 14
  Decreased Positions : 6

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MA)1 Year Chart         MA MasterCard Inc A 60 New $451.18 $229,000 475 0.15% 229,000 475 0    Business Services
   (TDG)1 Year Chart         TDG Transdigm Group Inc 63 New $1,350.31 $216,000 175 0.14% 216,000 175 0    Aerospace/Defense Pro...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 64 New $81.05 $212,000 2,652 0.14% 212,000 2,652 0    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 65 New $176.33 $206,000 1,354 0.13% 206,000 1,354 0    Search Engines & Info...
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 66 New $111.09 $205,000 1,800 0.13% 205,000 1,800 0    Closed - End Fund - E...
   (GWH)1 Year Chart         GWH Ess Tech Ord Shs 67 New $0.00 $7,000 10,000 0% 7,000 10,000 0.007    N/A

      6 Records Found
  1    
Page 1 of 1
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