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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

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged 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
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 19 - $119.64 $1,913,000 16,459 1.23% 268,000 0 0    Integrated Oil & Gas
   (NUE)1 Year Chart         NUE Nucor Corp 26 - $172.12 $1,280,000 6,470 0.82% 187,000 0 0.002    Steel & Iron
   (CGMS)1 Year Chart         CGMS Capital Group Us Multi-sect... 33 - $0.00 $749,000 27,703 0.48% -2,000 0 0.031    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 35 - $342.87 $651,000 1,930 0.42% 61,000 0 0.001    Closed - End Fund - E...
   (FNDE)1 Year Chart         FNDE Schwab Fundamental Emerging... 39 - $30.70 $450,000 16,212 0.29% 20,000 0 0.002    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 41 - $204.79 $351,000 1,753 0.23% 55,000 0 0    Domestic Money Center...
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 46 - $155.59 $310,000 1,988 0.2% 25,000 0 0.002    Closed - End Fund - E...
   (CVX)1 Year Chart         CVX Chevron Corp 48 - $162.67 $296,000 1,879 0.19% 19,000 0 0    Integrated Oil & Gas
   (SRE)1 Year Chart         SRE Sempra Energy 47 - $71.98 $296,000 4,114 0.19% -14,000 0 0.001    Electric Utilities
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 50 - $83.29 $278,000 3,310 0.18% 25,000 0 0.001    Closed - End Fund - E...
   (GD)1 Year Chart         GD General Dynamics Corp 53 - $299.02 $256,000 905 0.16% 25,000 0 0    Aerospace/Defense - M...
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 55 - $255.38 $253,000 972 0.16% 25,000 0 0.002    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 57 - $208.08 $242,000 1,153 0.16% 19,000 0 0    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 59 - $190.08 $236,000 1,229 0.15% 20,000 0 0.001    Closed - End Fund - E...
      14 Records Found
  1    
Page 1 of 1
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