The Analysis of Berry Wealth Group, LP's Holdings


Currently, Berry Wealth Group, LP holds 31 types of securities in its portfolio with a total value $30.6M. In the most recent quarter, they have increased their positions in NFJ (+228 shares, valued at $3.0K); decreased their positions in AVGO (-34.7K shares, valued at $11.4M), MSFT (-13.3K shares, valued at $6.9M), AAPL (-26.7K shares, valued at $6.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AVGO BROADCOM INC11.5K shares-75.03%2025-09-302025-11-12history
AAPL APPLE INC13.0K shares-67.26%2025-09-302025-11-12history
MSFT MICROSOFT CORP5.1K shares-72.33%2025-09-302025-11-12history
ETN EATON CORP PLC6.8K shares-64.92%2025-09-302025-11-12history
MPC MARATHON PETE CORP12.9K shares-53.03%2025-09-302025-11-12history
JPM JPMORGAN CHASE & CO.7.5K shares-73.39%2025-09-302025-11-12history
MSI MOTOROLA SOLUTIONS INC4.6K shares-71.58%2025-09-302025-11-12history
CB CHUBB LIMITED4.8K shares-64.70%2025-09-302025-11-12history
Sponsored
HD HOME DEPOT INC2.9K shares-76.78%2025-09-302025-11-12history
WMT WALMART INC8.2K shares-86.05%2025-09-302025-11-12history
NVDA NVIDIA CORPORATION4.3K shares-63.40%2025-09-302025-11-12history
AMZN AMAZON COM INC3.3K shares-46.31%2025-09-302025-11-12history
GOOGL ALPHABET INC2.3K shares-61.15%2025-09-302025-11-12history
TSLA TESLA INC1.2K shares-33.68%2025-09-302025-11-12history
VOO VANGUARD INDEX FDS794 shares-1.37%2025-09-302025-11-12history
TT TRANE TECHNOLOGIES PLC1.1K shares-58.38%2025-09-302025-11-12history
Sponsored
XOM EXXON MOBIL CORP3.6K shares-67.60%2025-09-302025-11-12history
V VISA INC1.2K shares-64.53%2025-09-302025-11-12history
JNJ JOHNSON & JOHNSON2.1K shares-88.58%2025-09-302025-11-12history
CME CME GROUP INC1.4K shares-90.14%2025-09-302025-11-12history
ABBV ABBVIE INC1.5K shares-91.03%2025-09-302025-11-12history
TXN TEXAS INSTRS INC1.9K shares-49.95%2025-09-302025-11-12history
APD AIR PRODS & CHEMS INC1.1K shares-87.51%2025-09-302025-11-12history
META META PLATFORMS INC372 shares-81.49%2025-09-302025-11-12history
Sponsored
UNH UNITEDHEALTH GROUP INC772 shares-85.02%2025-09-302025-11-12history
UNP UNION PAC CORP1.1K shares-84.30%2025-09-302025-11-12history
ADI ANALOG DEVICES INC1.0K shares-89.98%2025-09-302025-11-12history
DRI DARDEN RESTAURANTS INC1.3K shares-90.98%2025-09-302025-11-12history
TJX TJX COS INC NEW1.6K shares-76.07%2025-09-302025-11-12history
JCI JOHNSON CTLS INTL PLC2.0K shares-91.56%2025-09-302025-11-12history
NFJ VIRTUS DIVIDEND INTEREST & P11.5K shares2.03%2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available