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The Analysis of Berry Wealth Group, LP's Holdings & P&L

Currently, Berry Wealth Group, LP holds 28 types of securities in its portfolio with a total value $26.8M. In the most recent quarter, they have increased their positions in UPS (+33 shares, valued at $3.2K), NFJ (+248 shares, valued at $3.1K), LMT (+2 shares, valued at $1.2K); decreased their positions in HD (-664 shares, valued at $218.4K), N/A (-447 shares, valued at $138.4K), MSI (-273 shares, valued at $118.5K).

1M P&L

+708.5K+3.30%

3M P&L

+1.3M+6.08%

HY P&L

+2.4M+12.15%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Oil & Gas Refining & Marketing3.0M

14.3%

2Consumer Electronics3.0M

14.3%

3Banks - Diversified2.0M

9.5%

Top Industries by Stock Count

1Semiconductors3 stocks

12.0%

2Drug Manufacturers - General2 stocks

8.0%

3Specialty Chemicals1 stocks

4.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BROADCOM INC BROADCOM INC10.4K shares-4.13%2026-03-312026-04-22

MPC MARATHON PETE CORP12.2K shares-2.42%2026-03-312026-04-22

AAPL APPLE INC11.8K shares-3.42%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC6.2K shares-3.26%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO6.7K shares-5.31%2026-03-312026-04-22

MSI MOTOROLA SOLUTIONS INC4.1K shares-6.18%2026-03-312026-04-22

MSFT MICROSOFT CORP4.7K shares-4.90%2026-03-312026-04-22

CB CHUBB LTD SWITZ4.5K shares-4.40%2026-03-312026-04-22

Sponsored

WMT WALMART INC6.4K shares-10.42%2026-03-312026-04-22

XOM EXXON MOBIL CORP4.7K shares0.15%2026-03-312026-04-22

NVDA NVIDIA CORPORATION4.2K shares0.00%2026-03-312026-04-22

HD HOME DEPOT INC2.1K shares-23.94%2026-03-312026-04-22

AMZN AMAZON COM INC3.1K shares0.00%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.8K shares0.00%2026-03-312026-04-22

TT TRANE TECHNOLOGIES PLC1.1K shares0.19%2026-03-312026-04-22

TSLA TESLA INC1.1K shares0.00%2026-03-312026-04-22

Sponsored

JNJ JOHNSON & JOHNSON1.6K shares-11.68%2026-03-312026-04-22

TXN TEXAS INSTRS INC1.9K shares0.00%2026-03-312026-04-22

V VISA INC1.2K shares0.09%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC6.3K shares-8.31%2026-03-312026-04-22

CME CME GROUP INC1.1K shares-11.82%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP417 shares0.48%2026-03-312026-04-22

TJX TJX COS INC NEW1.6K shares-0.13%2026-03-312026-04-22

ABBV ABBVIE INC1.1K shares-14.87%2026-03-312026-04-22

Sponsored

UPS UNITED PARCEL SVCS INC2.4K shares1.41%2026-03-312026-04-22

ADI ANALOG DEVICES INC733 shares-25.51%2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS I790 shares-17.45%2026-03-312026-04-22

NFJ VIRTUS DIVIDEND INTEREST & P11.9K shares2.12%2026-03-312026-04-22

BROADCOM INC

-4.13%

Shares10.4K

Event2026-03-31

Filed2026-04-22

MPC

MARATHON PETE CORP

-2.42%

Shares12.2K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-3.42%

Shares11.8K

Event2026-03-31

Filed2026-04-22

EATON CORP PLC

-3.26%

Shares6.2K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-5.31%

Shares6.7K

Event2026-03-31

Filed2026-04-22

MSI

MOTOROLA SOLUTIONS INC

-6.18%

Shares4.1K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-4.90%

Shares4.7K

Event2026-03-31

Filed2026-04-22

CHUBB LTD SWITZ

-4.40%

Shares4.5K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

-10.42%

Shares6.4K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

0.15%

Shares4.7K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

-23.94%

Shares2.1K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-22

TRANE TECHNOLOGIES PLC

0.19%

Shares1.1K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-11.68%

Shares1.6K

Event2026-03-31

Filed2026-04-22

TXN

TEXAS INSTRS INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-22

VISA INC

0.09%

Shares1.2K

Event2026-03-31

Filed2026-04-22

VERIZON COMMUNICATIONS INC

-8.31%

Shares6.3K

Event2026-03-31

Filed2026-04-22

CME

CME GROUP INC

-11.82%

Shares1.1K

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

0.48%

Shares417

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW

-0.13%

Shares1.6K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

-14.87%

Shares1.1K

Event2026-03-31

Filed2026-04-22

UPS

UNITED PARCEL SVCS INC

1.41%

Shares2.4K

Event2026-03-31

Filed2026-04-22

ADI

ANALOG DEVICES INC

-25.51%

Shares733

Event2026-03-31

Filed2026-04-22

APD

AIR PRODUCTS AND CHEMICALS I

-17.45%

Shares790

Event2026-03-31

Filed2026-04-22

NFJ

VIRTUS DIVIDEND INTEREST & P

2.12%

Shares11.9K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available