BW
| |
Berry Wealth Group, LP13F | |
| Berry Wealth Group, LP | |
| Last update 2025-04-23 | 96 Stocks (17 new) |
| Value $128.00 Mil | Turnover 7 % |
Berry Wealth Group, LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 39,398 | 8,751.5 | -1.62% | 6.850 | -0.12% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
AVGO | Broadcom Inc | 45,927 | 7,689.6 | -3.05% | 6.020 | -0.24% | 0.000 | +53.81% | +25.20% | 1,357,939.1 | Semiconductors | |
MSI | Motorola Solutions Inc | 16,132 | 7,062.9 | -4.33% | 5.530 | -0.24% | 0.010 | -0.51% | -7.60% | 70,910.8 | Hardware | |
JPM | JPMorgan Chase & Co | 28,185 | 6,913.9 | -2.56% | 5.410 | -0.13% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks | |
MSFT | Microsoft Corp | 18,335 | 6,882.7 | -0.62% | 5.380 | -0.03% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
ETN | Eaton Corp PLC | 19,222 | 5,225.2 | -15.33% | 4.090 | -0.83% | 0.000 | +34.57% | +16.81% | 150,611.4 | Industrial Products | |
WMT | Walmart Inc | 58,488 | 5,134.7 | -3.42% | 4.020 | -0.13% | 0.000 | +1.04% | +7.47% | 770,908.4 | Retail - Defensive | |
HD | The Home Depot Inc | 12,046 | 4,414.8 | +0.17% | 3.450 | +0.01% | 0.000 | +4.38% | -2.88% | 371,197.7 | Retail - Cyclical | |
CB | Chubb Ltd | 13,688 | 4,133.7 | -4.36% | 3.230 | -0.12% | 0.000 | -3.87% | -1.58% | 107,710.2 | Insurance | |
MPC | Marathon Petroleum Corp | 27,367 | 3,987.0 | -5.00% | 3.120 | -0.14% | 0.010 | +25.26% | +24.21% | 52,628.8 | Oil & Gas |
Berry Wealth Group, LP's Historical Top Holdings Breakdowns
Berry Wealth Group, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -2.54% | 507.05 ($540.58) 563.67 | $583.26 | 7.90% | Reduce -88.86% | 820 | -6,544 | |
CMI | Cummins Inc | 2025-03-31 | Add Add | +1.15% | 312.92 ($352.28) 386.07 | $365.27 | 3.69% | Add 729.81% | 5,344 | 4,700 | |
ETN | Eaton Corp PLC | 2025-03-31 | Reduce Reduce | -0.83% | 271.83 ($311.37) 371.23 | $384.90 | 23.61% | Reduce -15.33% | 19,222 | -3,481 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Sold Out Sold Out | -0.65% | 251.87 ($268.43) 277.95 | $287.44 | 7.08% | Sold Out | 0 | -3,397 | |
LMT | Lockheed Martin Corp | 2025-03-31 | Sold Out Sold Out | -0.38% | 423.19 ($460.32) 506.29 | $420.55 | -8.64% | Sold Out | 0 | -1,087 | |
TXN | Texas Instruments Inc | 2025-03-31 | Add Add | +0.32% | 173.6 ($187.2) 203.96 | $185.69 | -0.81% | Add 211.47% | 3,367 | 2,286 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.24% | 167.43 ($211.65) 244.7 | $288.71 | 36.41% | Reduce -3.05% | 45,927 | -1,447 | |
MSI | Motorola Solutions Inc | 2025-03-31 | Reduce Reduce | -0.24% | 411.73 ($446.17) 482.1 | $424.83 | -4.78% | Reduce -4.33% | 16,132 | -730 | |
AXP | American Express Co | 2025-03-31 | New Buy New Buy | +0.23% | 255.39 ($295.58) 325.87 | $308.25 | 4.29% | New holding | 1,102 | 1,102 | |
FSV | FirstService Corp | 2025-03-31 | Sold Out Sold Out | -0.23% | 159.66 ($175.23) 185.88 | $194.00 | 10.71% | Sold Out | 0 | -1,786 |
Berry Wealth Group, LP Total Holding History ($B)
Berry Wealth Group, LP's Asset Allocation
Berry Wealth Group, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Berry Wealth Group, LP's Hypothetical Growth since 2025-03-31
Berry Wealth Group, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Berry Wealth Group, LP's Holdings Heat Map
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Berry Wealth Group, LP's Holdings Bubble Chart
Berry Wealth Group, LP News
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