Berry Wealth Group, Lp Top Holdings and 13F Report (2025) About Berry Wealth Group, LpInvestment ActivityBerry Wealth Group, Lp has $127.83 million in total holdings as of March 31, 2025.Berry Wealth Group, Lp owns shares of 96 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 6.67% of the portfolio was purchased this quarter.About 10.10% of the portfolio was sold this quarter.This quarter, Berry Wealth Group, Lp has purchased 96 new stocks and bought additional shares in 43 stocks.Berry Wealth Group, Lp sold shares of 36 stocks and completely divested from 17 stocks this quarter.Largest Holdings Apple $8,751,546Broadcom $7,689,583Motorola Solutions $7,062,882JPMorgan Chase & Co. $6,913,860Microsoft $6,882,657 Largest New Holdings this Quarter 025816109 - American Express $296,493 Holding78468R663 - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $282,161 Holding833034101 - Snap-on $281,403 Holding26441C204 - Duke Energy $270,975 Holding149123101 - Caterpillar $269,178 Holding Largest Purchases this Quarter Cummins 4,700 shares (about $1.47M)Texas Instruments 2,286 shares (about $410.79K)American Express 1,102 shares (about $296.49K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 3,076 shares (about $282.16K)Snap-on 835 shares (about $281.40K) Largest Sales this Quarter Vanguard S&P 500 ETF 6,544 shares (about $3.36M)Eaton 3,481 shares (about $946.26K)Motorola Solutions 730 shares (about $319.61K)Broadcom 1,447 shares (about $242.27K)Merck & Co., Inc. 2,571 shares (about $230.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBerry Wealth Group, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$8,751,546$144,386 ▼-1.6%39,3986.8%Computer and TechnologyAVGOBroadcom$7,689,583$242,272 ▼-3.1%45,9276.0%Computer and TechnologyMSIMotorola Solutions$7,062,882$319,607 ▼-4.3%16,1325.5%Computer and TechnologyJPMJPMorgan Chase & Co.$6,913,860$181,524 ▼-2.6%28,1855.4%FinanceMSFTMicrosoft$6,882,657$42,794 ▼-0.6%18,3355.4%Computer and TechnologyETNEaton$5,225,209$946,257 ▼-15.3%19,2224.1%IndustrialsWMTWalmart$5,134,691$181,639 ▼-3.4%58,4884.0%Retail/WholesaleHDHome Depot$4,414,820$7,696 ▲0.2%12,0463.5%Retail/WholesaleCBChubb$4,133,730$188,446 ▼-4.4%13,6883.2%FinanceMPCMarathon Petroleum$3,987,035$209,645 ▼-5.0%27,3673.1%EnergyCMECME Group$3,597,575$12,999 ▲0.4%13,5612.8%FinanceJNJJohnson & Johnson$3,083,681$110,285 ▲3.7%18,5942.4%MedicalMRKMerck & Co., Inc.$3,025,649$230,774 ▼-7.1%33,7082.4%MedicalUNHUnitedHealth Group$2,945,985$40,327 ▼-1.4%5,6252.3%MedicalDRIDarden Restaurants$2,876,368$23,476 ▼-0.8%13,8452.3%Retail/WholesaleAPDAir Products and Chemicals$2,617,405$140,971 ▼-5.1%8,8752.0%Basic MaterialsORealty Income$2,509,366$124,607 ▼-4.7%43,2572.0%FinanceMDTMedtronic$2,318,831$122,209 ▼-5.0%25,8051.8%MedicalVZVerizon Communications$2,150,940$59,331 ▼-2.7%47,4191.7%Computer and TechnologyADIAnalog Devices$2,141,669$112,327 ▼-5.0%10,6201.7%Computer and TechnologyJCIJohnson Controls International$1,915,347$123,690 ▼-6.1%23,9091.5%ConstructionCMCSAComcast$1,824,849$138,707 ▼-7.1%49,4541.4%Consumer DiscretionaryFISFidelity National Information Services$1,773,629$94,394 ▼-5.1%23,7501.4%Business ServicesCMICummins$1,675,030$1,473,174 ▲729.8%5,3441.3%Auto/Tires/TrucksUNPUnion Pacific$1,668,597$78,197 ▼-4.5%7,0631.3%TransportationPEGPublic Service Enterprise Group$1,617,905$29,710 ▲1.9%19,6591.3%UtilitiesBBYBest Buy$1,346,630$127,346 ▼-8.6%18,2941.1%Retail/WholesaleXOMExxon Mobil$1,334,038$357 ▲0.0%11,2171.0%EnergyNVDANVIDIA$1,237,823$67,088 ▲5.7%11,4211.0%Computer and TechnologyAMZNAmazon.com$1,198,067$83,905 ▲7.5%6,2970.9%Retail/WholesaleNEENextEra Energy$1,189,545$93,009 ▼-7.3%16,7800.9%UtilitiesVVisa$1,156,232$165,777 ▲16.7%3,2990.9%Business ServicesMETAMeta Platforms$1,070,384$210,388 ▲24.5%1,8570.8%Computer and TechnologyGOOGLAlphabet$880,747$6,805 ▲0.8%5,6950.7%Computer and TechnologyTTTrane Technologies$826,670$6,737 ▲0.8%2,4540.6%ConstructionPGProcter & Gamble$727,488$174,843 ▲31.6%4,2690.6%Consumer StaplesCRMSalesforce$685,227$163,993 ▲31.5%2,5530.5%Computer and TechnologyTJXTJX Companies$671,453$82,820 ▲14.1%5,5130.5%Retail/WholesaleABBVAbbVie$607,818$161,959 ▲36.3%2,9010.5%MedicalTXNTexas Instruments$605,050$410,794 ▲211.5%3,3670.5%Computer and TechnologyFIFiserv$514,755$28,045 ▲5.8%2,3310.4%Business ServicesTSLATesla$456,640$65,567 ▲16.8%1,7620.4%Auto/Tires/TrucksMCDMcDonald's$434,550$98,719 ▲29.4%1,3910.3%Retail/WholesaleIBMInternational Business Machines$428,193$85,042 ▲24.8%1,7220.3%Computer and TechnologyVOOVanguard S&P 500 ETF$421,181$3,361,230 ▼-88.9%8200.3%ETFSPGIS&P Global$413,627$508 ▲0.1%8140.3%Business ServicesAMDAdvanced Micro Devices$399,248$7,089 ▲1.8%3,8860.3%Computer and TechnologyCOPConocoPhillips$382,338$145,018 ▲61.1%3,6410.3%EnergyCVXChevron$382,321$43,503 ▼-10.2%2,2850.3%EnergyGSThe Goldman Sachs Group$372,570$25,129 ▲7.2%6820.3%FinanceORIOld Republic International$358,667$113,503 ▲46.3%9,1450.3%FinanceULUnilever$335,802$98,317 ▲41.4%5,6390.3%Consumer StaplesNXPINXP Semiconductors$334,209$23,954 ▲7.7%1,7580.3%Computer and TechnologyPAYXPaychex$332,782$95,345 ▲40.2%2,1570.3%Business ServicesIUSViShares Core S&P U.S. Value ETF$330,583$98,012 ▲42.1%3,5820.3%ManufacturingALLAllstate$328,708$2,693 ▲0.8%1,5870.3%FinanceWSOWatsco$324,295$88,952 ▲37.8%6380.3%ConstructionFANGDiamondback Energy$317,809$8,473 ▲2.7%1,9880.2%EnergyWMBWilliams Companies$312,485$32,689 ▼-9.5%5,2290.2%EnergyIQVIQVIA$310,993$70,520 ▲29.3%1,7640.2%MedicalMSMorgan Stanley$306,842$90,069 ▲41.6%2,6300.2%FinanceRGAReinsurance Group of America$301,257$16,933 ▼-5.3%1,5300.2%FinanceHLIHoulihan Lokey$296,837$22,610 ▼-7.1%1,8380.2%FinanceAXPAmerican Express$296,493$296,493 ▲New Holding1,1020.2%FinanceRJFRaymond James$292,279$695 ▲0.2%2,1040.2%FinanceARESAres Management$284,277$85,327 ▲42.9%1,9390.2%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$282,161$282,161 ▲New Holding3,0760.2%ETFSNASnap-on$281,403$281,403 ▲New Holding8350.2%Consumer DiscretionaryCMGChipotle Mexican Grill$275,753$23,649 ▲9.4%5,4920.2%Retail/WholesaleSOSouthern$272,718$1,195 ▲0.4%2,9660.2%UtilitiesCTRACoterra Energy$271,544$53,378 ▼-16.4%9,3960.2%EnergyDUKDuke Energy$270,975$270,975 ▲New Holding2,2220.2%UtilitiesSTESTERIS$269,308$15,642 ▲6.2%1,1880.2%MedicalCATCaterpillar$269,178$269,178 ▲New Holding8160.2%IndustrialsPNRPentair$266,727$266,727 ▲New Holding3,0490.2%Business ServicesGMEDGlobus Medical$260,080$10,541 ▲4.2%3,5530.2%MedicalLHXL3Harris Technologies$254,354$1,465 ▼-0.6%1,2150.2%AerospaceLAMRLamar Advertising$252,933$252,933 ▲New Holding2,2230.2%FinanceBFAMBright Horizons Family Solutions$250,777$50,816 ▼-16.8%1,9740.2%Business ServicesKDPKeurig Dr Pepper$246,521$246,521 ▲New Holding7,2040.2%Consumer StaplesSIGISelective Insurance Group$238,187$73,140 ▼-23.5%2,6020.2%FinanceEXLSExlService$237,372$52,120 ▼-18.0%5,0280.2%Business ServicesKOCoca-Cola$236,286$236,286 ▲New Holding3,2990.2%Consumer StaplesRTXRTX$235,646$235,646 ▲New Holding1,7790.2%AerospaceSPGSimon Property Group$225,703$225,703 ▲New Holding1,3590.2%FinanceCOSTCostco Wholesale$225,096$225,096 ▲New Holding2380.2%Retail/WholesaleACNAccenture$222,172$21,531 ▼-8.8%7120.2%Computer and TechnologyTECHBio-Techne$220,976$26,677 ▼-10.8%3,7690.2%MedicalLECOLincoln Electric$216,588$216,588 ▲New Holding1,1450.2%IndustrialsEXRExtra Space Storage$215,459$215,459 ▲New Holding1,4510.2%FinanceRBCRBC Bearings$211,725$32,821 ▼-13.4%6580.2%IndustrialsGOLFAcushnet$211,130$15,723 ▲8.0%3,0750.2%Consumer DiscretionaryGOOGAlphabet$201,751$201,751 ▲New Holding1,2910.2%Computer and TechnologyCNSCohen & Steers$200,224$200,224 ▲New Holding2,4950.2%FinanceNFJVirtus Dividend, Interest & Premium Strategy Fund$133,527$2,802 ▲2.1%11,0080.1%Financial ServicesNMRKNewmark Group$127,140$127,140 ▲New Holding10,4470.1%FinanceVOVanguard Mid-Cap ETF$0$897,281 ▼-100.0%00.0%ETFLMTLockheed Martin$0$528,201 ▼-100.0%00.0%AerospaceFSVFirstService$0$323,302 ▼-100.0%00.0%FinanceIEXIDEX$0$322,725 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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