The Analysis of Berry Wealth Group, LP's Holdings
Currently, Berry Wealth Group, LP holds 32 types of securities in its portfolio with a total value $28.5M. In the most recent quarter, they have increased their positions in VZ (+6.9K shares, valued at $279.3K), UPS (+2.3K shares, valued at $232.4K), LMT (+415 shares, valued at $200.6K); decreased their positions in N/A (-458 shares, valued at $287.5K), N/A (-708 shares, valued at $245.0K), AAPL (-848 shares, valued at $230.5K); initiated new positions in VZ (+6.9K shares, valued at $279.3K), UPS (+2.3K shares, valued at $232.4K), LMT (+415 shares, valued at $200.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BROADCOM INC BROADCOM INC10.8K shares-6.14%2025-12-312026-02-04
AAPL APPLE INC12.2K shares-6.51%2025-12-312026-02-04 MSFT MICROSOFT CORP4.9K shares-4.01%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.7.1K shares-5.09%2025-12-312026-02-04 MPC MARATHON PETE CORP12.5K shares-2.73%2025-12-312026-02-04 MSI MOTOROLA SOLUTIONS INC4.4K shares-4.23%2025-12-312026-02-04 CB CHUBB LIMITED4.7K shares-2.03%2025-12-312026-02-04 HD HOME DEPOT INC2.8K shares-3.21%2025-12-312026-02-04 WMT WALMART INC7.1K shares-12.79%2025-12-312026-02-04 NVDA NVIDIA CORPORATION4.2K shares-2.25%2025-12-312026-02-04 AMZN AMAZON COM INC3.1K shares-4.44%2025-12-312026-02-04 ALPHABET INC ALPHABET INC1.8K shares-20.13%2025-12-312026-02-04 XOM EXXON MOBIL CORP4.7K shares27.67%2025-12-312026-02-04 TSLA TESLA INC1.1K shares-7.51%2025-12-312026-02-04 TT TRANE TECHNOLOGIES PLC1.1K shares0.09%2025-12-312026-02-04 V VISA INC1.2K shares-2.86%2025-12-312026-02-04 JNJ JOHNSON & JOHNSON1.9K shares-10.84%2025-12-312026-02-04 TXN TEXAS INSTRS INC1.9K shares0.00%2025-12-312026-02-04 CME CME GROUP INC1.2K shares-11.83%2025-12-312026-02-04 ABBV ABBVIE INC1.3K shares-13.87%2025-12-312026-02-04 VZ VERIZON COMMUNICATIONS INC6.9K sharesnew addition2025-12-312026-02-04 ADI ANALOG DEVICES INC984 shares-5.29%2025-12-312026-02-04 TJX TJX COS INC NEW1.6K shares-0.95%2025-12-312026-02-04 APD AIR PRODS & CHEMS INC957 shares-13.86%2025-12-312026-02-04 UNH UNITEDHEALTH GROUP INC706 shares-8.55%2025-12-312026-02-04 UPS UNITED PARCEL SERVICE INC2.3K sharesnew addition2025-12-312026-02-04 UNP UNION PAC CORP930 shares-14.21%2025-12-312026-02-04 JCI JOHNSON CTLS INTL PLC1.7K shares-16.85%2025-12-312026-02-04 LMT LOCKHEED MARTIN CORP415 sharesnew addition2025-12-312026-02-04 NFJ VIRTUS DIVIDEND INTEREST & P11.7K shares2.03%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available