Berry Wealth Group, LP Purchases in Q2 2025

Berry Wealth Group, LP

  • $143 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
269
+ 0.59%
$146.29 - $275.65 $39.4K - $74.1K
46.2K $12.7B
ABBV
Abb Vie Inc.

Healthcare
13.9K
+ 479.25%
$170.16 - $206.27 $2.37M - $2.87M
16.8K $3.12B
MSFT
Microsoft Corp

Technology
119
+ 0.65%
$354.56 - $497.45 $42.2K - $59.2K
18.5K $9.18B
ETN
Eaton Corp PLC

Industrials
140
+ 0.73%
$246.52 - $356.99 $34.5K - $50K
19.4K $6.91B
JPM
Jpmorgan Chase & CO

Financial Services
25
+ 0.09%
$210.28 - $289.91 $5.26K - $7.25K
28.2K $8.18B
NVDA
Nvidia Corp

Technology
379
+ 3.32%
$94.31 - $157.99 $35.7K - $59.9K
11.8K $1.86B
JCI
Johnson Controls International PLC

Industrials
69
+ 0.29%
$71.14 - $105.62 $4.91K - $7.29K
24K $2.53B
WMT
Walmart Inc.

Consumer Defensive
36
+ 0.06%
$81.79 - $99.98 $2.94K - $3.6K
58.5K $5.72B
MPC
Marathon Petroleum Corp

Energy
43
+ 0.16%
$118.55 - $170.08 $5.1K - $7.31K
27.4K $4.55B
META
Meta Platforms, Inc.

Communication Services
153
+ 8.24%
$484.66 - $738.09 $74.2K - $113K
2.01K $1.48B
FROG
J Frog LTD

Technology
6.23K
New
$27.99 - $44.55 $174K - $277K
6.23K $273M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.02K
New
$63.54 - $68.5 $256K - $276K
4.02K $271M
Ge Vernova Inc
507
New
N/A
507 $268M
MANH
Manhattan Associates Inc

Technology
1.35K
New
$143.9 - $197.47 $194K - $266K
1.35K $266M
DXCM
Dexcom Inc

Healthcare
2.87K
New
$59.83 - $87.57 $172K - $252K
2.87K $251M
AMGN
Amgen Inc

Healthcare
865
New
$262.28 - $309.85 $227K - $268K
865 $242M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.41K
New
$137.62 - $174.44 $194K - $246K
1.41K $230M
BAC
Bank Of America Corp

Financial Services
4.65K
New
$34.39 - $47.46 $160K - $221K
4.65K $220M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.38K
New
$139.81 - $165.8 $193K - $229K
1.38K $215M
MA
Mastercard Inc

Financial Services
376
New
$479.92 - $590.74 $180K - $222K
376 $211M
RFG
Invesco Exchange Traded Fd Tr

ETFs
4.25K
New
$39.08 - $48.9 $166K - $208K
4.25K $207M
CRAI
Cra International, Inc.

Industrials
1.1K
New
$160.48 - $195.43 $177K - $215K
1.1K $206M
NFLX
Netflix Inc

Communication Services
154
New
$855.86 - $1339.13 $132K - $206K
154 $206M
DRI
Darden Restaurants Inc

Consumer Cyclical
287
+ 2.07%
$186.58 - $225.78 $53.5K - $64.8K
14.1K $3.08B
EW
Edwards Lifesciences Corp

Healthcare
2.59K
New
$67.07 - $78.22 $174K - $203K
2.59K $202M
HON
Honeywell International Inc

Industrials
866
New
$182.86 - $232.88 $158K - $202K
866 $202M
CME
Cme Group Inc.

Financial Services
161
+ 1.19%
$252.37 - $290.71 $40.6K - $46.8K
13.7K $3.78B
AMD
Advanced Micro Devices Inc

Technology
183
+ 4.71%
$78.21 - $143.81 $14.3K - $26.3K
4.07K $577M
TXN
Texas Instruments Inc

Technology
401
+ 11.91%
N/A
3.77K $782M
FIS
Fidelity National Information Services, Inc.

Technology
53
+ 0.22%
$68.14 - $82.13 $3.61K - $4.35K
23.8K $1.94B
GOOGL
Alphabet Inc.

Communication Services
173
+ 3.04%
$144.7 - $178.6 $25K - $30.9K
5.87K $1.03B
TJX
Tjx Companies Inc

Consumer Cyclical
1.07K
+ 19.39%
$119.13 - $135.03 $127K - $144K
6.58K $813M
RTX
Raytheon Technologies Corp

Industrials
742
+ 41.71%
$113.75 - $148.48 $84.4K - $110K
2.52K $368M
KO
Coca Cola CO

Consumer Defensive
1.85K
+ 56.05%
$68.37 - $73.9 $126K - $137K
5.15K $364M
TSLA
Tesla, Inc.

Consumer Cyclical
46
+ 2.61%
$221.86 - $362.89 $10.2K - $16.7K
1.81K $574M
HD
Home Depot, Inc.

Consumer Cyclical
298
+ 2.47%
$335.24 - $380.78 $99.9K - $113K
12.3K $4.53B
MS
Morgan Stanley

Financial Services
271
+ 10.3%
$99.83 - $140.86 $27.1K - $38.2K
2.9K $409M
CMI
Cummins Inc

Industrials
65
+ 1.22%
$267.12 - $336.65 $17.4K - $21.9K
5.41K $1.77B
IBM
International Business Machines Corp

Technology
16
+ 0.93%
$221.03 - $294.78 $3.54K - $4.72K
1.74K $512M
PNR
Pentair PLC

Industrials
362
+ 11.87%
$76.17 - $103.58 $27.6K - $37.5K
3.41K $350M
PEG
Public Service Enterprise Group Inc

Utilities
445
+ 2.26%
$77.13 - $84.18 $34.3K - $37.5K
20.1K $1.69B
NXPI
Nxp Semiconductors N.V.

Technology
80
+ 4.55%
$153.5 - $218.72 $12.3K - $17.5K
1.84K $402M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
526
+ 14.68%
$81.46 - $94.63 $42.8K - $49.8K
4.11K $389M
TECH
Bio Techne Corp

Healthcare
1.62K
+ 43.06%
$46.66 - $58.38 $75.7K - $94.8K
5.39K $277M
WMB
Williams Companies, Inc.

Energy
618
+ 11.82%
$54.33 - $62.87 $33.6K - $38.9K
5.85K $367M
ARES
Ares Management Corp

Financial Services
9
+ 0.46%
$118.04 - $175.83 $1.06K - $1.58K
1.95K $337M
FANG
Diamondback Energy, Inc.

Energy
660
+ 33.2%
$119.25 - $161.49 $78.7K - $107K
2.65K $364M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
121
+ 2.2%
$45.98 - $56.15 $5.56K - $6.79K
5.61K $315M
UL
Unilever PLC

Consumer Defensive
462
+ 8.19%
$57.9 - $65.43 $26.7K - $30.2K
6.1K $373M
Activity Summary
Buys All Purchases 83 New Holdings 15 Increased Positions 68 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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