Berry Wealth Group, LP Purchases in Q1 2025

Berry Wealth Group, LP

  • $128 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CMI
Cummins Inc

Industrials
4.7K
+ 729.81%
$312.92 - $386.07 $1.47M - $1.81M
5.34K $1.68B
JNJ
Johnson & Johnson

Healthcare
665
+ 3.71%
$142.06 - $167.7 $94.5K - $112K
18.6K $3.08B
CME
Cme Group Inc.

Financial Services
49
+ 0.36%
$225.82 - $266.54 $11.1K - $13.1K
13.6K $3.6B
TXN
Texas Instruments Inc

Technology
2.29K
+ 211.47%
N/A
3.37K $605M
AXP
American Express CO

Financial Services
1.1K
New
$255.39 - $325.87 $281K - $359K
1.1K $296M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.08K
New
$91.45 - $91.75 $281K - $282K
3.08K $282M
SNA
Snap On Inc

Industrials
835
New
$324.09 - $358.62 $271K - $299K
835 $281M
DUK
Duke Energy Corp

Utilities
2.22K
New
$105.87 - $121.97 $235K - $271K
2.22K $271M
CAT
Caterpillar Inc

Industrials
816
New
$326.75 - $407.63 $267K - $333K
816 $269M
PNR
Pentair PLC

Industrials
3.05K
New
$84.0 - $105.35 $256K - $321K
3.05K $267M
LAMR
Lamar Advertising CO

Real Estate
2.22K
New
$110.65 - $132.9 $246K - $295K
2.22K $253M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
7.2K
New
$30.38 - $34.94 $219K - $252K
7.2K $247M
KO
Coca Cola CO

Consumer Defensive
3.3K
New
$60.81 - $72.32 $201K - $239K
3.3K $236M
RTX
Raytheon Technologies Corp

Industrials
1.78K
New
$114.1 - $135.66 $203K - $241K
1.78K $236M
ABBV
Abb Vie Inc.

Healthcare
773
+ 36.33%
$169.2 - $216.66 $131K - $167K
2.9K $608M
SPG
Simon Property Group Inc

Real Estate
1.36K
New
$159.48 - $187.78 $217K - $255K
1.36K $226M
COST
Costco Wholesale Corp

Consumer Defensive
238
New
$890.62 - $1076.86 $212K - $256K
238 $225M
LECO
Lincoln Electric Holdings Inc

Industrials
1.15K
New
$180.51 - $216.81 $207K - $248K
1.15K $217M
EXR
Extra Space Storage Inc.

Real Estate
1.45K
New
$143.8 - $161.28 $209K - $234K
1.45K $215M
GOOG
Alphabet Inc.

Communication Services
1.29K
New
$156.06 - $207.71 $201K - $268K
1.29K $202M
CNS
Cohen & Steers, Inc.

Financial Services
2.5K
New
$75.52 - $92.6 $188K - $231K
2.5K $200M
META
Meta Platforms, Inc.

Communication Services
365
+ 24.46%
$576.36 - $736.67 $210K - $269K
1.86K $1.07B
PG
Procter & Gamble CO

Consumer Defensive
1.03K
+ 31.64%
$158.56 - $176.26 $163K - $181K
4.27K $727M
COP
Conocophillips

Energy
1.38K
+ 61.11%
$88.6 - $105.85 $122K - $146K
3.64K $382M
ORI
Old Republic International Corp

Financial Services
2.89K
+ 46.3%
$33.46 - $39.22 $96.8K - $114K
9.15K $359M
XOM
Exxon Mobil Corp

Energy
3
+ 0.03%
$105.44 - $118.93 $316 - $357
11.2K $1.33B
NMRK
Newmark Group, Inc.

Real Estate
10.4K
New
$11.84 - $14.69 $124K - $153K
10.4K $127M
IBM
International Business Machines Corp

Technology
342
+ 24.78%
$217.4 - $264.74 $74.4K - $90.5K
1.72K $428M
MCD
Mcdonalds Corp

Consumer Cyclical
316
+ 29.4%
$279.74 - $321.29 $88.4K - $102K
1.39K $435M
PAYX
Paychex Inc

Industrials
618
+ 40.16%
$136.06 - $154.52 $84.1K - $95.5K
2.16K $333M
UL
Unilever PLC

Consumer Defensive
1.65K
+ 41.4%
$54.72 - $60.29 $90.3K - $99.5K
5.64K $336M
WSO
Watsco Inc

Industrials
175
+ 37.8%
$463.86 - $530.75 $81.2K - $92.9K
638 $324M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.06K
+ 42.14%
$90.0 - $96.32 $95.6K - $102K
3.58K $331M
TJX
Tjx Companies Inc

Consumer Cyclical
680
+ 14.07%
$112.81 - $126.16 $76.7K - $85.8K
5.51K $671M
MS
Morgan Stanley

Financial Services
772
+ 41.55%
$111.68 - $141.08 $86.2K - $109K
2.63K $307M
FISV
Fiserv Inc

Technology
127
+ 5.76%
N/A
2.33K $515M
ARES
Ares Management Corp

Financial Services
582
+ 42.89%
$140.19 - $198.28 $81.6K - $115K
1.94K $284M
IQV
Iqvia Holdings Inc.

Healthcare
400
+ 29.33%
$176.3 - $209.96 $70.5K - $84K
1.76K $311M
STE
Steris PLC

Healthcare
69
+ 6.17%
$202.46 - $232.74 $14K - $16.1K
1.19K $269M
CRM
Salesforce, Inc.

Technology
611
+ 31.46%
$268.36 - $359.95 $164K - $220K
2.55K $685M
SO
Southern CO

Utilities
13
+ 0.44%
$80.96 - $92.96 $1.05K - $1.21K
2.97K $273M
ALL
Allstate Corp

Financial Services
13
+ 0.83%
$180.99 - $210.18 $2.35K - $2.73K
1.59K $329M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
229
+ 8.05%
$63.83 - $75.78 $14.6K - $17.4K
3.08K $211M
SPGI
S&P Global Inc.

Financial Services
1
+ 0.12%
$478.26 - $543.77 $478 - $544
814 $414M
GS
Goldman Sachs Group Inc

Financial Services
46
+ 7.23%
$524.81 - $672.19 $24.1K - $30.9K
682 $373M
FANG
Diamondback Energy, Inc.

Energy
53
+ 2.74%
$139.9 - $180.18 $7.41K - $9.55K
1.99K $318M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
231
+ 2.14%
$11.85 - $13.1 $2.74K - $3.03K
11K $134M
NXPI
Nxp Semiconductors N.V.

Technology
126
+ 7.72%
$189.99 - $245.86 $23.9K - $31K
1.76K $334M
PEG
Public Service Enterprise Group Inc

Utilities
361
+ 1.87%
$78.2 - $90.39 $28.2K - $32.6K
19.7K $1.62B
Activity Summary
Buys All Purchases 60 New Holdings 17 Increased Positions 43 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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