Berry Wealth Group, LP Incresed Positions in Q3 2024

Berry Wealth Group, LP

  • $140 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
4.07K
+ 314.61%
$488.01 - $604.18 $1.99M - $2.46M
5.37K $3.14B
MSI
Motorola Solutions, Inc.

Technology
46
+ 0.27%
$385.65 - $450.49 $17.7K - $20.7K
17.1K $7.7B
AAPL
Apple Inc.

Technology
597
+ 1.48%
$207.23 - $234.82 $124K - $140K
40.9K $9.53B
WMT
Walmart Inc.

Consumer Defensive
889
+ 1.44%
$66.91 - $81.4 $59.5K - $72.4K
62.8K $5.07B
PEG
Public Service Enterprise Group Inc

Utilities
4.99K
+ 34.2%
$73.58 - $89.21 $367K - $445K
19.6K $1.75B
NEE
Nextera Energy Inc

Utilities
4.73K
+ 34.84%
$69.9 - $84.97 $331K - $402K
18.3K $1.55B
VZ
Verizon Communications Inc

Communication Services
9.25K
+ 22.49%
$38.89 - $45.0 $360K - $416K
50.4K $2.26B
BBY
Best Buy CO Inc

Consumer Cyclical
272
+ 1.34%
$80.23 - $103.29 $21.8K - $28.1K
20.5K $2.12B
JNJ
Johnson & Johnson

Healthcare
442
+ 2.39%
$145.48 - $167.38 $64.3K - $74K
18.9K $3.07B
MDT
Medtronic PLC

Healthcare
325
+ 1.2%
$76.84 - $91.03 $25K - $29.6K
27.4K $2.46B
JPM
Jpmorgan Chase & CO

Financial Services
216
+ 0.74%
$194.9 - $224.8 $42.1K - $48.6K
29.5K $6.21B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
136
+ 1.79%
$475.2 - $527.7 $64.6K - $71.8K
7.72K $4.07B
META
Meta Platforms, Inc.

Communication Services
74
+ 5.84%
$453.41 - $572.44 $33.6K - $42.4K
1.34K $768M
EXLS
Exl Service Holdings, Inc.

Technology
1.35K
+ 17.93%
$31.2 - $38.15 $42.2K - $51.6K
8.9K $339M
VO
Vanguard Mid Cap ETF

ETFs
94
+ 2.76%
$237.84 - $263.83 $22.4K - $24.8K
3.5K $922M
CNS
Cohen & Steers, Inc.

Financial Services
314
+ 11.0%
$70.88 - $97.15 $22.3K - $30.5K
3.17K $304M
FSV
First Service Corp

Real Estate
246
+ 16.98%
$152.13 - $183.13 $37.4K - $45K
1.7K $309M
IEX
Idex Corp

Industrials
312
+ 27.06%
$190.56 - $214.98 $59.5K - $67.1K
1.47K $314M
ABBV
Abb Vie Inc.

Healthcare
64
+ 2.68%
$163.84 - $199.33 $10.5K - $12.8K
2.45K $483M
HLI
Houlihan Lokey, Inc.

Financial Services
169
+ 8.28%
$134.11 - $161.99 $22.7K - $27.4K
2.21K $349M
TECH
Bio Techne Corp

Healthcare
535
+ 15.43%
$70.96 - $82.35 $38K - $44.1K
4K $320M
IPAR
Inter Parfums Inc

Consumer Defensive
347
+ 18.76%
$113.85 - $140.68 $39.5K - $48.8K
2.2K $284M
ROLL
Rbc Bearings Inc

Industrials
144
+ 19.07%
N/A
899 $269M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
4.98K
+ 35.19%
$9.97 - $11.33 $49.6K - $56.4K
19.1K $211M
SPY
Spdr S&P 500 ETF Trust

ETFs
53
+ 9.25%
$517.38 - $573.86 $27.4K - $30.4K
626 $359M
ACN
Accenture PLC

Technology
13
+ 1.61%
$295.44 - $355.81 $3.84K - $4.63K
821 $290M
NICE
Nice Ltd.

Technology
225
+ 17.16%
$154.95 - $184.96 $34.9K - $41.6K
1.54K $267M
GS
Goldman Sachs Group Inc

Financial Services
23
+ 3.9%
$459.02 - $510.25 $10.6K - $11.7K
613 $304M
CRM
Salesforce, Inc.

Technology
6
+ 0.32%
$238.42 - $276.53 $1.43K - $1.66K
1.86K $508M
TGT
Target Corp

Consumer Defensive
118
+ 7.37%
$133.47 - $159.25 $15.7K - $18.8K
1.72K $268M
CVX
Chevron Corp

Energy
236
+ 9.96%
$137.88 - $161.97 $32.5K - $38.2K
2.61K $384M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
209
+ 2.02%
$12.0 - $13.08 $2.51K - $2.73K
10.6K $138M
NVDA
Nvidia Corp

Technology
93
+ 0.86%
$98.91 - $134.91 $9.2K - $12.5K
11K $1.33B
AVGO
Broadcom Inc.

Technology
44K
+ 827.37%
$136.27 - $1745.86 $6M - $76.8M
49.3K $8.51B
MRK
Merck & Co., Inc.

Healthcare
540
+ 1.48%
$111.15 - $128.97 $60K - $69.6K
37K $4.21B
Activity Summary
Buys All Purchases 56 New Holdings 20 Increased Positions 36 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Berry Wealth Group, LP Portfolio

Follow Berry Wealth Group, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Berry Wealth Group, LP, based on Form 13F filings with the SEC.

News

Stay updated on Berry Wealth Group, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email