Berry Wealth Group, LP Incresed Positions in Q4 2024

Berry Wealth Group, LP

  • $139 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
48
+ 3.29%
$213.65 - $479.86 $10.3K - $23K
1.51K $609M
AMZN
Amazon Com Inc

Consumer Cyclical
73
+ 1.26%
$180.88 - $232.93 $13.2K - $17K
5.86K $1.28B
GOOGL
Alphabet Inc.

Communication Services
368
+ 6.97%
$161.86 - $196.66 $59.6K - $72.4K
5.65K $1.07B
CME
Cme Group Inc.

Financial Services
33
+ 0.24%
$221.17 - $246.02 $7.3K - $8.12K
13.5K $3.14B
V
Visa Inc.

Financial Services
110
+ 4.05%
$273.87 - $320.91 $30.1K - $35.3K
2.83K $893M
CRM
Salesforce, Inc.

Technology
87
+ 4.69%
$270.87 - $367.87 $23.6K - $32K
1.94K $649M
TJX
Tjx Companies Inc

Consumer Cyclical
862
+ 21.71%
$112.15 - $127.2 $96.7K - $110K
4.83K $584M
SIGI
Selective Insurance Group Inc

Financial Services
1.2K
+ 54.52%
$90.05 - $102.09 $108K - $123K
3.4K $318M
META
Meta Platforms, Inc.

Communication Services
150
+ 11.18%
$554.08 - $632.68 $83.1K - $94.9K
1.49K $874M
FISV
Fiserv Inc

Technology
110
+ 5.25%
N/A
2.2K $453M
RGA
Reinsurance Group Of America Inc

Financial Services
312
+ 23.93%
$201.26 - $231.95 $62.8K - $72.4K
1.62K $345M
GS
Goldman Sachs Group Inc

Financial Services
23
+ 3.75%
$486.1 - $608.57 $11.2K - $14K
636 $364M
WMB
Williams Companies, Inc.

Energy
77
+ 1.35%
$46.37 - $59.74 $3.57K - $4.6K
5.78K $313M
GMED
Globus Medical Inc

Healthcare
164
+ 5.05%
$69.79 - $85.61 $11.4K - $14K
3.41K $282M
MCD
Mcdonalds Corp

Consumer Cyclical
167
+ 18.39%
$288.47 - $316.54 $48.2K - $52.9K
1.08K $312M
ARES
Ares Management Corp

Financial Services
31
+ 2.34%
$153.38 - $183.7 $4.75K - $5.69K
1.36K $240M
PNC
Pnc Financial Services Group, Inc.

Financial Services
108
+ 9.38%
$178.39 - $215.0 $19.3K - $23.2K
1.26K $243M
NCNO
N Cino, Inc.

Technology
400
+ 5.12%
$30.14 - $42.64 $12.1K - $17.1K
8.21K $276M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
1.11K
+ 5.8%
$10.4 - $12.75 $11.5K - $14.1K
20.2K $237M
CMI
Cummins Inc

Industrials
19
+ 3.04%
$324.93 - $383.42 $6.17K - $7.28K
644 $224M
WSO
Watsco Inc

Industrials
53
+ 12.93%
$466.57 - $568.78 $24.7K - $30.1K
463 $219M
IBM
International Business Machines Corp

Technology
88
+ 6.81%
$204.9 - $238.04 $18K - $20.9K
1.38K $303M
ORI
Old Republic International Corp

Financial Services
310
+ 5.22%
$34.4 - $38.98 $10.7K - $12.1K
6.25K $226M
SPGI
S&P Global Inc.

Financial Services
57
+ 7.54%
$480.36 - $529.17 $27.4K - $30.2K
813 $405M
MLAB
Mesa Laboratories Inc

Technology
83
+ 5.27%
$98.59 - $135.91 $8.18K - $11.3K
1.66K $219M
FSV
First Service Corp

Real Estate
91
+ 5.37%
$176.17 - $197.05 $16K - $17.9K
1.79K $323M
ALL
Allstate Corp

Financial Services
35
+ 2.27%
$181.25 - $208.2 $6.34K - $7.29K
1.57K $303M
PG
Procter & Gamble CO

Consumer Defensive
155
+ 5.02%
$161.05 - $179.7 $25K - $27.9K
3.24K $544M
IEX
Idex Corp

Industrials
77
+ 5.26%
$202.75 - $236.06 $15.6K - $18.2K
1.54K $323M
NICE
Nice Ltd.

Technology
80
+ 5.21%
$164.71 - $199.17 $13.2K - $15.9K
1.62K $274M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
147
+ 6.19%
$91.94 - $100.02 $13.5K - $14.7K
2.52K $233M
TT
Trane Technologies PLC

Industrials
138
+ 6.01%
$369.35 - $419.14 $51K - $57.8K
2.43K $899M
TXN
Texas Instruments Inc

Technology
101
+ 10.31%
N/A
1.08K $203M
COP
Conocophillips

Energy
117
+ 5.46%
$95.12 - $114.72 $11.1K - $13.4K
2.26K $224M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
215
+ 2.04%
$12.16 - $13.26 $2.61K - $2.85K
10.8K $136M
WLY
John Wiley & Sons, Inc.

Communication Services
255
+ 5.38%
$43.58 - $53.13 $11.1K - $13.5K
4.99K $218M
UL
Unilever PLC

Consumer Defensive
309
+ 8.4%
$56.7 - $64.64 $17.5K - $20K
3.99K $226M
FANG
Diamondback Energy, Inc.

Energy
16
+ 0.83%
$153.06 - $199.5 $2.45K - $3.19K
1.94K $317M
TECH
Bio Techne Corp

Healthcare
221
+ 5.52%
$66.37 - $78.17 $14.7K - $17.3K
4.22K $304M
SO
Southern CO

Utilities
14
+ 0.48%
$81.5 - $94.15 $1.14K - $1.32K
2.95K $243M
LHX
L3 Harris Technologies, Inc.

Industrials
34
+ 2.86%
$208.94 - $264.22 $7.1K - $8.98K
1.22K $257M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
242
+ 11.35%
$104.0 - $138.19 $25.2K - $33.4K
2.37K $263M
NXPI
Nxp Semiconductors N.V.

Technology
7
+ 0.43%
$207.27 - $255.58 $1.45K - $1.79K
1.63K $339M
FIS
Fidelity National Information Services, Inc.

Technology
119
+ 0.48%
$80.14 - $90.95 $9.54K - $10.8K
25K $2.02B
XOM
Exxon Mobil Corp

Energy
65
+ 0.58%
$105.51 - $125.37 $6.86K - $8.15K
11.2K $1.21B
AMD
Advanced Micro Devices Inc

Technology
195
+ 5.38%
$118.88 - $172.8 $23.2K - $33.7K
3.82K $461M
O
Realty Income Corp

Real Estate
4.75K
+ 11.67%
$51.76 - $64.71 $246K - $307K
45.4K $2.43B
UNH
Unitedhealth Group Inc

Healthcare
337
+ 6.28%
$485.52 - $625.25 $164K - $211K
5.7K $2.88B
Activity Summary
Buys All Purchases 58 New Holdings 9 Increased Positions 49 Sells All Sells 36 Reductions 36 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