Berry Wealth Group, LP Incresed Positions 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
V
Visa Inc.

Financial Services
473
+ 16.74%
$306.92 - $362.71 $145K - $172K
3.3K $1.16B
ABBV
Abb Vie Inc.

Healthcare
773
+ 36.33%
$169.2 - $216.66 $131K - $167K
2.9K $608M
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
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
GMED
Globus Medical Inc

Healthcare
144
+ 4.22%
$69.68 - $93.32 $10K - $13.4K
3.55K $260M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
471
+ 9.38%
$47.79 - $59.89 $22.5K - $28.2K
5.49K $276M
RJF
Raymond James Financial Inc

Financial Services
5
+ 0.24%
$137.62 - $172.64 $688 - $863
2.1K $292M
AMD
Advanced Micro Devices Inc

Technology
69
+ 1.81%
$96.63 - $129.55 $6.67K - $8.94K
3.89K $399M
TT
Trane Technologies PLC

Industrials
20
+ 0.82%
$332.0 - $400.86 $6.64K - $8.02K
2.45K $827M
AMZN
Amazon Com Inc

Consumer Cyclical
441
+ 7.53%
$190.26 - $242.06 $83.9K - $107K
6.3K $1.2B
TSLA
Tesla, Inc.

Consumer Cyclical
253
+ 16.77%
$222.15 - $428.22 $56.2K - $108K
1.76K $457M
GOOGL
Alphabet Inc.

Communication Services
44
+ 0.78%
$154.33 - $206.19 $6.79K - $9.07K
5.7K $881M
NVDA
Nvidia Corp

Technology
619
+ 5.73%
$106.98 - $149.43 $66.2K - $92.5K
11.4K $1.24B
HD
Home Depot, Inc.

Consumer Cyclical
21
+ 0.17%
$347.25 - $424.87 $7.29K - $8.92K
12K $4.41B
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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