Berry Wealth Group, LP Portfolio Holdings

Berry Wealth Group, LP

  • $140 Billion
  • Q3 2024

Berry Wealth Group, LP has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.53B, Broadcom Inc. with a value of $8.51B, Microsoft Corp with a value of $8.1B, Motorola Solutions, Inc. with a value of $7.7B, and Eaton Corp PLC with a value of $7.66B.

Examining the 13F form we can see an increase of $14.3B in the current position value, from $125B to 140B.

Berry Wealth Group, LP is based out at Granbury, TX

Below you can find more details about Berry Wealth Group, LP portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
Technology: $44.4 Billion
Financial Services: $17.7 Billion
Healthcare: $14.9 Billion
Industrials: $14.6 Billion
Consumer Cyclical: $12.1 Billion
Energy: $7.76 Billion
Communication Services: $6.59 Billion
Consumer Defensive: $6.39 Billion
Other: $15.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$9.53 Billion 6.83% of portfolio
40,903
Q3 2024 Added 1.48%
$66.5B
$8.51 Billion 6.1% of portfolio
49,336
Q3 2024 Added 827.37%
$3.11T
$8.1 Billion 5.81% of portfolio
18,833
Q3 2024 Reduced 3.57%
$83.6B
$7.7 Billion 5.52% of portfolio
17,128
Q3 2024 Added 0.27%
$150B
$7.66 Billion 5.49% of portfolio
23,125
Q3 2024 Reduced 11.25%
$729B
$6.21 Billion 4.45% of portfolio
29,453
Q3 2024 Added 0.74%
$245B
$5.07 Billion 3.63% of portfolio
62,751
Q3 2024 Added 1.44%
$430B
$4.91 Billion 3.52% of portfolio
12,107
Q3 2024 Reduced 0.5%
$79B
$4.88 Billion 3.5% of portfolio
29,942
Q3 2024 Reduced 18.49%
$118B
$4.21 Billion 3.02% of portfolio
14,612
Q3 2024 Reduced 23.39%
$251B
$4.21 Billion 3.01% of portfolio
37,033
Q3 2024 Added 1.48%
$0
$4.07 Billion 2.92% of portfolio
7,716
Q3 2024 Added 1.79%
$553B
$3.14 Billion 2.25% of portfolio
5,365
Q3 2024 Added 314.61%
$406B
$3.07 Billion 2.2% of portfolio
18,920
Q3 2024 Added 2.39%
$82.3B
$2.97 Billion 2.13% of portfolio
13,479
Q3 2024 Reduced 1.42%
$73.6B
$2.84 Billion 2.03% of portfolio
9,534
Q3 2024 Reduced 1.56%
$35.5B
$2.58 Billion 1.85% of portfolio
40,660
Q3 2024 New
$115B
$2.46 Billion 1.77% of portfolio
27,361
Q3 2024 Added 1.2%
$191B
$2.46 Billion 1.76% of portfolio
58,814
Q3 2024 Reduced 1.62%
$20.5B
$2.38 Billion 1.7% of portfolio
14,490
Q3 2024 Reduced 1.17%
$181B
$2.26 Billion 1.62% of portfolio
50,381
Q3 2024 Added 22.49%
$20.2B
$2.12 Billion 1.52% of portfolio
20,522
Q3 2024 Added 1.34%
$52.3B
$2.08 Billion 1.49% of portfolio
24,895
Q3 2024 New
$57.5B
$2.02 Billion 1.44% of portfolio
25,978
Q3 2024 Added 0.69%
$149B
$1.85 Billion 1.33% of portfolio
7,508
Q3 2024 Reduced 1.28%
$46.1B
$1.75 Billion 1.25% of portfolio
19,582
Q3 2024 Added 34.2%
$149B
$1.55 Billion 1.11% of portfolio
18,319
Q3 2024 Added 34.84%
$354B
$1.33 Billion 0.95% of portfolio
10,964
Q3 2024 Added 0.86%
$508B
$1.31 Billion 0.94% of portfolio
11,149
Q3 2024 Reduced 0.4%
$2.01T
$1.08 Billion 0.77% of portfolio
5,783
Q3 2024 Reduced 6.17%
$0
$922 Million 0.66% of portfolio
3,495
Q3 2024 Added 2.76%
$96.7B
$893 Million 0.64% of portfolio
2,296
Q3 2024 Reduced 1.75%
$1T
$876 Million 0.63% of portfolio
5,283
Q3 2024 Reduced 3.26%
$1.27T
$768 Million 0.55% of portfolio
1,342
Q3 2024 Added 5.84%
$507B
$747 Million 0.54% of portfolio
2,716
Q3 2024 Reduced 0.98%
$142B
$635 Million 0.46% of portfolio
1,087
Q1 2024 Added 0.93%
$223B
$594 Million 0.43% of portfolio
3,622
Q3 2024 Reduced 5.46%
$418B
$535 Million 0.38% of portfolio
3,088
Q3 2024 Reduced 0.64%
$342B
$508 Million 0.36% of portfolio
1,855
Q3 2024 Added 0.32%
$313B
$483 Million 0.35% of portfolio
2,448
Q3 2024 Added 2.68%
$141B
$467 Million 0.33% of portfolio
3,971
Q3 2024 Reduced 14.82%
$89B
$440 Million 0.32% of portfolio
2,741
Q3 2024 Reduced 1.19%
$37.5B
$431 Million 0.31% of portfolio
1,818
Q3 2024 Reduced 0.38%
$168B
$391 Million 0.28% of portfolio
756
Q3 2024 Reduced 0.79%
$59.4B
$390 Million 0.28% of portfolio
1,625
Q3 2024 Reduced 1.1%
$318B
$384 Million 0.27% of portfolio
2,605
Q3 2024 Added 9.96%
$1.11T
$382 Million 0.27% of portfolio
1,461
Q3 2024 Reduced 1.68%
$25.8B
$372 Million 0.27% of portfolio
9,512
Q3 2024 Reduced 82.97%
$79.5B
$376 Million 0.27% of portfolio
2,094
Q3 2024 Reduced 0.71%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $140 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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