Berry Wealth Group, LP Portfolio Holdings

Berry Wealth Group, LP

  • $128 Billion
  • Q1 2025

Berry Wealth Group, LP has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.75B, Broadcom Inc. with a value of $7.69B, Motorola Solutions, Inc. with a value of $7.06B, Jpmorgan Chase & CO with a value of $6.91B, and Microsoft Corp with a value of $6.88B.

Examining the 13F form we can see an decrease of $10.8B in the current position value, from $139B to 128B.

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 $128 Billion
Technology: $39 Billion
Financial Services: $19.6 Billion
Industrials: $13.7 Billion
Healthcare: $13 Billion
Consumer Cyclical: $12.1 Billion
Energy: $6.99 Billion
Consumer Defensive: $6.91 Billion
Communication Services: $6.13 Billion
Other: $10.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$8.75 Billion 6.85% of portfolio
39,398
Q1 2025 Reduced 1.62%
$78B
$7.69 Billion 6.02% of portfolio
45,927
Q1 2025 Reduced 3.05%
$73.5B
$7.06 Billion 5.53% of portfolio
16,132
Q1 2025 Reduced 4.33%
$718B
$6.91 Billion 5.41% of portfolio
28,185
Q1 2025 Reduced 2.56%
$2.95T
$6.88 Billion 5.38% of portfolio
18,335
Q1 2025 Reduced 0.62%
$117B
$5.23 Billion 4.09% of portfolio
19,222
Q1 2025 Reduced 15.33%
$264B
$5.13 Billion 4.02% of portfolio
58,488
Q1 2025 Reduced 3.42%
$369B
$4.41 Billion 3.45% of portfolio
12,046
Q1 2025 Added 0.17%
$119B
$4.13 Billion 3.23% of portfolio
13,688
Q1 2025 Reduced 4.36%
$68.5B
$3.99 Billion 3.12% of portfolio
27,367
Q1 2025 Reduced 5.0%
$99.6B
$3.6 Billion 2.81% of portfolio
13,561
Q1 2025 Added 0.36%
$409B
$3.08 Billion 2.41% of portfolio
18,594
Q1 2025 Added 3.71%
$216B
$3.03 Billion 2.37% of portfolio
33,708
Q1 2025 Reduced 7.09%
$385B
$2.95 Billion 2.3% of portfolio
5,625
Q1 2025 Reduced 1.35%
$24.6B
$2.88 Billion 2.25% of portfolio
13,845
Q1 2025 Reduced 0.81%
$60.1B
$2.62 Billion 2.05% of portfolio
8,875
Q1 2025 Reduced 5.11%
$113B
$2.32 Billion 1.81% of portfolio
25,805
Q1 2025 Reduced 5.01%
$185B
$2.15 Billion 1.68% of portfolio
47,419
Q1 2025 Reduced 2.68%
$100B
$2.14 Billion 1.68% of portfolio
10,620
Q1 2025 Reduced 4.98%
$57.8B
$1.92 Billion 1.5% of portfolio
23,909
Q1 2025 Reduced 6.07%
$151B
$1.82 Billion 1.43% of portfolio
49,454
Q1 2025 Reduced 7.06%
$48B
$1.77 Billion 1.39% of portfolio
23,750
Q1 2025 Reduced 5.05%
$41.4B
$1.68 Billion 1.31% of portfolio
5,344
Q1 2025 Added 729.81%
$133B
$1.67 Billion 1.31% of portfolio
7,063
Q1 2025 Reduced 4.48%
$39.9B
$1.62 Billion 1.27% of portfolio
19,659
Q1 2025 Added 1.87%
$15B
$1.35 Billion 1.05% of portfolio
18,294
Q1 2025 Reduced 8.64%
$440B
$1.33 Billion 1.04% of portfolio
11,217
Q1 2025 Added 0.03%
$271B
$1.24 Billion 0.97% of portfolio
11,421
Q1 2025 Added 5.73%
$1.88T
$1.2 Billion 0.94% of portfolio
6,297
Q1 2025 Added 7.53%
$131B
$1.19 Billion 0.93% of portfolio
16,780
Q1 2025 Reduced 7.25%
$565B
$1.16 Billion 0.9% of portfolio
3,299
Q1 2025 Added 16.74%
$1.25T
$1.07 Billion 0.84% of portfolio
1,857
Q1 2025 Added 24.46%
$957B
$881 Million 0.69% of portfolio
5,695
Q1 2025 Added 0.78%
$88.8B
$827 Million 0.65% of portfolio
2,454
Q1 2025 Added 0.82%
$385B
$727 Million 0.57% of portfolio
4,269
Q1 2025 Added 31.64%
$269B
$685 Million 0.54% of portfolio
2,553
Q1 2025 Added 31.46%
$149B
$671 Million 0.53% of portfolio
5,513
Q1 2025 Added 14.07%
$345B
$608 Million 0.48% of portfolio
2,901
Q1 2025 Added 36.33%
$177B
$605 Million 0.47% of portfolio
3,367
Q1 2025 Added 211.47%
$79.5B
$515 Million 0.4% of portfolio
2,331
Q1 2025 Added 5.76%
$891B
$457 Million 0.36% of portfolio
1,762
Q1 2025 Added 16.77%
$235B
$435 Million 0.34% of portfolio
1,391
Q1 2025 Added 29.4%
$0
$421 Million 0.33% of portfolio
820
Q1 2025 Reduced 88.86%
$217B
$428 Million 0.33% of portfolio
1,722
Q1 2025 Added 24.78%
$163B
$414 Million 0.32% of portfolio
814
Q1 2025 Added 0.12%
$157B
$399 Million 0.31% of portfolio
3,886
Q1 2025 Added 1.81%
$266B
$382 Million 0.3% of portfolio
2,285
Q1 2025 Reduced 10.22%
$113B
$382 Million 0.3% of portfolio
3,641
Q1 2025 Added 61.11%
$187B
$373 Million 0.29% of portfolio
682
Q1 2025 Added 7.23%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $128 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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