Berry Wealth Group, LP Purchases in Q2 2025

Berry Wealth Group, LP

  • $143 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HLI
Houlihan Lokey, Inc.

Financial Services
13
+ 0.71%
$141.59 - $182.75 $1.84K - $2.38K
1.85K $333M
LAMR
Lamar Advertising CO

Real Estate
140
+ 6.3%
$102.35 - $121.67 $14.3K - $17K
2.36K $287M
DUK
Duke Energy Corp

Utilities
359
+ 16.16%
$112.46 - $124.05 $40.4K - $44.5K
2.58K $305M
V
Visa Inc.

Financial Services
50
+ 1.52%
$308.27 - $373.31 $15.4K - $18.7K
3.35K $1.19B
SPGI
S&P Global Inc.

Financial Services
32
+ 3.93%
$438.31 - $527.29 $14K - $16.9K
846 $446M
STE
Steris PLC

Healthcare
63
+ 5.3%
$208.55 - $252.55 $13.1K - $15.9K
1.25K $300M
ORI
Old Republic International Corp

Financial Services
855
+ 9.35%
$35.25 - $39.79 $30.1K - $34K
10K $384M
LECO
Lincoln Electric Holdings Inc

Industrials
2
+ 0.17%
$167.18 - $211.38 $334 - $423
1.15K $238M
EXR
Extra Space Storage Inc.

Real Estate
140
+ 9.65%
$126.61 - $152.99 $17.7K - $21.4K
1.59K $235M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
21
+ 0.68%
$56.27 - $73.32 $1.18K - $1.54K
3.1K $225M
SPG
Simon Property Group Inc

Real Estate
126
+ 9.27%
$140.37 - $171.44 $17.7K - $21.6K
1.49K $239M
CVX
Chevron Corp

Energy
474
+ 20.74%
$133.73 - $168.51 $63.4K - $79.9K
2.76K $395M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.42%
$908.13 - $1056.85 $908 - $1.06K
239 $237M
PAYX
Paychex Inc

Industrials
178
+ 8.25%
$137.01 - $159.78 $24.4K - $28.4K
2.34K $340M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
232
+ 2.11%
$10.6 - $12.44 $2.46K - $2.89K
11.2K $139M
ALL
Allstate Corp

Financial Services
74
+ 4.66%
$180.53 - $212.64 $13.4K - $15.7K
1.66K $334M
SO
Southern CO

Utilities
50
+ 1.69%
$84.91 - $92.56 $4.25K - $4.63K
3.02K $277M
SNA
Snap On Inc

Industrials
76
+ 9.1%
$292.36 - $342.2 $22.2K - $26K
911 $283M
NMRK
Newmark Group, Inc.

Real Estate
6
+ 0.06%
$10.09 - $12.35 $60.5 - $74.1
10.5K $127M
SIGI
Selective Insurance Group Inc

Financial Services
3
+ 0.12%
$82.37 - $92.83 $247 - $278
2.61K $226M
EXLS
Exl Service Holdings, Inc.

Technology
16
+ 0.32%
$41.85 - $48.48 $670 - $776
5.04K $221M
WSO
Watsco Inc

Industrials
52
+ 8.15%
$421.84 - $520.66 $21.9K - $27.1K
690 $305M
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 1.22%
$285.55 - $321.23 $4.85K - $5.46K
1.41K $411M
NEE
Nextera Energy Inc

Utilities
20
+ 0.12%
$64.11 - $75.0 $1.28K - $1.5K
16.8K $1.17B
IQV
Iqvia Holdings Inc.

Healthcare
50
+ 2.83%
$137.0 - $174.37 $6.85K - $8.72K
1.81K $286M
PG
Procter & Gamble CO

Consumer Defensive
122
+ 2.86%
$157.66 - $172.39 $19.2K - $21K
4.39K $700M
GMED
Globus Medical Inc

Healthcare
10
+ 0.28%
$55.82 - $75.5 $558 - $755
3.56K $210M
MDT
Medtronic PLC

Healthcare
80
+ 0.31%
$80.68 - $88.86 $6.45K - $7.11K
25.9K $2.26B
APD
Air Products & Chemicals, Inc.

Basic Materials
23
+ 0.26%
$248.61 - $294.96 $5.72K - $6.78K
8.9K $2.51B
XOM
Exxon Mobil Corp

Energy
50
+ 0.45%
$99.93 - $119.04 $5K - $5.95K
11.3K $1.21B
MSI
Motorola Solutions, Inc.

Technology
97
+ 0.6%
$394.72 - $440.39 $38.3K - $42.7K
16.2K $6.82B
AAPL
Apple Inc.

Technology
356
+ 0.9%
$172.42 - $223.89 $61.4K - $79.7K
39.8K $8.16B
Activity Summary
Buys All Purchases 83 New Holdings 15 Increased Positions 68 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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