Berry Wealth Group, LP Incresed Positions in Q2 2025

Berry Wealth Group, LP

  • $143 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
269
+ 0.59%
$146.29 - $275.65 $39.4K - $74.1K
46.2K $12.7B
ABBV
Abb Vie Inc.

Healthcare
13.9K
+ 479.25%
$170.16 - $206.27 $2.37M - $2.87M
16.8K $3.12B
MSFT
Microsoft Corp

Technology
119
+ 0.65%
$354.56 - $497.45 $42.2K - $59.2K
18.5K $9.18B
ETN
Eaton Corp PLC

Industrials
140
+ 0.73%
$246.52 - $356.99 $34.5K - $50K
19.4K $6.91B
JPM
Jpmorgan Chase & CO

Financial Services
25
+ 0.09%
$210.28 - $289.91 $5.26K - $7.25K
28.2K $8.18B
NVDA
Nvidia Corp

Technology
379
+ 3.32%
$94.31 - $157.99 $35.7K - $59.9K
11.8K $1.86B
JCI
Johnson Controls International PLC

Industrials
69
+ 0.29%
$71.14 - $105.62 $4.91K - $7.29K
24K $2.53B
WMT
Walmart Inc.

Consumer Defensive
36
+ 0.06%
$81.79 - $99.98 $2.94K - $3.6K
58.5K $5.72B
MPC
Marathon Petroleum Corp

Energy
43
+ 0.16%
$118.55 - $170.08 $5.1K - $7.31K
27.4K $4.55B
META
Meta Platforms, Inc.

Communication Services
153
+ 8.24%
$484.66 - $738.09 $74.2K - $113K
2.01K $1.48B
DRI
Darden Restaurants Inc

Consumer Cyclical
287
+ 2.07%
$186.58 - $225.78 $53.5K - $64.8K
14.1K $3.08B
CME
Cme Group Inc.

Financial Services
161
+ 1.19%
$252.37 - $290.71 $40.6K - $46.8K
13.7K $3.78B
AMD
Advanced Micro Devices Inc

Technology
183
+ 4.71%
$78.21 - $143.81 $14.3K - $26.3K
4.07K $577M
TXN
Texas Instruments Inc

Technology
401
+ 11.91%
N/A
3.77K $782M
FIS
Fidelity National Information Services, Inc.

Technology
53
+ 0.22%
$68.14 - $82.13 $3.61K - $4.35K
23.8K $1.94B
GOOGL
Alphabet Inc.

Communication Services
173
+ 3.04%
$144.7 - $178.6 $25K - $30.9K
5.87K $1.03B
TJX
Tjx Companies Inc

Consumer Cyclical
1.07K
+ 19.39%
$119.13 - $135.03 $127K - $144K
6.58K $813M
RTX
Raytheon Technologies Corp

Industrials
742
+ 41.71%
$113.75 - $148.48 $84.4K - $110K
2.52K $368M
KO
Coca Cola CO

Consumer Defensive
1.85K
+ 56.05%
$68.37 - $73.9 $126K - $137K
5.15K $364M
TSLA
Tesla, Inc.

Consumer Cyclical
46
+ 2.61%
$221.86 - $362.89 $10.2K - $16.7K
1.81K $574M
HD
Home Depot, Inc.

Consumer Cyclical
298
+ 2.47%
$335.24 - $380.78 $99.9K - $113K
12.3K $4.53B
MS
Morgan Stanley

Financial Services
271
+ 10.3%
$99.83 - $140.86 $27.1K - $38.2K
2.9K $409M
CMI
Cummins Inc

Industrials
65
+ 1.22%
$267.12 - $336.65 $17.4K - $21.9K
5.41K $1.77B
IBM
International Business Machines Corp

Technology
16
+ 0.93%
$221.03 - $294.78 $3.54K - $4.72K
1.74K $512M
PNR
Pentair PLC

Industrials
362
+ 11.87%
$76.17 - $103.58 $27.6K - $37.5K
3.41K $350M
PEG
Public Service Enterprise Group Inc

Utilities
445
+ 2.26%
$77.13 - $84.18 $34.3K - $37.5K
20.1K $1.69B
NXPI
Nxp Semiconductors N.V.

Technology
80
+ 4.55%
$153.5 - $218.72 $12.3K - $17.5K
1.84K $402M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
526
+ 14.68%
$81.46 - $94.63 $42.8K - $49.8K
4.11K $389M
TECH
Bio Techne Corp

Healthcare
1.62K
+ 43.06%
$46.66 - $58.38 $75.7K - $94.8K
5.39K $277M
WMB
Williams Companies, Inc.

Energy
618
+ 11.82%
$54.33 - $62.87 $33.6K - $38.9K
5.85K $367M
ARES
Ares Management Corp

Financial Services
9
+ 0.46%
$118.04 - $175.83 $1.06K - $1.58K
1.95K $337M
FANG
Diamondback Energy, Inc.

Energy
660
+ 33.2%
$119.25 - $161.49 $78.7K - $107K
2.65K $364M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
121
+ 2.2%
$45.98 - $56.15 $5.56K - $6.79K
5.61K $315M
UL
Unilever PLC

Consumer Defensive
462
+ 8.19%
$57.9 - $65.43 $26.7K - $30.2K
6.1K $373M
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
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
661
+ 9.18%
$32.56 - $35.71 $21.5K - $23.6K
7.87K $260M
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
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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