Berry Wealth Group, LP Reduced Holdings in Q3 2024

Berry Wealth Group, LP

  • $140 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DVN
Devon Energy Corp

Energy
-46.3K
- 82.97%
$37.87 - $48.65 $1.75M - $2.25M
9.51K $372M
MPC
Marathon Petroleum Corp

Energy
-6.79K
- 18.49%
$158.61 - $180.75 $1.08M - $1.23M
29.9K $4.88B
CB
Chubb LTD

Financial Services
-4.46K
- 23.39%
$252.51 - $292.2 $1.13M - $1.3M
14.6K $4.21B
MSFT
Microsoft Corp

Technology
-698
- 3.57%
$395.15 - $467.56 $276K - $326K
18.8K $8.1B
ETN
Eaton Corp PLC

Industrials
-2.93K
- 11.25%
$272.52 - $333.02 $799K - $976K
23.1K $7.66B
GOOGL
Alphabet Inc.

Communication Services
-178
- 3.26%
$148.65 - $191.18 $26.5K - $34K
5.28K $876M
AMZN
Amazon Com Inc

Consumer Cyclical
-380
- 6.17%
$161.02 - $200.0 $61.2K - $76K
5.78K $1.08B
EW
Edwards Lifesciences Corp

Healthcare
-99
- 2.53%
$59.7 - $93.78 $5.91K - $9.28K
3.81K $252M
TXN
Texas Instruments Inc

Technology
-482
- 32.97%
$194.6 - $194.6 $93.8K - $93.8K
980 $202M
FANG
Diamondback Energy, Inc.

Energy
-19
- 0.98%
$168.46 - $210.94 $3.2K - $4.01K
1.92K $331M
TJX
Tjx Companies Inc

Consumer Cyclical
-691
- 14.82%
$107.93 - $120.23 $74.6K - $83.1K
3.97K $467M
COP
Conocophillips

Energy
-179
- 7.71%
$102.3 - $116.61 $18.3K - $20.9K
2.14K $226M
AMD
Advanced Micro Devices Inc

Technology
-209
- 5.46%
$128.67 - $183.96 $26.9K - $38.4K
3.62K $594M
RJF
Raymond James Financial Inc

Financial Services
-128
- 5.76%
$106.39 - $125.13 $13.6K - $16K
2.09K $256M
RGA
Reinsurance Group Of America Inc

Financial Services
-71
- 5.16%
$192.62 - $225.79 $13.7K - $16K
1.3K $284M
MANH
Manhattan Associates Inc

Technology
-62
- 7.2%
$218.59 - $286.0 $13.6K - $17.7K
799 $225M
WMB
Williams Companies, Inc.

Energy
-98
- 1.69%
$41.24 - $46.22 $4.04K - $4.53K
5.7K $260M
LHX
L3 Harris Technologies, Inc.

Industrials
-7
- 0.59%
$221.96 - $243.27 $1.55K - $1.7K
1.19K $283M
XOM
Exxon Mobil Corp

Energy
-45
- 0.4%
$109.72 - $119.0 $4.94K - $5.36K
11.1K $1.31B
STE
Steris PLC

Healthcare
-21
- 1.83%
$213.51 - $247.14 $4.48K - $5.19K
1.13K $274M
PG
Procter & Gamble CO

Consumer Defensive
-20
- 0.64%
$160.76 - $177.82 $3.22K - $3.56K
3.09K $535M
V
Visa Inc.

Financial Services
-27
- 0.98%
$253.74 - $291.56 $6.85K - $7.87K
2.72K $747M
MCD
Mcdonalds Corp

Consumer Cyclical
-47
- 4.92%
$245.82 - $304.51 $11.6K - $14.3K
908 $277M
SO
Southern CO

Utilities
-14
- 0.47%
$77.0 - $90.52 $1.08K - $1.27K
2.94K $265M
ALL
Allstate Corp

Financial Services
-46
- 2.9%
$158.43 - $192.86 $7.29K - $8.87K
1.54K $292M
IQV
Iqvia Holdings Inc.

Healthcare
-7
- 0.38%
$206.81 - $251.55 $1.45K - $1.76K
1.82K $431M
SPGI
S&P Global Inc.

Financial Services
-6
- 0.79%
$446.32 - $527.38 $2.68K - $3.16K
756 $391M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-67
- 3.05%
$107.74 - $140.72 $7.22K - $9.43K
2.13K $299M
ICE
Intercontinental Exchange, Inc.

Financial Services
-33
- 1.19%
$136.93 - $162.81 $4.52K - $5.37K
2.74K $440M
FISV
Fiserv Inc

Technology
-15
- 0.71%
N/A
2.09K $376M
TSLA
Tesla, Inc.

Consumer Cyclical
-25
- 1.68%
$191.76 - $263.26 $4.79K - $6.58K
1.46K $382M
CMCSA
Comcast Corp

Communication Services
-971
- 1.62%
$37.33 - $41.78 $36.2K - $40.6K
58.8K $2.46B
TT
Trane Technologies PLC

Industrials
-41
- 1.75%
$314.21 - $388.71 $12.9K - $15.9K
2.3K $893M
UNP
Union Pacific Corp

Industrials
-97
- 1.28%
$221.78 - $256.09 $21.5K - $24.8K
7.51K $1.85B
DRI
Darden Restaurants Inc

Consumer Cyclical
-171
- 1.17%
$138.06 - $172.74 $23.6K - $29.5K
14.5K $2.38B
CME
Cme Group Inc.

Financial Services
-194
- 1.42%
$193.43 - $220.62 $37.5K - $42.8K
13.5K $2.97B
APD
Air Products & Chemicals, Inc.

Basic Materials
-151
- 1.56%
$247.34 - $300.11 $37.3K - $45.3K
9.53K $2.84B
HD
Home Depot, Inc.

Consumer Cyclical
-61
- 0.5%
$333.64 - $405.2 $20.4K - $24.7K
12.1K $4.91B
Activity Summary
Buys All Purchases 56 New Holdings 20 Increased Positions 36 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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