Berry Wealth Group, LP Reduced Holdings in Q1 2025

Berry Wealth Group, LP

  • $128 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.54K
- 88.86%
$507.05 - $563.67 $3.32M - $3.69M
820 $421M
AVGO
Broadcom Inc.

Technology
-1.45K
- 3.05%
$167.43 - $244.7 $242K - $354K
45.9K $7.69B
ETN
Eaton Corp PLC

Industrials
-3.48K
- 15.33%
$271.83 - $371.23 $946K - $1.29M
19.2K $5.23B
AAPL
Apple Inc.

Technology
-650
- 1.62%
$209.68 - $247.1 $136K - $161K
39.4K $8.75B
MSFT
Microsoft Corp

Technology
-114
- 0.62%
$375.39 - $447.2 $42.8K - $51K
18.3K $6.88B
MSI
Motorola Solutions, Inc.

Technology
-730
- 4.33%
$411.73 - $482.1 $301K - $352K
16.1K $7.06B
MRK
Merck & Co., Inc.

Healthcare
-2.57K
- 7.09%
$83.01 - $101.02 $213K - $260K
33.7K $3.03B
BBY
Best Buy CO Inc

Consumer Cyclical
-1.73K
- 8.64%
$70.3 - $91.1 $122K - $158K
18.3K $1.35B
WMT
Walmart Inc.

Consumer Defensive
-2.07K
- 3.42%
$84.5 - $105.05 $175K - $217K
58.5K $5.13B
FIS
Fidelity National Information Services, Inc.

Technology
-1.26K
- 5.05%
$68.12 - $83.42 $86.1K - $105K
23.8K $1.77B
CMCSA
Comcast Corp

Communication Services
-3.76K
- 7.06%
$33.19 - $38.23 $125K - $144K
49.5K $1.82B
NEE
Nextera Energy Inc

Utilities
-1.31K
- 7.25%
$66.96 - $76.16 $87.9K - $99.9K
16.8K $1.19B
APD
Air Products & Chemicals, Inc.

Basic Materials
-478
- 5.11%
$283.24 - $338.07 $135K - $162K
8.88K $2.62B
JCI
Johnson Controls International PLC

Industrials
-1.54K
- 6.07%
$76.12 - $90.6 $118K - $140K
23.9K $1.92B
TECH
Bio Techne Corp

Healthcare
-455
- 10.77%
$58.47 - $78.75 $26.6K - $35.8K
3.77K $221M
SIGI
Selective Insurance Group Inc

Financial Services
-799
- 23.49%
$78.49 - $95.48 $62.7K - $76.3K
2.6K $238M
ACN
Accenture PLC

Technology
-69
- 8.83%
$300.91 - $398.25 $20.8K - $27.5K
712 $222M
HLI
Houlihan Lokey, Inc.

Financial Services
-140
- 7.08%
$154.43 - $187.4 $21.6K - $26.2K
1.84K $297M
RGA
Reinsurance Group Of America Inc

Financial Services
-86
- 5.32%
$186.01 - $231.1 $16K - $19.9K
1.53K $301M
EXLS
Exl Service Holdings, Inc.

Technology
-1.1K
- 18.0%
$44.13 - $51.8 $48.7K - $57.2K
5.03K $237M
MPC
Marathon Petroleum Corp

Energy
-1.44K
- 5.0%
$134.72 - $159.03 $194K - $229K
27.4K $3.99B
JPM
Jpmorgan Chase & CO

Financial Services
-740
- 2.56%
$225.19 - $279.95 $167K - $207K
28.2K $6.91B
UNP
Union Pacific Corp

Industrials
-331
- 4.48%
$225.21 - $254.42 $74.5K - $84.2K
7.06K $1.67B
ROLL
Rbc Bearings Inc

Industrials
-102
- 13.42%
N/A
658 $212M
CTRA
Coterra Energy Inc.

Energy
-1.85K
- 16.43%
$25.51 - $29.83 $47.1K - $55.1K
9.4K $272M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-400
- 16.85%
$110.55 - $130.35 $44.2K - $52.1K
1.97K $251M
LHX
L3 Harris Technologies, Inc.

Industrials
-7
- 0.57%
$194.65 - $222.86 $1.36K - $1.56K
1.22K $254M
WMB
Williams Companies, Inc.

Energy
-547
- 9.47%
$54.02 - $61.09 $29.5K - $33.4K
5.23K $312M
CVX
Chevron Corp

Energy
-260
- 10.22%
$146.71 - $167.97 $38.1K - $43.7K
2.29K $382M
UNH
Unitedhealth Group Inc

Healthcare
-77
- 1.35%
$461.52 - $548.18 $35.5K - $42.2K
5.63K $2.95B
O
Realty Income Corp

Real Estate
-2.15K
- 4.73%
$51.67 - $58.49 $111K - $126K
43.3K $2.51B
MDT
Medtronic PLC

Healthcare
-1.36K
- 5.01%
$79.84 - $94.5 $109K - $129K
25.8K $2.32B
CB
Chubb LTD

Financial Services
-624
- 4.36%
$257.71 - $301.99 $161K - $188K
13.7K $4.13B
VZ
Verizon Communications Inc

Communication Services
-1.31K
- 2.68%
$37.81 - $46.49 $49.5K - $60.8K
47.4K $2.15B
DRI
Darden Restaurants Inc

Consumer Cyclical
-113
- 0.81%
$180.02 - $208.56 $20.3K - $23.6K
13.8K $2.88B
Activity Summary
Buys All Purchases 60 New Holdings 17 Increased Positions 43 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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