Berry Wealth Group, LP Reduced Holdings in Q4 2024

Berry Wealth Group, LP

  • $139 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MPC
Marathon Petroleum Corp

Energy
-1.14K
- 3.79%
$131.65 - $174.84 $150K - $199K
28.8K $4.02B
MRK
Merck & Co., Inc.

Healthcare
-754
- 2.04%
$96.31 - $114.76 $72.6K - $86.5K
36.3K $3.61B
JNJ
Johnson & Johnson

Healthcare
-991
- 5.24%
$143.34 - $165.86 $142K - $164K
17.9K $2.59B
CMCSA
Comcast Corp

Communication Services
-5.6K
- 9.52%
$37.39 - $45.14 $209K - $253K
53.2K $2B
BBY
Best Buy CO Inc

Consumer Cyclical
-498
- 2.43%
$85.2 - $101.35 $42.4K - $50.5K
20K $1.72B
MSFT
Microsoft Corp

Technology
-384
- 2.04%
$406.35 - $454.46 $156K - $175K
18.4K $7.78B
VZ
Verizon Communications Inc

Communication Services
-1.65K
- 3.28%
$39.6 - $45.21 $65.5K - $74.8K
48.7K $1.95B
MDT
Medtronic PLC

Healthcare
-196
- 0.72%
$79.61 - $92.24 $15.6K - $18.1K
27.2K $2.17B
CB
Chubb LTD

Financial Services
-300
- 2.05%
$271.57 - $301.89 $81.5K - $90.6K
14.3K $3.95B
NEE
Nextera Energy Inc

Utilities
-227
- 1.24%
$69.77 - $85.43 $15.8K - $19.4K
18.1K $1.3B
HD
Home Depot, Inc.

Consumer Cyclical
-82
- 0.68%
$385.02 - $431.37 $31.6K - $35.4K
12K $4.68B
UNP
Union Pacific Corp

Industrials
-114
- 1.52%
$223.15 - $249.32 $25.4K - $28.4K
7.39K $1.69B
IQV
Iqvia Holdings Inc.

Healthcare
-454
- 24.97%
$190.97 - $236.63 $86.7K - $107K
1.36K $268M
ETN
Eaton Corp PLC

Industrials
-422
- 1.82%
$326.96 - $377.52 $138K - $159K
22.7K $7.53B
APD
Air Products & Chemicals, Inc.

Basic Materials
-181
- 1.9%
$285.5 - $335.62 $51.7K - $60.7K
9.35K $2.71B
PEG
Public Service Enterprise Group Inc

Utilities
-284
- 1.45%
$81.87 - $94.51 $23.3K - $26.8K
19.3K $1.63B
ABBV
Abb Vie Inc.

Healthcare
-320
- 13.07%
$164.99 - $203.87 $52.8K - $65.2K
2.13K $378M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-352
- 4.56%
$521.84 - $558.82 $184K - $197K
7.36K $3.97B
EXLS
Exl Service Holdings, Inc.

Technology
-2.77K
- 31.08%
$38.1 - $47.02 $105K - $130K
6.13K $272M
STE
Steris PLC

Healthcare
-9
- 0.8%
$204.34 - $235.7 $1.84K - $2.12K
1.12K $230M
ROLL
Rbc Bearings Inc

Industrials
-139
- 15.46%
N/A
760 $227M
EW
Edwards Lifesciences Corp

Healthcare
-796
- 20.88%
$64.54 - $75.92 $51.4K - $60.4K
3.02K $223M
VO
Vanguard Mid Cap ETF

ETFs
-98
- 2.8%
$261.5 - $284.63 $25.6K - $27.9K
3.4K $897M
ACN
Accenture PLC

Technology
-40
- 4.87%
$343.9 - $376.86 $13.8K - $15.1K
781 $275M
CVX
Chevron Corp

Energy
-60
- 2.3%
$141.15 - $162.53 $8.47K - $9.75K
2.55K $369M
JCI
Johnson Controls International PLC

Industrials
-525
- 2.02%
$74.23 - $86.6 $39K - $45.5K
25.5K $2.01B
IPAR
Inter Parfums Inc

Consumer Defensive
-87
- 3.96%
$118.08 - $139.92 $10.3K - $12.2K
2.11K $277M
HLI
Houlihan Lokey, Inc.

Financial Services
-231
- 10.46%
$158.81 - $190.49 $36.7K - $44K
1.98K $343M
MSI
Motorola Solutions, Inc.

Technology
-266
- 1.55%
$449.08 - $504.6 $119K - $134K
16.9K $7.79B
NVDA
Nvidia Corp

Technology
-162
- 1.48%
$117.0 - $148.88 $19K - $24.1K
10.8K $1.45B
DRI
Darden Restaurants Inc

Consumer Cyclical
-532
- 3.67%
$155.96 - $188.66 $83K - $100K
14K $2.61B
WMT
Walmart Inc.

Consumer Defensive
-2.19K
- 3.5%
$79.1 - $95.7 $174K - $210K
60.6K $5.47B
AAPL
Apple Inc.

Technology
-855
- 2.09%
$221.69 - $259.02 $190K - $221K
40K $10B
JPM
Jpmorgan Chase & CO

Financial Services
-528
- 1.79%
$205.18 - $250.29 $108K - $132K
28.9K $6.93B
AVGO
Broadcom Inc.

Technology
-1.96K
- 3.98%
$159.67 - $250.0 $313K - $491K
47.4K $11B
Activity Summary
Buys All Purchases 58 New Holdings 9 Increased Positions 49 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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