Berry Wealth Group, LP has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.75B, Broadcom Inc. with a value of $7.69B, Motorola Solutions, Inc. with a value of $7.06B, Jpmorgan Chase & CO with a value of $6.91B, and Microsoft Corp with a value of $6.88B.
Examining the 13F form we can see an decrease of $10.8B in the current position value, from $139B to 128B.
Berry Wealth Group, LP is based out at Granbury, TX
Below you can find more details about Berry Wealth Group, LP portfolio as well as his latest detailed transactions.
Portfolio value
$128 Billion
Technology: $39 Billion
Financial Services: $19.6 Billion
Industrials: $13.7 Billion
Healthcare: $13 Billion
Consumer Cyclical: $12.1 Billion
Energy: $6.99 Billion
Consumer Defensive: $6.91 Billion
Communication Services: $6.13 Billion
Other: $10.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
