Berry Wealth Group, LP Portfolio Holdings
Berry Wealth Group, LP
- $139 Billion
- Q4 2024
Berry Wealth Group, LP has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $11B, Apple Inc. with a value of $10B, Motorola Solutions, Inc. with a value of $7.79B, Microsoft Corp with a value of $7.78B, and Eaton Corp PLC with a value of $7.53B.
Examining the 13F form we can see an decrease of $907M in the current position value, from $140B to 139B.
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
$139 Billion
Technology: $46.4 Billion
Financial Services: $18.4 Billion
Industrials: $14.6 Billion
Healthcare: $12.9 Billion
Consumer Cyclical: $12.6 Billion
Energy: $6.73 Billion
Consumer Defensive: $6.52 Billion
Communication Services: $6.35 Billion
Other: $14.2 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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