Berry Wealth Group, LP Portfolio Holdings
Berry Wealth Group, LP
- $140 Billion
- Q3 2024
Berry Wealth Group, LP has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.53B, Broadcom Inc. with a value of $8.51B, Microsoft Corp with a value of $8.1B, Motorola Solutions, Inc. with a value of $7.7B, and Eaton Corp PLC with a value of $7.66B.
Examining the 13F form we can see an increase of $14.3B in the current position value, from $125B to 140B.
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
$140 Billion
Technology: $44.4 Billion
Financial Services: $17.7 Billion
Healthcare: $14.9 Billion
Industrials: $14.6 Billion
Consumer Cyclical: $12.1 Billion
Energy: $7.76 Billion
Communication Services: $6.59 Billion
Consumer Defensive: $6.39 Billion
Other: $15.1 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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