Berry Wealth Group, LP
29 holdingsFiling period: 2026-03-31Current AUM: $31.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 10.4K | $3.2M | $4.0M | 12.95% | -447 | 2026-03-31 |
| 2 | MPC | MARATHON PETE CORP | 12.2K | $3.0M | $3.9M | 12.39% | -303 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 11.8K | $3.0M | $3.6M | 11.63% | -416 | 2026-03-31 |
| 4 | — | EATON CORP PLC | 6.2K | $2.2M | $2.2M | 7.12% | -209 | 2026-03-31 |
| 5 | JPM | JPMORGAN CHASE & CO | 6.7K | $2.0M | $2.4M | 7.60% | -378 | 2026-03-31 |
| 6 | MSI | MOTOROLA SOLUTIONS INC | 4.1K | $1.8M | $1.8M | 5.79% | -273 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 4.7K | $1.7M | $2.2M | 6.94% | -240 | 2026-03-31 |
| 8 | — | CHUBB LTD SWITZ | 4.5K | $1.5M | $1.5M | 4.71% | -208 | 2026-03-31 |
| 9 | WMT | WALMART INC | 6.4K | $792K | $709K | 2.27% | -742 | 2026-03-31 |
| 10 | XOM | EXXON MOBIL CORP | 4.7K | $791K | $725K | 2.32% | +7 | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 4.7K | $791K | $725K | 2.32% | +7 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 4.2K | $736K | $847K | 2.72% | -- | 2026-03-31 |
| 13 | HD | HOME DEPOT INC | 2.1K | $694K | $700K | 2.25% | -664 | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 3.1K | $654K | $853K | 2.73% | -- | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 1.8K | $523K | $648K | 2.08% | -- | 2026-03-31 |
| 16 | — | TRANE TECHNOLOGIES PLC | 1.1K | $444K | $444K | 1.42% | +2 | 2026-03-31 |
| 17 | TSLA | TESLA INC | 1.1K | $412K | $345K | 1.11% | -- | 2026-03-31 |
| 18 | JNJ | JOHNSON & JOHNSON | 1.6K | $403K | $423K | 1.35% | -218 | 2026-03-31 |
| 19 | TXN | TEXAS INSTRS INC | 1.9K | $366K | $520K | 1.67% | -- | 2026-03-31 |
| 20 | V | VISA INC | 1.2K | $349K | $423K | 1.36% | +1 | 2026-03-31 |
| 21 | VZ | VERIZON COMMUNICATIONS INC | 6.3K | $315K | $294K | 0.94% | -570 | 2026-03-31 |
| 22 | CME | CME GROUP INC | 1.1K | $310K | $281K | 0.90% | -141 | 2026-03-31 |
| 23 | LMT | LOCKHEED MARTIN CORP | 417 | $252K | $243K | 0.78% | +2 | 2026-03-31 |
| 24 | TJX | TJX COS INC NEW | 1.6K | $248K | $244K | 0.78% | -2 | 2026-03-31 |
| 25 | ABBV | ABBVIE INC | 1.1K | $240K | $277K | 0.89% | -193 | 2026-03-31 |
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