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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$90.1B
$11 Billion 7.92% of portfolio
47,374
Q4 2024 Reduced 3.98%
$3.74T
$10 Billion 7.23% of portfolio
40,048
Q4 2024 Reduced 2.09%
$78.7B
$7.79 Billion 5.62% of portfolio
16,862
Q4 2024 Reduced 1.55%
$3.07T
$7.78 Billion 5.61% of portfolio
18,449
Q4 2024 Reduced 2.04%
$125B
$7.53 Billion 5.44% of portfolio
22,703
Q4 2024 Reduced 1.82%
$786B
$6.93 Billion 5.0% of portfolio
28,925
Q4 2024 Reduced 1.79%
$274B
$5.47 Billion 3.95% of portfolio
60,557
Q4 2024 Reduced 3.5%
$421B
$4.68 Billion 3.37% of portfolio
12,025
Q4 2024 Reduced 0.68%
$78.2B
$4.02 Billion 2.9% of portfolio
28,806
Q4 2024 Reduced 3.79%
$0
$3.97 Billion 2.86% of portfolio
7,364
Q4 2024 Reduced 4.56%
$113B
$3.95 Billion 2.85% of portfolio
14,312
Q4 2024 Reduced 2.05%
$230B
$3.61 Billion 2.6% of portfolio
36,279
Q4 2024 Reduced 2.04%
$87.2B
$3.14 Billion 2.26% of portfolio
13,512
Q4 2024 Added 0.24%
$510B
$2.88 Billion 2.08% of portfolio
5,702
Q4 2024 Added 6.28%
$74.5B
$2.71 Billion 1.96% of portfolio
9,353
Q4 2024 Reduced 1.9%
$24.4B
$2.61 Billion 1.88% of portfolio
13,958
Q4 2024 Reduced 3.67%
$33.4B
$2.43 Billion 1.75% of portfolio
45,405
Q4 2024 Added 11.67%
$106B
$2.37 Billion 1.71% of portfolio
11,177
Q4 2024 Reduced 1.5%
$121B
$2.17 Billion 1.57% of portfolio
27,165
Q4 2024 Reduced 0.72%
$49.6B
$2.02 Billion 1.46% of portfolio
25,014
Q4 2024 Added 0.48%
$53.2B
$2.01 Billion 1.45% of portfolio
25,453
Q4 2024 Reduced 2.02%
$148B
$2 Billion 1.44% of portfolio
53,213
Q4 2024 Reduced 9.52%
$167B
$1.95 Billion 1.41% of portfolio
48,727
Q4 2024 Reduced 3.28%
$19.1B
$1.72 Billion 1.24% of portfolio
20,024
Q4 2024 Reduced 2.43%
$150B
$1.69 Billion 1.22% of portfolio
7,394
Q4 2024 Reduced 1.52%
$41.6B
$1.63 Billion 1.18% of portfolio
19,298
Q4 2024 Reduced 1.45%
$296B
$1.45 Billion 1.05% of portfolio
10,802
Q4 2024 Reduced 1.48%
$137B
$1.3 Billion 0.94% of portfolio
18,092
Q4 2024 Reduced 1.24%
$2.47T
$1.28 Billion 0.93% of portfolio
5,856
Q4 2024 Added 1.26%
$458B
$1.21 Billion 0.87% of portfolio
11,214
Q4 2024 Added 0.58%
$1.23T
$1.07 Billion 0.77% of portfolio
5,651
Q4 2024 Added 6.97%
$82.4B
$899 Million 0.65% of portfolio
2,434
Q4 2024 Added 6.01%
$0
$897 Million 0.65% of portfolio
3,397
Q4 2024 Reduced 2.8%
$564B
$893 Million 0.64% of portfolio
2,826
Q4 2024 Added 4.05%
$1.58T
$874 Million 0.63% of portfolio
1,492
Q4 2024 Added 11.18%
$344B
$649 Million 0.47% of portfolio
1,942
Q4 2024 Added 4.69%
$1.24T
$609 Million 0.44% of portfolio
1,509
Q4 2024 Added 3.29%
$145B
$584 Million 0.42% of portfolio
4,833
Q4 2024 Added 21.71%
$398B
$544 Million 0.39% of portfolio
3,243
Q4 2024 Added 5.02%
$119B
$528 Million 0.38% of portfolio
1,087
Q1 2024 Added 0.93%
$193B
$461 Million 0.33% of portfolio
3,817
Q4 2024 Added 5.38%
$79.5B
$453 Million 0.33% of portfolio
2,204
Q4 2024 Added 5.25%
$167B
$405 Million 0.29% of portfolio
813
Q4 2024 Added 7.54%
$300B
$369 Million 0.27% of portfolio
2,545
Q4 2024 Reduced 2.3%
$336B
$378 Million 0.27% of portfolio
2,128
Q4 2024 Reduced 13.07%
$216B
$364 Million 0.26% of portfolio
636
Q4 2024 Added 3.75%
$8.95B
$343 Million 0.25% of portfolio
1,978
Q4 2024 Reduced 10.46%
$15.2B
$345 Million 0.25% of portfolio
1,616
Q4 2024 Added 23.93%
$53.1B
$339 Million 0.24% of portfolio
1,632
Q4 2024 Added 0.43%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $139 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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