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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.71B
$349 Million 0.25% of portfolio
2,209
Q3 2024 Added 8.28%
$2.86B
$320 Million 0.23% of portfolio
4,003
Q3 2024 Added 15.43%
$4.56B
$304 Million 0.22% of portfolio
3,168
Q3 2024 Added 11.0%
$8.15B
$309 Million 0.22% of portfolio
1,695
Q3 2024 Added 16.98%
$6.34B
$299 Million 0.21% of portfolio
2,132
Q3 2024 Reduced 3.05%
$4.2B
$284 Million 0.2% of portfolio
2,197
Q3 2024 Added 18.76%
$7.21B
$269 Million 0.19% of portfolio
899
Q3 2024 Added 19.07%
$3.91B
$247 Million 0.18% of portfolio
7,807
Q3 2024 New
$6.43B
$232 Million 0.17% of portfolio
3,245
Q3 2024 New
$8.15B
$231 Million 0.17% of portfolio
3,401
Q3 2024 New
$6.56B
$225 Million 0.16% of portfolio
2,085
Q3 2024 New
$2.1B
$229 Million 0.16% of portfolio
4,736
Q3 2024 New
$7.37B
$211 Million 0.15% of portfolio
19,115
Q3 2024 Added 35.19%
$5.73B
$205 Million 0.15% of portfolio
2,201
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $140 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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