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| Name: |
Berry Wealth Group LP |
| City: |
GRANBURY |
| State: |
TX |
| Zip: |
76048 |
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data |
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Filing Period: |
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| Holdings
Found :
15 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
2 |
- |
$414.67 |
$7,981,000 |
18,969 |
6.62% |
1,240,000 |
1,043 |
0 |
Application Software |
|
|
AVGO |
Broadcom Limited |
4 |
- |
$1,364.08 |
$7,257,000 |
5,476 |
6.02% |
1,683,000 |
482 |
0.001 |
Semiconductor- Broad... |
|
|
AAPL |
Apple Inc |
5 |
- |
$191.29 |
$6,730,000 |
39,246 |
5.58% |
-404,000 |
2,194 |
0 |
Personal Computers |
|
|
MSI |
Motorola Inc |
6 |
- |
$359.69 |
$6,162,000 |
17,359 |
5.11% |
731,000 |
11 |
0.01 |
Communication Equipment |
|
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WMT |
Wal-Mart Stores Inc |
12 |
- |
$60.24 |
$3,731,000 |
62,005 |
3.1% |
7,000 |
38,385 |
0.002 |
Discount, Variety Stores |
|
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JNJ |
Johnson & Johnson |
15 |
- |
$145.28 |
$2,801,000 |
17,707 |
2.32% |
177,000 |
966 |
0.001 |
Drug Manufacturers - ... |
|
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XOM |
Exxon Mobil Corp |
25 |
- |
$113.99 |
$1,219,000 |
10,491 |
1.01% |
464,000 |
2,942 |
0 |
Integrated Oil & Gas |
|
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NVDA |
NVIDIA Corporation |
27 |
- |
$1,105.00 |
$941,000 |
1,041 |
0.78% |
504,000 |
158 |
0 |
Semiconductor - Speci... |
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LMT |
Lockheed Martin Corp |
36 |
- |
$460.94 |
$494,000 |
1,087 |
0.41% |
6,000 |
10 |
0 |
Aerospace/Defense - M... |
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PG |
Procter & Gamble Co |
37 |
- |
$162.58 |
$441,000 |
2,720 |
0.37% |
200,000 |
1,074 |
0 |
Cleaning Products |
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CVX |
Chevron Corp |
39 |
- |
$158.26 |
$403,000 |
2,554 |
0.33% |
55,000 |
221 |
0 |
Integrated Oil & Gas |
|
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MCD |
McDonalds Corp |
58 |
- |
$252.07 |
$269,000 |
953 |
0.22% |
16,000 |
99 |
0 |
Restaurants |
|
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TSLA |
Tesla Motors Inc |
64 |
- |
$177.81 |
$251,000 |
1,426 |
0.21% |
-97,000 |
24 |
0 |
Auto Manufacturers |
|
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GS |
Goldman Sachs Group Inc |
65 |
- |
$450.23 |
$249,000 |
596 |
0.21% |
33,000 |
35 |
0 |
Investment Brokerage ... |
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SO |
Southern Co |
75 |
- |
$78.08 |
$218,000 |
3,037 |
0.18% |
8,000 |
42 |
0 |
Electric Utilities |
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