Berry Wealth Group, Lp Top Holdings and 13F Report (2026) About Berry Wealth Group, LpInvestment ActivityBerry Wealth Group, Lp has $26.76 million in total holdings as of March 31, 2026.Berry Wealth Group, Lp owns shares of 28 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 0.04% of the portfolio was purchased this quarter.About 8.39% of the portfolio was sold this quarter.This quarter, Berry Wealth Group, Lp has purchased 32 new stocks and bought additional shares in 6 stocks.Berry Wealth Group, Lp sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings Broadcom $3,212,119Marathon Petroleum $2,983,905Apple $2,982,760Eaton $2,220,394JPMorgan Chase & Co. $1,984,441 Largest Purchases this Quarter United Parcel Service 33 shares (about $3.25K)Virtus Dividend, Interest & Premium Strategy Fund 248 shares (about $3.13K)Lockheed Martin 2 shares (about $1.21K)ExxonMobil 7 shares (about $1.19K)Trane Technologies 2 shares (about $833.60) Largest Sales this Quarter Home Depot 664 shares (about $218.43K)Broadcom 447 shares (about $138.35K)Motorola Solutions 273 shares (about $118.48K)JPMorgan Chase & Co. 378 shares (about $111.19K)Apple 416 shares (about $105.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBerry Wealth Group, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$3,212,119$138,352 â–¼-4.1%10,37812.0%Computer and TechnologyMPCMarathon Petroleum$2,983,905$73,987 â–¼-2.4%12,22011.1%EnergyAAPLApple$2,982,760$105,575 â–¼-3.4%11,75311.1%Computer and TechnologyETNEaton$2,220,394$74,752 â–¼-3.3%6,2088.3%IndustrialsJPMJPMorgan Chase & Co.$1,984,441$111,195 â–¼-5.3%6,7467.4%FinanceMSIMotorola Solutions$1,798,432$118,478 â–¼-6.2%4,1446.7%Computer and TechnologyMSFTMicrosoft$1,725,662$88,837 â–¼-4.9%4,6626.4%Computer and TechnologyCBChubb$1,471,525$67,791 â–¼-4.4%4,5155.5%FinanceWALMART INC$792,816$92,220 â–¼-10.4%6,3793.0%COMXOMExxonMobil$791,885$1,188 â–²0.2%4,6673.0%EnergyNVDANVIDIA$736,3290.0%4,2222.8%Computer and TechnologyHDHome Depot$694,107$218,430 â–¼-23.9%2,1102.6%Retail/WholesaleAMZNAmazon.com$654,1760.0%3,1412.4%Retail/WholesaleGOOGLAlphabet$523,7550.0%1,8212.0%Computer and TechnologyTTTrane Technologies$444,307$834 â–²0.2%1,0661.7%ConstructionTSLATesla$412,2710.0%1,1091.5%Auto/Tires/TrucksJNJJohnson & Johnson$403,053$53,284 â–¼-11.7%1,6491.5%MedicalTXNTexas Instruments$366,1480.0%1,8861.4%Computer and TechnologyVVisa$349,017$302 â–²0.1%1,1551.3%Business ServicesVZVerizon Communications$315,562$28,614 â–¼-8.3%6,2861.2%Computer and TechnologyCMECME Group$310,630$41,634 â–¼-11.8%1,0521.2%FinanceLMTLockheed Martin$252,015$1,209 â–²0.5%4170.9%AerospaceTJXTJX Companies$248,835$319 â–¼-0.1%1,5580.9%Retail/WholesaleABBVAbbVie$240,249$41,962 â–¼-14.9%1,1050.9%MedicalUPSUnited Parcel Service$233,746$3,246 â–²1.4%2,3760.9%TransportationADIAnalog Devices$233,077$79,812 â–¼-25.5%7330.9%Computer and TechnologyAPDAir Products and Chemicals$229,606$48,537 â–¼-17.5%7900.9%Basic MaterialsNFJVirtus Dividend, Interest & Premium Strategy Fund$150,683$3,127 â–²2.1%11,9490.6%Financial ServicesUNHUnitedHealth Group$0$233,105 â–¼-100.0%00.0%MedicalUNPUnion Pacific$0$215,038 â–¼-100.0%00.0%TransportationVOOVanguard S&P 500 ETF$0$210,930 â–¼-100.0%00.0%ETFJCIJohnson Controls International$0$201,541 â–¼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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