Berry Wealth Group, Lp Top Holdings and 13F Report (2026) About Berry Wealth Group, LpInvestment ActivityBerry Wealth Group, Lp has $31.12 million in total holdings as of June 30, 2026.Berry Wealth Group, Lp owns shares of 34 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 7.78% of the portfolio was purchased this quarter.About 1.60% of the portfolio was sold this quarter.This quarter, Berry Wealth Group, Lp has purchased 28 new stocks and bought additional shares in 13 stocks.Berry Wealth Group, Lp sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Broadcom $3,909,383Apple $3,375,129Marathon Petroleum $3,124,692Eaton $2,624,828JPMorgan Chase & Co. $2,214,677 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $1,072,941 Holding922908363 - Vanguard S&P 500 ETF $241,712 Holding14214M260 - CARILLON SER TR $237,705 Holding91324P102 - UnitedHealth Group $235,627 Holding907818108 - Union Pacific $210,944 Holding Largest Purchases this Quarter Advanced Micro Devices 1,847 shares (about $1.07M)Vanguard S&P 500 ETF 352 shares (about $241.71K)CARILLON SER TR 8,107 shares (about $237.71K)UnitedHealth Group 567 shares (about $235.63K)Union Pacific 776 shares (about $210.94K) Largest Sales this Quarter Home Depot 466 shares (about $164.37K)Tesla 200 shares (about $84.12K)AbbVie 224 shares (about $56.34K)Johnson & Johnson 176 shares (about $44.69K)Motorola Solutions 70 shares (about $29.07K) 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$3,909,383$10,955 â–¼-0.3%10,34912.6%TechnologyAAPLApple$3,375,129$25,753 â–¼-0.8%11,66410.8%TechnologyMPCMarathon Petroleum$3,124,692$511 â–²0.0%12,22210.0%EnergyETNEaton$2,624,828$20,453 â–¼-0.8%6,1608.4%IndustrialsJPMJPMorgan Chase & Co.$2,214,677$6,546 â–²0.3%6,7667.1%FinanceMSFTMicrosoft$1,748,034$8,953 â–²0.5%4,6865.6%TechnologyMSIMotorola Solutions$1,692,090$29,074 â–¼-1.7%4,0745.4%TechnologyCBChubb$1,517,910$20,443 â–¼-1.3%4,4554.9%FinanceAMDAdvanced Micro Devices$1,072,941$1,072,941 â–²New Holding1,8473.4%TechnologyNVDANVIDIA$844,935$200 â–²0.0%4,2232.7%TechnologyAMZNAmazon.com$764,356$15,730 â–²2.1%3,2072.5%Consumer DiscretionaryGOOGLAlphabet$723,677$72,904 â–²11.2%2,0252.3%Communication ServicesWALMART INC$714,734$7,701 â–¼-1.1%6,3112.3%COMXOMExxonMobil$639,230$1,094 â–²0.2%4,6752.1%EnergyHDHome Depot$579,893$164,374 â–¼-22.1%1,6441.9%Consumer DiscretionaryTTTrane Technologies$578,079$54,517 â–²10.4%1,1771.9%IndustrialsTXNTexas Instruments$562,1600.0%1,8861.8%TechnologyVVisa$424,022$27,788 â–²7.0%1,2361.4%FinanceTSLATesla$382,325$84,120 â–¼-18.0%9091.2%Consumer DiscretionaryJNJJohnson & Johnson$374,022$44,690 â–¼-10.7%1,4731.2%HealthcareADIAnalog Devices$287,284$3,973 â–¼-1.4%7230.9%TechnologyUPSUnited Parcel Service$259,223$3,763 â–²1.5%2,4110.8%IndustrialsTJXTJX Companies$258,179$22,121 â–²9.4%1,7040.8%Consumer DiscretionaryVZVerizon Communications$244,221$21,932 â–¼-8.2%5,7680.8%Communication ServicesVOOVanguard S&P 500 ETF$241,712$241,712 â–²New Holding3520.8%ETFCARILLON SER TR$237,705$237,705 â–²New Holding8,1070.8%RJ EA GCM DI ETFUNHUnitedHealth Group$235,627$235,627 â–²New Holding5670.8%HealthcareCMECME Group$228,794$3,533 â–¼-1.5%1,0360.7%FinanceAPDAir Products and Chemicals$227,626$4,107 â–¼-1.8%7760.7%MaterialsABBVAbbVie$221,587$56,340 â–¼-20.3%8810.7%HealthcareLMTLockheed Martin$213,799$1,527 â–²0.7%4200.7%IndustrialsUNPUnion Pacific$210,944$210,944 â–²New Holding7760.7%IndustrialsSCHDSchwab US Dividend Equity ETF$203,498$203,498 â–²New Holding6,4170.7%ETFNFJVirtus Dividend, Interest & Premium Strategy Fund$184,689$3,190 â–²1.8%12,1590.6%FinanceShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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