Holdings
Berry Wealth Group, LP
As of Jun 30, 2026, Berry Wealth Group, LP reported 27 positions worth US$25.5M. Largest: Broadcom Inc., Apple Inc and Marathon Petroleum Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Broadcom Inc. | 10,349 | US$3.91M | −29 | Jun 30, 2026 |
| Apple Inc | 11,664 | US$3.38M | −89 | Jun 30, 2026 |
| Marathon Petroleum Corporation | 12,222 | US$3.12M | +2 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 6,766 | US$2.21M | +20 | Jun 30, 2026 |
| Microsoft Corp. | 4,686 | US$1.75M | +24 | Jun 30, 2026 |
| Motorola Solutions, Inc. | 4,074 | US$1.69M | −70 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 1,847 | US$1.07M | new | Jun 30, 2026 |
| Nvidia Corporation | 4,223 | US$845K | +1 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,207 | US$764K | +66 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,025 | US$724K | +204 | Jun 30, 2026 |