Berry Wealth Group as of Sept. 30, 2025
Portfolio Holdings for Berry Wealth Group
Berry Wealth Group holds 31 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 12.4 | $3.8M | 12k | 329.91 | |
| Apple (AAPL) | 10.8 | $3.3M | 13k | 254.63 | |
| Microsoft Corporation (MSFT) | 8.6 | $2.6M | 5.1k | 517.97 | |
| Eaton Corp SHS (ETN) | 8.3 | $2.5M | 6.8k | 374.23 | |
| Marathon Petroleum Corp (MPC) | 8.1 | $2.5M | 13k | 192.74 | |
| JPMorgan Chase & Co. (JPM) | 7.7 | $2.4M | 7.5k | 315.41 | |
| Motorola Solutions Com New (MSI) | 6.9 | $2.1M | 4.6k | 457.34 | |
| Chubb (CB) | 4.4 | $1.4M | 4.8k | 282.23 | |
| Home Depot (HD) | 3.8 | $1.2M | 2.9k | 405.16 | |
| Wal-Mart Stores (WMT) | 2.7 | $841k | 8.2k | 103.05 | |
| NVIDIA Corporation (NVDA) | 2.6 | $806k | 4.3k | 186.58 | |
| Amazon (AMZN) | 2.4 | $722k | 3.3k | 219.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $554k | 2.3k | 243.15 | |
| Tesla Motors (TSLA) | 1.7 | $533k | 1.2k | 444.72 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $486k | 794.00 | 612.66 | |
| Trane Technologies SHS (TT) | 1.5 | $448k | 1.1k | 421.78 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $412k | 3.7k | 112.75 | |
| Visa Com Cl A (V) | 1.3 | $406k | 1.2k | 341.31 | |
| Johnson & Johnson (JNJ) | 1.3 | $388k | 2.1k | 185.41 | |
| Cme (CME) | 1.2 | $366k | 1.4k | 270.25 | |
| Abbvie (ABBV) | 1.1 | $349k | 1.5k | 231.47 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $347k | 1.9k | 183.73 | |
| Air Products & Chemicals (APD) | 1.0 | $303k | 1.1k | 272.71 | |
| Meta Platforms Cl A (META) | 0.9 | $274k | 372.00 | 735.13 | |
| UnitedHealth (UNH) | 0.9 | $267k | 772.00 | 345.30 | |
| Union Pacific Corporation (UNP) | 0.8 | $256k | 1.1k | 236.28 | |
| Analog Devices (ADI) | 0.8 | $255k | 1.0k | 245.65 | |
| Darden Restaurants (DRI) | 0.8 | $243k | 1.3k | 190.33 | |
| TJX Companies (TJX) | 0.7 | $228k | 1.6k | 144.53 | |
| Johnson Ctls Intl SHS (JCI) | 0.7 | $223k | 2.0k | 109.96 | |
| Nfj Dividend Interest (NFJ) | 0.5 | $149k | 12k | 13.01 |
