Berry Wealth Group as of Dec. 31, 2025
Portfolio Holdings for Berry Wealth Group
Berry Wealth Group holds 32 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 13.2 | $3.7M | 11k | 346.08 | |
| Apple (AAPL) | 11.6 | $3.3M | 12k | 271.86 | |
| Microsoft Corporation (MSFT) | 8.3 | $2.4M | 4.9k | 483.62 | |
| JPMorgan Chase & Co. (JPM) | 8.1 | $2.3M | 7.1k | 322.23 | |
| Eaton Corp SHS (ETN) | 7.2 | $2.0M | 6.4k | 318.50 | |
| Marathon Petroleum Corp (MPC) | 7.2 | $2.0M | 13k | 162.63 | |
| Motorola Solutions Com New (MSI) | 5.9 | $1.7M | 4.4k | 383.29 | |
| Chubb (CB) | 5.2 | $1.5M | 4.7k | 312.10 | |
| Home Depot (HD) | 3.4 | $955k | 2.8k | 344.15 | |
| Wal-Mart Stores (WMT) | 2.8 | $793k | 7.1k | 111.41 | |
| NVIDIA Corporation (NVDA) | 2.8 | $787k | 4.2k | 186.50 | |
| Amazon (AMZN) | 2.5 | $725k | 3.1k | 230.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $570k | 1.8k | 312.97 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $561k | 4.7k | 120.33 | |
| Tesla Motors (TSLA) | 1.8 | $499k | 1.1k | 449.72 | |
| Trane Technologies SHS (TT) | 1.5 | $414k | 1.1k | 389.30 | |
| Visa Com Cl A (V) | 1.4 | $405k | 1.2k | 350.64 | |
| Johnson & Johnson (JNJ) | 1.4 | $387k | 1.9k | 207.00 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $327k | 1.9k | 173.49 | |
| Cme (CME) | 1.1 | $326k | 1.2k | 273.03 | |
| Abbvie (ABBV) | 1.0 | $297k | 1.3k | 228.55 | |
| Verizon Communications (VZ) | 1.0 | $279k | 6.9k | 40.73 | |
| Analog Devices (ADI) | 0.9 | $267k | 984.00 | 271.30 | |
| TJX Companies (TJX) | 0.8 | $240k | 1.6k | 153.62 | |
| Air Products & Chemicals (APD) | 0.8 | $237k | 957.00 | 247.14 | |
| UnitedHealth (UNH) | 0.8 | $233k | 706.00 | 330.18 | |
| United Parcel Service CL B (UPS) | 0.8 | $232k | 2.3k | 99.17 | |
| Union Pacific Corporation (UNP) | 0.8 | $215k | 930.00 | 231.22 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $211k | 336.00 | 627.77 | |
| Johnson Ctls Intl SHS (JCI) | 0.7 | $202k | 1.7k | 119.75 | |
| Lockheed Martin Corporation (LMT) | 0.7 | $201k | 415.00 | 483.44 | |
| Nfj Dividend Interest (NFJ) | 0.5 | $151k | 12k | 12.89 |
