Berry Wealth Group as of March 31, 2026
Portfolio Holdings for Berry Wealth Group
Berry Wealth Group holds 28 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 12.0 | $3.2M | 10k | 309.51 | |
| Marathon Petroleum Corp (MPC) | 11.1 | $3.0M | 12k | 244.18 | |
| Apple (AAPL) | 11.1 | $3.0M | 12k | 253.79 | |
| Eaton Corp SHS (ETN) | 8.3 | $2.2M | 6.2k | 357.67 | |
| JPMorgan Chase & Co. (JPM) | 7.4 | $2.0M | 6.7k | 294.17 | |
| Motorola Solutions Com New (MSI) | 6.7 | $1.8M | 4.1k | 433.98 | |
| Microsoft Corporation (MSFT) | 6.4 | $1.7M | 4.7k | 370.15 | |
| Chubb (CB) | 5.5 | $1.5M | 4.5k | 325.92 | |
| Wal-Mart Stores (WMT) | 3.0 | $793k | 6.4k | 124.29 | |
| Exxon Mobil Corporation (XOM) | 3.0 | $792k | 4.7k | 169.68 | |
| NVIDIA Corporation (NVDA) | 2.8 | $736k | 4.2k | 174.40 | |
| Home Depot (HD) | 2.6 | $694k | 2.1k | 328.96 | |
| Amazon (AMZN) | 2.4 | $654k | 3.1k | 208.27 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $524k | 1.8k | 287.62 | |
| Trane Technologies SHS (TT) | 1.7 | $444k | 1.1k | 416.80 | |
| Tesla Motors (TSLA) | 1.5 | $412k | 1.1k | 371.75 | |
| Johnson & Johnson (JNJ) | 1.5 | $403k | 1.6k | 244.42 | |
| Texas Instruments Incorporated (TXN) | 1.4 | $366k | 1.9k | 194.14 | |
| Visa Com Cl A (V) | 1.3 | $349k | 1.2k | 302.18 | |
| Verizon Communications (VZ) | 1.2 | $316k | 6.3k | 50.20 | |
| Cme (CME) | 1.2 | $311k | 1.1k | 295.28 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $252k | 417.00 | 604.35 | |
| TJX Companies (TJX) | 0.9 | $249k | 1.6k | 159.71 | |
| Abbvie (ABBV) | 0.9 | $240k | 1.1k | 217.42 | |
| United Parcel Svcs CL B (UPS) | 0.9 | $234k | 2.4k | 98.38 | |
| Analog Devices (ADI) | 0.9 | $233k | 733.00 | 317.98 | |
| Air Products & Chemicals (APD) | 0.9 | $230k | 790.00 | 290.64 | |
| Nfj Dividend Interest (NFJ) | 0.6 | $151k | 12k | 12.61 |
