BERRY WEALTH GROUP LP
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| AAPL | APPLE | 39,398 | -650 | -1.62% | $183.86 | 6.85% | 0.00% | 8,751,546 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 45,927 | -1,447 | -3.05% | $99.78 | 6.02% | 0.00% | 7,689,583 | 2025-03-31 | ||||||
| MSI | MOTOROLA SOLUTIONS | 16,132 | -730 | -4.33% | $300.85 | 5.53% | 0.01% | 7,062,882 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 28,185 | -740 | -2.56% | $152.29 | 5.41% | 0.00% | 6,913,860 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 18,335 | -114 | -0.62% | $360.88 | 5.38% | 0.00% | 6,882,657 | 2025-03-31 | ||||||
| ETN | EATON CORP | 19,222 | -3,481 | -15.33% | $219.09 | 4.09% | 0.00% | 5,225,209 | 2025-03-31 | ||||||
| WMT | WALMART | 58,488 | -2,069 | -3.42% | $52.79 | 4.02% | 0.00% | 5,134,691 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 12,046 | +21 | +0.17% | $314.47 | 3.45% | 0.00% | 4,414,820 | 2025-03-31 | ||||||
| CB | CHUBB | 13,688 | -624 | -4.36% | $219.26 | 3.23% | 0.00% | 4,133,730 | 2025-03-31 | ||||||
| MPC | MARATHON PETROLEUM | 27,367 | -1,439 | -5.00% | $148.56 | 3.12% | 0.01% | 3,987,035 | 2025-03-31 | ||||||
| CME | CME GROUP | 13,561 | +49 | +0.36% | $213.09 | 2.81% | 0.00% | 3,597,575 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 18,594 | +665 | +3.71% | $153.64 | 2.41% | 0.00% | 3,083,681 | 2025-03-31 | ||||||
| MRK | MERCK & CO | 33,708 | -2,571 | -7.09% | $104.38 | 2.37% | 0.00% | 3,025,649 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 5,625 | -77 | -1.35% | $553.88 | 2.30% | 0.00% | 2,945,985 | 2025-03-31 | ||||||
| DRI | DARDEN RESTAURANTS | 13,845 | -113 | -0.81% | $150.62 | 2.25% | 0.01% | 2,876,368 | 2025-03-31 | ||||||
| APD | AIR PRODUCTS & CHEMICALS | 8,875 | -478 | -5.11% | $272.26 | 2.05% | 0.00% | 2,617,405 | 2025-03-31 | ||||||
| O | REALTY INCOME | 43,257 | -2,148 | -4.73% | $59.26 | 1.96% | 0.00% | 2,509,366 | 2025-03-31 | ||||||
| MDT | MEDTRONIC | 25,805 | -1,360 | -5.01% | $76.06 | 1.81% | 0.00% | 2,318,831 | 2025-03-31 | ||||||
| VZ | VERIZON COMMUNICATIONS | 47,419 | -1,308 | -2.68% | $36.51 | 1.68% | 0.00% | 2,150,940 | 2025-03-31 | ||||||
| ADI | ANALOG DEVICES | 10,620 | -557 | -4.98% | $224.90 | 1.68% | 0.00% | 2,141,669 | 2025-03-31 | ||||||
| JCI | JOHNSON CONTROLS INTERNATIONAL | 23,909 | -1,544 | -6.07% | $53.38 | 1.50% | 0.00% | 1,915,347 | 2025-03-31 | ||||||
| CMCSA | COMCAST | 49,454 | -3,759 | -7.06% | $42.57 | 1.43% | 0.00% | 1,824,849 | 2025-03-31 | ||||||
| FIS | FIDELITY NATIONAL INFORMATION | 23,750 | -1,264 | -5.05% | $78.97 | 1.39% | 0.00% | 1,773,629 | 2025-03-31 | ||||||
| CMI | CUMMINS | 5,344 | +4,700 | +729.81% | $344.42 | 1.31% | 0.00% | 1,675,030 | 2025-03-31 | ||||||
| UNP | UNION PACIFIC | 7,063 | -331 | -4.48% | $220.27 | 1.31% | 0.00% | 1,668,597 | 2025-03-31 | ||||||
| PEG | PUBLIC SERVICE ENTERPRISE GROUP | 19,659 | +361 | +1.87% | $73.48 | 1.27% | 0.00% | 1,617,905 | 2025-03-31 | ||||||
| BBY | BEST BUY CO | 18,294 | -1,730 | -8.64% | $71.47 | 1.05% | 0.01% | 1,346,630 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 11,217 | +3 | +0.03% | $105.61 | 1.04% | 0.00% | 1,334,038 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 11,421 | +619 | +5.73% | $58.55 | 0.97% | 0.00% | 1,237,823 | 2025-03-31 | ||||||
| AMZN | AMAZON | 6,297 | +441 | +7.53% | $145.66 | 0.94% | 0.00% | 1,198,067 | 2025-03-31 | ||||||
| NEE | NEXTERA ENERGY | 16,780 | -1,312 | -7.25% | $72.64 | 0.93% | 0.00% | 1,189,545 | 2025-03-31 | ||||||
| V | VISA | 3,299 | +473 | +16.74% | $262.96 | 0.90% | 0.00% | 1,156,232 | 2025-03-31 | ||||||
| META | META | 1,857 | +365 | +24.46% | $425.93 | 0.84% | 0.00% | 1,070,384 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 5,695 | +44 | +0.78% | $141.85 | 0.69% | 0.00% | 880,747 | 2025-03-31 | ||||||
| TT | TRANE TECHNOLOGIES | 2,454 | +20 | +0.82% | $235.37 | 0.65% | 0.00% | 826,670 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 4,269 | +1,026 | +31.64% | $156.97 | 0.57% | 0.00% | 727,488 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 2,553 | +611 | +31.46% | $255.01 | 0.54% | 0.00% | 685,227 | 2025-03-31 | ||||||
| TJX | TJX COMPANIES | 5,513 | +680 | +14.07% | $99.61 | 0.53% | 0.00% | 671,453 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 2,901 | +773 | +36.33% | $178.00 | 0.48% | 0.00% | 607,818 | 2025-03-31 | ||||||
| TXN | TEXAS INSTRUMENTS | 3,367 | +2,286 | +211.47% | $187.41 | 0.47% | 0.00% | 605,050 | 2025-03-31 | ||||||
| FI | FISERV | 2,331 | +127 | +5.76% | $134.47 | 0.40% | 0.00% | 514,755 | 2025-03-31 | ||||||
| TSLA | TESLA | 1,762 | +253 | +16.77% | $248.39 | 0.36% | 0.00% | 456,640 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 1,391 | +316 | +29.40% | $282.00 | 0.34% | 0.00% | 434,550 | 2025-03-31 | ||||||
| IBM | IBM | 1,722 | +342 | +24.78% | $208.07 | 0.33% | 0.00% | 428,193 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 820 | -6,544 | -88.86% | $480.84 | 0.33% | 0.00% | 421,181 | 2025-03-31 | ||||||
| SPGI | S&P GLOBAL | 814 | +1 | +0.12% | $404.77 | 0.32% | 0.00% | 413,627 | 2025-03-31 | ||||||
| AMD | ADVANCED MICRO DEVICES | 3,886 | +69 | +1.81% | $122.47 | 0.31% | 0.00% | 399,248 | 2025-03-31 | ||||||
| COP | CONOCOPHILLIPS | 3,641 | +1,381 | +61.11% | $108.61 | 0.30% | 0.00% | 382,338 | 2025-03-31 | ||||||
| CVX | CHEVRON | 2,285 | -260 | -10.22% | $150.03 | 0.30% | 0.00% | 382,321 | 2025-03-31 | ||||||
| GS | GOLDMAN SACHS GROUP | 682 | +46 | +7.23% | $366.21 | 0.29% | 0.00% | 372,570 | 2025-03-31 | ||||||