Berry Wealth Group, LP

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Granbury, TX
CIK
0002008410
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 97 139,533 AAPL, AVGO, MSFT, MSI 13F-HR 10/21/2024 000195175724001081
Q2 2024 81 125,217 MSFT, AVGO, AAPL, ETN 13F-HR 7/31/2024 000195175724000582
Q1 2024 84 120,536 ETN, MSFT, MPC, AVGO 13F-HR 4/22/2024 000195175724000339
Q4 2023 56 108,702 AAPL, MSFT, ETN, MPC 13F-HR 2/5/2024 000195175724000211