Berry Wealth Group, LP
- SEC CIK
- 0002008410
- 最新申報
- 2026/8/12
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/5 申報。只含多頭部位。
- 持股檔數
- 56
- 2023 年第 3 季沒有申報
- 總值
- $1.09 億
- 2023 年第 3 季沒有申報
Berry Wealth Group, LP 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 37,052 | $713.4 萬 | 6.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,926 | $674.1 萬 | 6.2% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 25,922 | $624.3 萬 | 5.7% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 40,779 | $605.0 萬 | 5.6% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,994 | $557.4 萬 | 5.1% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 17,348 | $543.1 萬 | 5.0% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 29,930 | $509.1 萬 | 4.7% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 42,247 | $460.6 萬 | 4.2% | – | – | 歷史 |
| CBChubb Ltd | Stock | 19,683 | $444.8 萬 | 4.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 12,202 | $422.9 萬 | 3.9% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 53,352 | $406.2 萬 | 3.7% | – | – | – |
| WMTWalmart Inc. | Stock | 23,620 | $372.4 萬 | 3.4% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 74,981 | $339.7 萬 | 3.1% | – | – | 歷史 |
| CMECME Group Inc. | COM | 16,034 | $337.7 萬 | 3.1% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 11,955 | $327.3 萬 | 3.0% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 63,434 | $320.5 萬 | 2.9% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 63,935 | $280.4 萬 | 2.6% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 16,974 | $278.9 萬 | 2.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 16,741 | $262.4 萬 | 2.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,984 | $220.7 萬 | 2.0% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 26,012 | $214.3 萬 | 2.0% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 40,305 | $152.0 萬 | 1.4% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 19,270 | $150.8 萬 | 1.4% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 25,933 | $149.5 萬 | 1.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,394 | $97.2 萬 | 0.9% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,965 | $87.0 萬 | 0.8% | – | – | – |
| VVisa Inc. | Stock | 3,234 | $84.2 萬 | 0.8% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,549 | $75.5 萬 | 0.7% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,329 | $69.9 萬 | 0.6% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,399 | $64.8 萬 | 0.6% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 2,651 | $64.7 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,558 | $63.7 萬 | 0.6% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,156 | $56.7 萬 | 0.5% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,297 | $53.1 萬 | 0.5% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 5,643 | $52.9 萬 | 0.5% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,077 | $48.8 萬 | 0.4% | – | – | 歷史 |
| HALHalliburton Co | Stock | 13,100 | $47.4 萬 | 0.4% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,534 | $45.4 萬 | 0.4% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,956 | $44.9 萬 | 0.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 883 | $43.7 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,170 | $41.4 萬 | 0.4% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 935 | $41.2 萬 | 0.4% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 5,059 | $38.6 萬 | 0.4% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 2,305 | $35.8 萬 | 0.3% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,681 | $35.4 萬 | 0.3% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 2,652 | $35.2 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,402 | $34.8 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,333 | $34.8 萬 | 0.3% | – | – | 歷史 |
| STESTERIS plc | SHS USD | 1,483 | $32.6 萬 | 0.3% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 2,086 | $29.2 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 573 | $27.2 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 854 | $25.3 萬 | 0.2% | – | – | 歷史 |
| RJFRaymond James Financial Inc | COM | 2,214 | $24.7 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,646 | $24.1 萬 | 0.2% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 561 | $21.6 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 2,995 | $21.0 萬 | 0.2% | – | – | 歷史 |