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Home > Institutional Investor > Berry Wealth Group, Lp > Profile

Instuitional Investor - Berry Wealth Group, Lp

Fund Profile
Filing Period:
Fund Name: Berry Wealth Group, Lp
Portfolio Value $127,829,166
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 39,398 $8,751,546 6.85%
2.
Broadcom Inc.
 AVGO 45,927 $7,689,583 6.02%
3.
Motorola Solutions Inc.
 MSI 16,132 $7,062,882 5.53%
4.
Jpmorgan Chase & Co
 JPM 28,185 $6,913,860 5.41%
5.
Microsoft Corp
 MSFT 18,335 $6,882,657 5.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)