|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Berry Wealth Group LP
✚
|
|
|---|---|
| CRD # | 327346 |
| SEC # | 801-128496 |
| CIK # | 0002008410 |
| AUM | $242.6 M (2025-04-28) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 817-573-9595 |
| Address | 920 Whitehead Dr Granbury, TX 76048 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002008410 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Broadcom Inc | 12.7 | |
| Microsoft Corp | 9.2 | |
| J P Morgan Chase & Co | 8.2 | |
| Apple Inc | 8.2 | |
| Eaton Corp Ltd | 6.9 | |
| Motorola Inc | 6.8 | |
| Wal Mart Stores Inc | 5.7 | |
| Marathon Petroleum Corp | 4.6 | |
| Home Depot Inc | 4.5 | |
| Ace Ltd | 4.0 | |
| CME Group Inc | 3.8 | |
| AbbVie Inc | 3.1 | |
| Darden Restaurants Inc | 3.1 | |
| Johnson & Johnson | 2.8 | |
| Tyco International Ltd /Ber/ | 2.5 | |
| Air Products & Chemicals Inc /DE/ | 2.5 | |
| Analog Devices Inc | 2.5 | |
| Realty Income Corp | 2.4 | |
| Medtronic Holdings Ltd | 2.3 | |
| Verizon Communications Inc | 2.0 | |
| Fidelity National Information Services Inc | 1.9 | |
| Nvidia Corp | 1.9 | |
| Cummins Inc | 1.8 | |
| Comcast Corp | 1.7 | |
| Public Service Enterprise Group Inc | 1.7 | |
| UnitedHealth Group Inc | 1.6 | |
| Union Pacific Corp | 1.6 | |
| Facebook Inc | 1.5 | |
| Amazon Com Inc | 1.3 | |
| Exxon Mobil Corp | 1.2 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 283 | 68.1 |
| (b) Individuals (high net worth individuals) | 69 | 171.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 997 | 242.6 |
| By Discretionary | ||
| Discretionary | 997 | 242.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 997 | 242.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.6 | |
| Total | 997 | 242.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002008410] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vestment Financial LLC
✚
|
MN | 0.2 |
|
McNaughton Wealth Management LLC
✚
|
CA | 0.2 |
|
Doceo Wealth LLC
✚
|
ID | 0.2 |
|
Lederer & Associates Investment Counsel
✚
|
CA | 0.2 |
|
Successful Portfolios LLC
✚
|
FL | 0.2 |
|
Decisionmap Wealth Management LLC
✚
|
VA | 0.2 |
|
Financial Independence LLC
✚
|
RI | 0.2 |
|
Palisades Investment Partners LLC
✚
|
CA | 0.2 |
|
Farrow Financial Inc
✚
|
VT | 0.2 |
|
Sanctuary Wealth Advisors LLC
✚
|
CO | 0.2 |