StockDriftsStockDriftsTop 28 Berry Wealth Group, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 12% | 10.4K | $3.2M | -4.13%(-447) | $100.23(+315.81%) | 2026-03-31 | |
| MPC | MARATHON PETE CORP | 11.15% | 12.2K | $3.0M | -2.42%(-303) | $150.20(+65.84%) | 2026-03-31 | |
| AAPL | APPLE INC | 11.15% | 11.8K | $3.0M | -3.42%(-416) | $182.92(+63.39%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 8.3% | 6.2K | $2.2M | -3.26%(-209) | $228.83(+77.84%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 7.42% | 6.7K | $2.0M | -5.31%(-378) | $158.97(+88.87%) | 2026-03-31 | |
| MSI | MOTOROLA SOLUTIONS INC | 6.72% | 4.1K | $1.8M | -6.18%(-273) | $293.83(+35.42%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.45% | 4.7K | $1.7M | -4.90%(-240) | $351.79(+15.19%) | 2026-03-31 | |
| CB | CHUBB LTD SWITZ | 5.5% | 4.5K | $1.5M | -4.40%(-208) | $217.47(+45.31%) | 2026-03-31 | |
| WMT | WALMART INC | 2.96% | 6.4K | $793K | -10.42%(-742) | $53.26(+146.87%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.96% | 4.7K | $792K | +0.15%(+7) | $110.74(+36.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.49% | +54.05% |
| Top 20 Holdings Unweighted | +14.05% | +48.34% |
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