0001951757-24-000211.txt : 20240205
0001951757-24-000211.hdr.sgml : 20240205
20240205134704
ACCESSION NUMBER: 0001951757-24-000211
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240205
DATE AS OF CHANGE: 20240205
EFFECTIVENESS DATE: 20240205
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Berry Wealth Group, LP
CENTRAL INDEX KEY: 0002008410
ORGANIZATION NAME:
IRS NUMBER: 203985771
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23595
FILM NUMBER: 24595054
BUSINESS ADDRESS:
STREET 1: 920 WHITEHEAD DR.
CITY: GRANBURY
STATE: TX
ZIP: 76048
BUSINESS PHONE: 817-573-9595
MAIL ADDRESS:
STREET 1: 920 WHITEHEAD DR.
CITY: GRANBURY
STATE: TX
ZIP: 76048
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0002008410
XXXXXXXX
12-31-2023
12-31-2023
Berry Wealth Group, LP
920 WHITEHEAD DR.
GRANBURY
TX
76048
13F HOLDINGS REPORT
028-23595
N
Michelle Berry
Chief Compliance Officer
817-573-9595
Michelle Berry
Granbury
TX
02-05-2024
0
56
108702120
false
INFORMATION TABLE
2
F_13F_Berry_Q42023.xml
ADVANCED MICRO DEVICES INC
COM
007903107
648457
4399
SH
SOLE
0
0
4399
AIR PRODS & CHEMS INC
COM
009158106
3273147
11955
SH
SOLE
0
0
11955
ALLSTATE CORP
COM
020002101
292019
2086
SH
SOLE
0
0
2086
ALPHABET INC
CAP STK CL A
02079K305
636707
4558
SH
SOLE
0
0
4558
AMAZON COM INC
COM
023135106
971504
6394
SH
SOLE
0
0
6394
APPLE INC
COM
037833100
7133573
37052
SH
SOLE
0
0
37052
BEST BUY INC
COM
086516101
1508442
19270
SH
SOLE
0
0
19270
BROADCOM INC
COM
11135F101
5574466
4994
SH
SOLE
0
0
4994
CHEVRON CORP NEW
COM
166764100
348011
2333
SH
SOLE
0
0
2333
CHUBB LIMITED
COM
H1467J104
4448415
19683
SH
SOLE
0
0
19683
CISCO SYS INC
COM
17275R102
3204705
63434
SH
SOLE
0
0
63434
CME GROUP INC
COM
12572Q105
3376664
16034
SH
SOLE
0
0
16034
COMCAST CORP NEW
CL A
20030N101
2803571
63935
SH
SOLE
0
0
63935
DARDEN RESTAURANTS INC
COM
237194105
2788827
16974
SH
SOLE
0
0
16974
DEVON ENERGY CORP NEW
COM
25179M103
3396620
74981
SH
SOLE
0
0
74981
DIAMONDBACK ENERGY INC
COM
25278X109
357514
2305
SH
SOLE
0
0
2305
EATON CORP PLC
SHS
G29183103
6242629
25922
SH
SOLE
0
0
25922
EDWARDS LIFESCIENCES CORP
COM
28176E108
385749
5059
SH
SOLE
0
0
5059
EXXON MOBIL CORP
COM
30231G102
754749
7549
SH
SOLE
0
0
7549
FISERV INC
COM
337738108
352292
2652
SH
SOLE
0
0
2652
GOLDMAN SACHS GROUP INC
COM
38141G104
216417
561
SH
SOLE
0
0
561
HALLIBURTON CO
COM
406216101
473563
13100
SH
SOLE
0
0
13100
HOME DEPOT INC
COM
437076102
4228593
12202
SH
SOLE
0
0
12202
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
453865
3534
SH
SOLE
0
0
3534
IQVIA HLDGS INC
COM
46266C105
531480
2297
SH
SOLE
0
0
2297
JOHNSON & JOHNSON
COM
478160104
2623963
16741
SH
SOLE
0
0
16741
JOHNSON CTLS INTL PLC
SHS
G51502105
1494801
25933
SH
SOLE
0
0
25933
JPMORGAN CHASE & CO
COM
46625H100
5091138
29930
SH
SOLE
0
0
29930
L3HARRIS TECHNOLOGIES INC
COM
502431109
354122
1681
SH
SOLE
0
0
1681
LOCKHEED MARTIN CORP
COM
539830109
488009
1077
SH
SOLE
0
0
1077
MARATHON PETE CORP
COM
56585A102
6049903
40779
SH
SOLE
0
0
40779
MCDONALDS CORP
COM
580135101
253260
854
SH
SOLE
0
0
854
MEDTRONIC PLC
SHS
G5960L103
2142847
26012
SH
SOLE
0
0
26012
MERCK & CO INC
COM
58933Y105
4605716
42247
SH
SOLE
0
0
42247
META PLATFORMS INC
CL A
30303M102
414133
1170
SH
SOLE
0
0
1170
MICROSOFT CORP
COM
594918104
6741032
17926
SH
SOLE
0
0
17926
MOTOROLA SOLUTIONS INC
COM NEW
620076307
5431369
17348
SH
SOLE
0
0
17348
NVIDIA CORPORATION
COM
67066G104
437280
883
SH
SOLE
0
0
883
NXP SEMICONDUCTORS N V
COM
N6596X109
449141
1956
SH
SOLE
0
0
1956
PROCTER AND GAMBLE CO
COM
742718109
241173
1646
SH
SOLE
0
0
1646
RAYMOND JAMES FINL INC
COM
754730109
246888
2214
SH
SOLE
0
0
2214
S&P GLOBAL INC
COM
78409V104
411871
935
SH
SOLE
0
0
935
SALESFORCE INC
COM
79466L302
567330
2156
SH
SOLE
0
0
2156
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
4061703
53352
SH
SOLE
0
0
53352
SOUTHERN CO
COM
842587107
210028
2995
SH
SOLE
0
0
2995
SPDR S&P 500 ETF TR
TR UNIT
78462F103
272353
573
SH
SOLE
0
0
573
SPDR SER TR
S&P DIVID ETF
78464A763
870427
6965
SH
SOLE
0
0
6965
STERIS PLC
SHS USD
G8473T100
326092
1483
SH
SOLE
0
0
1483
TESLA INC
COM
88160R101
348369
1402
SH
SOLE
0
0
1402
TJX COS INC NEW
COM
872540109
529362
5643
SH
SOLE
0
0
5643
TRANE TECHNOLOGIES PLC
SHS
G8994E103
646526
2651
SH
SOLE
0
0
2651
UNION PAC CORP
COM
907818108
2206618
8984
SH
SOLE
0
0
8984
UNITEDHEALTH GROUP INC
COM
91324P102
699471
1329
SH
SOLE
0
0
1329
VERIZON COMMUNICATIONS INC
COM
92343V104
1519515
40305
SH
SOLE
0
0
40305
VISA INC
COM CL A
92826C839
841955
3234
SH
SOLE
0
0
3234
WALMART INC
COM
931142103
3723746
23620
SH
SOLE
0
0
23620