BERRY GROUP, LLC holdings history

Add to watchlist

143 is the total number of securities BERRY GROUP, LLC has owned. The longest BERRY GROUP, LLC has owned a single stock is 5 quarters.

BERRY GROUP, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VUG VANGUARD INDEX FDS557.30%9.13%9.95%Q4 2019Q4 20205
AAPL APPLE INC554.90%5.83%6.64%Q4 2019Q4 20205
IJH ISHARES TR553.47%4.06%4.74%Q4 2019Q4 20205
VTV VANGUARD INDEX FDS552.62%3.92%5.91%Q4 2019Q4 20205
VEU VANGUARD INTL EQUITY I...553.19%3.45%3.77%Q4 2019Q4 20205
IWF ISHARES TR552.87%3.41%3.66%Q4 2019Q4 20205
IJR ISHARES TR552.74%3.16%3.65%Q4 2019Q4 20205
VTI VANGUARD INDEX FDS552.91%3.09%3.29%Q4 2019Q4 20205
VEA VANGUARD TAX-MANAGED I...552.53%2.84%3.22%Q4 2019Q4 20205
VB VANGUARD INDEX FDS552.56%2.66%2.75%Q4 2019Q4 20205
VWO VANGUARD INTL EQUITY I...552.37%2.62%2.98%Q4 2019Q4 20205
AMZN AMAZON COM INC551.88%2.61%2.98%Q4 2019Q4 20205
IWD ISHARES TR552.24%2.39%2.56%Q4 2019Q4 20205
VOO VANGUARD INDEX FDS552.24%2.31%2.42%Q4 2019Q4 20205
SCZ ISHARES TR552.00%2.06%2.16%Q4 2019Q4 20205
SPY SPDR S&P 500 ETF TR551.53%2.01%2.26%Q4 2019Q4 20205
JPM JPMORGAN CHASE & CO551.29%1.96%2.40%Q4 2019Q4 20205
IVV ISHARES TR551.46%1.95%2.24%Q4 2019Q4 20205
VO VANGUARD INDEX FDS551.66%1.95%2.10%Q4 2019Q4 20205
JNJ JOHNSON & JOHNSON551.42%1.81%2.32%Q4 2019Q4 20205
SCHF SCHWAB STRATEGIC TR551.37%1.45%1.55%Q4 2019Q4 20205
EFA ISHARES TR551.20%1.37%1.48%Q4 2019Q4 20205
VNQ VANGUARD INDEX FDS551.00%1.36%1.61%Q4 2019Q4 20205
EEM ISHARES TR551.04%1.34%1.48%Q4 2019Q4 20205
XOM EXXON MOBIL CORP550.72%1.18%2.17%Q4 2019Q4 20205
IDXX IDEXX LABS INC550.79%1.06%1.23%Q4 2019Q4 20205
MSFT MICROSOFT CORP550.88%1.05%1.14%Q4 2019Q4 20205
QCOM QUALCOMM INC550.81%0.91%1.00%Q4 2019Q4 20205
AGG ISHARES TR550.60%0.85%1.43%Q4 2019Q4 20205
MRK MERCK & CO. INC550.63%0.84%1.00%Q4 2019Q4 20205
PFE PFIZER INC550.65%0.82%1.07%Q4 2019Q4 20205
VZ VERIZON COMMUNICATIONS...550.56%0.74%1.14%Q4 2019Q4 20205
BRKB BERKSHIRE HATHAWAY INC...550.65%0.73%0.85%Q4 2019Q4 20205
T AT&T INC550.43%0.73%1.22%Q4 2019Q4 20205
NEE NEXTERA ENERGY INC550.47%0.71%0.96%Q4 2019Q4 20205
PG PROCTER & GAMBLE CO550.51%0.68%1.07%Q4 2019Q4 20205
GOOGL ALPHABET INC550.60%0.66%0.71%Q4 2019Q4 20205
MCD MCDONALDS CORP550.54%0.64%0.70%Q4 2019Q4 20205
VGT VANGUARD WORLD FDS550.45%0.60%0.67%Q4 2019Q4 20205
CI CIGNA CORP NEW550.50%0.60%0.73%Q4 2019Q4 20205
FB FACEBOOK INC550.52%0.56%0.60%Q4 2019Q4 20205
PEP PEPSICO INC550.44%0.55%0.70%Q4 2019Q4 20205
ABBV ABBVIE INC550.47%0.54%0.62%Q4 2019Q4 20205
CRM SALESFORCE COM INC550.36%0.52%0.70%Q4 2019Q4 20205
EW EDWARDS LIFESCIENCES CORP550.49%0.52%0.56%Q4 2019Q4 20205
KO COCA COLA CO550.41%0.47%0.54%Q4 2019Q4 20205
INTC INTEL CORP550.32%0.45%0.59%Q4 2019Q4 20205
BAX BAXTER INTL INC550.33%0.44%0.56%Q4 2019Q4 20205
TSLA TESLA INC550.21%0.43%0.82%Q4 2019Q4 20205
AMGN AMGEN INC550.32%0.41%0.47%Q4 2019Q4 20205
XLV SELECT SECTOR SPDR TR550.31%0.38%0.45%Q4 2019Q4 20205
GOOG ALPHABET INC550.31%0.38%0.42%Q4 2019Q4 20205
SWK STANLEY BLACK & DECKER...550.34%0.37%0.40%Q4 2019Q4 20205
DIS DISNEY WALT CO550.32%0.36%0.42%Q4 2019Q4 20205
HD HOME DEPOT INC550.27%0.35%0.39%Q4 2019Q4 20205
PKI PERKINELMER INC550.30%0.32%0.34%Q4 2019Q4 20205
CVX CHEVRON CORP NEW550.24%0.32%0.49%Q4 2019Q4 20205
IWM ISHARES TR550.28%0.31%0.32%Q4 2019Q4 20205
XLRE SELECT SECTOR SPDR TR550.23%0.29%0.33%Q4 2019Q4 20205
CL COLGATE PALMOLIVE CO550.25%0.28%0.32%Q4 2019Q4 20205
ABT ABBOTT LABS550.24%0.28%0.30%Q4 2019Q4 20205
XLY SELECT SECTOR SPDR TR550.20%0.27%0.30%Q4 2019Q4 20205
GGG GRACO INC550.23%0.26%0.30%Q4 2019Q4 20205
SYK STRYKER CORPORATION550.24%0.25%0.27%Q4 2019Q4 20205
CVS CVS HEALTH CORP550.18%0.25%0.33%Q4 2019Q4 20205
AVGO BROADCOM INC550.16%0.25%0.35%Q4 2019Q4 20205
IBM INTERNATIONAL BUSINESS...550.16%0.25%0.40%Q4 2019Q4 20205
D DOMINION ENERGY INC550.16%0.24%0.34%Q4 2019Q4 20205
AMT AMERICAN TOWER CORP NEW550.18%0.24%0.29%Q4 2019Q4 20205
V VISA INC550.21%0.24%0.29%Q4 2019Q4 20205
LLY LILLY ELI & CO550.16%0.24%0.40%Q4 2019Q4 20205
BABA ALIBABA GROUP HLDG LTD550.19%0.24%0.29%Q4 2019Q4 20205
STZ CONSTELLATION BRANDS INC550.20%0.23%0.29%Q4 2019Q4 20205
GIS GENERAL MLS INC550.17%0.22%0.26%Q4 2019Q4 20205
VYM VANGUARD WHITEHALL FDS...550.18%0.20%0.23%Q4 2019Q4 20205
MMM 3M CO550.15%0.20%0.33%Q4 2019Q4 20205
HON HONEYWELL INTL INC550.19%0.20%0.22%Q4 2019Q4 20205
GPN GLOBAL PMTS INC550.18%0.20%0.21%Q4 2019Q4 20205
CSCO CISCO SYS INC550.15%0.18%0.20%Q4 2019Q4 20205
BMY BRISTOL-MYERS SQUIBB CO550.10%0.17%0.35%Q4 2019Q4 20205
XLF SELECT SECTOR SPDR TR550.15%0.17%0.19%Q4 2019Q4 20205
VIS VANGUARD WORLD FDS550.14%0.17%0.18%Q4 2019Q4 20205
ES EVERSOURCE ENERGY550.14%0.17%0.24%Q4 2019Q4 20205
BND VANGUARD BD INDEX FDS550.14%0.17%0.21%Q4 2019Q4 20205
NFLX NETFLIX INC550.14%0.16%0.18%Q4 2019Q4 20205
XLP SELECT SECTOR SPDR TR550.13%0.16%0.19%Q4 2019Q4 20205
UAMY UNITED STATES ANTIMONY...550.00%0.00%0.00%Q4 2019Q4 20205
GS GOLDMAN SACHS GROUP INC440.84%0.91%0.96%Q1 2020Q4 20204
QQQ INVESCO QQQ TR440.30%0.31%0.33%Q1 2020Q4 20204
UNP UNION PACIFIC CORP440.22%0.27%0.41%Q4 2019Q3 20204
BRKA BERKSHIRE HATHAWAY INC...440.16%0.18%0.20%Q4 2019Q3 20204
PLAN ANAPLAN INC310.16%0.18%0.20%Q4 2019Q4 20204
GILD GILEAD SCIENCES INC440.11%0.14%0.16%Q4 2019Q3 20204
JNK SPDR SER TR310.12%0.14%0.17%Q4 2019Q4 20204
MDT MEDTRONIC PLC310.12%0.12%0.13%Q4 2019Q4 20204
CCU COMPANIA CERVECERIAS U...440.08%0.10%0.12%Q4 2019Q3 20204
ARKK ARK ETF TR330.21%0.39%0.57%Q2 2020Q4 20203
W WAYFAIR INC330.17%0.21%0.26%Q2 2020Q4 20203
ADBE ADOBE SYSTEMS INCORPOR...330.16%0.17%0.18%Q2 2020Q4 20203
GLD SPDR GOLD TRUST210.14%0.16%0.18%Q4 2019Q4 20203
RTX RAYTHEON TECHNOLOGIES ...330.14%0.15%0.17%Q2 2020Q4 20203
COST COSTCO WHSL CORP NEW330.13%0.14%0.16%Q2 2020Q4 20203
TMO THERMO FISHER SCIENTIF...330.13%0.13%0.14%Q2 2020Q4 20203
NOW SERVICENOW INC330.12%0.13%0.14%Q2 2020Q4 20203
CAT CATERPILLAR INC DEL210.12%0.13%0.14%Q4 2019Q4 20203
PSA PUBLIC STORAGE210.09%0.12%0.16%Q4 2019Q4 20203
GE GENERAL ELECTRIC CO210.04%0.09%0.16%Q4 2019Q3 20203
VFC V F CORP110.14%0.44%0.74%Q4 2019Q4 20202
RUN SUNRUN INC220.33%0.37%0.41%Q3 2020Q4 20202
WFC WELLS FARGO CO NEW220.16%0.22%0.28%Q4 2019Q1 20202
RSP INVESCO EXCHANGE TRADE...220.18%0.21%0.24%Q3 2020Q4 20202
C CITIGROUP INC110.19%0.19%0.19%Q4 2019Q4 20202
CRSP CRISPR THERAPEUTICS AG220.12%0.16%0.19%Q3 2020Q4 20202
NET CLOUDFLARE INC220.12%0.13%0.15%Q3 2020Q4 20202
DUK DUKE ENERGY CORP NEW110.09%0.11%0.13%Q4 2019Q4 20202
JEF JEFFERIES FINL GROUP INC110.47%0.47%0.47%Q1 2020Q1 20201
BK BANK NEW YORK MELLON CORP110.29%0.29%0.29%Q4 2019Q4 20191
UTX UNITED TECHNOLOGIES CORP110.29%0.29%0.29%Q4 2019Q4 20191
USA LIBERTY ALL STAR EQUIT...110.24%0.24%0.24%Q4 2019Q4 20191
LMT LOCKHEED MARTIN CORP110.20%0.20%0.20%Q4 2019Q4 20191
EPD ENTERPRISE PRODS PARTN...110.18%0.18%0.18%Q4 2019Q4 20191
PM PHILIP MORRIS INTL INC110.18%0.18%0.18%Q4 2019Q4 20191
SYY SYSCO CORP110.17%0.17%0.17%Q4 2019Q4 20191
BKNG BOOKING HLDGS INC110.15%0.15%0.15%Q4 2019Q4 20191
VHT VANGUARD WORLD FDS110.14%0.14%0.14%Q4 2019Q4 20191
BAC BANK AMER CORP110.14%0.14%0.14%Q4 2019Q4 20191
ITW ILLINOIS TOOL WKS INC110.14%0.14%0.14%Q4 2019Q4 20191
MA MASTERCARD INC110.14%0.14%0.14%Q4 2019Q4 20191
AGN ALLERGAN PLC110.13%0.13%0.13%Q4 2019Q4 20191
VFH VANGUARD WORLD FDS110.13%0.13%0.13%Q4 2019Q4 20191
RTN RAYTHEON CO110.13%0.13%0.13%Q4 2019Q4 20191
RDSA ROYAL DUTCH SHELL PLC110.13%0.13%0.13%Q4 2019Q4 20191
SQ SQUARE INC110.12%0.12%0.12%Q4 2020Q4 20201
FRPT FRESHPET INC110.12%0.12%0.12%Q3 2020Q3 20201
DD DUPONT DE NEMOURS INC110.12%0.12%0.12%Q4 2019Q4 20191
FAST FASTENAL CO110.12%0.12%0.12%Q4 2019Q4 20191
GSK GLAXOSMITHKLINE PLC110.12%0.12%0.12%Q4 2019Q4 20191
PPL PPL CORP110.12%0.12%0.12%Q4 2019Q4 20191
DEO DIAGEO P L C110.11%0.11%0.11%Q4 2019Q4 20191
ED CONSOLIDATED EDISON INC110.11%0.11%0.11%Q4 2019Q4 20191
IWP ISHARES TR110.11%0.11%0.11%Q4 2019Q4 20191
ARKW ARK ETF TR110.09%0.09%0.09%Q4 2020Q4 20201
CSX CSX CORP110.09%0.09%0.09%Q4 2020Q4 20201
 Download

The securities at the top of the list , including VANGUARD INDEX FDS, APPLE INC, and ISHARES TR, are the highest-conviction holdings of BERRY GROUP, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by BERRY GROUP, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that BERRY GROUP, LLC owns currently or has owned in the past.