Barnes Dennig Private Wealth Management LLC Purchases in Q4 2025

Barnes Dennig Private Wealth Management LLC

  • $99.6 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
680
+ 17.75%
$656.2 - $690.71 $446K - $470K
4.51K $3.09B
IDEV
Ishares Core Msci Intl Develop

ETFs
4.69K
New
$79.1 - $82.39 $371K - $386K
4.69K $387M
IVE
Ishares S&P 500 Value ETF

ETFs
1.51K
+ 33.06%
$202.52 - $212.07 $305K - $319K
6.06K $1.28B
AAPL
Apple Inc.

Technology
133
+ 0.76%
$245.27 - $275.25 $32.6K - $36.6K
17.6K $4.78B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.61K
+ 23.65%
$161.21 - $171.97 $260K - $278K
8.44K $1.42B
IEFA
Ishares Tr

ETFs
2.96K
+ 32.62%
$86.09 - $89.88 $254K - $266K
12K $1.07B
LLY
Eli Lilly & CO

Healthcare
42
+ 6.69%
$799.57 - $1025.28 $33.6K - $43.1K
670 $720M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.15K
+ 30.42%
$63.98 - $67.45 $201K - $212K
13.5K $905M
SECT
Sector 10, Inc.

ETFs
3.47K
+ 85.89%
$61.68 - $64.94 $214K - $225K
7.51K $485M
IEMG
Ishares Inc

ETFs
3.18K
+ 31.06%
N/A
13.4K $903M
LITE
Lumentum Holdings Inc.

Technology
516
New
$149.61 - $259.89 $77.2K - $134K
516 $190M
SCCO
Southern Copper Corp

Basic Materials
1.18K
New
$122.64 - $141.68 $145K - $167K
1.18K $169M
MEDP
Medpace Holdings, Inc.

Healthcare
270
New
$501.22 - $605.2 $135K - $163K
270 $152M
NVS
Novartis Ag

Healthcare
1.09K
New
$121.8 - $132.39 $132K - $144K
1.09K $150M
SCHO
Schwab Short Term Us Treasury

ETFs
6.02K
+ 13.95%
$24.31 - $24.46 $146K - $147K
49.2K $1.2B
AXP
American Express CO

Financial Services
387
New
$316.26 - $372.77 $122K - $144K
387 $143M
TER
Teradyne, Inc

Technology
739
New
$132.08 - $187.59 $97.6K - $139K
739 $143M
WELL
Welltower Inc.

Real Estate
763
+ 2934.62%
$165.94 - $193.82 $127K - $148K
789 $146M
ROK
Rockwell Automation, Inc

Industrials
326
New
$333.75 - $394.54 $109K - $129K
326 $127M
VRT
Vertiv Holdings CO

Industrials
776
New
N/A
776 $126M
IAU
Ishares Gold Trust

ETFs
1.08K
+ 25.05%
$72.65 - $82.5 $78.8K - $89.4K
5.41K $439M
FIX
Comfort Systems Usa Inc

Industrials
131
New
$790.72 - $1010.64 $104K - $132K
131 $122M
AMZN
Amazon Com Inc

Consumer Cyclical
302
+ 6.76%
$213.04 - $254.0 $64.3K - $76.7K
4.77K $1.1B
BLD
Top Build Corp

Industrials
283
New
$392.8 - $453.57 $111K - $128K
283 $118M
ELV
Elevance Health, Inc.

Healthcare
311
New
$303.78 - $362.34 $94.5K - $113K
311 $109M
PG
Procter & Gamble CO

Consumer Defensive
978
+ 28.0%
$145.5 - $153.18 $142K - $150K
4.47K $641M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.24K
+ 141.61%
$42.26 - $44.28 $94.5K - $99K
3.82K $169M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.14K
+ 87.39%
$76.84 - $80.86 $87.8K - $92.4K
2.45K $197M
NVDA
Nvidia Corp

Technology
490
+ 18.11%
$179.83 - $207.04 $88.1K - $101K
3.2K $596M
FSLR
First Solar, Inc.

Technology
212
+ 35.45%
$223.36 - $277.39 $47.4K - $58.8K
810 $212M
KLAC
Kla Corp

Technology
38
+ 16.03%
$982.75 - $1235.28 $37.3K - $46.9K
275 $334M
VGT
Vanguard Information Technolog

ETFs
98
+ 24.56%
$736.33 - $801.52 $72.2K - $78.5K
497 $375M
WMT
Walmart Inc.

Consumer Defensive
231
+ 3.88%
$101.18 - $109.03 $23.4K - $25.2K
6.19K $690M
AVGO
Broadcom Inc.

Technology
167
+ 19.95%
$324.63 - $385.98 $54.2K - $64.5K
1K $347M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
868
+ 22.05%
$63.25 - $66.24 $54.9K - $57.5K
4.81K $317M
CTSH
Cognizant Technology Solutions Corp

Technology
670
New
$65.47 - $74.66 $43.9K - $50K
670 $55.6M
MU
Micron Technology Inc

Technology
112
+ 70.0%
$181.6 - $253.3 $20.3K - $28.4K
272 $77.6M
Lam Research Corp
216
+ 70.13%
N/A
524 $89.7M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
396
New
$101.39 - $114.39 $40.2K - $45.3K
396 $48.3M
ISRG
Intuitive Surgical Inc

Healthcare
82
New
$429.59 - $576.2 $35.2K - $47.2K
82 $46.4M
DELL
Dell Technologies Inc.

Technology
342
+ 328.85%
$133.76 - $164.88 $45.7K - $56.4K
446 $56.1M
QCOM
Qualcomm Inc

Technology
216
+ 38.57%
$153.59 - $187.68 $33.2K - $40.5K
776 $133M
MCK
Mckesson Corp

Healthcare
31
+ 11.44%
$738.06 - $859.37 $22.9K - $26.6K
302 $248M
MA
Mastercard Inc

Financial Services
64
+ 19.51%
$536.85 - $580.45 $34.4K - $37.1K
392 $224M
SHOP
Shopify Inc.

Technology
120
+ 9.13%
$146.04 - $179.01 $17.5K - $21.5K
1.44K $231M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
714
New
$44.95 - $52.86 $32.1K - $37.7K
714 $35.1M
GS
Goldman Sachs Group Inc

Financial Services
19
+ 9.79%
$744.6 - $838.97 $14.1K - $15.9K
213 $187M
XLF
Financial Sector Spdr

ETFs
533
+ 25.6%
$51.76 - $53.77 $27.6K - $28.7K
2.62K $143M
AMD
Advanced Micro Devices Inc

Technology
61
+ 17.94%
$164.01 - $264.33 $10K - $16.1K
401 $85.9M
Activity Summary
Buys All Purchases 164 New Holdings 52 Increased Positions 112 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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