Barnes Dennig Private Wealth Management LLC Purchases in Q3 2025

Barnes Dennig Private Wealth Management LLC

  • $93.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
13.4K
+ 7287.5%
$99.82 - $100.23 $1.34M - $1.34M
13.6K $1.36B
SCHO
Schwab Short Term Us Treasury

ETFs
43.2K
New
$24.23 - $24.42 $1.05M - $1.05M
43.2K $1.05B
AAPL
Apple Inc.

Technology
239
+ 1.39%
$202.38 - $256.87 $48.4K - $61.4K
17.4K $4.44B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4.72K
New
$159.87 - $247.68 $754K - $1.17M
4.72K $839M
IVV
Ishares Core S&P 500 ETF

ETFs
518
+ 15.63%
$620.67 - $670.08 $322K - $347K
3.83K $2.56B
MSFT
Microsoft Corp

Technology
693
+ 19.3%
$491.09 - $535.64 $340K - $371K
4.28K $2.22B
AVGO
Broadcom Inc.

Technology
687
+ 458.0%
$264.74 - $369.57 $182K - $254K
837 $276M
SPY
Spdr S&P 500 ETF Trust

ETFs
314
New
$617.65 - $666.84 $194K - $209K
314 $209M
ORCL
Oracle Corp

Technology
720
+ 1161.29%
$218.96 - $328.33 $158K - $236K
782 $220M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.98K
+ 113.12%
$97.75 - $100.75 $194K - $200K
3.74K $375M
FVD
First Tr Value Line Divid Inde

ETFs
3.44K
New
$44.73 - $46.86 $154K - $161K
3.44K $159M
IAU
Ishares Gold Trust

ETFs
1.83K
+ 73.15%
$61.62 - $72.77 $113K - $133K
4.33K $315M
HOOD
Robinhood Markets, Inc.

Technology
1.1K
New
$91.27 - $143.18 $100K - $157K
1.1K $157M
VEEV
Veeva Systems Inc

Healthcare
527
New
$269.2 - $297.91 $142K - $157K
527 $157M
GS
Goldman Sachs Group Inc

Financial Services
194
New
$696.56 - $806.32 $135K - $156K
194 $154M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
330
+ 5.08%
$148.97 - $165.88 $49.2K - $54.7K
6.82K $1.12B
Ishares Bitcoin Trust ETF
2.24K
New
N/A
2.24K $145M
Ge Vernova Inc
234
+ 2600.0%
N/A
243 $149M
PM
Philip Morris International Inc.

Consumer Defensive
852
+ 1420.0%
$157.77 - $183.27 $134K - $156K
912 $148M
FSLR
First Solar, Inc.

Technology
598
New
$160.84 - $223.53 $96.2K - $134K
598 $132M
BWXT
Bwx Technologies, Inc.

Industrials
711
New
$136.45 - $184.37 $97K - $131K
711 $131M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.51K
+ 270.92%
$49.05 - $49.99 $123K - $125K
3.43K $171M
VGT
Vanguard Information Technolog

ETFs
138
+ 52.87%
$656.44 - $753.15 $90.6K - $104K
399 $298M
RKT
Rocket Companies, Inc.

Financial Services
6.31K
New
$13.31 - $21.16 $83.9K - $133K
6.31K $122M
NVDA
Nvidia Corp

Technology
241
+ 9.78%
$153.3 - $186.58 $36.9K - $45K
2.71K $505M
NET
Cloudflare, Inc.

Technology
507
+ 4609.09%
$181.39 - $228.28 $92K - $116K
518 $111M
JNJ
Johnson & Johnson

Healthcare
86
+ 3.59%
$155.17 - $185.42 $13.3K - $15.9K
2.48K $460M
IVE
Ishares S&P 500 Value ETF

ETFs
200
+ 4.59%
$194.44 - $206.51 $38.9K - $41.3K
4.55K $940M
IEMG
Ishares Inc

ETFs
482
+ 4.93%
N/A
10.3K $676M
AMZN
Amazon Com Inc

Consumer Cyclical
403
+ 9.91%
$211.65 - $238.24 $85.3K - $96K
4.47K $981M
TJX
Tjx Companies Inc

Consumer Cyclical
295
+ 13.5%
$121.35 - $144.54 $35.8K - $42.6K
2.48K $358M
Morgan Stanley ETF Trust
1.6K
+ 172.17%
N/A
2.52K $130M
CEG
Constellation Energy Corp

Utilities
250
+ 1785.71%
$298.82 - $354.89 $74.7K - $88.7K
264 $86.9M
IEFA
Ishares Tr

ETFs
506
+ 5.92%
$81.7 - $87.53 $41.3K - $44.3K
9.06K $791M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
570
+ 5.83%
$60.01 - $65.01 $34.2K - $37.1K
10.3K $672M
VB
Vanguard Small Cap ETF

ETFs
291
New
$237.58 - $259.17 $69.1K - $75.4K
291 $74M
WMT
Walmart Inc.

Consumer Defensive
425
+ 7.68%
$94.4 - $104.27 $40.1K - $44.3K
5.96K $614M
SHOP
Shopify Inc.

Technology
80
+ 6.48%
$112.11 - $157.12 $8.97K - $12.6K
1.32K $195M
ACN
Accenture PLC

Technology
216
+ 3600.0%
$232.56 - $304.78 $50.2K - $65.8K
222 $54.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
225
+ 14.51%
$89.32 - $107.82 $20.1K - $24.3K
1.78K $191M
JPM
Jpmorgan Chase & CO

Financial Services
43
+ 3.08%
$282.78 - $316.06 $12.2K - $13.6K
1.44K $455M
TXN
Texas Instruments Inc

Technology
257
New
N/A
257 $47.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
582
+ 18.15%
$49.43 - $54.52 $28.8K - $31.7K
3.79K $205M
AMD
Advanced Micro Devices Inc

Technology
280
+ 466.67%
$134.8 - $184.42 $37.7K - $51.6K
340 $55M
VFH
Vanguard Financial ETF

ETFs
350
New
$125.23 - $132.78 $43.8K - $46.5K
350 $45.9M
ADBE
Adobe Inc.

Technology
136
+ 136.0%
$333.65 - $392.1 $45.4K - $53.3K
236 $83.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
70
New
$546.99 - $602.2 $38.3K - $42.2K
70 $42M
Te Connectivity PLC
178
New
N/A
178 $39.1M
Listed Fd Tr
596
New
N/A
596 $38.7M
Activity Summary
Buys All Purchases 140 New Holdings 47 Increased Positions 93 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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