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
VOT
Vanguard Mid Cap Growth Index

ETFs
124
New
$282.75 - $294.19 $35.1K - $36.5K
124 $36.4M
KMI
Kinder Morgan, Inc.

Energy
1.22K
+ 485.71%
$26.23 - $28.5 $32.1K - $34.9K
1.48K $41.8M
PANW
Palo Alto Networks Inc

Technology
166
+ 164.36%
$167.06 - $208.19 $27.7K - $34.6K
267 $54.4M
CVX
Chevron Corp

Energy
202
+ 306.06%
$145.57 - $161.83 $29.4K - $32.7K
268 $41.6M
DLR
Digital Realty Trust, Inc.

Real Estate
186
New
$161.21 - $180.02 $30K - $33.5K
186 $32.2M
XLC
Select Sector Spdr Tr Communic

ETFs
228
+ 44.27%
$105.99 - $119.41 $24.2K - $27.2K
743 $87.9M
XLF
Financial Sector Spdr

ETFs
522
+ 33.46%
$51.37 - $54.25 $26.8K - $28.3K
2.08K $112M
Fidelity Wise Origin Bitcoin
305
New
N/A
305 $30.4M
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 15.38%
$357.4 - $423.42 $16.4K - $19.5K
345 $140M
APH
Amphenol Corp

Technology
177
+ 65.07%
$97.39 - $125.4 $17.2K - $22.2K
449 $55.6M
MU
Micron Technology Inc

Technology
160
New
$104.88 - $168.89 $16.8K - $27K
160 $26.8M
USB
Us Bancorp \De\

Financial Services
541
New
$43.94 - $50.41 $23.8K - $27.3K
541 $26.1M
PWR
Quanta Services, Inc.

Industrials
22
+ 4.7%
$372.29 - $421.68 $8.19K - $9.28K
490 $203M
CDNS
Cadence Design Systems Inc

Technology
25
+ 6.28%
$309.46 - $373.37 $7.74K - $9.33K
423 $149M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
197
+ 5.27%
$62.09 - $66.51 $12.2K - $13.1K
3.94K $257M
SOXX
Ishares Semiconductor ETF

ETFs
91
New
$236.93 - $271.12 $21.6K - $24.7K
91 $24.7M
HON
Honeywell International Inc

Industrials
118
+ 491.67%
$207.7 - $240.4 $24.5K - $28.4K
142 $29.9M
PSX
Phillips 66

Energy
178
New
$118.37 - $139.46 $21.1K - $24.8K
178 $24.2M
VCR
Vanguard Consumer Discretionar

ETFs
48
+ 31.79%
$359.61 - $401.35 $17.3K - $19.3K
199 $78.8M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
213
New
$100.4 - $119.58 $21.4K - $25.5K
213 $23.6M
MRK
Merck & Co., Inc.

Healthcare
266
+ 302.27%
$77.6 - $87.37 $20.6K - $23.2K
354 $29.7M
MCK
Mckesson Corp

Healthcare
15
+ 5.86%
$659.01 - $772.54 $9.89K - $11.6K
271 $209M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
196
+ 17.63%
$72.65 - $78.68 $14.2K - $15.4K
1.31K $102M
ILCG
Ishares Morningstar Growth ETF
197
New
N/A
197 $20.5M
LMT
Lockheed Martin Corp

Industrials
40
+ 285.71%
$410.74 - $499.21 $16.4K - $20K
54 $27M
ADI
Analog Devices Inc

Technology
80
New
$220.68 - $255.63 $17.7K - $20.5K
80 $19.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
172
New
$107.66 - $112.36 $18.5K - $19.3K
172 $19.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
358
+ 29.32%
$39.8 - $42.86 $14.2K - $15.3K
1.58K $67.6M
GE
General Electric CO

Industrials
53
+ 147.22%
$244.75 - $305.63 $13K - $16.2K
89 $26.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
285
+ 7.75%
$37.2 - $39.61 $10.6K - $11.3K
3.96K $157M
ALL
Allstate Corp

Financial Services
73
+ 112.31%
$192.0 - $214.65 $14K - $15.7K
138 $29.6M
PLTR
Palantir Technologies Inc.

Technology
15
+ 5.17%
$130.68 - $186.97 $1.96K - $2.8K
305 $55.6M
TRV
Travelers Companies, Inc.

Financial Services
55
+ 134.15%
$250.62 - $279.43 $13.8K - $15.4K
96 $26.8M
MO
Altria Group, Inc.

Consumer Defensive
217
+ 155.0%
$57.75 - $67.68 $12.5K - $14.7K
357 $23.6M
HTRB
Hartford Fds Total Return Bd E

ETFs
385
+ 9.23%
$33.47 - $34.58 $12.9K - $13.3K
4.56K $156M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
288
+ 8.94%
$45.26 - $46.63 $13K - $13.4K
3.51K $162M
DELL
Dell Technologies Inc.

Technology
104
New
$120.96 - $141.77 $12.6K - $14.7K
104 $14.7M
SHW
Sherwin Williams CO

Basic Materials
39
+ 42.39%
$330.88 - $375.23 $12.9K - $14.6K
131 $45.4M
CBOE
Cboe Global Markets, Inc.

Financial Services
55
New
$231.35 - $253.24 $12.7K - $13.9K
55 $13.5M
HUBB
Hubbell Inc

Industrials
31
New
$410.51 - $450.93 $12.7K - $14K
31 $13.3M
META
Meta Platforms, Inc.

Communication Services
19
+ 7.36%
$695.21 - $791.73 $13.2K - $15K
277 $203M
MA
Mastercard Inc

Financial Services
19
+ 6.15%
$550.18 - $598.96 $10.5K - $11.4K
328 $187M
XLI
Industrial Sector Spdr

ETFs
55
+ 8.38%
$147.94 - $154.99 $8.14K - $8.52K
711 $110M
JCPB
J P Morgan Exchange Traded Fd

ETFs
241
+ 9.22%
$46.37 - $47.77 $11.2K - $11.5K
2.85K $136M
CRWD
Crowd Strike Holdings, Inc.

Technology
38
+ 11.31%
$412.46 - $514.1 $15.7K - $19.5K
374 $183M
UBER
Uber Technologies, Inc

Technology
20
+ 0.94%
$86.91 - $99.57 $1.74K - $1.99K
2.15K $211M
ZTS
Zoetis Inc.

Healthcare
81
New
$141.13 - $159.19 $11.4K - $12.9K
81 $11.9M
EOG
Eog Resources Inc

Energy
105
New
$112.12 - $126.1 $11.8K - $13.2K
105 $11.8M
VLO
Valero Energy Corp

Energy
68
New
$131.77 - $175.63 $8.96K - $11.9K
68 $11.6M
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
Track This Portfolio

Track Barnes Dennig Private Wealth Management LLC Portfolio

Follow Barnes Dennig Private Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barnes Dennig Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Barnes Dennig Private Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email