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
JOBY
Joby Aviation, Inc.

Industrials
705
New
$9.81 - $20.39 $6.92K - $14.4K
705 $11.4M
CAH
Cardinal Health Inc

Healthcare
74
+ 117.46%
$146.04 - $167.63 $10.8K - $12.4K
137 $21.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
54
New
$196.15 - $217.83 $10.6K - $11.8K
54 $10.9M
PYPL
Pay Pal Holdings, Inc.

Financial Services
162
New
$65.64 - $78.22 $10.6K - $12.7K
162 $10.9M
MSCI
Msci Inc.

Financial Services
19
New
$526.48 - $588.0 $10K - $11.2K
19 $10.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
38
+ 5.96%
$108.46 - $120.63 $4.12K - $4.58K
676 $80.3M
SBAC
Sba Communications Corp

Real Estate
53
New
$191.35 - $239.35 $10.1K - $12.7K
53 $10.2M
IWM
Ishares Russell 2000 ETF

ETFs
37
+ 154.17%
$214.92 - $244.84 $7.95K - $9.06K
61 $14.8M
HUM
Humana Inc

Healthcare
36
New
$220.41 - $312.0 $7.93K - $11.2K
36 $9.37M
IT
Gartner Inc

Technology
33
New
$225.98 - $406.7 $7.46K - $13.4K
33 $8.68M
Linde PLC
14
+ 5.88%
N/A
252 $120M
EMB
Ishares Tr

ETFs
63
+ 8.03%
$91.52 - $95.59 $5.77K - $6.02K
848 $80.7M
Veralto Corp
75
New
N/A
75 $8M
LII
Lennox International Inc

Industrials
13
New
$516.18 - $664.54 $6.71K - $8.64K
13 $6.88M
UNH
Unitedhealth Group Inc

Healthcare
4
+ 2.8%
$237.77 - $353.61 $951 - $1.41K
147 $50.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
94
+ 28.06%
$42.67 - $46.91 $4.01K - $4.41K
429 $20.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
92
+ 25.41%
$42.26 - $47.16 $3.89K - $4.34K
454 $21M
CSCO
Cisco Systems, Inc.

Technology
92
+ 10.43%
$66.2 - $71.79 $6.09K - $6.6K
974 $66.6M
XLP
Consumer Staples Sector Spdr

ETFs
85
+ 13.22%
N/A
728 $57.1M
SPMD
Spdr Portfolio

ETFs
73
+ 28.4%
$54.43 - $58.29 $3.97K - $4.26K
330 $18.9M
IEF
Ishares Barclays

ETFs
45
+ 8.29%
$93.91 - $97.26 $4.23K - $4.38K
588 $56.7M
WELL
Welltower Inc.

Real Estate
26
New
$150.71 - $178.14 $3.92K - $4.63K
26 $4.63M
VBR
Vanguard Small Cap Value ETF

ETFs
17
+ 30.36%
$195.41 - $212.37 $3.32K - $3.61K
73 $15.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
34
+ 7.93%
$109.11 - $111.88 $3.71K - $3.8K
463 $51.5M
CSGP
Costar Group, Inc.

Real Estate
49
New
$81.42 - $96.83 $3.99K - $4.74K
49 $4.13M
AVUV
American Centy ETF Tr Avantis

ETFs
39
New
$90.37 - $102.12 $3.52K - $3.98K
39 $3.88M
HIG
Hartford Financial Services Group, Inc.

Financial Services
18
+ 20.69%
$119.73 - $134.7 $2.16K - $2.42K
105 $14M
FAST
Fastenal CO

Industrials
22
+ 13.92%
$42.47 - $50.39 $934 - $1.11K
180 $8.83M
GD
General Dynamics Corp

Industrials
2
+ 7.69%
$293.92 - $341.0 $588 - $682
28 $9.55M
RMD
Resmed Inc

Healthcare
2
+ 2.47%
$252.01 - $293.73 $504 - $587
83 $22.7M
PGR
Progressive Corp

Financial Services
12
+ 14.29%
$238.61 - $264.3 $2.86K - $3.17K
96 $23.7M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 12.7%
$2292.04 - $2514.05 $18.3K - $20.1K
71 $166M
FE
Firstenergy Corp

Utilities
14
+ 13.33%
$39.76 - $45.82 $557 - $641
119 $5.45M
ALCC
Alt C Acquisition Corp.

Financial Services
10
New
N/A
10 $1.12M
VICI
Vici Properties Inc.

Real Estate
22
+ 6.09%
$31.43 - $33.93 $691 - $746
383 $12.5M
ADP
Automatic Data Processing Inc

Industrials
3
+ 7.5%
$288.69 - $310.94 $866 - $933
43 $12.6M
LLY
Eli Lilly & CO

Healthcare
13
+ 2.11%
$625.65 - $812.69 $8.13K - $10.6K
628 $479M
SPOT
Spotify Technology S.A.

Communication Services
8
+ 6.3%
$620.01 - $738.53 $4.96K - $5.91K
135 $94.2M
AXON
Axon Enterprise, Inc.

Industrials
8
+ 4.28%
$698.02 - $870.97 $5.58K - $6.97K
195 $140M
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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