Barnes Dennig Private Wealth Management LLC Incresed Positions 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
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
GBIL
Goldman Sachs Access Treasury

ETFs
1.97K
+ 14.48%
$99.91 - $100.24 $197K - $197K
15.6K $1.56B
WELL
Welltower Inc.

Real Estate
763
+ 2934.62%
$165.94 - $193.82 $127K - $148K
789 $146M
IAU
Ishares Gold Trust

ETFs
1.08K
+ 25.05%
$72.65 - $82.5 $78.8K - $89.4K
5.41K $439M
AMZN
Amazon Com Inc

Consumer Cyclical
302
+ 6.76%
$213.04 - $254.0 $64.3K - $76.7K
4.77K $1.1B
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
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
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
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
48
+ 68.57%
$589.5 - $635.77 $28.3K - $30.5K
118 $72.5M
APP
App Lovin Corp

Technology
49
+ 81.67%
$552.64 - $704.09 $27.1K - $34.5K
109 $73.4M
VTV
Vanguard Value ETF

ETFs
141
+ 26.96%
$182.87 - $189.72 $25.8K - $26.8K
664 $127M
TJX
Tjx Companies Inc

Consumer Cyclical
44
+ 1.77%
$138.56 - $147.63 $6.1K - $6.5K
2.52K $388M
SPMD
Spdr Portfolio

ETFs
494
+ 149.7%
$55.44 - $58.05 $27.4K - $28.7K
824 $47.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
579
+ 134.97%
$45.45 - $48.31 $26.3K - $28K
1.01K $47.2M
JPM
Jpmorgan Chase & CO

Financial Services
53
+ 3.68%
$294.11 - $320.41 $15.6K - $17K
1.49K $481M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
567
+ 124.89%
$44.53 - $47.25 $25.2K - $26.8K
1.02K $47.8M
NET
Cloudflare, Inc.

Technology
173
+ 33.4%
$210.01 - $253.3 $36.3K - $43.8K
691 $136M
EFG
Msci Eafe Growth ETF

ETFs
213
+ 327.69%
$112.91 - $117.61 $24K - $25.1K
278 $31.7M
XLV
Select Sector Spdr Fund Health

ETFs
103
+ 25.75%
$141.95 - $152.82 $14.6K - $15.7K
503 $77.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
175
+ 25.89%
$114.27 - $121.15 $20K - $21.2K
851 $102M
HIG
Hartford Financial Services Group, Inc.

Financial Services
152
+ 144.76%
$122.36 - $133.85 $18.6K - $20.3K
257 $35.4M
XLC
Select Sector Spdr Tr Communic

ETFs
184
+ 24.76%
$111.33 - $117.16 $20.5K - $21.6K
927 $109M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 66.67%
$4804.01 - $5424.55 $19.2K - $21.7K
10 $53.6M
Te Connectivity PLC
81
+ 45.51%
N/A
259 $58.9M
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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