Blue Barn Wealth, LLC Incresed Positions in Q3 2025

Blue Barn Wealth, LLC

  • $226 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
80.5K
+ 9.35%
$21.69 - $23.34 $1.75M - $1.88M
942K $21.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.42K
+ 0.87%
$108.08 - $121.73 $154K - $173K
166K $20M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
43.7K
+ 8.9%
$26.38 - $27.95 $1.15M - $1.22M
535K $14.6M
NVDA
Nvidia Corp

Technology
2.36K
+ 17.51%
$153.3 - $186.58 $361K - $440K
15.8K $2.95M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.42K
+ 8.61%
$42.67 - $46.91 $359K - $395K
106K $4.97M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.92K
+ 5.15%
$97.75 - $100.75 $579K - $596K
121K $12.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.6K
+ 5.09%
$79.39 - $90.39 $207K - $235K
53.7K $4.76M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.34K
+ 8.5%
$133.48 - $144.38 $313K - $338K
29.9K $4.27M
AVGO
Broadcom Inc.

Technology
1.21K
+ 61.3%
$264.74 - $369.57 $320K - $446K
3.18K $1.05M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.12K
+ 1.73%
$87.69 - $96.0 $98.3K - $108K
66.1K $6.23M
AAPL
Apple Inc.

Technology
636
+ 15.44%
$202.38 - $256.87 $129K - $163K
4.76K $1.21M
FREL
Fidelity Covington Tr Msci Rea

ETFs
9.55K
+ 7.91%
$26.84 - $28.32 $256K - $271K
130K $3.62M
TSLA
Tesla, Inc.

Consumer Cyclical
205
+ 9.85%
$293.94 - $444.72 $60.3K - $91.2K
2.29K $1.02M
GOOGL
Alphabet Inc.

Communication Services
249
+ 8.99%
$174.36 - $254.72 $43.4K - $63.4K
3.02K $733K
BNDX
Vanguard Total International B

ETFs
5.25K
+ 1.86%
$49.0 - $49.51 $257K - $260K
287K $14.2M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.9K
+ 7.3%
$19.49 - $19.61 $213K - $214K
160K $3.14M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.05K
+ 1.68%
$42.75 - $43.37 $130K - $132K
184K $7.99M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.99K
+ 34.03%
$46.86 - $48.27 $140K - $144K
11.8K $564K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.06%
$339.37 - $366.46 $1.02K - $1.1K
5.41K $1.98M
UBER
Uber Technologies, Inc

Technology
1.26K
+ 48.48%
$86.91 - $99.57 $109K - $125K
3.85K $376K
WFC
Wells Fargo & Company

Financial Services
1.32K
+ 23.04%
$77.05 - $85.16 $102K - $113K
7.07K $592K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.58K
+ 4.79%
$19.61 - $19.79 $109K - $110K
122K $2.41M
MSFT
Microsoft Corp

Technology
5
+ 0.09%
$491.09 - $535.64 $2.46K - $2.68K
5.52K $2.86M
STRL
Sterling Construction CO Inc

Industrials
40
+ 4.3%
$222.54 - $371.84 $8.9K - $14.9K
971 $329K
ABBV
Abb Vie Inc.

Healthcare
23
+ 1.61%
$184.85 - $231.54 $4.25K - $5.33K
1.45K $335K
UL
Unilever PLC

Consumer Defensive
1.28K
+ 23.82%
$58.43 - $65.01 $74.9K - $83.3K
6.66K $394K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.77K
+ 3.06%
$20.41 - $20.67 $56.5K - $57.2K
93.3K $1.92M
HD
Home Depot, Inc.

Consumer Cyclical
51
+ 4.65%
$357.4 - $423.42 $18.2K - $21.6K
1.15K $464K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.89K
+ 4.41%
$18.61 - $18.94 $53.8K - $54.8K
68.5K $1.29M
GE
General Electric CO

Industrials
3
+ 0.22%
$244.75 - $305.63 $734 - $917
1.35K $406K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
98
+ 16.53%
$459.11 - $506.91 $45K - $49.7K
691 $347K
TDY
Teledyne Technologies Inc

Technology
19
+ 3.29%
$509.51 - $586.04 $9.68K - $11.1K
596 $349K
BAC
Bank Of America Corp

Financial Services
366
+ 4.54%
$44.92 - $52.42 $16.4K - $19.2K
8.42K $434K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.04%
$171.38 - $197.01 $171 - $197
2.25K $441K
AES
Aes Corp

Utilities
1.36K
+ 10.69%
$10.77 - $13.94 $14.7K - $19K
14.1K $185K
WEC
Wec Energy Group, Inc.

Utilities
2
+ 0.05%
$103.66 - $114.59 $207 - $229
4.33K $496K
META
Meta Platforms, Inc.

Communication Services
68
+ 4.21%
$695.21 - $791.73 $47.3K - $53.8K
1.68K $1.24M
SE
Sea LTD

Consumer Cyclical
18
+ 0.91%
$146.23 - $196.5 $2.63K - $3.54K
1.99K $355K
SCHV
Schwab Strategic Tr Us Large C

ETFs
90
+ 0.45%
$27.61 - $29.15 $2.48K - $2.62K
20.1K $584K
MS
Morgan Stanley

Financial Services
11
+ 0.71%
$139.09 - $161.16 $1.53K - $1.77K
1.57K $249K
XOM
Exxon Mobil Corp

Energy
130
+ 4.9%
$105.83 - $117.22 $13.8K - $15.2K
2.78K $313K
NVS
Novartis Ag

Healthcare
92
+ 4.21%
$113.5 - $129.73 $10.4K - $11.9K
2.28K $292K
MDT
Medtronic PLC

Healthcare
3
+ 0.09%
$87.67 - $95.74 $263 - $287
3.42K $325K
BND
Vanguard Bd Index Fd Inc Total

ETFs
257
+ 3.01%
$72.57 - $74.72 $18.7K - $19.2K
8.79K $653K
F
Ford Motor CO

Consumer Cyclical
106
+ 0.52%
$10.82 - $12.09 $1.15K - $1.28K
20.6K $246K
VEA
Vanguard Ftse Developed Market

ETFs
23
+ 0.31%
$56.02 - $60.3 $1.29K - $1.39K
7.45K $446K
TTE
Total Energies Se

Energy
336
+ 7.72%
N/A
4.69K $321K
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 2.65%
$291.67 - $316.99 $6.71K - $7.29K
891 $270K
MRK
Merck & Co., Inc.

Healthcare
42
+ 1.5%
$77.6 - $87.37 $3.26K - $3.67K
2.84K $238K
Activity Summary
Buys All Purchases 86 New Holdings 27 Increased Positions 59 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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