Blue Barn Wealth, LLC Incresed Positions in Q4 2024

Blue Barn Wealth, LLC

  • $189 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MAA
Mid America Apartment Communities Inc.

Real Estate
20
+ 1.3%
$149.17 - $165.2 $2.98K - $3.3K
1.56K $241K
MSFT
Microsoft Corp

Technology
86
+ 1.82%
$406.35 - $454.46 $34.9K - $39.1K
4.82K $2.03M
ABBV
Abb Vie Inc.

Healthcare
103
+ 8.8%
$164.99 - $203.87 $17K - $21K
1.27K $226K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
281
+ 3.18%
$46.33 - $48.6 $13K - $13.7K
9.11K $422K
WEC
Wec Energy Group, Inc.

Utilities
30
+ 0.72%
$92.94 - $101.82 $2.79K - $3.05K
4.2K $395K
WSO
Watsco Inc

Industrials
9
+ 1.5%
$466.57 - $568.78 $4.2K - $5.12K
610 $289K
RELX
Relx PLC

Communication Services
95
+ 1.95%
$44.45 - $48.63 $4.22K - $4.62K
4.97K $225K
SCHV
Schwab Strategic Tr Us Large C

ETFs
14K
+ 203.98%
$25.79 - $80.4 $361K - $1.12M
20.8K $543K
XOM
Exxon Mobil Corp

Energy
69
+ 3.01%
$105.51 - $125.37 $7.28K - $8.65K
2.36K $253K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
4
+ 0.07%
$115.64 - $129.74 $463 - $519
5.41K $629K
ZTS
Zoetis Inc.

Healthcare
206
+ 12.92%
$162.24 - $194.42 $33.4K - $40.1K
1.8K $293K
UL
Unilever PLC

Consumer Defensive
398
+ 8.0%
$56.7 - $64.64 $22.6K - $25.7K
5.37K $304K
GE
General Electric CO

Industrials
54
+ 3.82%
$159.95 - $194.23 $8.64K - $10.5K
1.47K $244K
MRK
Merck & Co., Inc.

Healthcare
135
+ 4.81%
$96.31 - $114.76 $13K - $15.5K
2.94K $292K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
134
+ 0.7%
$46.52 - $48.32 $6.23K - $6.47K
19.3K $897K
VEA
Vanguard Ftse Developed Market

ETFs
632
+ 5.52%
$47.57 - $52.44 $30.1K - $33.1K
12.1K $577K
EFA
Ishares Tr Msci Eafe ETF

ETFs
132
+ 2.53%
$75.1 - $82.99 $9.91K - $11K
5.36K $405K
NVS
Novartis Ag

Healthcare
52
+ 2.47%
$96.78 - $117.18 $5.03K - $6.09K
2.16K $210K
VEU
Vanguard Ftse All World Ex Us

ETFs
112
+ 1.43%
$57.29 - $63.1 $6.42K - $7.07K
7.93K $454K
SCHC
Schwab Strategic Tr Intl Small

ETFs
384
+ 2.15%
$33.93 - $38.37 $13K - $14.7K
18.3K $627K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.77K
+ 7.64%
$114.08 - $125.68 $202K - $222K
24.9K $2.85M
FREL
Fidelity Covington Tr Msci Rea

ETFs
6.61K
+ 6.36%
$26.61 - $29.85 $176K - $197K
111K $2.99M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4K
+ 4.99%
$38.37 - $42.82 $153K - $171K
84.1K $3.23M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
392K
+ 120.82%
$18.41 - $40.87 $7.22M - $16M
716K $13.3M
VNQ
Vanguard Specialized Funds Van

ETFs
102
+ 0.85%
$87.85 - $98.6 $8.96K - $10.1K
12.1K $1.08M
NVO
Novo Nordisk A S

Healthcare
51
+ 0.78%
$85.0 - $120.04 $4.34K - $6.12K
6.61K $568K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
214
+ 0.25%
$34.13 - $37.35 $7.3K - $7.99K
87K $2.97M
Activity Summary
Buys All Purchases 89 New Holdings 11 Increased Positions 78 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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