Blue Barn Wealth, LLC Reduced Holdings in Q4 2024

Blue Barn Wealth, LLC

  • $189 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
-128
- 3.16%
$437.39 - $552.96 $56K - $70.8K
3.92K $1.74M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-320
- 37.17%
$501.29 - $612.85 $160K - $196K
541 $281K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.74K
- 8.48%
$74.5 - $78.37 $130K - $136K
18.8K $1.4M
VZ
Verizon Communications Inc

Communication Services
-1.82K
- 14.63%
$39.6 - $45.21 $72.1K - $82.3K
10.6K $424K
UNH
Unitedhealth Group Inc

Healthcare
-160
- 25.52%
$485.52 - $625.25 $77.7K - $100K
467 $236K
AWK
American Water Works Company, Inc.

Utilities
-321
- 14.59%
$123.83 - $146.07 $39.7K - $46.9K
1.88K $233K
ASML
Asml Holding Nv

Technology
-42
- 10.61%
$658.43 - $872.27 $27.7K - $36.6K
354 $245K
AMAT
Applied Materials Inc

Technology
-123
- 7.8%
$161.44 - $213.89 $19.9K - $26.3K
1.45K $236K
ACN
Accenture PLC

Technology
-222
- 18.03%
$343.9 - $376.86 $76.3K - $83.7K
1.01K $354K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-1.51K
- 12.14%
$48.96 - $52.85 $74K - $79.9K
10.9K $537K
MDT
Medtronic PLC

Healthcare
-528
- 15.61%
$79.61 - $92.24 $42K - $48.7K
2.85K $227K
BA
Boeing CO

Industrials
-732
- 32.04%
$138.14 - $180.72 $101K - $132K
1.55K $274K
HLN
Haleon PLC

Healthcare
-5.15K
- 33.15%
$9.23 - $10.71 $47.6K - $55.2K
10.4K $99K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-309
- 1.17%
$126.68 - $134.74 $39.1K - $41.6K
26.1K $3.34M
LYG
Lloyds Banking Group PLC

Financial Services
-8.29K
- 10.05%
$2.67 - $3.23 $22.1K - $26.8K
74.2K $201K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-96
- 1.21%
$70.1 - $76.53 $6.73K - $7.35K
7.85K $555K
VBR
Vanguard Small Cap Value ETF

ETFs
-110
- 0.93%
$197.36 - $217.3 $21.7K - $23.9K
11.8K $2.33M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-149
- 0.79%
$26.63 - $30.23 $3.97K - $4.5K
18.7K $497K
VTI
Vanguard Total Stock Market Et

ETFs
-214
- 11.15%
$280.04 - $302.45 $59.9K - $64.7K
1.71K $494K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-3.33K
- 24.5%
$9.25 - $10.62 $30.8K - $35.3K
10.2K $99K
NOW
Service Now, Inc.

Technology
-141
- 22.78%
$867.18 - $1148.42 $122K - $162K
478 $506K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-173
- 1.84%
$71.75 - $75.11 $12.4K - $13K
9.21K $662K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-144
- 1.66%
$44.04 - $49.49 $6.34K - $7.13K
8.53K $375K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-195
- 3.14%
$113.92 - $127.38 $22.2K - $24.8K
6.02K $693K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-353
- 9.88%
$63.15 - $75.4 $22.3K - $26.6K
3.22K $206K
LOW
Lowes Companies Inc

Consumer Cyclical
-10
- 0.9%
$244.52 - $284.07 $2.45K - $2.84K
1.1K $272K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-230
- 3.61%
$311.11 - $335.64 $71.6K - $77.2K
6.15K $1.98M
VO
Vanguard Mid Cap ETF

ETFs
-85
- 2.71%
$261.5 - $284.63 $22.2K - $24.2K
3.05K $804K
ABT
Abbott Laboratories

Healthcare
-159
- 4.7%
$111.93 - $119.39 $17.8K - $19K
3.22K $364K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-358
- 1.88%
$21.02 - $21.57 $7.53K - $7.72K
18.7K $395K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-165
- 2.16%
$41.74 - $46.2 $6.89K - $7.62K
7.48K $313K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15
- 2.53%
$442.29 - $483.08 $6.63K - $7.25K
579 $262K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-9
- 0.65%
$563.99 - $620.12 $5.08K - $5.58K
1.38K $784K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-141
- 7.3%
$370.24 - $418.94 $52.2K - $59.1K
1.79K $718K
PH
Parker Hannifin Corp

Industrials
-7
- 1.78%
$621.74 - $709.46 $4.35K - $4.97K
387 $246K
TXN
Texas Instruments Inc

Technology
-4
- 0.35%
N/A
1.13K $219K
Canadian Pacific Kansas City
-482
- 14.1%
N/A
2.94K $0
ABNB
Airbnb, Inc.

Consumer Cyclical
-36
- 1.55%
$125.36 - $147.37 $4.51K - $5.31K
2.28K $299K
TDY
Teledyne Technologies Inc

Technology
-23
- 3.36%
$436.59 - $489.24 $10K - $11.3K
662 $307K
MSCI
Msci Inc.

Financial Services
-2
- 0.34%
$569.09 - $635.99 $1.14K - $1.27K
581 $348K
SAP
Sap Se

Technology
-73
- 4.55%
$218.13 - $255.54 $15.9K - $18.7K
1.53K $376K
WDAY
Workday, Inc.

Technology
-21
- 1.58%
$233.85 - $279.91 $4.91K - $5.88K
1.3K $336K
ADP
Automatic Data Processing Inc

Industrials
-12
- 1.13%
$280.08 - $307.97 $3.36K - $3.7K
1.05K $306K
WFC
Wells Fargo & Company

Financial Services
-741
- 12.79%
$54.98 - $77.35 $40.7K - $57.3K
5.05K $354K
SKYY
First Trust Cloud Computing Et

ETFs
-107
- 2.87%
$99.98 - $130.46 $10.7K - $14K
3.63K $432K
GOOG
Alphabet Inc.

Communication Services
-48
- 0.88%
$163.08 - $198.16 $7.83K - $9.51K
5.43K $1.03M
SHOP
Shopify Inc.

Technology
-401
- 5.14%
$78.14 - $119.49 $31.3K - $47.9K
7.41K $787K
NFLX
Netflix Inc

Communication Services
-16
- 1.65%
$687.65 - $936.56 $11K - $15K
956 $852K
AMZN
Amazon Com Inc

Consumer Cyclical
-413
- 3.64%
$180.88 - $232.93 $74.7K - $96.2K
10.9K $2.4M
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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