Barnes Dennig Private Wealth Management LLC Incresed Positions in Q2 2025

Barnes Dennig Private Wealth Management LLC

  • $83.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
24.4K
+ 13259.24%
$49.38 - $79.97 $1.2M - $1.95M
24.6K $1.9B
GOOGL
Alphabet Inc.

Communication Services
8.24K
+ 92.81%
$144.7 - $178.6 $1.19M - $1.47M
17.1K $3.02B
IVV
Ishares Core S&P 500 ETF

ETFs
2.03K
+ 158.5%
$498.8 - $620.9 $1.01M - $1.26M
3.31K $2.06B
IVE
Ishares S&P 500 Value ETF

ETFs
3.71K
+ 574.88%
$168.34 - $195.42 $624K - $725K
4.35K $851M
SCHW
Schwab Charles Corp

Financial Services
662
+ 1.41%
$69.06 - $91.24 $45.7K - $60.4K
47.5K $4.33B
MSFT
Microsoft Corp

Technology
523
+ 17.05%
$354.56 - $497.45 $185K - $260K
3.59K $1.79B
IEFA
Ishares Tr

ETFs
7.35K
+ 610.3%
$67.83 - $84.09 $498K - $618K
8.55K $714M
BWA
Borgwarner Inc

Consumer Cyclical
4.46K
+ 4.55%
$24.84 - $33.92 $111K - $151K
102K $3.43B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
8.57K
+ 714.76%
$49.48 - $61.22 $424K - $525K
9.77K $595M
IEMG
Ishares Inc

ETFs
8.05K
+ 467.64%
N/A
9.77K $586M
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 50.37%
$167.32 - $223.3 $228K - $304K
4.07K $892M
NVDA
Nvidia Corp

Technology
2K
+ 428.97%
$94.31 - $157.99 $189K - $316K
2.47K $389M
UBER
Uber Technologies, Inc

Technology
2.08K
+ 4337.5%
$64.62 - $93.3 $135K - $194K
2.13K $199M
CAT
Caterpillar Inc

Industrials
15
+ 0.47%
$273.94 - $388.21 $4.11K - $5.82K
3.19K $1.24B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.02K
+ 415.86%
$51.16 - $62.02 $154K - $187K
3.74K $232M
MCK
Mckesson Corp

Healthcare
236
+ 1180.0%
$652.83 - $732.78 $154K - $173K
256 $188M
PWR
Quanta Services, Inc.

Industrials
454
+ 3242.86%
$239.47 - $381.26 $109K - $173K
468 $177M
JPM
Jpmorgan Chase & CO

Financial Services
439
+ 45.78%
$210.28 - $289.91 $92.3K - $127K
1.4K $405M
VGT
Vanguard Information Technolog

ETFs
255
+ 4250.0%
$470.37 - $663.28 $120K - $169K
261 $173M
META
Meta Platforms, Inc.

Communication Services
210
+ 437.5%
$484.66 - $738.09 $102K - $155K
258 $190M
COST
Costco Wholesale Corp

Consumer Defensive
158
+ 232.35%
$908.13 - $1056.85 $143K - $167K
226 $224M
CRWD
Crowd Strike Holdings, Inc.

Technology
301
+ 860.0%
$321.63 - $509.31 $96.8K - $153K
336 $171M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.09K
+ 2376.92%
$44.68 - $45.96 $138K - $142K
3.22K $147M
LLY
Eli Lilly & CO

Healthcare
196
+ 46.78%
$713.71 - $898.95 $140K - $176K
615 $479M
IAU
Ishares Gold Trust

ETFs
2.1K
+ 523.19%
$56.1 - $64.74 $118K - $136K
2.5K $156M
ISRG
Intuitive Surgical Inc

Healthcare
239
+ 682.86%
$451.58 - $565.94 $108K - $135K
274 $149M
NEE
Nextera Energy Inc

Utilities
1.88K
+ 268.43%
$64.11 - $75.0 $120K - $141K
2.58K $179M
INTU
Intuit Inc

Technology
145
+ 517.86%
$544.07 - $787.63 $78.9K - $114K
173 $136M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
223
+ 796.43%
$421.16 - $509.5 $93.9K - $114K
251 $112M
AAPL
Apple Inc.

Technology
1.65K
+ 10.61%
$172.42 - $223.89 $284K - $369K
17.2K $3.53B
VEA
Vanguard Ftse Developed Market

ETFs
5
+ 0.04%
$45.65 - $57.01 $228 - $285
11.8K $670M
XOM
Exxon Mobil Corp

Energy
686
+ 88.75%
$99.93 - $119.04 $68.6K - $81.7K
1.46K $157M
WMT
Walmart Inc.

Consumer Defensive
108
+ 1.99%
$81.79 - $99.98 $8.83K - $10.8K
5.54K $541M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
753
+ 209.75%
$58.41 - $72.69 $44K - $54.7K
1.11K $80.8M
XLC
Select Sector Spdr Tr Communic

ETFs
495
+ 2475.0%
$86.13 - $108.53 $42.6K - $53.7K
515 $55.9M
XLV
Select Sector Spdr Fund Health

ETFs
373
+ 1381.48%
$128.77 - $144.3 $48K - $53.8K
400 $53.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
100
+ 89.29%
$376.48 - $440.65 $37.6K - $44.1K
212 $93.4M
CTAS
Cintas Corp

Industrials
128
+ 800.0%
$190.11 - $227.66 $24.3K - $29.1K
144 $32.1M
NFLX
Netflix Inc

Communication Services
7
+ 15.56%
$855.86 - $1339.13 $5.99K - $9.37K
52 $69.6M
MPC
Marathon Petroleum Corp

Energy
113
+ 46.5%
$118.55 - $170.08 $13.4K - $19.2K
356 $59.1M
PLTR
Palantir Technologies Inc.

Technology
93
+ 47.21%
$74.01 - $144.25 $6.88K - $13.4K
290 $39.5M
ABC
Amerisourcebergen Corp

Healthcare
56
+ 24.14%
N/A
288 $86.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 100.0%
$4164.15 - $5789.24 $12.5K - $17.4K
6 $34.7M
LOW
Lowes Companies Inc

Consumer Cyclical
97
+ 101.04%
$210.83 - $235.28 $20.5K - $22.8K
193 $42.8M
XLP
Consumer Staples Sector Spdr

ETFs
243
+ 60.75%
N/A
643 $52.1M
HCA
Hca Healthcare, Inc.

Healthcare
48
+ 320.0%
$317.61 - $387.52 $15.2K - $18.6K
63 $24.1M
TT
Trane Technologies PLC

Industrials
39
+ 433.33%
$315.21 - $437.41 $12.3K - $17.1K
48 $21M
PGR
Progressive Corp

Financial Services
61
+ 265.22%
$255.27 - $288.74 $15.6K - $17.6K
84 $22.4M
ECL
Ecolab Inc.

Basic Materials
54
+ 450.0%
$225.65 - $270.95 $12.2K - $14.6K
66 $17.8M
Activity Summary
Buys All Purchases 169 New Holdings 93 Increased Positions 76 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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