Barnes Dennig Private Wealth Management LLC New Holdings in Q1 2025

Barnes Dennig Private Wealth Management LLC

  • $66.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
61K
New
$75.42 - $88.95 $4.6M - $5.43M
61K $5.12B
AMGN
Amgen Inc

Healthcare
13.8K
New
$258.59 - $327.36 $3.57M - $4.52M
13.8K $4.3B
MDT
Medtronic PLC

Healthcare
44.7K
New
$79.84 - $94.5 $3.57M - $4.22M
44.7K $4.02B
SCHW
Schwab Charles Corp

Financial Services
46.8K
New
$71.24 - $83.64 $3.33M - $3.91M
46.8K $3.66B
AAPL
Apple Inc.

Technology
15.5K
New
$209.68 - $247.1 $3.26M - $3.84M
15.5K $3.45B
AMAT
Applied Materials Inc

Technology
22.8K
New
$145.06 - $195.51 $3.31M - $4.46M
22.8K $3.31B
SLV
I Shares Silver Trust

ETFs
92.6K
New
$26.93 - $31.32 $2.49M - $2.9M
92.6K $2.87B
RHI
Robert Half International Inc.

Industrials
51.7K
New
$51.96 - $71.3 $2.69M - $3.69M
51.7K $2.82B
BWA
Borgwarner Inc

Consumer Cyclical
97.9K
New
$27.78 - $32.9 $2.72M - $3.22M
97.9K $2.8B
UPS
United Parcel Service Inc

Industrials
24.2K
New
$109.66 - $136.26 $2.66M - $3.3M
24.2K $2.66B
DE
Deere & CO

Industrials
4.27K
New
$408.57 - $509.27 $1.74M - $2.17M
4.27K $2B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
16.8K
New
$98.98 - $113.18 $1.66M - $1.9M
16.8K $1.9B
V
Visa Inc.

Financial Services
4.87K
New
$306.92 - $362.71 $1.49M - $1.77M
4.87K $1.71B
PEP
Pepsico Inc

Consumer Defensive
10.2K
New
$142.64 - $156.42 $1.45M - $1.6M
10.2K $1.53B
PNR
Pentair PLC

Industrials
16.3K
New
$84.0 - $105.35 $1.37M - $1.72M
16.3K $1.43B
GOOGL
Alphabet Inc.

Communication Services
8.87K
New
$154.33 - $206.19 $1.37M - $1.83M
8.87K $1.37B
ON
On Semiconductor Corp

Technology
32.3K
New
$40.69 - $64.51 $1.31M - $2.08M
32.3K $1.31B
MSFT
Microsoft Corp

Technology
3.07K
New
$375.39 - $447.2 $1.15M - $1.37M
3.07K $1.15B
CAT
Caterpillar Inc

Industrials
3.17K
New
$326.75 - $407.63 $1.04M - $1.29M
3.17K $1.05B
T
At&T Inc.

Communication Services
32.2K
New
$21.56 - $28.28 $694K - $910K
32.2K $910M
INTC
Intel Corp

Technology
38.3K
New
$19.1 - $27.39 $731K - $1.05M
38.3K $869M
PG
Procter & Gamble CO

Consumer Defensive
4.3K
New
$158.56 - $176.26 $681K - $757K
4.3K $732M
NUE
Nucor Corp

Basic Materials
6.04K
New
$114.48 - $142.52 $692K - $861K
6.04K $727M
IVV
Ishares Core S&P 500 ETF

ETFs
1.28K
New
$554.06 - $615.85 $710K - $790K
1.28K $720M
WBD
Warner Bros. Discovery, Inc.

Communication Services
67K
New
$9.47 - $11.46 $635K - $768K
67K $719M
SLB
Schlumberger Limited

Energy
15.9K
New
$38.4 - $43.74 $609K - $694K
15.9K $663M
K
Kellogg CO

Consumer Defensive
7.77K
New
$81.06 - $82.9 $630K - $644K
7.77K $641M
VEA
Vanguard Ftse Developed Market

ETFs
11.8K
New
$47.4 - $52.99 $557K - $623K
11.8K $597M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.08K
New
$442.66 - $534.52 $479K - $578K
1.08K $576M
AMZN
Amazon Com Inc

Consumer Cyclical
2.7K
New
$190.26 - $242.06 $514K - $655K
2.7K $514M
WMT
Walmart Inc.

Consumer Defensive
5.43K
New
$84.5 - $105.05 $459K - $570K
5.43K $476M
PYCR
Paycor Hcm, Inc.

Technology
20.2K
New
$18.34 - $22.86 $371K - $463K
20.2K $454M
JNJ
Johnson & Johnson

Healthcare
2.41K
New
$142.06 - $167.7 $342K - $404K
2.41K $400M
LLY
Eli Lilly & CO

Healthcare
419
New
$725.72 - $929.72 $304K - $390K
419 $346M
NSC
Norfolk Southern Corp

Industrials
1.21K
New
$227.69 - $259.76 $276K - $315K
1.21K $287M
RTX
Raytheon Technologies Corp

Industrials
1.97K
New
$114.1 - $135.66 $225K - $268K
1.97K $261M
TJX
Tjx Companies Inc

Consumer Cyclical
2.1K
New
$112.81 - $126.16 $236K - $264K
2.1K $255M
JPM
Jpmorgan Chase & CO

Financial Services
959
New
$225.19 - $279.95 $216K - $268K
959 $235M
MCD
Mcdonalds Corp

Consumer Cyclical
698
New
$279.74 - $321.29 $195K - $224K
698 $218M
SECT
Sector 10, Inc.

ETFs
4.04K
New
$50.98 - $57.8 $206K - $234K
4.04K $206M
XLK
Technology Sector Spdr

ETFs
942
New
$206.38 - $242.18 $194K - $228K
942 $195M
UNH
Unitedhealth Group Inc

Healthcare
323
New
$461.52 - $548.18 $149K - $177K
323 $169M
NOC
Northrop Grumman Corp

Industrials
300
New
$433.45 - $513.82 $130K - $154K
300 $154M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.94K
New
$50.39 - $50.66 $148K - $149K
2.94K $149M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.21K
New
$42.5 - $46.71 $136K - $150K
3.21K $145M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.55K
New
$21.75 - $24.28 $142K - $159K
6.55K $145M
ITA
Ishares Tr

ETFs
831
New
$144.84 - $159.5 $120K - $133K
831 $127M
IVE
Ishares S&P 500 Value ETF

ETFs
645
New
$185.78 - $198.58 $120K - $128K
645 $123M
AVY
Avery Dennison Corp

Industrials
619
New
$174.58 - $195.91 $108K - $121K
619 $110M
Activity Summary
Buys All Purchases 231 New Holdings 231 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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