Barnes Dennig Private Wealth Management LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $66.1 Billion distributed in 231 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bank Of New York Mellon Corp with a value of $5.12B, Amgen Inc with a value of $4.3B, Medtronic PLC with a value of $4.02B, Schwab Charles Corp with a value of $3.66B, and Apple Inc. with a value of $3.45B.
Examining the 13F form we can see an increase of $66.1B in the current position value.
Barnes Dennig Private Wealth Management LLC is based out at Cincinnati, OH
Below you can find more details about Barnes Dennig Private Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$66.1 Billion
Healthcare: $13.4 Billion
Financial Services: $11.5 Billion
Technology: $11.2 Billion
Industrials: $10.9 Billion
ETFs: $6.43 Billion
Consumer Cyclical: $3.98 Billion
Consumer Defensive: $3.68 Billion
Communication Services: $3.19 Billion
Other: $1.84 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
