Barnes Wealth Management Group, Inc Purchases in Q2 2025

Barnes Wealth Management Group, Inc

  • $169 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
24.6K
+ 52.37%
$52.4 - $64.65 $1.29M - $1.59M
71.6K $4.55B
IEMG
Ishares Inc

ETFs
19.9K
+ 75.75%
N/A
46.1K $2.77B
Blackrock ETF Trust
36.3K
New
N/A
36.3K $1.29B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
23.5K
New
$50.09 - $51.09 $1.18M - $1.2M
23.5K $1.2B
IVW
Ishares S&P 500 Growth ETF

ETFs
722
+ 1.24%
$82.96 - $110.1 $59.9K - $79.5K
58.9K $6.48B
Blackrock ETF Trust
29.3K
New
N/A
29.3K $845M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.29K
+ 6.91%
$152.42 - $182.82 $349K - $419K
35.5K $6.49B
MSFT
Microsoft Corp

Technology
139
+ 3.05%
$354.56 - $497.45 $49.3K - $69.1K
4.69K $2.33B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.85K
+ 2.11%
$43.53 - $54.46 $80.6K - $101K
89.8K $4.89B
OEF
Ishares S&P 100 ETF

ETFs
1.27K
+ 30.14%
N/A
5.48K $1.67B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
11.1K
+ 29.28%
$40.41 - $40.68 $450K - $454K
49.2K $2B
NVDA
Nvidia Corp

Technology
647
+ 10.35%
$94.31 - $157.99 $61K - $102K
6.9K $1.09B
IVE
Ishares S&P 500 Value ETF

ETFs
1.55K
+ 7.71%
$168.34 - $195.42 $261K - $303K
21.7K $4.23B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
92
+ 0.93%
$180.84 - $240.32 $16.6K - $22.1K
9.95K $2.39B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.18K
+ 1.38%
$22.27 - $29.21 $26.4K - $34.6K
87.1K $2.54B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.69K
New
$171.4 - $227.1 $289K - $384K
1.69K $384M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.02K
+ 13.22%
$58.41 - $72.69 $176K - $219K
25.8K $1.88B
META
Meta Platforms, Inc.

Communication Services
12
+ 0.58%
$484.66 - $738.09 $5.82K - $8.86K
2.08K $1.53B
SPYG
Spdr Portfolio

ETFs
1.18K
+ 8.02%
$71.83 - $95.32 $84.5K - $112K
15.8K $1.51B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.08K
+ 49.13%
$82.32 - $112.47 $171K - $234K
6.32K $711M
DUK
Duke Energy Corp

Utilities
2.56K
New
$112.46 - $124.05 $288K - $317K
2.56K $302M
SPY
Spdr S&P 500 ETF Trust

ETFs
62
+ 1.42%
$496.48 - $617.85 $30.8K - $38.3K
4.43K $2.74B
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
5.97K
New
$39.44 - $49.12 $235K - $293K
5.97K $289M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
8.94K
+ 30.91%
$21.21 - $23.5 $190K - $210K
37.9K $890M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.76K
New
$27.3 - $31.8 $212K - $247K
7.76K $247M
EFG
Msci Eafe Growth ETF

ETFs
211
+ 1.22%
$89.8 - $112.0 $18.9K - $23.6K
17.4K $1.95B
GD
General Dynamics Corp

Industrials
750
New
$247.68 - $291.66 $186K - $219K
750 $219M
CATH
Global X Fds Global X S&P 500

ETFs
2.88K
New
$59.85 - $75.45 $173K - $218K
2.88K $218M
Tidal Tr Ii
8.28K
New
N/A
8.28K $217M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
5.15K
New
$34.04 - $41.25 $175K - $212K
5.15K $211M
BIBL
Northern Lts Fd Tr Iv

ETFs
4.93K
New
$33.5 - $41.33 $165K - $204K
4.93K $204M
TAXF
American Centy ETF Tr Diversif

ETFs
4.13K
New
$47.8 - $49.79 $197K - $205K
4.13K $202M
IXN
Ishares Global Information Tec

ETFs
2.19K
New
$65.81 - $92.34 $144K - $202K
2.19K $202M
MAR
Marriott International Inc

Consumer Cyclical
737
New
$211.12 - $274.14 $156K - $202K
737 $201M
PLTR
Palantir Technologies Inc.

Technology
230
+ 7.55%
$74.01 - $144.25 $17K - $33.2K
3.28K $447M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.06K
+ 39.9%
$157.93 - $175.89 $167K - $186K
3.71K $648M
ORCL
Oracle Corp

Technology
69
+ 3.33%
$122.82 - $218.63 $8.47K - $15.1K
2.14K $467M
TSLA
Tesla, Inc.

Consumer Cyclical
59
+ 2.42%
$221.86 - $362.89 $13.1K - $21.4K
2.49K $792M
AMZN
Amazon Com Inc

Consumer Cyclical
41
+ 0.92%
$167.32 - $223.3 $6.86K - $9.16K
4.49K $985M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
2.71K
+ 5.94%
$50.29 - $50.56 $136K - $137K
48.4K $2.45B
JGRO
J P Morgan Exchange Traded Fd
96
+ 0.96%
N/A
10.1K $865M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.02K
+ 13.3%
$60.34 - $74.89 $61.2K - $76K
8.64K $647M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.25K
+ 4.45%
$50.36 - $50.68 $113K - $114K
52.8K $2.68B
XLC
Select Sector Spdr Tr Communic

ETFs
361
+ 6.16%
$86.13 - $108.53 $31.1K - $39.2K
6.22K $675M
MINO
Pimco ETF Tr Municipal Income

ETFs
2.45K
+ 27.43%
$43.42 - $45.15 $107K - $111K
11.4K $504M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
1.55K
+ 5.27%
N/A
31K $1.43B
VNLA
Janus Henderson Short Duration

ETFs
1.88K
+ 4.82%
$48.74 - $49.2 $91.4K - $92.3K
40.8K $2.01B
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.31K
+ 22.36%
$40.73 - $50.06 $53.2K - $65.4K
7.15K $358M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.75K
+ 4.5%
$49.98 - $50.26 $87.5K - $88K
40.7K $2.04B
Activity Summary
Buys All Purchases 109 New Holdings 16 Increased Positions 93 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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