Barnes Wealth Management Group, Inc Purchases in Q1 2025

Barnes Wealth Management Group, Inc

  • $156 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
12.3K
New
$97.25 - $104.79 $1.2M - $1.29M
12.3K $1.28B
IVE
Ishares S&P 500 Value ETF

ETFs
5.12K
+ 34.15%
$185.78 - $198.58 $951K - $1.02M
20.1K $3.83B
OEF
Ishares S&P 100 ETF

ETFs
3.4K
+ 417.96%
N/A
4.21K $1.14B
HEFA
Ishares Currency Hedged Msci E

ETFs
22.7K
New
$34.83 - $37.52 $789K - $850K
22.7K $823M
IEMG
Ishares Inc

ETFs
11.7K
+ 80.68%
N/A
26.2K $1.41B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
11.1K
New
$49.69 - $50.76 $553K - $565K
11.1K $557M
CVX
Chevron Corp

Energy
1.01K
+ 6.08%
$146.71 - $167.97 $148K - $170K
17.6K $2.95B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.77K
+ 3.22%
$44.72 - $46.25 $258K - $267K
185K $8.53B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.4K
+ 18.94%
$27.01 - $28.54 $362K - $383K
84.2K $2.35B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.24K
New
$91.76 - $103.26 $389K - $438K
4.24K $392M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
6.7K
+ 17.19%
$50.24 - $50.57 $336K - $339K
45.7K $2.31B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
12.5K
New
$25.21 - $26.38 $314K - $329K
12.5K $329M
TCBK
Trico Bancshares

Financial Services
7.59K
New
$39.87 - $45.12 $303K - $342K
7.59K $303M
WFC
Wells Fargo & Company

Financial Services
3.94K
New
$66.78 - $81.42 $263K - $321K
3.94K $283M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.62K
+ 7.1%
$100.32 - $100.76 $263K - $264K
39.5K $3.97B
ED
Consolidated Edison Inc

Utilities
2.31K
New
$88.0 - $110.59 $204K - $256K
2.31K $256M
ABT
Abbott Laboratories

Healthcare
1.81K
New
$111.1 - $140.22 $201K - $253K
1.81K $240M
Pimco ETF Tr
8.65K
New
N/A
8.65K $228M
Bny Mellon ETF Trust
6.51K
New
N/A
6.51K $224M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.21K
New
$67.24 - $84.27 $216K - $270K
3.21K $219M
ALL
Allstate Corp

Financial Services
1.05K
New
$180.99 - $210.18 $189K - $220K
1.05K $217M
HYD
Vaneck High Yield Muni ETF

ETFs
4.23K
New
$50.79 - $52.53 $215K - $222K
4.23K $216M
CBOE
Cboe Global Markets, Inc.

Financial Services
950
New
$190.84 - $226.29 $181K - $215K
950 $215M
IGE
Ishares Tr North Amern Nat Res

ETFs
4.7K
New
$42.6 - $46.27 $200K - $217K
4.7K $214M
FTGC
First Trust Global Tactical CO

ETFs
8.37K
New
$23.95 - $25.86 $200K - $216K
8.37K $214M
WRB
Berkley W R Corp

Financial Services
3K
New
$56.7 - $71.27 $170K - $214K
3K $213M
D
Dominion Energy, Inc

Utilities
3.8K
New
$52.85 - $57.43 $201K - $218K
3.8K $213M
BK
Bank Of New York Mellon Corp

Financial Services
2.53K
New
$75.42 - $88.95 $191K - $225K
2.53K $213M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.09K
New
$51.45 - $58.51 $211K - $239K
4.09K $212M
Pimco ETF Tr
7.91K
New
N/A
7.91K $212M
NI
Nisource Inc.

Utilities
5.27K
New
$35.57 - $41.23 $187K - $217K
5.27K $211M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
4.43K
New
$46.45 - $47.26 $206K - $209K
4.43K $209M
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.44K
New
$46.82 - $47.8 $208K - $212K
4.44K $209M
IDV
Ishares Tr

ETFs
6.73K
New
$27.0 - $31.7 $182K - $213K
6.73K $209M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.11K
New
$182.82 - $196.21 $202K - $217K
1.11K $208M
TRV
Travelers Companies, Inc.

Financial Services
779
New
$232.43 - $265.13 $181K - $207K
779 $206M
XLI
Industrial Sector Spdr

ETFs
1.57K
New
$128.78 - $141.67 $202K - $222K
1.57K $206M
NEE
Nextera Energy Inc

Utilities
2.84K
New
$66.96 - $76.16 $190K - $217K
2.84K $202M
EVRG
Evergy, Inc.

Utilities
2.91K
New
$59.9 - $69.52 $174K - $202K
2.91K $201M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.82K
+ 7.31%
$94.87 - $96.11 $173K - $175K
26.7K $2.56B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
954
+ 56.12%
$162.48 - $175.37 $155K - $167K
2.65K $462M
XLC
Select Sector Spdr Tr Communic

ETFs
1.88K
+ 47.26%
$94.84 - $105.31 $178K - $198K
5.86K $565M
IAU
Ishares Gold Trust

ETFs
555
+ 3.66%
$49.74 - $58.96 $27.6K - $32.7K
15.7K $926M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
3.91K
+ 11.43%
$40.24 - $40.65 $157K - $159K
38.1K $1.55B
CORP
Pimco Investment Grade Corp Bd

ETFs
1.48K
+ 13.2%
$93.89 - $97.32 $139K - $144K
12.7K $1.23B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3.2K
+ 8.96%
$50.03 - $50.27 $160K - $161K
38.9K $1.95B
GLD
Spdr Gold Trust

ETFs
187
+ 8.73%
$243.19 - $288.14 $45.5K - $53.9K
2.33K $671M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.09K
+ 8.81%
$67.08 - $76.14 $72.9K - $82.8K
13.4K $990M
VNLA
Janus Henderson Short Duration

ETFs
2.91K
+ 8.08%
$48.89 - $49.21 $142K - $143K
38.9K $1.91B
Activity Summary
Buys All Purchases 121 New Holdings 31 Increased Positions 90 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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