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
DHS
Wisdomtree Tr U.S

ETFs
687
+ 4.89%
$91.55 - $99.74 $62.9K - $68.5K
14.7K $1.46B
GTO
Invesco Actively Managed ETF T

ETFs
2.6K
+ 31.75%
$45.9 - $47.37 $119K - $123K
10.8K $506M
Bondbloxx ETF Trust
2.13K
+ 8.11%
N/A
28.4K $1.41B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.74K
+ 13.63%
$64.88 - $72.1 $178K - $197K
22.8K $1.5B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.36K
+ 26.43%
$44.41 - $45.98 $105K - $108K
11.3K $515M
DBND
Doubleline ETF Tr Opportunisti

ETFs
2.32K
+ 29.64%
$44.88 - $46.36 $104K - $107K
10.1K $468M
JGRO
J P Morgan Exchange Traded Fd
2.27K
+ 29.48%
N/A
9.96K $735M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
2.43K
+ 9.01%
N/A
29.4K $1.33B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.14K
+ 25.52%
$38.99 - $40.37 $83.4K - $86.4K
10.5K $424M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
4.81K
+ 19.94%
$21.79 - $23.09 $105K - $111K
28.9K $634M
XOM
Exxon Mobil Corp

Energy
410
+ 11.8%
$105.44 - $118.93 $43.2K - $48.8K
3.89K $462M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.25K
+ 10.13%
$39.65 - $43.35 $49.6K - $54.2K
13.6K $572M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4K
+ 30.09%
$21.23 - $23.75 $84.9K - $95K
17.3K $372M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.82K
+ 9.61%
$36.63 - $37.45 $66.7K - $68.2K
20.8K $765M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.36K
+ 8.24%
$42.36 - $43.8 $57.5K - $59.4K
17.8K $774M
JNJ
Johnson & Johnson

Healthcare
166
+ 8.92%
$142.06 - $167.7 $23.6K - $27.8K
2.03K $336M
SGOL
Abrdn Gold ETF Trust

ETFs
209
+ 1.65%
$25.14 - $29.82 $5.25K - $6.23K
12.9K $385M
MBB
Ishares Tr

ETFs
78
+ 0.3%
$90.37 - $94.08 $7.05K - $7.34K
25.7K $2.41B
Blackrock ETF Trust Ii
980
+ 4.3%
N/A
23.8K $1.25B
AMGN
Amgen Inc

Healthcare
56
+ 7.25%
$258.59 - $327.36 $14.5K - $18.3K
828 $258M
ABBV
Abb Vie Inc.

Healthcare
59
+ 4.68%
$169.2 - $216.66 $9.98K - $12.8K
1.32K $277M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.02K
+ 7.27%
$51.26 - $52.53 $52.2K - $53.5K
15K $775M
EMB
Ishares Tr

ETFs
417
+ 6.03%
$88.64 - $92.03 $37K - $38.4K
7.33K $664M
FLQH
Franklin Templeton Libertyq In

ETFs
837
+ 11.79%
N/A
7.94K $259M
VZ
Verizon Communications Inc

Communication Services
122
+ 1.76%
$37.81 - $46.49 $4.61K - $5.67K
7.07K $321M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
199
+ 4.21%
$87.68 - $94.52 $17.4K - $18.8K
4.93K $461M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.03K
+ 21.38%
$44.7 - $49.05 $46K - $50.5K
5.84K $265M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.14K
+ 15.13%
$16.57 - $18.85 $102K - $116K
46.7K $777M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.51K
+ 11.5%
$19.04 - $20.15 $47.8K - $50.6K
24.3K $463M
CSCO
Cisco Systems, Inc.

Technology
423
+ 9.71%
$58.74 - $64.87 $24.8K - $27.4K
4.78K $295M
PVAL
Putnam ETF Tr Putnam Focused L
578
+ 3.79%
$36.8 - $39.59 $21.3K - $22.9K
15.8K $602M
VTV
Vanguard Value ETF

ETFs
150
+ 4.89%
$167.73 - $179.21 $25.2K - $26.9K
3.22K $556M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
814
+ 12.12%
$39.61 - $42.65 $32.2K - $34.7K
7.53K $307M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
391
+ 9.09%
$77.7 - $78.94 $30.4K - $30.9K
4.69K $370M
USFR
Wisdomtree Floating Rate Treas

ETFs
581
+ 7.34%
$50.29 - $50.5 $29.2K - $29.3K
8.5K $428M
PFE
Pfizer Inc

Healthcare
1.83K
+ 12.79%
$25.01 - $27.13 $45.7K - $49.6K
16.1K $408M
SPMD
Spdr Portfolio

ETFs
1.63K
+ 10.14%
$50.21 - $57.73 $81.8K - $94K
17.7K $906M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
6.45K
+ 61.87%
$5.74 - $7.6 $37K - $49K
16.9K $105M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
917
+ 12.7%
$57.21 - $65.8 $52.5K - $60.3K
8.14K $475M
VIG
Vanguard Dividend Appreciation

ETFs
177
+ 3.1%
N/A
5.88K $1.14B
BMY
Bristol Myers Squibb CO

Healthcare
7
+ 0.15%
$53.9 - $63.11 $377 - $442
4.82K $294M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
180
+ 1.32%
$91.45 - $91.75 $16.5K - $16.5K
13.8K $1.27B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
103
+ 0.2%
$50.39 - $50.66 $5.19K - $5.22K
50.6K $2.56B
EMGF
Ishares Msci Emerging Markets

ETFs
203
+ 3.77%
$44.18 - $48.23 $8.97K - $9.79K
5.58K $261M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
200
+ 3.07%
$90.0 - $96.32 $18K - $19.3K
6.72K $620M
MINO
Pimco ETF Tr Municipal Income

ETFs
361
+ 4.21%
$44.44 - $45.83 $16K - $16.5K
8.95K $400M
CMCSA
Comcast Corp

Communication Services
435
+ 7.96%
$33.19 - $38.23 $14.4K - $16.6K
5.9K $218M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.56%
$890.62 - $1076.86 $1.78K - $2.15K
357 $338M
LMT
Lockheed Martin Corp

Industrials
69
+ 14.53%
$423.19 - $506.29 $29.2K - $34.9K
544 $243M
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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