Barnes Wealth Management Group, Inc New Holdings in Q4 2024

Barnes Wealth Management Group, Inc

  • $149 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
40.6K
New
$17.93 - $18.8 $728K - $763K
40.6K $739M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
14K
New
$51.58 - $52.91 $723K - $741K
14K $725M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
16.5K
New
$42.79 - $44.9 $704K - $739K
16.5K $706M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.03K
New
$87.1 - $98.49 $700K - $791K
8.03K $702M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
19K
New
$36.54 - $37.53 $693K - $712K
19K $698M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
15.1K
New
$44.33 - $49.55 $670K - $749K
15.1K $679M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
16.4K
New
$40.18 - $41.59 $660K - $683K
16.4K $678M
MUB
Ishares National Muni Bond ETF

ETFs
6.13K
New
$105.78 - $108.7 $648K - $666K
6.13K $653M
JGRO
J P Morgan Exchange Traded Fd
7.69K
New
N/A
7.69K $623M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.04K
New
$77.02 - $78.58 $619K - $632K
8.04K $621M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.52K
New
$91.94 - $100.02 $599K - $652K
6.52K $603M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
21K
New
$27.8 - $29.05 $583K - $610K
21K $585M
PVAL
Putnam ETF Tr Putnam Focused L
15.2K
New
$36.85 - $39.99 $561K - $609K
15.2K $566M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.7K
New
$69.3 - $74.3 $534K - $572K
7.7K $550M
GOOGL
Alphabet Inc.

Communication Services
2.88K
New
$161.86 - $196.66 $466K - $567K
2.88K $545M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
24.1K
New
$22.04 - $23.08 $532K - $557K
24.1K $540M
VTV
Vanguard Value ETF

ETFs
3.07K
New
$168.32 - $181.87 $517K - $558K
3.07K $520M
GLD
Spdr Gold Trust

ETFs
2.14K
New
$236.59 - $257.5 $507K - $552K
2.14K $519M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
12.3K
New
$40.41 - $45.12 $499K - $557K
12.3K $500M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.1K
New
$442.29 - $483.08 $485K - $530K
1.1K $497M
GOOG
Alphabet Inc.

Communication Services
2.56K
New
$163.08 - $198.16 $418K - $508K
2.56K $488M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.06K
New
$216.72 - $244.71 $445K - $503K
2.06K $483M
WMT
Walmart Inc.

Consumer Defensive
5.17K
New
$79.1 - $95.7 $409K - $495K
5.17K $467M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.22K
New
$61.68 - $67.87 $445K - $490K
7.22K $450M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
8.26K
New
$52.19 - $52.87 $431K - $437K
8.26K $432M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
11.6K
New
$36.3 - $37.43 $420K - $433K
11.6K $430M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.42K
New
$57.29 - $63.1 $425K - $468K
7.42K $426M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
21.8K
New
$19.47 - $20.95 $425K - $457K
21.8K $426M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.73K
New
$88.59 - $94.57 $419K - $447K
4.73K $420M
IFRA
Ishares Tr

ETFs
8.93K
New
$45.94 - $51.71 $410K - $462K
8.93K $413M
SPIB
Spdr Portfolio Intermediate Te

ETFs
12.4K
New
$32.65 - $33.68 $405K - $417K
12.4K $406M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.92K
New
$44.87 - $46.86 $400K - $418K
8.92K $400M
USFR
Wisdomtree Floating Rate Treas

ETFs
7.92K
New
$50.23 - $50.46 $398K - $399K
7.92K $398M
MINO
Pimco ETF Tr Municipal Income

ETFs
8.58K
New
$44.94 - $46.07 $386K - $395K
8.58K $387M
XLC
Select Sector Spdr Tr Communic

ETFs
3.98K
New
$89.66 - $102.16 $357K - $407K
3.98K $385M
GTO
Invesco Actively Managed ETF T

ETFs
8.18K
New
$46.33 - $48.41 $379K - $396K
8.18K $380M
PFE
Pfizer Inc

Healthcare
14.3K
New
$24.8 - $30.19 $354K - $431K
14.3K $379M
XOM
Exxon Mobil Corp

Energy
3.48K
New
$105.51 - $125.37 $367K - $436K
3.48K $374M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.88K
New
$124.61 - $133.96 $359K - $385K
2.88K $371M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.22K
New
$113.92 - $127.38 $366K - $410K
3.22K $370M
AVGO
Broadcom Inc.

Technology
1.57K
New
$159.67 - $250.0 $251K - $393K
1.57K $364M
PG
Procter & Gamble CO

Consumer Defensive
2.14K
New
$161.05 - $179.7 $345K - $385K
2.14K $359M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
7.16K
New
$49.74 - $50.43 $356K - $361K
7.16K $357M
DBND
Doubleline ETF Tr Opportunisti

ETFs
7.82K
New
$45.15 - $47.26 $353K - $370K
7.82K $354M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
8.1K
New
$42.95 - $45.72 $348K - $370K
8.1K $350M
GILD
Gilead Sciences, Inc.

Healthcare
3.65K
New
$83.95 - $97.9 $307K - $357K
3.65K $337M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.3K
New
$77.86 - $79.27 $335K - $341K
4.3K $336M
T
At&T Inc.

Communication Services
14.6K
New
$21.22 - $23.88 $311K - $350K
14.6K $334M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
8.38K
New
$39.3 - $41.34 $329K - $347K
8.38K $330M
Activity Summary
Buys All Purchases 139 New Holdings 139 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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