Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $169 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 27, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
Track This Portfolio

Track Barnes Wealth Management Group, Inc Portfolio

Follow Barnes Wealth Management Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barnes Wealth Management Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Barnes Wealth Management Group, Inc with notifications on news.