Barnes Dennig Private Wealth Management LLC Purchases in Q2 2025

Barnes Dennig Private Wealth Management LLC

  • $83.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
24.4K
+ 13259.24%
$49.38 - $79.97 $1.2M - $1.95M
24.6K $1.9B
GOOGL
Alphabet Inc.

Communication Services
8.24K
+ 92.81%
$144.7 - $178.6 $1.19M - $1.47M
17.1K $3.02B
IVV
Ishares Core S&P 500 ETF

ETFs
2.03K
+ 158.5%
$498.8 - $620.9 $1.01M - $1.26M
3.31K $2.06B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6.49K
New
$113.67 - $150.4 $738K - $977K
6.49K $977M
IVE
Ishares S&P 500 Value ETF

ETFs
3.71K
+ 574.88%
$168.34 - $195.42 $624K - $725K
4.35K $851M
SCHW
Schwab Charles Corp

Financial Services
662
+ 1.41%
$69.06 - $91.24 $45.7K - $60.4K
47.5K $4.33B
MSFT
Microsoft Corp

Technology
523
+ 17.05%
$354.56 - $497.45 $185K - $260K
3.59K $1.79B
IEFA
Ishares Tr

ETFs
7.35K
+ 610.3%
$67.83 - $84.09 $498K - $618K
8.55K $714M
BWA
Borgwarner Inc

Consumer Cyclical
4.46K
+ 4.55%
$24.84 - $33.92 $111K - $151K
102K $3.43B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
8.57K
+ 714.76%
$49.48 - $61.22 $424K - $525K
9.77K $595M
Pgim Rock ETF Tr
17.7K
New
N/A
17.7K $505M
Aim ETF Products Trust
15.8K
New
N/A
15.8K $504M
IEMG
Ishares Inc

ETFs
8.05K
+ 467.64%
N/A
9.77K $586M
ON
On Semiconductor Corp

Technology
385
+ 1.19%
$31.95 - $54.21 $12.3K - $20.9K
32.7K $1.71B
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 50.37%
$167.32 - $223.3 $228K - $304K
4.07K $892M
NVDA
Nvidia Corp

Technology
2K
+ 428.97%
$94.31 - $157.99 $189K - $316K
2.47K $389M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.38K
New
$45.12 - $46.23 $288K - $295K
6.38K $295M
KLAC
Kla Corp

Technology
253
New
$576.53 - $902.94 $146K - $228K
253 $227M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.4K
New
$48.22 - $60.41 $164K - $205K
3.4K $203M
UBER
Uber Technologies, Inc

Technology
2.08K
+ 4337.5%
$64.62 - $93.3 $135K - $194K
2.13K $199M
CAT
Caterpillar Inc

Industrials
15
+ 0.47%
$273.94 - $388.21 $4.11K - $5.82K
3.19K $1.24B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.02K
+ 415.86%
$51.16 - $62.02 $154K - $187K
3.74K $232M
MCK
Mckesson Corp

Healthcare
236
+ 1180.0%
$652.83 - $732.78 $154K - $173K
256 $188M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.75K
New
$96.84 - $99.46 $170K - $174K
1.75K $174M
MA
Mastercard Inc

Financial Services
309
New
$479.92 - $590.74 $148K - $183K
309 $174M
PWR
Quanta Services, Inc.

Industrials
454
+ 3242.86%
$239.47 - $381.26 $109K - $173K
468 $177M
NOW
Service Now, Inc.

Technology
167
New
$721.65 - $1040.18 $121K - $174K
167 $172M
JPM
Jpmorgan Chase & CO

Financial Services
439
+ 45.78%
$210.28 - $289.91 $92.3K - $127K
1.4K $405M
VGT
Vanguard Information Technolog

ETFs
255
+ 4250.0%
$470.37 - $663.28 $120K - $169K
261 $173M
MELI
Mercadolibre Inc

Consumer Cyclical
63
New
$1794.73 - $2613.63 $113K - $165K
63 $165M
META
Meta Platforms, Inc.

Communication Services
210
+ 437.5%
$484.66 - $738.09 $102K - $155K
258 $190M
COST
Costco Wholesale Corp

Consumer Defensive
158
+ 232.35%
$908.13 - $1056.85 $143K - $167K
226 $224M
CRWD
Crowd Strike Holdings, Inc.

Technology
301
+ 860.0%
$321.63 - $509.31 $96.8K - $153K
336 $171M
AXON
Axon Enterprise, Inc.

Industrials
187
New
$497.13 - $827.94 $93K - $155K
187 $155M
SHOP
Shopify Inc.

Technology
1.24K
New
$76.89 - $115.35 $95K - $142K
1.24K $142M
GTO
Invesco Actively Managed ETF T

ETFs
3.03K
New
$45.73 - $47.2 $139K - $143K
3.03K $142M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.09K
+ 2376.92%
$44.68 - $45.96 $138K - $142K
3.22K $147M
HTRB
Hartford Fds Total Return Bd E

ETFs
4.17K
New
$33.14 - $34.12 $138K - $142K
4.17K $141M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.55K
New
$87.84 - $1441.89 $136K - $2.24M
1.55K $140M
HEFA
Ishares Currency Hedged Msci E

ETFs
3.68K
New
$32.11 - $38.21 $118K - $140K
3.68K $140M
TDG
Trans Digm Group Inc

Industrials
89
New
$1231.75 - $1520.64 $110K - $135K
89 $135M
LLY
Eli Lilly & CO

Healthcare
196
+ 46.78%
$713.71 - $898.95 $140K - $176K
615 $479M
IAU
Ishares Gold Trust

ETFs
2.1K
+ 523.19%
$56.1 - $64.74 $118K - $136K
2.5K $156M
ISRG
Intuitive Surgical Inc

Healthcare
239
+ 682.86%
$451.58 - $565.94 $108K - $135K
274 $149M
SPGI
S&P Global Inc.

Financial Services
246
New
$438.31 - $527.29 $108K - $130K
246 $130M
NEE
Nextera Energy Inc

Utilities
1.88K
+ 268.43%
$64.11 - $75.0 $120K - $141K
2.58K $179M
Arista Networks Inc
1.22K
New
N/A
1.22K $125M
FICO
Fair Isaac Corp

Technology
68
New
$1503.62 - $2206.01 $102K - $150K
68 $124M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.61K
New
$45.9 - $47.2 $120K - $123K
2.61K $123M
Activity Summary
Buys All Purchases 169 New Holdings 93 Increased Positions 76 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Barnes Dennig Private Wealth Management LLC Portfolio

Follow Barnes Dennig Private Wealth Management LLC 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 Dennig Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Barnes Dennig Private Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email