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
CDNS
Cadence Design Systems Inc

Technology
398
New
$231.64 - $323.08 $92.2K - $129K
398 $123M
INTU
Intuit Inc

Technology
145
+ 517.86%
$544.07 - $787.63 $78.9K - $114K
173 $136M
KNSL
Kinsale Capital Group, Inc.

Financial Services
244
New
$419.99 - $501.97 $102K - $122K
244 $118M
Linde PLC
238
New
N/A
238 $112M
FISV
Fiserv Inc

Technology
622
New
N/A
622 $107M
EQT
Eqt Corp

Energy
1.69K
New
$46.11 - $60.44 $78.1K - $102K
1.69K $98.8M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
223
+ 796.43%
$421.16 - $509.5 $93.9K - $114K
251 $112M
SPOT
Spotify Technology S.A.

Communication Services
127
New
$503.3 - $775.9 $63.9K - $98.5K
127 $97.5M
XLI
Industrial Sector Spdr

ETFs
656
New
$116.42 - $147.52 $76.4K - $96.8K
656 $96.8M
XLF
Financial Sector Spdr

ETFs
1.56K
New
$43.92 - $52.37 $68.5K - $81.7K
1.56K $81.7M
Aim ETF Products Trust
2.17K
New
N/A
2.17K $73.8M
BJUN
Innovator U.S. Equity Buffer E

ETFs
1.68K
New
N/A
1.68K $73.7M
Pgim Rock ETF Tr
2.56K
New
N/A
2.56K $73.6M
VEA
Vanguard Ftse Developed Market

ETFs
5
+ 0.04%
$45.65 - $57.01 $228 - $285
11.8K $670M
EMB
Ishares Tr

ETFs
785
New
$86.54 - $92.62 $67.9K - $72.7K
785 $72.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
638
New
$90.56 - $109.49 $57.8K - $69.9K
638 $69.7M
XOM
Exxon Mobil Corp

Energy
686
+ 88.75%
$99.93 - $119.04 $68.6K - $81.7K
1.46K $157M
WMT
Walmart Inc.

Consumer Defensive
108
+ 1.99%
$81.79 - $99.98 $8.83K - $10.8K
5.54K $541M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
753
+ 209.75%
$58.41 - $72.69 $44K - $54.7K
1.11K $80.8M
VCR
Vanguard Consumer Discretionar

ETFs
151
New
$290.42 - $364.35 $43.9K - $55K
151 $54.7M
XLC
Select Sector Spdr Tr Communic

ETFs
495
+ 2475.0%
$86.13 - $108.53 $42.6K - $53.7K
515 $55.9M
IEF
Ishares Barclays

ETFs
543
New
$93.15 - $96.56 $50.6K - $52.4K
543 $52M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.01K
New
$50.09 - $51.09 $50.7K - $51.7K
1.01K $51.7M
XLV
Select Sector Spdr Fund Health

ETFs
373
+ 1381.48%
$128.77 - $144.3 $48K - $53.8K
400 $53.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.22K
New
$32.66 - $40.75 $39.9K - $49.8K
1.22K $49.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
429
New
$107.93 - $110.97 $46.3K - $47.6K
429 $47.2M
Morgan Stanley ETF Trust
927
New
N/A
927 $47.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
100
+ 89.29%
$376.48 - $440.65 $37.6K - $44.1K
212 $93.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
925
New
$48.5 - $49.35 $44.9K - $45.6K
925 $45.6M
Lam Research Corp
391
New
N/A
391 $38.1M
VNQ
Vanguard Specialized Funds Van

ETFs
365
New
$79.79 - $91.42 $29.1K - $33.4K
365 $32.5M
CTAS
Cintas Corp

Industrials
128
+ 800.0%
$190.11 - $227.66 $24.3K - $29.1K
144 $32.1M
NFLX
Netflix Inc

Communication Services
7
+ 15.56%
$855.86 - $1339.13 $5.99K - $9.37K
52 $69.6M
VST
Vistra Corp.

Utilities
124
New
$98.07 - $195.04 $12.2K - $24.2K
124 $24M
MPC
Marathon Petroleum Corp

Energy
113
+ 46.5%
$118.55 - $170.08 $13.4K - $19.2K
356 $59.1M
PLTR
Palantir Technologies Inc.

Technology
93
+ 47.21%
$74.01 - $144.25 $6.88K - $13.4K
290 $39.5M
ABC
Amerisourcebergen Corp

Healthcare
56
+ 24.14%
N/A
288 $86.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 100.0%
$4164.15 - $5789.24 $12.5K - $17.4K
6 $34.7M
RMD
Resmed Inc

Healthcare
81
New
$204.54 - $258.0 $16.6K - $20.9K
81 $20.9M
LOW
Lowes Companies Inc

Consumer Cyclical
97
+ 101.04%
$210.83 - $235.28 $20.5K - $22.8K
193 $42.8M
XLP
Consumer Staples Sector Spdr

ETFs
243
+ 60.75%
N/A
643 $52.1M
HCA
Hca Healthcare, Inc.

Healthcare
48
+ 320.0%
$317.61 - $387.52 $15.2K - $18.6K
63 $24.1M
GBIL
Goldman Sachs Access Treasury

ETFs
184
New
$99.83 - $100.19 $18.4K - $18.4K
184 $18.4M
HWM
Howmet Aerospace Inc.

Industrials
97
New
$112.33 - $186.13 $10.9K - $18.1K
97 $18.1M
TT
Trane Technologies PLC

Industrials
39
+ 433.33%
$315.21 - $437.41 $12.3K - $17.1K
48 $21M
NRG
Nrg Energy, Inc.

Utilities
107
New
$83.61 - $162.67 $8.95K - $17.4K
107 $17.2M
PGR
Progressive Corp

Financial Services
61
+ 265.22%
$255.27 - $288.74 $15.6K - $17.6K
84 $22.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
362
New
$35.35 - $42.68 $12.8K - $15.5K
362 $15.4M
ECL
Ecolab Inc.

Basic Materials
54
+ 450.0%
$225.65 - $270.95 $12.2K - $14.6K
66 $17.8M
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
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