Barnes Dennig Private Wealth Management LLC Incresed Positions in Q3 2025

Barnes Dennig Private Wealth Management LLC

  • $93.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
13.4K
+ 7287.5%
$99.82 - $100.23 $1.34M - $1.34M
13.6K $1.36B
AAPL
Apple Inc.

Technology
239
+ 1.39%
$202.38 - $256.87 $48.4K - $61.4K
17.4K $4.44B
IVV
Ishares Core S&P 500 ETF

ETFs
518
+ 15.63%
$620.67 - $670.08 $322K - $347K
3.83K $2.56B
MSFT
Microsoft Corp

Technology
693
+ 19.3%
$491.09 - $535.64 $340K - $371K
4.28K $2.22B
AVGO
Broadcom Inc.

Technology
687
+ 458.0%
$264.74 - $369.57 $182K - $254K
837 $276M
ORCL
Oracle Corp

Technology
720
+ 1161.29%
$218.96 - $328.33 $158K - $236K
782 $220M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.98K
+ 113.12%
$97.75 - $100.75 $194K - $200K
3.74K $375M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
778
+ 4.63%
$90.62 - $107.71 $70.5K - $83.8K
17.6K $1.73B
IAU
Ishares Gold Trust

ETFs
1.83K
+ 73.15%
$61.62 - $72.77 $113K - $133K
4.33K $315M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
330
+ 5.08%
$148.97 - $165.88 $49.2K - $54.7K
6.82K $1.12B
PM
Philip Morris International Inc.

Consumer Defensive
852
+ 1420.0%
$157.77 - $183.27 $134K - $156K
912 $148M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.51K
+ 270.92%
$49.05 - $49.99 $123K - $125K
3.43K $171M
VGT
Vanguard Information Technolog

ETFs
138
+ 52.87%
$656.44 - $753.15 $90.6K - $104K
399 $298M
NVDA
Nvidia Corp

Technology
241
+ 9.78%
$153.3 - $186.58 $36.9K - $45K
2.71K $505M
NET
Cloudflare, Inc.

Technology
507
+ 4609.09%
$181.39 - $228.28 $92K - $116K
518 $111M
JNJ
Johnson & Johnson

Healthcare
86
+ 3.59%
$155.17 - $185.42 $13.3K - $15.9K
2.48K $460M
IVE
Ishares S&P 500 Value ETF

ETFs
200
+ 4.59%
$194.44 - $206.51 $38.9K - $41.3K
4.55K $940M
IEMG
Ishares Inc

ETFs
482
+ 4.93%
N/A
10.3K $676M
AMZN
Amazon Com Inc

Consumer Cyclical
403
+ 9.91%
$211.65 - $238.24 $85.3K - $96K
4.47K $981M
TJX
Tjx Companies Inc

Consumer Cyclical
295
+ 13.5%
$121.35 - $144.54 $35.8K - $42.6K
2.48K $358M
Morgan Stanley ETF Trust
1.6K
+ 172.17%
N/A
2.52K $130M
CEG
Constellation Energy Corp

Utilities
250
+ 1785.71%
$298.82 - $354.89 $74.7K - $88.7K
264 $86.9M
IEFA
Ishares Tr

ETFs
506
+ 5.92%
$81.7 - $87.53 $41.3K - $44.3K
9.06K $791M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
570
+ 5.83%
$60.01 - $65.01 $34.2K - $37.1K
10.3K $672M
WMT
Walmart Inc.

Consumer Defensive
425
+ 7.68%
$94.4 - $104.27 $40.1K - $44.3K
5.96K $614M
SHOP
Shopify Inc.

Technology
80
+ 6.48%
$112.11 - $157.12 $8.97K - $12.6K
1.32K $195M
ACN
Accenture PLC

Technology
216
+ 3600.0%
$232.56 - $304.78 $50.2K - $65.8K
222 $54.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
225
+ 14.51%
$89.32 - $107.82 $20.1K - $24.3K
1.78K $191M
JPM
Jpmorgan Chase & CO

Financial Services
43
+ 3.08%
$282.78 - $316.06 $12.2K - $13.6K
1.44K $455M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
582
+ 18.15%
$49.43 - $54.52 $28.8K - $31.7K
3.79K $205M
AMD
Advanced Micro Devices Inc

Technology
280
+ 466.67%
$134.8 - $184.42 $37.7K - $51.6K
340 $55M
ADBE
Adobe Inc.

Technology
136
+ 136.0%
$333.65 - $392.1 $45.4K - $53.3K
236 $83.2M
KMI
Kinder Morgan, Inc.

Energy
1.22K
+ 485.71%
$26.23 - $28.5 $32.1K - $34.9K
1.48K $41.8M
PANW
Palo Alto Networks Inc

Technology
166
+ 164.36%
$167.06 - $208.19 $27.7K - $34.6K
267 $54.4M
CVX
Chevron Corp

Energy
202
+ 306.06%
$145.57 - $161.83 $29.4K - $32.7K
268 $41.6M
XLC
Select Sector Spdr Tr Communic

ETFs
228
+ 44.27%
$105.99 - $119.41 $24.2K - $27.2K
743 $87.9M
XLF
Financial Sector Spdr

ETFs
522
+ 33.46%
$51.37 - $54.25 $26.8K - $28.3K
2.08K $112M
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 15.38%
$357.4 - $423.42 $16.4K - $19.5K
345 $140M
APH
Amphenol Corp

Technology
177
+ 65.07%
$97.39 - $125.4 $17.2K - $22.2K
449 $55.6M
APP
App Lovin Corp

Technology
15
+ 33.33%
$335.1 - $718.54 $5.03K - $10.8K
60 $43.1M
PWR
Quanta Services, Inc.

Industrials
22
+ 4.7%
$372.29 - $421.68 $8.19K - $9.28K
490 $203M
CDNS
Cadence Design Systems Inc

Technology
25
+ 6.28%
$309.46 - $373.37 $7.74K - $9.33K
423 $149M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
197
+ 5.27%
$62.09 - $66.51 $12.2K - $13.1K
3.94K $257M
HON
Honeywell International Inc

Industrials
118
+ 491.67%
$207.7 - $240.4 $24.5K - $28.4K
142 $29.9M
VCR
Vanguard Consumer Discretionar

ETFs
48
+ 31.79%
$359.61 - $401.35 $17.3K - $19.3K
199 $78.8M
MRK
Merck & Co., Inc.

Healthcare
266
+ 302.27%
$77.6 - $87.37 $20.6K - $23.2K
354 $29.7M
MCK
Mckesson Corp

Healthcare
15
+ 5.86%
$659.01 - $772.54 $9.89K - $11.6K
271 $209M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
196
+ 17.63%
$72.65 - $78.68 $14.2K - $15.4K
1.31K $102M
LMT
Lockheed Martin Corp

Industrials
40
+ 285.71%
$410.74 - $499.21 $16.4K - $20K
54 $27M
Activity Summary
Buys All Purchases 140 New Holdings 47 Increased Positions 93 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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