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
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
358
+ 29.32%
$39.8 - $42.86 $14.2K - $15.3K
1.58K $67.6M
GE
General Electric CO

Industrials
53
+ 147.22%
$244.75 - $305.63 $13K - $16.2K
89 $26.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
285
+ 7.75%
$37.2 - $39.61 $10.6K - $11.3K
3.96K $157M
ALL
Allstate Corp

Financial Services
73
+ 112.31%
$192.0 - $214.65 $14K - $15.7K
138 $29.6M
PLTR
Palantir Technologies Inc.

Technology
15
+ 5.17%
$130.68 - $186.97 $1.96K - $2.8K
305 $55.6M
TRV
Travelers Companies, Inc.

Financial Services
55
+ 134.15%
$250.62 - $279.43 $13.8K - $15.4K
96 $26.8M
MO
Altria Group, Inc.

Consumer Defensive
217
+ 155.0%
$57.75 - $67.68 $12.5K - $14.7K
357 $23.6M
HTRB
Hartford Fds Total Return Bd E

ETFs
385
+ 9.23%
$33.47 - $34.58 $12.9K - $13.3K
4.56K $156M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
288
+ 8.94%
$45.26 - $46.63 $13K - $13.4K
3.51K $162M
SHW
Sherwin Williams CO

Basic Materials
39
+ 42.39%
$330.88 - $375.23 $12.9K - $14.6K
131 $45.4M
MA
Mastercard Inc

Financial Services
19
+ 6.15%
$550.18 - $598.96 $10.5K - $11.4K
328 $187M
XLI
Industrial Sector Spdr

ETFs
55
+ 8.38%
$147.94 - $154.99 $8.14K - $8.52K
711 $110M
JCPB
J P Morgan Exchange Traded Fd

ETFs
241
+ 9.22%
$46.37 - $47.77 $11.2K - $11.5K
2.85K $136M
CRWD
Crowd Strike Holdings, Inc.

Technology
38
+ 11.31%
$412.46 - $514.1 $15.7K - $19.5K
374 $183M
UBER
Uber Technologies, Inc

Technology
20
+ 0.94%
$86.91 - $99.57 $1.74K - $1.99K
2.15K $211M
CAH
Cardinal Health Inc

Healthcare
74
+ 117.46%
$146.04 - $167.63 $10.8K - $12.4K
137 $21.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
38
+ 5.96%
$108.46 - $120.63 $4.12K - $4.58K
676 $80.3M
IWM
Ishares Russell 2000 ETF

ETFs
37
+ 154.17%
$214.92 - $244.84 $7.95K - $9.06K
61 $14.8M
XLRE
Select Sector Spdr Tr Real Est

ETFs
196
+ 127.27%
$40.94 - $42.85 $8.02K - $8.4K
350 $14.7M
Linde PLC
14
+ 5.88%
N/A
252 $120M
EMB
Ishares Tr

ETFs
63
+ 8.03%
$91.52 - $95.59 $5.77K - $6.02K
848 $80.7M
UNH
Unitedhealth Group Inc

Healthcare
4
+ 2.8%
$237.77 - $353.61 $951 - $1.41K
147 $50.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
94
+ 28.06%
$42.67 - $46.91 $4.01K - $4.41K
429 $20.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
92
+ 25.41%
$42.26 - $47.16 $3.89K - $4.34K
454 $21M
CSCO
Cisco Systems, Inc.

Technology
92
+ 10.43%
$66.2 - $71.79 $6.09K - $6.6K
974 $66.6M
XLP
Consumer Staples Sector Spdr

ETFs
85
+ 13.22%
N/A
728 $57.1M
SPMD
Spdr Portfolio

ETFs
73
+ 28.4%
$54.43 - $58.29 $3.97K - $4.26K
330 $18.9M
IEF
Ishares Barclays

ETFs
45
+ 8.29%
$93.91 - $97.26 $4.23K - $4.38K
588 $56.7M
VBR
Vanguard Small Cap Value ETF

ETFs
17
+ 30.36%
$195.41 - $212.37 $3.32K - $3.61K
73 $15.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
34
+ 7.93%
$109.11 - $111.88 $3.71K - $3.8K
463 $51.5M
HIG
Hartford Financial Services Group, Inc.

Financial Services
18
+ 20.69%
$119.73 - $134.7 $2.16K - $2.42K
105 $14M
FAST
Fastenal CO

Industrials
22
+ 13.92%
$42.47 - $50.39 $934 - $1.11K
180 $8.83M
GD
General Dynamics Corp

Industrials
2
+ 7.69%
$293.92 - $341.0 $588 - $682
28 $9.55M
RMD
Resmed Inc

Healthcare
2
+ 2.47%
$252.01 - $293.73 $504 - $587
83 $22.7M
PGR
Progressive Corp

Financial Services
12
+ 14.29%
$238.61 - $264.3 $2.86K - $3.17K
96 $23.7M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 12.7%
$2292.04 - $2514.05 $18.3K - $20.1K
71 $166M
FE
Firstenergy Corp

Utilities
14
+ 13.33%
$39.76 - $45.82 $557 - $641
119 $5.45M
VICI
Vici Properties Inc.

Real Estate
22
+ 6.09%
$31.43 - $33.93 $691 - $746
383 $12.5M
ADP
Automatic Data Processing Inc

Industrials
3
+ 7.5%
$288.69 - $310.94 $866 - $933
43 $12.6M
LLY
Eli Lilly & CO

Healthcare
13
+ 2.11%
$625.65 - $812.69 $8.13K - $10.6K
628 $479M
SPOT
Spotify Technology S.A.

Communication Services
8
+ 6.3%
$620.01 - $738.53 $4.96K - $5.91K
135 $94.2M
AXON
Axon Enterprise, Inc.

Industrials
8
+ 4.28%
$698.02 - $870.97 $5.58K - $6.97K
195 $140M
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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