Barnes Dennig Private Wealth Management LLC New Holdings in Q2 2025

Barnes Dennig Private Wealth Management LLC

  • $83.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6.49K
New
$113.67 - $150.4 $738K - $977K
6.49K $977M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
14.2K
New
$30.77 - $35.62 $436K - $505K
14.2K $505M
Pgim Rock ETF Tr
17.7K
New
N/A
17.7K $505M
Aim ETF Products Trust
15.8K
New
N/A
15.8K $504M
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
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
NOW
Service Now, Inc.

Technology
167
New
$721.65 - $1040.18 $121K - $174K
167 $172M
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
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
SPGI
S&P Global Inc.

Financial Services
246
New
$438.31 - $527.29 $108K - $130K
246 $130M
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
CDNS
Cadence Design Systems Inc

Technology
398
New
$231.64 - $323.08 $92.2K - $129K
398 $123M
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
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
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
VCR
Vanguard Consumer Discretionar

ETFs
151
New
$290.42 - $364.35 $43.9K - $55K
151 $54.7M
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
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
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
VST
Vistra Corp.

Utilities
124
New
$98.07 - $195.04 $12.2K - $24.2K
124 $24M
RMD
Resmed Inc

Healthcare
81
New
$204.54 - $258.0 $16.6K - $20.9K
81 $20.9M
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
NRG
Nrg Energy, Inc.

Utilities
107
New
$83.61 - $162.67 $8.95K - $17.4K
107 $17.2M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
362
New
$35.35 - $42.68 $12.8K - $15.5K
362 $15.4M
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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