Barnes Dennig Private Wealth Management LLC New Holdings in Q1 2025

Barnes Dennig Private Wealth Management LLC

  • $66.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
28
New
$208.48 - $244.03 $5.84K - $6.83K
28 $6.83M
NKE
Nike, Inc.

Consumer Cyclical
105
New
$63.29 - $81.72 $6.65K - $8.58K
105 $6.67M
PGR
Progressive Corp

Financial Services
23
New
$235.61 - $291.22 $5.42K - $6.7K
23 $6.51M
EFG
Msci Eafe Growth ETF

ETFs
65
New
$96.1 - $106.37 $6.25K - $6.91K
65 $6.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
256
New
$24.91 - $29.02 $6.38K - $7.43K
256 $6.41M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
17
New
$314.47 - $431.35 $5.35K - $7.33K
17 $6.23M
AMD
Advanced Micro Devices Inc

Technology
60
New
$96.63 - $129.55 $5.8K - $7.77K
60 $6.16M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
200
New
$30.46 - $36.6 $6.09K - $7.32K
200 $6.09M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
130
New
$44.41 - $45.98 $5.77K - $5.98K
130 $5.94M
ABBV
Abb Vie Inc.

Healthcare
28
New
$169.2 - $216.66 $4.74K - $6.07K
28 $5.87M
APA
Apa Corp

Energy
274
New
$18.54 - $25.45 $5.08K - $6.97K
274 $5.76M
PYPL
Pay Pal Holdings, Inc.

Financial Services
88
New
$65.15 - $91.81 $5.73K - $8.08K
88 $5.74M
MCO
Moodys Corp

Financial Services
12
New
$437.8 - $527.48 $5.25K - $6.33K
12 $5.59M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
78
New
$69.69 - $79.99 $5.44K - $6.24K
78 $5.57M
HUM
Humana Inc

Healthcare
21
New
$249.11 - $303.11 $5.23K - $6.37K
21 $5.56M
Blackrock ETF Trust Ii
103
New
N/A
103 $5.4M
HCA
Hca Healthcare, Inc.

Healthcare
15
New
$296.7 - $345.55 $4.45K - $5.18K
15 $5.18M
IWP
Ishares Russell Mid Cap Growth

ETFs
44
New
$114.9 - $139.6 $5.06K - $6.14K
44 $5.17M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
18
New
$283.06 - $421.16 $5.1K - $7.58K
18 $5.1M
HON
Honeywell International Inc

Industrials
24
New
$202.75 - $226.52 $4.87K - $5.44K
24 $5.08M
TGT
Target Corp

Consumer Defensive
47
New
$103.65 - $142.5 $4.87K - $6.7K
47 $4.91M
NVO
Novo Nordisk A S

Healthcare
68
New
$69.3 - $90.95 $4.71K - $6.18K
68 $4.72M
GPC
Genuine Parts CO

Consumer Cyclical
39
New
$115.91 - $129.02 $4.52K - $5.03K
39 $4.65M
BDX
Becton Dickinson & CO

Healthcare
20
New
$222.79 - $249.08 $4.46K - $4.98K
20 $4.58M
MDLZ
Mondelez International, Inc.

Consumer Defensive
62
New
$56.12 - $68.15 $3.48K - $4.23K
62 $4.21M
Arm Holdings PLC
39
New
N/A
39 $4.17M
XLV
Select Sector Spdr Fund Health

ETFs
27
New
$137.61 - $149.68 $3.72K - $4.04K
27 $3.94M
DFAE
Dimensional ETF Tr

ETFs
149
New
$24.64 - $26.86 $3.67K - $4K
149 $3.86M
ES
Eversource Energy

Utilities
62
New
$55.63 - $63.8 $3.45K - $3.96K
62 $3.85M
ETN
Eaton Corp PLC

Industrials
14
New
$271.83 - $371.23 $3.81K - $5.2K
14 $3.81M
HBAN
Huntington Bancshares Inc

Financial Services
251
New
$14.28 - $17.39 $3.58K - $4.36K
251 $3.77M
FIS
Fidelity National Information Services, Inc.

Technology
49
New
$68.12 - $83.42 $3.34K - $4.09K
49 $3.66M
PWR
Quanta Services, Inc.

Industrials
14
New
$236.71 - $358.03 $3.31K - $5.01K
14 $3.56M
WSO
Watsco Inc

Industrials
7
New
$463.86 - $530.75 $3.25K - $3.72K
7 $3.56M
TFC
Truist Financial Corp

Financial Services
85
New
$39.48 - $48.15 $3.36K - $4.09K
85 $3.5M
UBER
Uber Technologies, Inc

Technology
48
New
$63.17 - $81.49 $3.03K - $3.91K
48 $3.5M
LII
Lennox International Inc

Industrials
6
New
$553.05 - $666.93 $3.32K - $4K
6 $3.37M
DIS
Walt Disney CO

Communication Services
34
New
$96.87 - $114.0 $3.29K - $3.88K
34 $3.36M
CTAS
Cintas Corp

Industrials
16
New
$182.09 - $208.14 $2.91K - $3.33K
16 $3.29M
VGT
Vanguard Information Technolog

ETFs
6
New
$542.38 - $646.34 $3.25K - $3.88K
6 $3.25M
ECL
Ecolab Inc.

Basic Materials
12
New
$229.72 - $269.82 $2.76K - $3.24K
12 $3.04M
TT
Trane Technologies PLC

Industrials
9
New
$332.0 - $400.86 $2.99K - $3.61K
9 $3.03M
BSX
Boston Scientific Corp

Healthcare
30
New
$89.38 - $106.18 $2.68K - $3.19K
30 $3.03M
LNG
Cheniere Energy, Inc.

Energy
13
New
$209.32 - $253.66 $2.72K - $3.3K
13 $3.01M
EFV
Msci Eafe Value ETF

ETFs
51
New
$51.88 - $60.73 $2.65K - $3.1K
51 $3.01M
Ge Vernova Inc
9
New
N/A
9 $2.75M
KD
Kyndryl Holdings, Inc.

Technology
84
New
$31.32 - $43.45 $2.63K - $3.65K
84 $2.64M
LDOS
Leidos Holdings, Inc.

Technology
19
New
$126.82 - $161.11 $2.41K - $3.06K
19 $2.56M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
60
New
$39.65 - $43.35 $2.38K - $2.6K
60 $2.53M
Activity Summary
Buys All Purchases 231 New Holdings 231 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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