Barnes Wealth Management Group, Inc Purchases in Q2 2025

Barnes Wealth Management Group, Inc

  • $169 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
995
+ 3.02%
$89.87 - $92.93 $89.4K - $92.5K
34K $3.13B
IWY
Ishares Tr Russell 200 Growth

ETFs
34
+ 1.72%
$187.5 - $246.51 $6.38K - $8.38K
2.01K $495M
Bondbloxx ETF Trust
1.23K
+ 4.31%
N/A
29.6K $1.48B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.2K
+ 10.82%
$28.21 - $28.85 $62.2K - $63.6K
22.6K $649M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.2K
+ 5.76%
$35.3 - $37.51 $42.3K - $44.9K
22K $825M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
348
+ 2.56%
$37.51 - $45.52 $13.1K - $15.8K
13.9K $631M
WMT
Walmart Inc.

Consumer Defensive
64
+ 1.21%
$81.79 - $99.98 $5.23K - $6.4K
5.35K $523M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.23K
+ 11.08%
$48.46 - $50.2 $59.8K - $61.9K
12.4K $614M
DHS
Wisdomtree Tr U.S

ETFs
1.08K
+ 7.35%
$87.71 - $98.37 $95.1K - $107K
15.8K $1.52B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.01K
+ 6.44%
$14.97 - $16.79 $45K - $50.5K
49.7K $831M
OXLC
Oxford Lane Capital Corp.

Financial Services
12.2K
New
$4.01 - $4.96 $48.9K - $60.5K
12.2K $51.2M
Pimco ETF Tr
1.8K
+ 20.78%
N/A
10.4K $277M
Blackrock ETF Trust Ii
714
+ 3.0%
N/A
24.5K $1.29B
CSCO
Cisco Systems, Inc.

Technology
172
+ 3.6%
$53.19 - $69.38 $9.15K - $11.9K
4.95K $344M
XLI
Industrial Sector Spdr

ETFs
151
+ 9.63%
$116.42 - $147.52 $17.6K - $22.3K
1.72K $253M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
488
+ 1.24%
$100.04 - $100.54 $48.8K - $49.1K
40K $4.02B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
45
+ 0.26%
$19.1 - $23.83 $860 - $1.07K
17.3K $413M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
836
+ 5.56%
$50.34 - $51.86 $42.1K - $43.4K
15.9K $815M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
4K
+ 23.7%
$5.27 - $7.02 $21.1K - $28.1K
20.9K $145M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.32K
+ 9.55%
$18.11 - $18.97 $42.1K - $44.1K
26.6K $502M
PAVE
Global X Fds Us Infrastructure

ETFs
54
+ 0.95%
$33.78 - $43.68 $1.82K - $2.36K
5.71K $249M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
410
+ 1.54%
$94.78 - $95.97 $38.9K - $39.3K
27.1K $2.6B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
308
+ 6.25%
$85.42 - $94.39 $26.3K - $29.1K
5.24K $491M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
302
+ 2.36%
$99.1 - $99.49 $29.9K - $30K
13.1K $1.3B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
47
+ 0.27%
$45.11 - $52.34 $2.12K - $2.46K
17.4K $910M
EMB
Ishares Tr

ETFs
92
+ 1.25%
$86.54 - $92.62 $7.96K - $8.52K
7.42K $688M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 1.96%
$908.13 - $1056.85 $6.36K - $7.4K
364 $360M
HYD
Vaneck High Yield Muni ETF

ETFs
533
+ 12.62%
$49.08 - $51.35 $26.2K - $27.4K
4.76K $239M
USFR
Wisdomtree Floating Rate Treas

ETFs
442
+ 5.2%
$50.28 - $50.47 $22.2K - $22.3K
8.94K $450M
FTHI
First Trust Exchange Traded Fd

ETFs
388
+ 3.3%
$19.66 - $22.85 $7.63K - $8.87K
12.1K $277M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
878
+ 7.37%
$22.54 - $23.17 $19.8K - $20.3K
12.8K $294M
LMT
Lockheed Martin Corp

Industrials
23
+ 4.23%
$430.82 - $486.45 $9.91K - $11.2K
567 $263M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
262
+ 1.47%
$42.51 - $43.7 $11.1K - $11.4K
18.1K $789M
MBB
Ishares Tr

ETFs
126
+ 0.49%
$91.41 - $94.22 $11.5K - $11.9K
25.8K $2.42B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
268
+ 6.06%
$46.46 - $47.44 $12.5K - $12.7K
4.69K $223M
ABT
Abbott Laboratories

Healthcare
52
+ 2.88%
$123.95 - $138.08 $6.45K - $7.18K
1.86K $253M
D
Dominion Energy, Inc

Utilities
169
+ 4.45%
$49.66 - $58.0 $8.39K - $9.8K
3.97K $224M
CBOE
Cboe Global Markets, Inc.

Financial Services
5
+ 0.53%
$205.81 - $234.23 $1.03K - $1.17K
955 $223M
EVRG
Evergy, Inc.

Utilities
96
+ 3.3%
$64.06 - $69.64 $6.15K - $6.69K
3.01K $207M
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 1.84%
$335.24 - $380.78 $5.36K - $6.09K
887 $325M
NI
Nisource Inc.

Utilities
112
+ 2.13%
$37.11 - $40.64 $4.16K - $4.55K
5.38K $217M
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.64%
$233.83 - $276.34 $1.17K - $1.38K
784 $210M
GTO
Invesco Actively Managed ETF T

ETFs
86
+ 0.8%
$45.73 - $47.2 $3.93K - $4.06K
10.9K $510M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
48
+ 0.67%
$49.18 - $50.17 $2.36K - $2.41K
7.19K $361M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13
+ 0.12%
$44.68 - $45.96 $581 - $597
11.3K $516M
DBND
Doubleline ETF Tr Opportunisti

ETFs
18
+ 0.18%
$45.18 - $46.32 $813 - $834
10.2K $470M
IGE
Ishares Tr North Amern Nat Res

ETFs
160
+ 3.4%
$38.21 - $46.01 $6.11K - $7.36K
4.86K $215M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
154
+ 1.24%
$25.57 - $26.34 $3.94K - $4.06K
12.6K $329M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
29
+ 0.28%
$39.34 - $40.41 $1.14K - $1.17K
10.6K $423M
Activity Summary
Buys All Purchases 109 New Holdings 16 Increased Positions 93 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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