Barnes Wealth Management Group, Inc Purchases in Q4 2024

Barnes Wealth Management Group, Inc

  • $149 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
1.98K
New
$165.41 - $192.43 $327K - $381K
1.98K $330M
COST
Costco Wholesale Corp

Consumer Defensive
355
New
$873.59 - $994.69 $310K - $353K
355 $325M
SGOL
Abrdn Gold ETF Trust

ETFs
12.7K
New
$24.46 - $26.62 $310K - $338K
12.7K $318M
HD
Home Depot, Inc.

Consumer Cyclical
807
New
$385.02 - $431.37 $311K - $348K
807 $314M
PLTR
Palantir Technologies Inc.

Technology
4.02K
New
$36.46 - $82.38 $147K - $331K
4.02K $304M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.3K
New
$22.01 - $66.82 $293K - $888K
13.3K $302M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.7K
New
$164.89 - $177.66 $280K - $302K
1.7K $281M
V
Visa Inc.

Financial Services
880
New
$273.87 - $320.91 $241K - $282K
880 $278M
VZ
Verizon Communications Inc

Communication Services
6.95K
New
$39.6 - $45.21 $275K - $314K
6.95K $278M
BMY
Bristol Myers Squibb CO

Healthcare
4.82K
New
$51.92 - $59.94 $250K - $289K
4.82K $272M
XLK
Technology Sector Spdr

ETFs
1.17K
New
$220.26 - $241.44 $257K - $282K
1.17K $271M
JNJ
Johnson & Johnson

Healthcare
1.86K
New
$143.34 - $165.86 $267K - $308K
1.86K $269M
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.15K
New
$83.09 - $89.28 $262K - $281K
3.15K $268M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.6K
New
$22.39 - $23.45 $260K - $273K
11.6K $267M
CSCO
Cisco Systems, Inc.

Technology
4.36K
New
$52.45 - $60.02 $229K - $262K
4.36K $258M
FTHI
First Trust Exchange Traded Fd

ETFs
10.8K
New
$22.89 - $24.02 $246K - $259K
10.8K $251M
INTF
Ishares Tr

ETFs
8.57K
New
$28.54 - $31.26 $245K - $268K
8.57K $246M
EMGF
Ishares Msci Emerging Markets

ETFs
5.38K
New
$45.23 - $51.49 $243K - $277K
5.38K $243M
CSB
Victory Portf Ii Shs Us Small

ETFs
4.05K
New
$57.75 - $64.78 $234K - $262K
4.05K $240M
OEF
Ishares S&P 100 ETF

ETFs
813
New
N/A
813 $235M
MAR
Marriott International Inc

Consumer Cyclical
831
New
$246.06 - $292.59 $204K - $243K
831 $232M
MRK
Merck & Co., Inc.

Healthcare
2.32K
New
$96.31 - $114.76 $224K - $267K
2.32K $231M
LMT
Lockheed Martin Corp

Industrials
475
New
$479.66 - $614.62 $228K - $292K
475 $231M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
4.14K
New
$53.38 - $60.64 $221K - $251K
4.14K $226M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.81K
New
$45.85 - $49.28 $221K - $237K
4.81K $225M
ABBV
Abb Vie Inc.

Healthcare
1.26K
New
$164.99 - $203.87 $208K - $257K
1.26K $224M
SLV
I Shares Silver Trust

ETFs
8.43K
New
$26.33 - $31.74 $222K - $267K
8.43K $222M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.67K
New
$38.37 - $42.82 $218K - $243K
5.67K $218M
SPTL
Spdr Portfolio Long Term Treas

ETFs
8.29K
New
$26.05 - $29.17 $216K - $242K
8.29K $217M
JPM
Jpmorgan Chase & CO

Financial Services
899
New
$205.18 - $250.29 $184K - $225K
899 $215M
FLQH
Franklin Templeton Libertyq In

ETFs
7.1K
New
N/A
7.1K $213M
PAVE
Global X Fds Us Infrastructure

ETFs
5.18K
New
$40.41 - $45.95 $209K - $238K
5.18K $209M
VB
Vanguard Small Cap ETF

ETFs
855
New
$233.76 - $261.58 $200K - $224K
855 $205M
CMCSA
Comcast Corp

Communication Services
5.47K
New
$37.39 - $45.14 $204K - $247K
5.47K $205M
CATH
Global X Fds Global X S&P 500

ETFs
2.89K
New
$68.5 - $73.81 $198K - $214K
2.89K $205M
AMGN
Amgen Inc

Healthcare
772
New
$258.78 - $328.31 $200K - $253K
772 $201M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
15K
New
$11.12 - $11.98 $166K - $179K
15K $169M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
10.4K
New
$7.22 - $8.05 $75.3K - $83.9K
10.4K $79.4M
Activity Summary
Buys All Purchases 139 New Holdings 139 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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