Barnes Wealth Management Group, Inc Incresed Positions in Q1 2025

Barnes Wealth Management Group, Inc

  • $156 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
5.12K
+ 34.15%
$185.78 - $198.58 $951K - $1.02M
20.1K $3.83B
OEF
Ishares S&P 100 ETF

ETFs
3.4K
+ 417.96%
N/A
4.21K $1.14B
IEMG
Ishares Inc

ETFs
11.7K
+ 80.68%
N/A
26.2K $1.41B
CVX
Chevron Corp

Energy
1.01K
+ 6.08%
$146.71 - $167.97 $148K - $170K
17.6K $2.95B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.77K
+ 3.22%
$44.72 - $46.25 $258K - $267K
185K $8.53B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.4K
+ 18.94%
$27.01 - $28.54 $362K - $383K
84.2K $2.35B
BOND
Pimco Active Bond Exchange Tra

ETFs
3.51K
+ 11.9%
$89.27 - $92.9 $313K - $326K
33K $3.05B
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
6.7K
+ 17.19%
$50.24 - $50.57 $336K - $339K
45.7K $2.31B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.62K
+ 7.1%
$100.32 - $100.76 $263K - $264K
39.5K $3.97B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.82K
+ 7.31%
$94.87 - $96.11 $173K - $175K
26.7K $2.56B
XLC
Select Sector Spdr Tr Communic

ETFs
1.88K
+ 47.26%
$94.84 - $105.31 $178K - $198K
5.86K $565M
IAU
Ishares Gold Trust

ETFs
555
+ 3.66%
$49.74 - $58.96 $27.6K - $32.7K
15.7K $926M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
3.91K
+ 11.43%
$40.24 - $40.65 $157K - $159K
38.1K $1.55B
CORP
Pimco Investment Grade Corp Bd

ETFs
1.48K
+ 13.2%
$93.89 - $97.32 $139K - $144K
12.7K $1.23B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3.2K
+ 8.96%
$50.03 - $50.27 $160K - $161K
38.9K $1.95B
GLD
Spdr Gold Trust

ETFs
187
+ 8.73%
$243.19 - $288.14 $45.5K - $53.9K
2.33K $671M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.09K
+ 8.81%
$67.08 - $76.14 $72.9K - $82.8K
13.4K $990M
VNLA
Janus Henderson Short Duration

ETFs
2.91K
+ 8.08%
$48.89 - $49.21 $142K - $143K
38.9K $1.91B
DHS
Wisdomtree Tr U.S

ETFs
687
+ 4.89%
$91.55 - $99.74 $62.9K - $68.5K
14.7K $1.46B
GTO
Invesco Actively Managed ETF T

ETFs
2.6K
+ 31.75%
$45.9 - $47.37 $119K - $123K
10.8K $506M
Bondbloxx ETF Trust
2.13K
+ 8.11%
N/A
28.4K $1.41B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.74K
+ 13.63%
$64.88 - $72.1 $178K - $197K
22.8K $1.5B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.36K
+ 26.43%
$44.41 - $45.98 $105K - $108K
11.3K $515M
DBND
Doubleline ETF Tr Opportunisti

ETFs
2.32K
+ 29.64%
$44.88 - $46.36 $104K - $107K
10.1K $468M
JGRO
J P Morgan Exchange Traded Fd
2.27K
+ 29.48%
N/A
9.96K $735M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
2.43K
+ 9.01%
N/A
29.4K $1.33B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.14K
+ 25.52%
$38.99 - $40.37 $83.4K - $86.4K
10.5K $424M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
4.81K
+ 19.94%
$21.79 - $23.09 $105K - $111K
28.9K $634M
T
At&T Inc.

Communication Services
380
+ 2.59%
$21.56 - $28.28 $8.19K - $10.7K
15K $425M
XOM
Exxon Mobil Corp

Energy
410
+ 11.8%
$105.44 - $118.93 $43.2K - $48.8K
3.89K $462M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.25K
+ 10.13%
$39.65 - $43.35 $49.6K - $54.2K
13.6K $572M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4K
+ 30.09%
$21.23 - $23.75 $84.9K - $95K
17.3K $372M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.82K
+ 9.61%
$36.63 - $37.45 $66.7K - $68.2K
20.8K $765M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.36K
+ 8.24%
$42.36 - $43.8 $57.5K - $59.4K
17.8K $774M
JNJ
Johnson & Johnson

Healthcare
166
+ 8.92%
$142.06 - $167.7 $23.6K - $27.8K
2.03K $336M
SGOL
Abrdn Gold ETF Trust

ETFs
209
+ 1.65%
$25.14 - $29.82 $5.25K - $6.23K
12.9K $385M
MBB
Ishares Tr

ETFs
78
+ 0.3%
$90.37 - $94.08 $7.05K - $7.34K
25.7K $2.41B
Blackrock ETF Trust Ii
980
+ 4.3%
N/A
23.8K $1.25B
AMGN
Amgen Inc

Healthcare
56
+ 7.25%
$258.59 - $327.36 $14.5K - $18.3K
828 $258M
ABBV
Abb Vie Inc.

Healthcare
59
+ 4.68%
$169.2 - $216.66 $9.98K - $12.8K
1.32K $277M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.02K
+ 7.27%
$51.26 - $52.53 $52.2K - $53.5K
15K $775M
EMB
Ishares Tr

ETFs
417
+ 6.03%
$88.64 - $92.03 $37K - $38.4K
7.33K $664M
FLQH
Franklin Templeton Libertyq In

ETFs
837
+ 11.79%
N/A
7.94K $259M
VZ
Verizon Communications Inc

Communication Services
122
+ 1.76%
$37.81 - $46.49 $4.61K - $5.67K
7.07K $321M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
199
+ 4.21%
$87.68 - $94.52 $17.4K - $18.8K
4.93K $461M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.03K
+ 21.38%
$44.7 - $49.05 $46K - $50.5K
5.84K $265M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.14K
+ 15.13%
$16.57 - $18.85 $102K - $116K
46.7K $777M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.51K
+ 11.5%
$19.04 - $20.15 $47.8K - $50.6K
24.3K $463M
CSCO
Cisco Systems, Inc.

Technology
423
+ 9.71%
$58.74 - $64.87 $24.8K - $27.4K
4.78K $295M
Activity Summary
Buys All Purchases 121 New Holdings 31 Increased Positions 90 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Barnes Wealth Management Group, Inc Portfolio

Follow Barnes Wealth Management Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barnes Wealth Management Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Barnes Wealth Management Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email