Barnes Wealth Management Group, Inc Incresed Positions in Q3 2025

Barnes Wealth Management Group, Inc

  • $182 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
33
+ 5.82%
$410.74 - $499.21 $13.6K - $16.5K
600 $300M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
119
+ 0.69%
$98.52 - $103.93 $11.7K - $12.4K
17.4K $1.79B
WMT
Walmart Inc.

Consumer Defensive
50
+ 0.94%
$94.4 - $104.27 $4.72K - $5.21K
5.4K $556M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.01%
$23.82 - $25.84 $23.8 - $25.8
17.3K $446M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
377
+ 8.2%
$78.96 - $80.04 $29.8K - $30.2K
4.98K $398M
VTV
Vanguard Value ETF

ETFs
6
+ 0.19%
$175.51 - $186.57 $1.05K - $1.12K
3.11K $581M
FTGC
First Trust Global Tactical CO

ETFs
755
+ 8.79%
$24.67 - $26.32 $18.6K - $19.9K
9.35K $242M
Pimco ETF Tr
549
+ 6.73%
N/A
8.71K $239M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
3
+ 0.04%
$49.41 - $54.08 $148 - $162
7.15K $386M
BIBL
Northern Lts Fd Tr Iv

ETFs
243
+ 4.93%
$41.43 - $44.43 $10.1K - $10.8K
5.17K $230M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
488
+ 10.4%
$47.02 - $47.71 $22.9K - $23.3K
5.18K $247M
CATH
Global X Fds Global X S&P 500

ETFs
92
+ 3.19%
$75.38 - $81.32 $6.93K - $7.48K
2.98K $241M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
161
+ 2.14%
$42.39 - $44.63 $6.82K - $7.19K
7.67K $342M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
4
+ 0.02%
$42.16 - $43.5 $169 - $174
16.2K $706M
HYD
Vaneck High Yield Muni ETF

ETFs
347
+ 7.29%
$48.85 - $50.94 $17K - $17.7K
5.11K $260M
MRK
Merck & Co., Inc.

Healthcare
86
+ 3.0%
$77.6 - $87.37 $6.67K - $7.51K
2.96K $248M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
140
+ 3.43%
$53.81 - $57.52 $7.53K - $8.05K
4.22K $243M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.47%
$459.11 - $506.91 $2.3K - $2.53K
1.07K $537M
FLQH
Franklin Templeton Libertyq In

ETFs
188
+ 2.42%
N/A
7.95K $297M
DUK
Duke Energy Corp

Utilities
35
+ 1.37%
$116.31 - $125.93 $4.07K - $4.41K
2.59K $321M
NI
Nisource Inc.

Utilities
52
+ 0.97%
$39.0 - $43.33 $2.03K - $2.25K
5.43K $235M
ALL
Allstate Corp

Financial Services
16
+ 1.54%
$192.0 - $214.65 $3.07K - $3.43K
1.06K $227M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
147
+ 1.05%
$45.07 - $47.56 $6.63K - $6.99K
14.1K $648M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
449
+ 1.99%
$28.38 - $29.05 $12.7K - $13K
23K $665M
CBOE
Cboe Global Markets, Inc.

Financial Services
8
+ 0.84%
$231.35 - $253.24 $1.85K - $2.03K
963 $236M
TRV
Travelers Companies, Inc.

Financial Services
15
+ 1.91%
$250.62 - $279.43 $3.76K - $4.19K
799 $223M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
55
+ 0.48%
$37.65 - $38.64 $2.07K - $2.13K
11.5K $444M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
350
+ 2.77%
$25.83 - $26.47 $9.04K - $9.26K
13K $341M
WRB
Berkley W R Corp

Financial Services
33
+ 1.12%
$67.78 - $76.62 $2.24K - $2.53K
2.98K $228M
Pimco ETF Tr
287
+ 2.75%
N/A
10.7K $288M
VZ
Verizon Communications Inc

Communication Services
132
+ 1.83%
$40.84 - $45.06 $5.39K - $5.95K
7.34K $323M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
3
+ 0.06%
$40.12 - $43.16 $120 - $129
5.15K $220M
TAXF
American Centy ETF Tr Diversif

ETFs
23
+ 0.56%
$48.42 - $50.27 $1.11K - $1.16K
4.15K $208M
ED
Consolidated Edison Inc

Utilities
52
+ 2.18%
$95.57 - $105.36 $4.97K - $5.48K
2.44K $245M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
35
+ 0.15%
$50.85 - $51.35 $1.78K - $1.8K
23.5K $1.2B
AMGN
Amgen Inc

Healthcare
4
+ 0.46%
$271.18 - $309.22 $1.08K - $1.24K
875 $247M
Bny Mellon ETF Trust
132
+ 2.11%
N/A
6.38K $248M
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.03%
$108.22 - $120.47 $108 - $120
3.5K $389M
ABT
Abbott Laboratories

Healthcare
31
+ 1.67%
$120.51 - $136.62 $3.74K - $4.24K
1.89K $253M
CSCO
Cisco Systems, Inc.

Technology
37
+ 0.75%
$66.2 - $71.79 $2.45K - $2.66K
4.99K $341M
T
At&T Inc.

Communication Services
62
+ 0.44%
$26.94 - $29.62 $1.67K - $1.84K
14.3K $404M
V
Visa Inc.

Financial Services
4
+ 0.54%
$332.09 - $358.86 $1.33K - $1.44K
751 $256M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 1.1%
$915.95 - $994.57 $3.66K - $3.98K
368 $341M
Activity Summary
Buys All Purchases 106 New Holdings 12 Increased Positions 94 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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