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
PVAL
Putnam ETF Tr Putnam Focused L
578
+ 3.79%
$36.8 - $39.59 $21.3K - $22.9K
15.8K $602M
VTV
Vanguard Value ETF

ETFs
150
+ 4.89%
$167.73 - $179.21 $25.2K - $26.9K
3.22K $556M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
814
+ 12.12%
$39.61 - $42.65 $32.2K - $34.7K
7.53K $307M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
391
+ 9.09%
$77.7 - $78.94 $30.4K - $30.9K
4.69K $370M
USFR
Wisdomtree Floating Rate Treas

ETFs
581
+ 7.34%
$50.29 - $50.5 $29.2K - $29.3K
8.5K $428M
PFE
Pfizer Inc

Healthcare
1.83K
+ 12.79%
$25.01 - $27.13 $45.7K - $49.6K
16.1K $408M
SPMD
Spdr Portfolio

ETFs
1.63K
+ 10.14%
$50.21 - $57.73 $81.8K - $94K
17.7K $906M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
6.45K
+ 61.87%
$5.74 - $7.6 $37K - $49K
16.9K $105M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
917
+ 12.7%
$57.21 - $65.8 $52.5K - $60.3K
8.14K $475M
VIG
Vanguard Dividend Appreciation

ETFs
177
+ 3.1%
N/A
5.88K $1.14B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
180
+ 1.32%
$91.45 - $91.75 $16.5K - $16.5K
13.8K $1.27B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
103
+ 0.2%
$50.39 - $50.66 $5.19K - $5.22K
50.6K $2.56B
EMGF
Ishares Msci Emerging Markets

ETFs
203
+ 3.77%
$44.18 - $48.23 $8.97K - $9.79K
5.58K $261M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
200
+ 3.07%
$90.0 - $96.32 $18K - $19.3K
6.72K $620M
MINO
Pimco ETF Tr Municipal Income

ETFs
361
+ 4.21%
$44.44 - $45.83 $16K - $16.5K
8.95K $400M
CMCSA
Comcast Corp

Communication Services
435
+ 7.96%
$33.19 - $38.23 $14.4K - $16.6K
5.9K $218M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.56%
$890.62 - $1076.86 $1.78K - $2.15K
357 $338M
LMT
Lockheed Martin Corp

Industrials
69
+ 14.53%
$423.19 - $506.29 $29.2K - $34.9K
544 $243M
PG
Procter & Gamble CO

Consumer Defensive
36
+ 1.68%
$158.56 - $176.26 $5.71K - $6.35K
2.18K $371M
ICVT
Ishares Tr Convertible Bond Et

ETFs
134
+ 4.26%
$83.18 - $89.27 $11.1K - $12K
3.28K $274M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
293
+ 2.52%
$22.25 - $23.0 $6.52K - $6.74K
11.9K $274M
FTHI
First Trust Exchange Traded Fd

ETFs
983
+ 9.13%
$21.62 - $23.74 $21.3K - $23.3K
11.8K $257M
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.56%
$225.19 - $279.95 $1.13K - $1.4K
904 $222M
HD
Home Depot, Inc.

Consumer Cyclical
64
+ 7.93%
$347.25 - $424.87 $22.2K - $27.2K
871 $319M
PAVE
Global X Fds Us Infrastructure

ETFs
480
+ 9.28%
$37.31 - $43.82 $17.9K - $21K
5.66K $213M
MRK
Merck & Co., Inc.

Healthcare
260
+ 11.19%
$83.01 - $101.02 $21.6K - $26.3K
2.58K $232M
WMT
Walmart Inc.

Consumer Defensive
113
+ 2.19%
$84.5 - $105.05 $9.55K - $11.9K
5.28K $464M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
262
+ 3.24%
$40.87 - $45.28 $10.7K - $11.9K
8.36K $346M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
160
+ 1.65%
$196.12 - $229.48 $31.4K - $36.7K
9.86K $1.99B
XLK
Technology Sector Spdr

ETFs
12
+ 1.03%
$206.38 - $242.18 $2.48K - $2.91K
1.18K $243M
SPY
Spdr S&P 500 ETF Trust

ETFs
134
+ 3.17%
$551.42 - $612.93 $73.9K - $82.1K
4.37K $2.44B
ORCL
Oracle Corp

Technology
90
+ 4.55%
$139.81 - $186.47 $12.6K - $16.8K
2.07K $289M
GOOG
Alphabet Inc.

Communication Services
280
+ 10.93%
$156.06 - $207.71 $43.7K - $58.2K
2.84K $444M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.26K
+ 3.85%
$48.06 - $53.73 $157K - $175K
87.9K $4.29B
GOOGL
Alphabet Inc.

Communication Services
10
+ 0.35%
$154.33 - $206.19 $1.54K - $2.06K
2.89K $447M
NVDA
Nvidia Corp

Technology
258
+ 4.3%
$106.98 - $149.43 $27.6K - $38.6K
6.25K $678M
MSFT
Microsoft Corp

Technology
146
+ 3.31%
$375.39 - $447.2 $54.8K - $65.3K
4.55K $1.71B
IYW
Ishares Dj Us Tech ETF

ETFs
391
+ 3.66%
$140.44 - $166.79 $54.9K - $65.2K
11.1K $1.56B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.64K
+ 4.75%
$92.45 - $106.69 $244K - $282K
58.1K $5.4B
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
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