Barnes Wealth Management Group, Inc New Holdings in Q4 2024

Barnes Wealth Management Group, Inc

  • $149 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
18.8K
New
$570.51 - $610.59 $10.7M - $11.5M
18.8K $11.1B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
179K
New
$45.07 - $47.1 $8.08M - $8.45M
179K $8.11B
QUAL
Ishares Msci Usa Quality Facto

ETFs
33.5K
New
$176.42 - $186.91 $5.91M - $6.26M
33.5K $5.96B
IVW
Ishares S&P 500 Growth ETF

ETFs
55.5K
New
$94.43 - $105.47 $5.24M - $5.85M
55.5K $5.64B
AAPL
Apple Inc.

Technology
18.5K
New
$221.69 - $259.02 $4.1M - $4.79M
18.5K $4.63B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
84.6K
New
$49.03 - $53.35 $4.15M - $4.52M
84.6K $4.34B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
36.9K
New
$100.22 - $100.73 $3.69M - $3.71M
36.9K $3.7B
EFV
Msci Eafe Value ETF

ETFs
62.2K
New
$51.78 - $57.15 $3.22M - $3.56M
62.2K $3.27B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.18K
New
$481.22 - $538.17 $2.97M - $3.33M
6.18K $3.16B
EFG
Msci Eafe Growth ETF

ETFs
30.9K
New
$96.83 - $106.88 $2.99M - $3.3M
30.9K $2.99B
BOND
Pimco Active Bond Exchange Tra

ETFs
29.5K
New
$90.42 - $94.5 $2.66M - $2.78M
29.5K $2.66B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
50.5K
New
$50.37 - $50.6 $2.54M - $2.55M
50.5K $2.54B
SCHG
Schwab Strategic Tr Us Large C

ETFs
90.5K
New
$25.93 - $105.3 $2.35M - $9.53M
90.5K $2.52B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.23K
New
$567.81 - $607.81 $2.4M - $2.57M
4.23K $2.48B
CVX
Chevron Corp

Energy
16.6K
New
$141.15 - $162.53 $2.35M - $2.7M
16.6K $2.41B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
24.9K
New
$94.79 - $95.69 $2.36M - $2.38M
24.9K $2.36B
MBB
Ishares Tr

ETFs
25.6K
New
$91.26 - $95.82 $2.33M - $2.45M
25.6K $2.34B
VUG
Vanguard Growth ETF

ETFs
5.65K
New
$378.79 - $428.11 $2.14M - $2.42M
5.65K $2.32B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9.7K
New
$201.32 - $217.44 $1.95M - $2.11M
9.7K $2.01B
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
39K
New
$50.23 - $50.47 $1.96M - $1.97M
39K $1.96B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
70.8K
New
$26.93 - $84.95 $1.91M - $6.01M
70.8K $1.93B
MSFT
Microsoft Corp

Technology
4.41K
New
$406.35 - $454.46 $1.79M - $2M
4.41K $1.86B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
35.7K
New
$50.0 - $50.27 $1.79M - $1.8M
35.7K $1.79B
VNLA
Janus Henderson Short Duration

ETFs
36K
New
$48.82 - $49.11 $1.76M - $1.77M
36K $1.76B
IYW
Ishares Dj Us Tech ETF

ETFs
10.7K
New
$148.14 - $166.23 $1.58M - $1.78M
10.7K $1.71B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
30.2K
New
$55.45 - $61.08 $1.68M - $1.85M
30.2K $1.68B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
14.7K
New
$99.0 - $99.5 $1.46M - $1.47M
14.7K $1.46B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
20.1K
New
$66.77 - $71.52 $1.34M - $1.44M
20.1K $1.39B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
34.2K
New
$40.34 - $40.62 $1.38M - $1.39M
34.2K $1.38B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
39K
New
$34.13 - $37.35 $1.33M - $1.46M
39K $1.33B
SPYG
Spdr Portfolio

ETFs
15K
New
$81.74 - $91.38 $1.23M - $1.37M
15K $1.32B
DHS
Wisdomtree Tr U.S

ETFs
14.1K
New
$92.66 - $100.58 $1.3M - $1.41M
14.1K $1.31B
Bondbloxx ETF Trust
26.3K
New
N/A
26.3K $1.28B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.7K
New
$91.29 - $91.8 $1.25M - $1.25M
13.7K $1.25B
META
Meta Platforms, Inc.

Communication Services
2.11K
New
$554.08 - $632.68 $1.17M - $1.33M
2.11K $1.23B
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
27K
New
N/A
27K $1.22B
Blackrock ETF Trust Ii
22.8K
New
N/A
22.8K $1.19B
VIG
Vanguard Dividend Appreciation

ETFs
5.7K
New
N/A
5.7K $1.12B
CORP
Pimco Investment Grade Corp Bd

ETFs
11.2K
New
$95.1 - $99.41 $1.07M - $1.12M
11.2K $1.07B
TSLA
Tesla, Inc.

Consumer Cyclical
2.54K
New
$213.65 - $479.86 $542K - $1.22M
2.54K $1.02B
AMZN
Amazon Com Inc

Consumer Cyclical
4.55K
New
$180.88 - $232.93 $824K - $1.06M
4.55K $999M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
19K
New
$51.09 - $55.27 $970K - $1.05M
19K $970M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
35.8K
New
$24.94 - $26.14 $894K - $937K
35.8K $896M
SPMD
Spdr Portfolio

ETFs
16.1K
New
$54.13 - $59.56 $870K - $957K
16.1K $879M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
12.3K
New
$67.29 - $73.38 $831K - $906K
12.3K $838M
NVDA
Nvidia Corp

Technology
6K
New
$117.0 - $148.88 $702K - $893K
6K $805M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
15.8K
New
$49.79 - $51.14 $786K - $808K
15.8K $792M
IEMG
Ishares Inc

ETFs
14.5K
New
N/A
14.5K $757M
IAU
Ishares Gold Trust

ETFs
15.2K
New
$48.37 - $52.65 $733K - $798K
15.2K $750M
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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