Barnes Wealth Management Group, Inc Sells in Q3 2025

Barnes Wealth Management Group, Inc

  • $182 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CORP
Pimco Investment Grade Corp Bd

ETFs
-7.08K
- 60.56%
$95.87 - $99.18 $678K - $702K
4.61K $454M
MSFT
Microsoft Corp

Technology
-1.35K
- 28.71%
$491.09 - $535.64 $661K - $722K
3.35K $1.73B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.65K
- 2.56%
$45.6 - $46.92 $212K - $218K
177K $8.27B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-854
- 6.51%
$99.12 - $99.52 $84.6K - $85K
12.3K $1.22B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.47K
- 6.95%
$182.33 - $194.5 $450K - $480K
33K $6.42B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.28K
- 2.42%
$50.47 - $50.74 $64.4K - $64.7K
51.5K $2.61B
VNLA
Janus Henderson Short Duration

ETFs
-1.2K
- 2.93%
$48.99 - $49.29 $58.6K - $59K
39.6K $1.95B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1.17K
- 2.88%
$50.08 - $50.37 $58.8K - $59.1K
39.5K $1.99B
Bondbloxx ETF Trust
-1.05K
- 3.53%
N/A
28.6K $1.43B
PG
Procter & Gamble CO

Consumer Defensive
-219
- 10.28%
$150.47 - $161.22 $33K - $35.3K
1.91K $294M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.6K
- 9.19%
$52.12 - $55.33 $83.3K - $88.5K
15.8K $874M
XOM
Exxon Mobil Corp

Energy
-414
- 11.21%
$105.83 - $117.22 $43.8K - $48.5K
3.28K $370M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.36K
- 4.62%
$25.21 - $25.99 $34.3K - $35.3K
28K $725M
META
Meta Platforms, Inc.

Communication Services
-17
- 0.82%
$695.21 - $791.73 $11.8K - $13.5K
2.06K $1.51B
USFR
Wisdomtree Floating Rate Treas

ETFs
-387
- 4.33%
$50.23 - $50.48 $19.4K - $19.5K
8.55K $430M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-904
- 6.93%
$79.76 - $85.78 $72.1K - $77.5K
12.1K $1.03B
AMZN
Amazon Com Inc

Consumer Cyclical
-64
- 1.43%
$211.65 - $238.24 $13.5K - $15.2K
4.43K $972M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-344
- 0.7%
$40.49 - $40.7 $13.9K - $14K
48.9K $1.99B
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-3K
- 14.37%
$6.96 - $7.59 $20.9K - $22.8K
17.9K $136M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-114
- 1.94%
$78.11 - $79.07 $8.9K - $9.01K
5.75K $454M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-373
- 12.15%
$89.29 - $100.17 $33.3K - $37.4K
2.7K $270M
XLI
Industrial Sector Spdr

ETFs
-118
- 6.86%
$147.94 - $154.99 $17.5K - $18.3K
1.6K $247M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-327
- 2.56%
$22.64 - $23.22 $7.4K - $7.59K
12.5K $288M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-200
- 0.41%
$50.37 - $50.7 $10.1K - $10.1K
48.2K $2.44B
FTHI
First Trust Exchange Traded Fd

ETFs
-202
- 1.66%
$22.76 - $23.92 $4.6K - $4.83K
11.9K $283M
Blackrock ETF Trust Ii
-40
- 0.16%
N/A
24.5K $1.3B
IWD
Ishares Russell 1000 Val ETF

ETFs
-8
- 0.72%
$192.76 - $203.86 $1.54K - $1.63K
1.1K $224M
INTF
Ishares Tr

ETFs
-98
- 1.3%
$33.72 - $36.17 $3.3K - $3.54K
7.46K $268M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-151
- 2.53%
$62.09 - $66.51 $9.38K - $10K
5.82K $380M
JPM
Jpmorgan Chase & CO

Financial Services
-36
- 4.2%
$282.78 - $316.06 $10.2K - $11.4K
822 $259M
Tidal Trust Ii
-36
- 0.43%
N/A
8.24K $232M
EMB
Ishares Tr

ETFs
-39
- 0.53%
$91.52 - $95.59 $3.57K - $3.73K
7.38K $703M
VEU
Vanguard Ftse All World Ex Us

ETFs
-99
- 1.61%
$66.38 - $71.68 $6.57K - $7.1K
6.06K $432M
PFE
Pfizer Inc

Healthcare
-21
- 0.13%
$23.29 - $25.88 $489 - $543
16.1K $411M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-38
- 0.47%
$44.14 - $47.9 $1.68K - $1.82K
8.12K $386M
MBB
Ishares Tr

ETFs
-61
- 0.24%
$92.46 - $95.73 $5.64K - $5.84K
25.7K $2.45B
BK
Bank Of New York Mellon Corp

Financial Services
-101
- 4.04%
$90.65 - $109.75 $9.16K - $11.1K
2.4K $261M
JGRO
J P Morgan Exchange Traded Fd
-438
- 4.36%
N/A
9.62K $901M
ABBV
Abb Vie Inc.

Healthcare
-88
- 6.48%
$184.85 - $231.54 $16.3K - $20.4K
1.27K $294M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-76
- 2.29%
$82.22 - $96.68 $6.25K - $7.35K
3.25K $314M
VIG
Vanguard Dividend Appreciation

ETFs
-84
- 1.5%
N/A
5.51K $1.19B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-34
- 0.39%
$74.93 - $80.73 $2.55K - $2.74K
8.61K $694M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-214
- 0.57%
$23.5 - $24.94 $5.03K - $5.34K
37.7K $938M
AVGO
Broadcom Inc.

Technology
-59
- 4.67%
$264.74 - $369.57 $15.6K - $21.8K
1.21K $398M
PLTR
Palantir Technologies Inc.

Technology
-500
- 15.26%
$130.68 - $186.97 $65.3K - $93.5K
2.78K $507M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.62K
- 7.85%
$108.97 - $121.65 $503K - $562K
54.2K $6.55B
GLD
Spdr Gold Trust

ETFs
-113
- 5.21%
$300.96 - $355.47 $34K - $40.2K
2.06K $731M
Blackrock ETF Trust
-64
- 0.18%
N/A
36.3K $1.37B
ORCL
Oracle Corp

Technology
-126
- 5.89%
$218.96 - $328.33 $27.6K - $41.4K
2.01K $566M
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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