Barnes Wealth Management Group, Inc Sells in Q2 2025

Barnes Wealth Management Group, Inc

  • $169 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-6.38K
- 35.66%
$498.8 - $620.9 $3.18M - $3.96M
11.5K $7.15B
SPMD
Spdr Portfolio

ETFs
-8.94K
- 50.53%
$44.89 - $54.38 $401K - $486K
8.76K $476M
CVX
Chevron Corp

Energy
-2
- 0.01%
$133.73 - $168.51 $267 - $337
17.6K $2.53B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.85K
- 13.33%
$91.43 - $91.74 $169K - $169K
12K $1.1B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-537
- 0.64%
$24.32 - $27.87 $13.1K - $15K
83.7K $2.22B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.51K
- 1.89%
$45.12 - $46.23 $158K - $162K
182K $8.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.17K
- 26.62%
$51.16 - $62.02 $111K - $134K
5.97K $370M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.86K
- 13.03%
$48.13 - $49.85 $89.6K - $92.8K
12.4K $609M
CORP
Pimco Investment Grade Corp Bd

ETFs
-1.02K
- 7.99%
$94.14 - $97.31 $95.6K - $98.8K
11.7K $1.14B
SGOL
Abrdn Gold ETF Trust

ETFs
-3.41K
- 26.44%
$28.39 - $32.75 $96.8K - $112K
9.49K $299M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.54K
- 7.95%
$24.98 - $25.66 $63.4K - $65.2K
29.4K $753M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.19%
$483.48 - $539.8 $967 - $1.08K
1.06K $516M
PG
Procter & Gamble CO

Consumer Defensive
-48
- 2.2%
$157.66 - $172.39 $7.57K - $8.27K
2.13K $339M
JNJ
Johnson & Johnson

Healthcare
-15
- 0.74%
$146.36 - $159.82 $2.2K - $2.4K
2.01K $307M
SLV
I Shares Silver Trust

ETFs
-1.25K
- 14.85%
$27.08 - $33.74 $33.9K - $42.2K
7.18K $235M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-349
- 5.61%
$77.74 - $78.78 $27.1K - $27.5K
5.87K $462M
V
Visa Inc.

Financial Services
-66
- 8.12%
$308.27 - $373.31 $20.3K - $24.6K
747 $265M
VEU
Vanguard Ftse All World Ex Us

ETFs
-947
- 13.33%
$54.19 - $67.22 $51.3K - $63.7K
6.16K $414M
CMCSA
Comcast Corp

Communication Services
-251
- 4.25%
$32.84 - $36.72 $8.24K - $9.22K
5.65K $202M
GILD
Gilead Sciences, Inc.

Healthcare
-97
- 2.7%
$96.91 - $113.0 $9.4K - $11K
3.5K $388M
T
At&T Inc.

Communication Services
-793
- 5.28%
$26.33 - $28.94 $20.9K - $22.9K
14.2K $412M
GLD
Spdr Gold Trust

ETFs
-161
- 6.91%
$273.71 - $316.29 $44.1K - $50.9K
2.17K $661M
ALL
Allstate Corp

Financial Services
-7
- 0.67%
$180.53 - $212.64 $1.26K - $1.49K
1.04K $209M
VTV
Vanguard Value ETF

ETFs
-113
- 3.51%
$153.67 - $176.74 $17.4K - $20K
3.11K $549M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-94
- 2.0%
$77.94 - $79.5 $7.33K - $7.47K
4.6K $366M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-197
- 2.93%
$81.46 - $94.63 $16K - $18.6K
6.52K $617M
IDV
Ishares Tr

ETFs
-712
- 10.58%
$27.79 - $34.84 $19.8K - $24.8K
6.02K $208M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-213
- 6.49%
$78.98 - $90.1 $16.8K - $19.2K
3.07K $277M
WRB
Berkley W R Corp

Financial Services
-58
- 1.93%
$64.28 - $75.17 $3.73K - $4.36K
2.94K $216M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-73
- 0.63%
$33.92 - $37.71 $2.48K - $2.75K
11.4K $431M
VIG
Vanguard Dividend Appreciation

ETFs
-291
- 4.95%
N/A
5.59K $1.14B
PVAL
Putnam ETF Tr Putnam Focused L
-698
- 4.41%
$33.6 - $40.23 $23.5K - $28.1K
15.1K $608M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1
- 0.09%
$166.82 - $194.23 $167 - $194
1.11K $215M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-15
- 0.37%
$45.88 - $54.4 $688 - $816
4.08K $222M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-20
- 0.27%
$37.18 - $42.55 $744 - $851
7.51K $319M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-204
- 2.44%
$36.14 - $44.23 $7.37K - $9.02K
8.16K $361M
BK
Bank Of New York Mellon Corp

Financial Services
-35
- 1.38%
$73.31 - $91.62 $2.57K - $3.21K
2.5K $228M
EMGF
Ishares Msci Emerging Markets

ETFs
-255
- 4.57%
$41.37 - $52.07 $10.5K - $13.3K
5.33K $277M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-42
- 0.77%
$34.72 - $42.74 $1.46K - $1.8K
5.44K $233M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-102
- 0.62%
$37.32 - $42.19 $3.81K - $4.3K
16.2K $685M
FLQH
Franklin Templeton Libertyq In

ETFs
-176
- 2.22%
N/A
7.76K $277M
INTF
Ishares Tr

ETFs
-210
- 2.7%
$27.6 - $34.51 $5.8K - $7.25K
7.56K $259M
Bny Mellon ETF Trust
-263
- 4.04%
N/A
6.25K $245M
JPM
Jpmorgan Chase & CO

Financial Services
-46
- 5.09%
$210.28 - $289.91 $9.67K - $13.3K
858 $249M
IAU
Ishares Gold Trust

ETFs
-372
- 2.37%
$56.1 - $64.74 $20.9K - $24.1K
15.3K $957M
XLK
Technology Sector Spdr

ETFs
-4
- 0.34%
$179.73 - $253.23 $719 - $1.01K
1.18K $298M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-391
- 2.91%
$65.84 - $80.81 $25.7K - $31.6K
13K $1.04B
GOOG
Alphabet Inc.

Communication Services
-20
- 0.7%
$146.58 - $180.01 $2.93K - $3.6K
2.82K $501M
GOOGL
Alphabet Inc.

Communication Services
-25
- 0.86%
$144.7 - $178.6 $3.62K - $4.47K
2.87K $505M
Activity Summary
Buys All Purchases 109 New Holdings 16 Increased Positions 93 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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