Barnes Wealth Management Group, Inc Portfolio Holdings
Barnes Wealth Management Group, Inc
- $149 Billion
- Q4 2024
Barnes Wealth Management Group, Inc has filed its 13F form on May 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $11.1B, Ishares Core Total Usd Bond Ma with a value of $8.11B, Ishares Msci Usa Quality Facto with a value of $5.96B, Ishares S&P 500 Growth ETF with a value of $5.64B, and Apple Inc. with a value of $4.63B.
Examining the 13F form we can see an increase of $149B in the current position value.
Barnes Wealth Management Group, Inc is based out at Bakersfield, CA
Below you can find more details about Barnes Wealth Management Group, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 139
- Current Value $149 Billion
- Filing
- Period Q4 2024
- Filing Date May 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 139 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks