Barnes Wealth Management Group, Inc Portfolio Holdings

Barnes Wealth Management Group, Inc

  • $156 Billion
  • Q1 2025

Barnes Wealth Management Group, Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $156 Billion distributed in 160 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 $10.1B, Ishares Core Total Usd Bond Ma with a value of $8.53B, Ishares Msci Usa Quality Facto with a value of $5.67B, Ishares S&P 500 Growth ETF with a value of $5.4B, and Blackrock ETF Tr U S Equity Fa with a value of $4.29B.

Examining the 13F form we can see an increase of $6.7B in the current position value, from $149B to 156B.

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.

Portfolio value $156 Billion
ETFs: $127 Billion
Technology: $7.55 Billion
Energy: $3.41 Billion
Communication Services: $3.04 Billion
Financial Services: $3 Billion
Healthcare: $2.45 Billion
Consumer Cyclical: $1.8 Billion
Consumer Defensive: $1.17 Billion
Other: $1.33 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$168 Million 0.11% of portfolio
14,953
Q4 2024 New
$0
$105 Million 0.07% of portfolio
16,875
Q1 2025 Added 61.87%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $156 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 31 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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