Blue Barn Wealth, LLC Purchases and Sells in Q1 2025

Blue Barn Wealth, LLC

$191 Million
Q1 2025

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHF	133K + 18.52%	$18.36 - $20.51 $2.44M - $2.72M	849K $16.8M
AGG	9.71K + 9.56%	$95.85 - $99.25 $931K - $964K	111K $11M
SCHD	27.6K + 6.15%	$27.01 - $28.54 $746K - $788K	477K $13.3M
BNDX	20.4K + 7.82%	$48.33 - $49.5 $987K - $1.01M	281K $13.7M
SPEM	10.9K + 12.91%	$37.07 - $40.63 $402K - $441K	94.9K $3.74M
BSCQ	17.9K + 13.88%	$19.42 - $19.54 $347K - $349K	147K $2.86M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	5.51K New	$77.7 - $78.94 $428K - $435K	5.51K $435K
BSV	5.29K New	$76.94 - $78.28 $407K - $414K	5.29K $414K
AON	809 New	$348.44 - $409.32 $282K - $331K	809 $322K
AIG	3.63K New	$70.5 - $86.94 $256K - $316K	3.63K $315K
APD	1.04K New	$283.24 - $338.07 $294K - $351K	1.04K $305K
SBUX	2.64K New	$91.75 - $115.81 $242K - $306K	2.64K $259K

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-1.49K - 62.87%	$551.42 - $612.93 $823K - $914K	881 $492K
VTV	-5.21K - 29.52%	$167.73 - $179.21 $874K - $934K	12.4K $2.15M
SCHG	-4.19K - 2.75%	$24.91 - $29.02 $104K - $122K	148K $3.71M
AAPL	-886 - 14.21%	$209.68 - $247.1 $186K - $219K	5.35K $1.19M
BSCP	-18.1K - 6.64%	$20.64 - $20.73 $374K - $375K	255K $5.26M
AMZN	-156 - 1.43%	$190.26 - $242.06 $29.7K - $37.8K	10.8K $2.05M

Activity Summary All Purchases 76 New Holdings 15 Increased Positions 61 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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