Blue Barn Wealth, LLC Purchases in Q2 2025

Blue Barn Wealth, LLC

  • $211 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
379
+ 0.23%
$82.51 - $109.2 $31.3K - $41.4K
164K $17.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.6K
+ 1.48%
$17.76 - $22.1 $223K - $278K
862K $19M
NET
Cloudflare, Inc.

Technology
352
+ 2.46%
$97.08 - $195.83 $34.2K - $68.9K
14.7K $2.87M
NVDA
Nvidia Corp

Technology
4.4K
+ 48.62%
$94.31 - $157.99 $415K - $695K
13.5K $2.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.45K
+ 164.13%
$496.48 - $617.85 $718K - $893K
2.33K $1.44M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.68K
+ 11.46%
$72.61 - $88.75 $485K - $593K
64.9K $5.76M
MSFT
Microsoft Corp

Technology
553
+ 11.16%
$354.56 - $497.45 $196K - $275K
5.51K $2.74M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.8K
+ 16.3%
$32.66 - $40.75 $419K - $523K
91.6K $3.71M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.45K
+ 14.45%
$67.03 - $80.35 $433K - $518K
51.1K $4.08M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.8K
+ 5.39%
$22.92 - $28.05 $202K - $247K
172K $4.83M
ORCL
Oracle Corp

Technology
78
+ 1.46%
$122.82 - $218.63 $9.58K - $17.1K
5.41K $1.18M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.83K
+ 14.01%
$50.09 - $51.09 $342K - $349K
55.6K $2.84M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.65K
+ 3.28%
$96.84 - $99.46 $354K - $363K
115K $11.4M
META
Meta Platforms, Inc.

Communication Services
206
+ 14.62%
$484.66 - $738.09 $99.8K - $152K
1.62K $1.19M
NFLX
Netflix Inc

Communication Services
47
+ 6.57%
$855.86 - $1339.13 $40.2K - $62.9K
762 $1.02M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.09K
+ 2.31%
$40.82 - $43.14 $167K - $176K
181K $7.83M
AVGO
Broadcom Inc.

Technology
303
+ 18.19%
$146.29 - $275.65 $44.3K - $83.5K
1.97K $542K
UBER
Uber Technologies, Inc

Technology
2.59K
New
$64.62 - $93.3 $167K - $242K
2.59K $241K
PM
Philip Morris International Inc.

Consumer Defensive
1.31K
New
$149.23 - $184.95 $195K - $242K
1.31K $238K
IDXX
Idexx Laboratories Inc

Healthcare
420
New
$361.04 - $536.34 $152K - $225K
420 $225K
IWF
Ishares Russell 1000 Gr ETF

ETFs
261
+ 14.58%
$320.42 - $424.58 $83.6K - $111K
2.05K $870K
F
Ford Motor CO

Consumer Cyclical
20.5K
New
$8.69 - $10.85 $178K - $222K
20.5K $222K
CTVA
Corteva, Inc.

Basic Materials
2.95K
New
$55.52 - $74.53 $164K - $220K
2.95K $220K
MS
Morgan Stanley

Financial Services
1.56K
New
$99.83 - $140.86 $155K - $219K
1.56K $219K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.57K
New
$104.34 - $138.68 $164K - $218K
1.57K $218K
HDB
Hdfc Bank LTD

Financial Services
2.84K
New
$63.78 - $77.48 $181K - $220K
2.84K $217K
RTX
Raytheon Technologies Corp

Industrials
1.47K
New
$113.75 - $148.48 $167K - $218K
1.47K $214K
STRL
Sterling Construction CO Inc

Industrials
931
New
$104.96 - $231.51 $97.7K - $216K
931 $214K
TT
Trane Technologies PLC

Industrials
491
New
$315.21 - $437.41 $155K - $215K
491 $214K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
7.17K
New
$23.87 - $29.82 $171K - $214K
7.17K $213K
GLW
Corning Inc

Technology
4.01K
New
$39.07 - $52.59 $157K - $211K
4.01K $210K
BNDX
Vanguard Total International B

ETFs
313
+ 0.11%
$48.77 - $49.55 $15.3K - $15.5K
282K $13.9M
FDS
Factset Research Systems Inc

Financial Services
457
New
$398.85 - $473.32 $182K - $216K
457 $204K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.18K
New
$30.87 - $39.17 $160K - $203K
5.18K $202K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
679
+ 2.71%
$114.78 - $133.31 $77.9K - $90.5K
25.8K $3.44M
ACN
Accenture PLC

Technology
700
+ 74.07%
$279.23 - $323.21 $195K - $226K
1.65K $491K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.29K
+ 16.45%
$25.04 - $25.18 $183K - $184K
51.6K $1.3M
NOW
Service Now, Inc.

Technology
99
+ 32.14%
$721.65 - $1040.18 $71.4K - $103K
407 $418K
TSLA
Tesla, Inc.

Consumer Cyclical
191
+ 10.11%
$221.86 - $362.89 $42.4K - $69.3K
2.08K $661K
ADSK
Autodesk, Inc.

Technology
686
New
N/A
686 $168K
GOOG
Alphabet Inc.

Communication Services
265
+ 5.05%
$146.58 - $180.01 $38.8K - $47.7K
5.51K $977K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
7.94K
+ 13.76%
$18.28 - $18.7 $145K - $148K
65.6K $1.23M
HD
Home Depot, Inc.

Consumer Cyclical
390
+ 55.24%
$335.24 - $380.78 $131K - $149K
1.1K $401K
JPM
Jpmorgan Chase & CO

Financial Services
344
+ 36.75%
$210.28 - $289.91 $72.3K - $99.7K
1.28K $371K
AMAT
Applied Materials Inc

Technology
258
+ 13.4%
$126.95 - $183.52 $32.8K - $47.3K
2.18K $399K
BA
Boeing CO

Industrials
46
+ 1.81%
$136.59 - $217.51 $6.28K - $10K
2.59K $543K
VBR
Vanguard Small Cap Value ETF

ETFs
20
+ 0.17%
$162.76 - $195.77 $3.26K - $3.92K
11.7K $2.28M
GOOGL
Alphabet Inc.

Communication Services
287
+ 11.56%
$144.7 - $178.6 $41.5K - $51.3K
2.77K $487K
WFC
Wells Fargo & Company

Financial Services
755
+ 15.14%
$60.98 - $80.12 $46K - $60.5K
5.74K $460K
Activity Summary
Buys All Purchases 101 New Holdings 17 Increased Positions 84 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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