Blue Barn Wealth, LLC Incresed Positions in Q1 2025

Blue Barn Wealth, LLC

  • $191 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
133K
+ 18.52%
$18.36 - $20.51 $2.44M - $2.72M
849K $16.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.71K
+ 9.56%
$95.85 - $99.25 $931K - $964K
111K $11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.6K
+ 6.15%
$27.01 - $28.54 $746K - $788K
477K $13.3M
BNDX
Vanguard Total International B

ETFs
20.4K
+ 7.82%
$48.33 - $49.5 $987K - $1.01M
281K $13.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.9K
+ 12.91%
$37.07 - $40.63 $402K - $441K
94.9K $3.74M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.9K
+ 13.88%
$19.42 - $19.54 $347K - $349K
147K $2.86M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.79K
+ 11.19%
$110.75 - $119.78 $309K - $334K
27.7K $3.2M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.25K
+ 4.88%
$42.38 - $43.28 $350K - $357K
177K $7.54M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
14K
+ 13.69%
$19.43 - $19.62 $271K - $274K
116K $2.27M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
10.8K
+ 14.02%
$20.05 - $20.4 $217K - $221K
88.2K $1.79M
VZ
Verizon Communications Inc

Communication Services
2.31K
+ 21.76%
$37.81 - $46.49 $87.4K - $107K
12.9K $586K
BA
Boeing CO

Industrials
995
+ 64.07%
$148.15 - $186.25 $147K - $185K
2.55K $434K
ZTS
Zoetis Inc.

Healthcare
868
+ 48.2%
$156.48 - $175.67 $136K - $152K
2.67K $439K
LYG
Lloyds Banking Group PLC

Financial Services
15.4K
+ 20.75%
$2.58 - $3.9 $39.7K - $60K
89.5K $342K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
6.95K
+ 13.71%
$18.18 - $18.58 $126K - $129K
57.7K $1.07M
TMO
Thermo Fisher Scientific Inc.

Healthcare
289
+ 53.42%
$497.6 - $606.74 $144K - $175K
830 $413K
LLY
Eli Lilly & CO

Healthcare
98
+ 19.88%
$725.72 - $929.72 $71.1K - $91.1K
591 $488K
V
Visa Inc.

Financial Services
1
+ 0.03%
$306.92 - $362.71 $307 - $363
2.9K $1.01M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
4.7K
+ 28.26%
$11.66 - $14.98 $54.8K - $70.4K
21.3K $290K
MDT
Medtronic PLC

Healthcare
666
+ 23.34%
$79.84 - $94.5 $53.2K - $62.9K
3.52K $316K
SONY
Sony Group Corp

Technology
285
+ 1.49%
$19.88 - $25.64 $5.67K - $7.31K
19.4K $491K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
3.43K
+ 33.43%
$9.49 - $14.83 $32.5K - $50.8K
13.7K $186K
ABT
Abbott Laboratories

Healthcare
150
+ 4.65%
$111.1 - $140.22 $16.7K - $21K
3.37K $447K
AWK
American Water Works Company, Inc.

Utilities
231
+ 12.29%
$121.01 - $149.31 $28K - $34.5K
2.11K $311K
NET
Cloudflare, Inc.

Technology
12
+ 0.08%
$110.71 - $176.5 $1.33K - $2.12K
14.3K $1.61M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.17K
+ 6.07%
$46.26 - $47.48 $54K - $55.5K
20.4K $967K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.07K
+ 2.24%
$49.42 - $50.43 $52.8K - $53.9K
48.8K $2.44M
QCOM
Qualcomm Inc

Technology
329
+ 8.11%
$151.94 - $175.86 $50K - $57.9K
4.39K $673K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.72K
+ 4.05%
$25.05 - $25.16 $43.2K - $43.4K
44.3K $1.11M
AMAT
Applied Materials Inc

Technology
472
+ 32.46%
$145.06 - $195.51 $68.5K - $92.3K
1.93K $279K
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.55%
$169.2 - $216.66 $1.18K - $1.52K
1.28K $268K
NVS
Novartis Ag

Healthcare
26
+ 1.2%
$97.14 - $115.57 $2.53K - $3K
2.19K $243K
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 2.99%
$279.74 - $321.29 $7.27K - $8.35K
897 $280K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
1.23K
+ 6.55%
$21.05 - $21.54 $25.8K - $26.4K
20K $422K
TDY
Teledyne Technologies Inc

Technology
4
+ 0.6%
$455.51 - $518.84 $1.82K - $2.08K
666 $331K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
34
+ 1.14%
$96.27 - $116.36 $3.27K - $3.96K
3.03K $352K
WSO
Watsco Inc

Industrials
2
+ 0.33%
$463.86 - $530.75 $928 - $1.06K
612 $311K
LOW
Lowes Companies Inc

Consumer Cyclical
160
+ 14.51%
$222.66 - $268.42 $35.6K - $42.9K
1.26K $294K
TTE
Total Energies Se

Energy
280
+ 6.88%
N/A
4.35K $298K
ADP
Automatic Data Processing Inc

Industrials
11
+ 1.05%
$286.85 - $318.64 $3.16K - $3.51K
1.06K $322K
TXN
Texas Instruments Inc

Technology
47
+ 4.17%
N/A
1.17K $228K
JNK
Spdr Bloomberg High Yield Bond

ETFs
87
+ 1.48%
$94.86 - $97.12 $8.25K - $8.45K
5.97K $568K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
13
+ 0.4%
$74.87 - $79.99 $973 - $1.04K
3.23K $248K
IEMG
Ishares Inc

ETFs
55
+ 0.52%
N/A
10.7K $572K
META
Meta Platforms, Inc.

Communication Services
15
+ 1.08%
$576.36 - $736.67 $8.65K - $11.1K
1.41K $812K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.22%
$57.21 - $65.8 $515 - $592
4.08K $238K
BAC
Bank Of America Corp

Financial Services
31
+ 0.41%
$39.61 - $47.74 $1.23K - $1.48K
7.62K $317K
MSCI
Msci Inc.

Financial Services
3
+ 0.52%
$541.46 - $628.34 $1.62K - $1.89K
584 $330K
DIS
Walt Disney CO

Communication Services
48
+ 2.25%
$96.87 - $114.0 $4.65K - $5.47K
2.18K $215K
Activity Summary
Buys All Purchases 76 New Holdings 15 Increased Positions 61 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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