Blue Barn Wealth, LLC Incresed Positions in Q4 2024

Blue Barn Wealth, LLC

  • $189 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
131K
+ 91.92%
$20.6 - $20.71 $2.69M - $2.7M
273K $5.63M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.17K
+ 1.36%
$95.27 - $107.82 $207K - $234K
163K $16.8M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
52.5K
+ 463.57%
$23.02 - $23.23 $1.21M - $1.22M
63.8K $1.47M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
34.1K
+ 403.68%
$25.0 - $25.11 $853K - $857K
42.6K $1.07M
VTV
Vanguard Value ETF

ETFs
4.98K
+ 39.26%
$168.32 - $181.87 $838K - $905K
17.7K $2.99M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
40.6K
+ 401.53%
$18.28 - $18.87 $742K - $766K
50.7K $930K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.94K
+ 10.85%
$96.64 - $101.23 $961K - $1.01M
102K $9.84M
NVDA
Nvidia Corp

Technology
2.84K
+ 43.83%
$117.0 - $148.88 $332K - $422K
9.3K $1.25M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
23.5K
+ 22.39%
$19.38 - $19.58 $456K - $461K
129K $2.5M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
16.8K
+ 27.68%
$20.08 - $20.61 $337K - $346K
77.4K $1.56M
TSLA
Tesla, Inc.

Consumer Cyclical
37
+ 1.99%
$213.65 - $479.86 $7.91K - $17.8K
1.89K $764K
SCHG
Schwab Strategic Tr Us Large C

ETFs
114K
+ 298.89%
$25.93 - $105.3 $2.96M - $12M
152K $4.25M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.01K
+ 4.98%
$42.33 - $43.3 $339K - $347K
169K $7.2M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.9K
+ 13.16%
$19.42 - $19.76 $230K - $234K
102K $1.99M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.21K
+ 5.68%
$84.34 - $95.14 $186K - $210K
41.1K $3.58M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
106K
+ 212.02%
$27.54 - $83.04 $2.92M - $8.82M
156K $4.33M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.93K
+ 11.51%
$49.87 - $52.46 $246K - $258K
47.7K $2.38M
BNDX
Vanguard Total International B

ETFs
8.9K
+ 3.53%
$48.91 - $50.61 $435K - $450K
261K $12.8M
V
Visa Inc.

Financial Services
3
+ 0.1%
$273.87 - $320.91 $822 - $963
2.9K $914K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
305K
+ 212.22%
$26.93 - $84.95 $8.22M - $25.9M
449K $12.3M
GOOGL
Alphabet Inc.

Communication Services
272
+ 11.18%
$161.86 - $196.66 $44K - $53.5K
2.71K $512K
OKE
Oneok Inc

Energy
801
+ 27.12%
$92.28 - $117.05 $73.9K - $93.8K
3.75K $376K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
553
+ 22.65%
$87.56 - $119.8 $48.4K - $66.2K
2.99K $328K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6.18K
+ 59.21%
$9.95 - $12.23 $61.5K - $75.6K
16.6K $195K
ORCL
Oracle Corp

Technology
579
+ 14.33%
$165.41 - $192.43 $95.8K - $111K
4.62K $769K
IEMG
Ishares Inc

ETFs
1.51K
+ 16.51%
N/A
10.6K $569K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.45K
+ 4.65%
$89.9 - $100.66 $220K - $246K
55.1K $4.98M
SPY
Spdr S&P 500 ETF Trust

ETFs
57
+ 2.46%
$567.81 - $607.81 $32.4K - $34.6K
2.37K $1.39M
COF
Capital One Financial Corp

Financial Services
34
+ 1.84%
$145.19 - $192.01 $4.94K - $6.53K
1.88K $335K
BAC
Bank Of America Corp

Financial Services
379
+ 5.26%
$39.22 - $47.77 $14.9K - $18.1K
7.59K $333K
IEFA
Ishares Tr

ETFs
1.22K
+ 24.52%
$70.06 - $77.43 $85.2K - $94.2K
6.18K $434K
ARES
Ares Management Corp

Financial Services
22
+ 1.2%
$153.38 - $183.7 $3.37K - $4.04K
1.86K $328K
SNA
Snap On Inc

Industrials
12
+ 1.73%
$285.44 - $371.35 $3.43K - $4.46K
705 $239K
C
Citigroup Inc

Financial Services
116
+ 3.02%
$61.31 - $72.5 $7.11K - $8.41K
3.96K $278K
MA
Mastercard Inc

Financial Services
10
+ 1.01%
$491.3 - $536.15 $4.91K - $5.36K
1.01K $529K
SONY
Sony Group Corp

Technology
15.3K
+ 403.32%
$17.53 - $96.8 $268K - $1.48M
19.1K $403K
META
Meta Platforms, Inc.

Communication Services
12
+ 0.87%
$554.08 - $632.68 $6.65K - $7.59K
1.39K $822K
JNK
Spdr Bloomberg High Yield Bond

ETFs
331
+ 5.96%
$94.77 - $97.36 $31.4K - $32.2K
5.88K $561K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.04%
$148.14 - $166.23 $148 - $166
2.25K $358K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
273
+ 7.18%
$61.68 - $67.87 $16.8K - $18.5K
4.07K $253K
FDS
Factset Research Systems Inc

Financial Services
9
+ 1.67%
$449.69 - $495.72 $4.05K - $4.46K
548 $263K
IBM
International Business Machines Corp

Technology
55
+ 5.52%
$204.9 - $238.04 $11.3K - $13.1K
1.05K $231K
TTE
Total Energies Se

Energy
112
+ 2.83%
N/A
4.07K $279K
LMAT
Lemaitre Vascular Inc

Healthcare
104
+ 4.37%
$85.64 - $107.97 $8.91K - $11.2K
2.49K $228K
HD
Home Depot, Inc.

Consumer Cyclical
43
+ 6.37%
$385.02 - $431.37 $16.6K - $18.5K
718 $279K
RSG
Republic Services, Inc.

Industrials
25
+ 1.67%
$198.0 - $218.75 $4.95K - $5.47K
1.52K $305K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.1%
$278.19 - $315.36 $278 - $315
1.02K $293K
MCD
Mcdonalds Corp

Consumer Cyclical
36
+ 4.31%
$288.47 - $316.54 $10.4K - $11.4K
871 $252K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
15
+ 0.47%
$75.44 - $80.53 $1.13K - $1.21K
3.21K $243K
Activity Summary
Buys All Purchases 89 New Holdings 11 Increased Positions 78 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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