Blue Barn Wealth, LLC Reduced Holdings in Q2 2025

Blue Barn Wealth, LLC

  • $211 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-43.2K
- 16.96%
$20.66 - $20.74 $892K - $895K
211K $4.37M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-16K
- 28.26%
$22.87 - $23.14 $367K - $371K
40.7K $939K
AAPL
Apple Inc.

Technology
-1.23K
- 23.02%
$172.42 - $223.89 $212K - $276K
4.12K $845K
LYG
Lloyds Banking Group PLC

Financial Services
-54.1K
- 60.45%
$3.32 - $4.29 $180K - $232K
35.4K $150K
IEMG
Ishares Inc

ETFs
-1.8K
- 16.81%
N/A
8.89K $476K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.27K
- 6.8%
$75.05 - $77.34 $95.5K - $98.4K
17.4K $1.35M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-7
- 0.84%
$390.26 - $489.06 $2.73K - $3.42K
823 $333K
VZ
Verizon Communications Inc

Communication Services
-969
- 7.49%
$41.67 - $45.62 $40.4K - $44.2K
12K $517K
IEFA
Ishares Tr

ETFs
-1.38K
- 23.08%
$67.83 - $84.09 $93.9K - $116K
4.61K $385K
RSG
Republic Services, Inc.

Industrials
-277
- 18.38%
$227.2 - $258.07 $62.9K - $71.5K
1.23K $303K
AON
Aon PLC

Financial Services
-51
- 6.3%
$335.85 - $398.81 $17.1K - $20.3K
758 $270K
WSO
Watsco Inc

Industrials
-3
- 0.49%
$421.84 - $520.66 $1.27K - $1.56K
609 $268K
TDY
Teledyne Technologies Inc

Technology
-89
- 13.36%
$435.54 - $512.31 $38.8K - $45.6K
577 $295K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-471
- 8.9%
$77.74 - $78.78 $36.6K - $37.1K
4.82K $379K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-462
- 8.38%
$77.94 - $79.5 $36K - $36.7K
5.05K $401K
MAA
Mid America Apartment Communities Inc.

Real Estate
-17
- 1.09%
$145.91 - $168.0 $2.48K - $2.86K
1.54K $227K
ZTS
Zoetis Inc.

Healthcare
-56
- 2.1%
$144.41 - $170.3 $8.09K - $9.54K
2.61K $407K
MRK
Merck & Co., Inc.

Healthcare
-21
- 0.74%
$73.47 - $87.12 $1.54K - $1.83K
2.8K $221K
AWK
American Water Works Company, Inc.

Utilities
-89
- 4.22%
$133.82 - $151.96 $11.9K - $13.5K
2.02K $281K
MCD
Mcdonalds Corp

Consumer Cyclical
-29
- 3.23%
$285.55 - $321.23 $8.28K - $9.32K
868 $253K
AES
Aes Corp

Utilities
-69
- 0.54%
$9.63 - $12.55 $664 - $866
12.7K $134K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-387
- 12.0%
$68.45 - $79.52 $26.5K - $30.8K
2.84K $225K
NVO
Novo Nordisk A S

Healthcare
-271
- 5.3%
$58.08 - $81.05 $15.7K - $22K
4.84K $334K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-286
- 3.24%
$72.02 - $73.82 $20.6K - $21.1K
8.54K $628K
MDT
Medtronic PLC

Healthcare
-101
- 2.87%
$80.68 - $88.86 $8.15K - $8.97K
3.42K $298K
LOW
Lowes Companies Inc

Consumer Cyclical
-10
- 0.79%
$210.83 - $235.28 $2.11K - $2.35K
1.25K $278K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.05K
- 18.48%
$29.15 - $44.46 $30.7K - $46.9K
4.65K $201K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.78K
- 10.25%
$24.38 - $30.18 $43.4K - $53.8K
15.6K $470K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-197
- 2.2%
$46.41 - $47.7 $9.14K - $9.4K
8.77K $417K
AIG
American International Group, Inc.

Financial Services
-13
- 0.36%
$77.56 - $87.72 $1.01K - $1.14K
3.62K $309K
WDAY
Workday, Inc.

Technology
-31
- 2.39%
$210.47 - $274.71 $6.52K - $8.52K
1.27K $304K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-76
- 5.62%
$468.22 - $566.51 $35.6K - $43.1K
1.28K $722K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.42K
- 13.14%
$167.32 - $223.3 $237K - $316K
9.35K $2.05M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-58
- 0.97%
$91.23 - $97.27 $5.29K - $5.64K
5.91K $574K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-322
- 6.38%
$72.96 - $90.39 $23.5K - $29.1K
4.73K $422K
ABNB
Airbnb, Inc.

Consumer Cyclical
-98
- 4.29%
$105.69 - $140.64 $10.4K - $13.8K
2.19K $289K
QCOM
Qualcomm Inc

Technology
-58
- 1.32%
$124.66 - $159.48 $7.23K - $9.25K
4.33K $689K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1
- 0.01%
$33.38 - $40.81 $33.4 - $40.8
7.06K $287K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-128
- 0.64%
$23.55 - $27.67 $3.01K - $3.54K
20K $552K
NVS
Novartis Ag

Healthcare
-1
- 0.05%
$101.96 - $121.01 $102 - $121
2.19K $264K
VTV
Vanguard Value ETF

ETFs
-135
- 1.09%
$153.67 - $176.74 $20.7K - $23.9K
12.3K $2.17M
VEA
Vanguard Ftse Developed Market

ETFs
-404
- 5.16%
$45.65 - $57.01 $18.4K - $23K
7.43K $423K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-108
- 1.73%
$73.0 - $85.5 $7.88K - $9.23K
6.13K $514K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-11
- 0.23%
$93.75 - $114.45 $1.03K - $1.26K
4.69K $536K
VO
Vanguard Mid Cap ETF

ETFs
-36
- 1.23%
$228.54 - $279.83 $8.23K - $10.1K
2.89K $808K
SAP
Sap Se

Technology
-1
- 0.07%
$237.53 - $309.8 $238 - $310
1.45K $441K
COF
Capital One Financial Corp

Financial Services
-33
- 1.76%
$150.57 - $212.76 $4.97K - $7.02K
1.85K $392K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-206
- 3.67%
$272.36 - $339.57 $56.1K - $70K
5.41K $1.84M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-110
- 0.6%
$32.41 - $42.59 $3.57K - $4.68K
18.1K $769K
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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