Blue Barn Wealth, LLC Sells in Q1 2025

Blue Barn Wealth, LLC

  • $191 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.49K
- 62.87%
$551.42 - $612.93 $823K - $914K
881 $492K
VTV
Vanguard Value ETF

ETFs
-5.21K
- 29.52%
$167.73 - $179.21 $874K - $934K
12.4K $2.15M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.19K
- 2.75%
$24.91 - $29.02 $104K - $122K
148K $3.71M
AAPL
Apple Inc.

Technology
-886
- 14.21%
$209.68 - $247.1 $186K - $219K
5.35K $1.19M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-18.1K
- 6.64%
$20.64 - $20.73 $374K - $375K
255K $5.26M
AMZN
Amazon Com Inc

Consumer Cyclical
-156
- 1.43%
$190.26 - $242.06 $29.7K - $37.8K
10.8K $2.05M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-15.5K
- 12.89%
$22.46 - $23.26 $349K - $361K
105K $2.43M
TSLA
Tesla, Inc.

Consumer Cyclical
-2
- 0.11%
$222.15 - $428.22 $444 - $856
1.89K $489K
NVDA
Nvidia Corp

Technology
-250
- 2.69%
$106.98 - $149.43 $26.7K - $37.4K
9.05K $981K
NOW
Service Now, Inc.

Technology
-170
- 35.56%
$783.83 - $1170.39 $133K - $199K
308 $245K
GOOG
Alphabet Inc.

Communication Services
-184
- 3.39%
$156.06 - $207.71 $28.7K - $38.2K
5.25K $819K
NVO
Novo Nordisk A S

Healthcare
-1.5K
- 22.62%
$69.3 - $90.95 $104K - $136K
5.11K $355K
NFLX
Netflix Inc

Communication Services
-241
- 25.21%
$828.4 - $1058.6 $200K - $255K
715 $666K
VEA
Vanguard Ftse Developed Market

ETFs
-4.24K
- 35.14%
$47.4 - $52.99 $201K - $225K
7.83K $398K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-7.06K
- 11.06%
$23.03 - $23.17 $163K - $164K
56.8K $1.31M
VBR
Vanguard Small Cap Value ETF

ETFs
-86
- 0.73%
$183.02 - $207.75 $15.7K - $17.9K
11.7K $2.18M
GOOGL
Alphabet Inc.

Communication Services
-224
- 8.28%
$154.33 - $206.19 $34.6K - $46.2K
2.48K $383K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-716
- 13.23%
$103.96 - $122.36 $74.4K - $87.6K
4.7K $501K
SHOP
Shopify Inc.

Technology
-435
- 5.87%
$90.59 - $129.31 $39.4K - $56.2K
6.97K $665K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.21K
- 9.43%
$33.84 - $37.77 $278K - $310K
78.8K $2.87M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.05K
- 4.03%
$126.11 - $135.06 $133K - $142K
25.1K $3.24M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.62K
- 20.63%
$69.81 - $78.9 $113K - $128K
6.23K $485K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-26
- 1.89%
$522.96 - $601.18 $13.6K - $15.6K
1.35K $721K
ACN
Accenture PLC

Technology
-64
- 6.34%
$300.91 - $398.25 $19.3K - $25.5K
945 $294K
ARES
Ares Management Corp

Financial Services
-15
- 0.81%
$140.19 - $198.28 $2.1K - $2.97K
1.84K $269K
VO
Vanguard Mid Cap ETF

ETFs
-119
- 3.91%
$251.87 - $277.95 $30K - $33.1K
2.93K $756K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-419
- 5.6%
$37.9 - $43.9 $15.9K - $18.4K
7.06K $270K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-34
- 3.34%
$254.58 - $302.92 $8.66K - $10.3K
985 $251K
MRK
Merck & Co., Inc.

Healthcare
-123
- 4.18%
$83.01 - $101.02 $10.2K - $12.4K
2.82K $253K
WDAY
Workday, Inc.

Technology
-6
- 0.46%
$233.53 - $277.82 $1.4K - $1.67K
1.3K $303K
HD
Home Depot, Inc.

Consumer Cyclical
-12
- 1.67%
$347.25 - $424.87 $4.17K - $5.1K
706 $258K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.3K
- 6.96%
$25.81 - $28.52 $33.6K - $37.1K
17.4K $479K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-392
- 4.25%
$71.17 - $73.66 $27.9K - $28.9K
8.82K $647K
C
Citigroup Inc

Financial Services
-228
- 5.76%
$67.23 - $84.63 $15.3K - $19.3K
3.73K $265K
PH
Parker Hannifin Corp

Industrials
-2
- 0.52%
$591.65 - $707.05 $1.18K - $1.41K
385 $234K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-476
- 5.58%
$42.5 - $46.71 $20.2K - $22.2K
8.06K $364K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-729
- 3.5%
$25.77 - $27.6 $18.8K - $20.1K
20.1K $534K
OKE
Oneok Inc

Energy
-16
- 0.43%
$89.57 - $109.85 $1.43K - $1.76K
3.74K $370K
UNH
Unitedhealth Group Inc

Healthcare
-25
- 5.35%
$461.52 - $548.18 $11.5K - $13.7K
442 $231K
SNA
Snap On Inc

Industrials
-5
- 0.71%
$324.09 - $358.62 $1.62K - $1.79K
700 $235K
VNQ
Vanguard Specialized Funds Van

ETFs
-210
- 1.74%
$85.55 - $94.34 $18K - $19.8K
11.9K $1.08M
ILCG
Ishares Morningstar Growth ETF
-26
- 0.3%
N/A
8.7K $0
COF
Capital One Financial Corp

Financial Services
-4
- 0.21%
$163.87 - $209.82 $655 - $839
1.88K $337K
JPM
Jpmorgan Chase & CO

Financial Services
-13
- 1.37%
$225.19 - $279.95 $2.93K - $3.64K
936 $229K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-136
- 1.49%
$45.92 - $47.58 $6.25K - $6.47K
8.97K $425K
GE
General Electric CO

Industrials
-231
- 15.76%
$168.59 - $212.13 $38.9K - $49K
1.24K $247K
WFC
Wells Fargo & Company

Financial Services
-67
- 1.33%
$66.78 - $81.42 $4.47K - $5.46K
4.99K $358K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-309
- 5.77%
$74.85 - $84.89 $23.1K - $26.2K
5.05K $412K
MA
Mastercard Inc

Financial Services
-15
- 1.49%
$504.67 - $576.31 $7.57K - $8.64K
990 $542K
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
Track This Portfolio

Track Blue Barn Wealth, LLC Portfolio

Follow Blue Barn Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Barn Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Barn Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email