Blue Barn Wealth, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $186 Million distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $15.5M, Schwab Strategic Tr Intl Eqty with a value of $13.3M, Vanguard Total International B with a value of $12.7M, Schwab Strategic Tr Us Dividen with a value of $12.2M, and Ishares Core U.S. Aggregate Bo with a value of $9.27M.
Examining the 13F form we can see an increase of $16.8M in the current position value, from $169M to 186M.
Below you can find more details about Blue Barn Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$186 Million
ETFs: $149 Million
Technology: $13.2 Million
Financial Services: $4.76 Million
Healthcare: $4.39 Million
Consumer Cyclical: $4.13 Million
Communication Services: $3.59 Million
Industrials: $3.23 Million
Energy: $808,000
Other: $2.02 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
