Blue Barn Wealth, LLC Portfolio Holdings

Blue Barn Wealth, LLC

  • $189 Million
  • Q4 2024

Blue Barn Wealth, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $189 Million distributed in 147 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 $16.8M, Schwab Strategic Tr Intl Eqty with a value of $13.3M, Vanguard Total International B with a value of $12.8M, Schwab Strategic Tr Us Dividen with a value of $12.3M, and Ishares Core U.S. Aggregate Bo with a value of $9.84M.

Examining the 13F form we can see an increase of $2.53M in the current position value, from $186M to 189M.

Below you can find more details about Blue Barn Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $189 Million
ETFs: $152 Million
Technology: $14.1 Million
Financial Services: $5.31 Million
Consumer Cyclical: $4.26 Million
Communication Services: $4.11 Million
Healthcare: $3.4 Million
Industrials: $1.9 Million
Energy: $908,000
Other: $1.57 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $189 Million
  • Prior Value $186 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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