Blue Barn Wealth, LLC Portfolio Holdings by Sector

Blue Barn Wealth, LLC

$211 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHF VONG BNDX SCHD AGG SHYG SLYG SCHM 63 stocks	$166,120 78.9% of portfolio	35	26	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NET MSFT ADBE ORCL 4 stocks	$8,417 4.0% of portfolio	4	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM AVGO TXN 4 stocks	$3,630 1.72% of portfolio	3	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$2,656 1.26% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SHOP SAP NOW WDAY UBER ADSK 6 stocks	$2,373 1.13% of portfolio	3	3	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN SE 2 stocks	$2,366 1.12% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC BAC JPM C MUFG BBVA 6 stocks	$2,061 0.98% of portfolio	6	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA COF 3 stocks	$2,057 0.98% of portfolio	2	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV NVS GILD MRK 5 stocks	$1,486 0.71% of portfolio	3	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$1,356 0.64% of portfolio	1	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1,310 0.62% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$883 0.42% of portfolio	2	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM 2 stocks	$818 0.39% of portfolio	2	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT MDT 2 stocks	$786 0.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA RTX 2 stocks	$757 0.36% of portfolio	2	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$679 0.32% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE PH 2 stocks	$629 0.3% of portfolio	2	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD 2 stocks	$604 0.29% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services AIG BRK-B 2 stocks	$597 0.28% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy TTE XOM 2 stocks	$583 0.28% of portfolio	2	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO IDXX 2 stocks	$558 0.27% of portfolio	1	1	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI FDS 2 stocks	$546 0.26% of portfolio	2	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO VRTX 2 stocks	$543 0.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$518 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$517 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities WEC 1 stocks	$451 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive OLLI 1 stocks	$410 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$407 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$399 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB LYG 2 stocks	$367 0.17% of portfolio	1	1	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$330 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$329 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARES 1 stocks	$323 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE 1 stocks	$307 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials RSG 1 stocks	$303 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TDY 1 stocks	$295 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$294 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$289 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$281 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Publishing \| Communication Services RELX 1 stocks	$277 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$270 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO 1 stocks	$268 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$238 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate MAA 1 stocks	$227 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$220 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS 1 stocks	$219 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$218 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$214 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials STRL 1 stocks	$214 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$210 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$201 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities AES 1 stocks	$134 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts

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Blue Barn Wealth, LLC Portfolio Holdings by Sector

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