BD

Barnes Dennig Private Wealth Management LLC

13F
Barnes Dennig Private Wealth Management LLC
Last update 2025-04-25 231 Stocks (0 new)
Value $66.00 Mil Turnover 0 %
Countries:
Barnes Dennig Private Wealth M... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BK
Bank of New York Mellon Corp
61,022
5,117.9
0%
7.740
0%
0.010
+27.04%
+31.70%
70,531.0
Banks
AMGN
Amgen Inc
13,816
4,304.4
0%
6.510
0%
0.000
+11.41%
+20.58%
166,172.7
Drug Manufacturers
MDT
Medtronic PLC
44,694
4,016.2
0%
6.080
0%
0.000
+10.13%
+17.15%
117,975.9
Medical Devices & Instruments
SCHW
Charles Schwab Corp
46,791
3,662.8
0%
5.540
0%
0.000
+20.43%
+29.60%
173,139.1
Capital Markets
AAPL
Apple Inc
15,546
3,453.2
0%
5.220
0%
0.000
+2.74%
-14.42%
3,193,248.2
Hardware
AMAT
Applied Materials Inc
22,825
3,312.4
0%
5.010
0%
0.000
+25.32%
+15.99%
150,596.8
Semiconductors
SLV
iShares Silver Trust
92,625
2,870.4
0%
4.340
0%
0.020
+16.00%
+34.64%
18,383.9
 
RHI
Robert Half Inc
51,740
2,822.4
0%
4.270
0%
0.050
-8.85%
-41.20%
4,137.6
Business Services
BWA
BorgWarner Inc
97,879
2,804.2
0%
4.240
0%
0.040
+27.33%
+14.30%
7,927.5
Vehicles & Parts
UPS
United Parcel Service Inc
24,223
2,664.3
0%
4.030
0%
0.000
+6.14%
-15.55%
87,465.7
Transportation

Barnes Dennig Private Wealth Management LLC's Historical Top Holdings Breakdowns

Barnes Dennig Private Wealth Management LLC Total Holding History ($B)

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Barnes Dennig Private Wealth Management LLC's Asset Allocation

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Barnes Dennig Private Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Barnes Dennig Private Wealth Management LLC's Hypothetical Growth since 2025-03-31

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