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
+34.13%
+30.78%
70,037.5
Banks
AMGN
Amgen Inc
13,816
4,304.4
0%
6.510
0%
0.000
+8.78%
+15.14%
158,677.1
Drug Manufacturers
MDT
Medtronic PLC
44,694
4,016.2
0%
6.080
0%
0.000
+11.40%
+14.98%
115,793.8
Medical Devices & Instruments
SCHW
Charles Schwab Corp
46,791
3,662.8
0%
5.540
0%
0.000
+29.47%
+31.55%
175,755.5
Capital Markets
AAPL
Apple Inc
15,546
3,453.2
0%
5.220
0%
0.000
+10.57%
-14.62%
3,185,810.2
Hardware
AMAT
Applied Materials Inc
22,825
3,312.4
0%
5.010
0%
0.000
+43.43%
+19.82%
155,580.3
Semiconductors
SLV
iShares Silver Trust
92,625
2,870.4
0%
4.340
0%
0.020
+18.82%
+34.43%
18,482.9
 
RHI
Robert Half Inc
51,740
2,822.4
0%
4.270
0%
0.050
-5.81%
-39.08%
4,287.3
Business Services
BWA
BorgWarner Inc
97,879
2,804.2
0%
4.240
0%
0.040
+35.60%
+12.43%
7,797.9
Vehicles & Parts
UPS
United Parcel Service Inc
24,223
2,664.3
0%
4.030
0%
0.000
+4.58%
-19.03%
83,858.4
Transportation

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

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

To

Barnes Dennig Private Wealth Management LLC's Asset Allocation

To

Barnes Dennig Private Wealth Management LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

Barnes Dennig Private Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Barnes Dennig Private Wealth Management LLC's Holdings Heat Map

Size field:

Barnes Dennig Private Wealth Management LLC's Holdings Bubble Chart

Barnes Dennig Private Wealth Management LLC News

  • 1

Discussions on Barnes Dennig Private Wealth Management LLC

No discussions yet.