Barnes Dennig Private Wealth Management LLC
Q1 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
231
- Value ($000)
$66,105
- Date Filed04/25/2025
- Form type13F-HR
- CIK0002058270
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BANK NEW YORK MELLON CORP | COM | 064058100 | $5.12M | 8 % | 61,022 | ||
AMGN AMGEN INC | COM | 031162100 | $4.30M | 7 % | 13,816 | ||
MDT MEDTRONIC PLC | SHS | G5960L103 | $4.02M | 6 % | 44,694 | ||
SCHW SCHWAB CHARLES CORP | COM | 808513105 | $3.66M | 6 % | 46,791 | ||
AAPL APPLE INC | COM | 037833100 | $3.45M | 5 % | 15,546 | ||
AMAT APPLIED MATLS INC | COM | 038222105 | $3.31M | 5 % | 22,825 | ||
SLV ISHARES SILVER TR | ISHARES | 46428Q109 | $2.87M | 4 % | 92,625 | ||
RHI ROBERT HALF INC | COM | 770323103 | $2.82M | 4 % | 51,740 | ||
BWA BORGWARNER INC | COM | 099724106 | $2.80M | 4 % | 97,879 | ||
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $2.66M | 4 % | 24,223 |
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