Barnes Dennig Private Wealth Management LLC

Q2 2025 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    293

  • Value ($000)

    $83,479

  • Date Filed
    08/04/2025
  • Form type
    13F-HR
  • CIK
    0002058270
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

BANK NEW YORK MELLON CORP

COM
$5.03M
6 %

55,209

SCHW
SCHW

SCHWAB CHARLES CORP

COM
$4.33M
5 %

47,453

AMAT
AMAT

APPLIED MATLS INC

COM
$4.00M
5 %

21,857

MDT
MDT

MEDTRONIC PLC

SHS
$3.85M
5 %

44,198

AMGN
AMGN

AMGEN INC

COM
$3.77M
5 %

13,493

AAPL
AAPL

APPLE INC

COM
$3.53M
4 %

17,195

BWA
BWA

BORGWARNER INC

COM
$3.43M
4 %

102,335

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$3.02M
4 %

17,110

SLV
SLV

ISHARES SILVER TR

ISHARES
$2.91M
4 %

88,709

RHI
RHI

ROBERT HALF INC

COM
$2.12M
3 %

51,740

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