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BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC 13F portfolio summary

BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC of BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC has 304 current stock holdings with a reported portfolio value of $101.0M. The portfolio 1 year return is +25.20%. Top holdings include UPS (0.00%), SPY (0.00%), PSLV (0.00%), QQQ (0.00%), AMAT (6.43%).

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BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC

BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC
Latest filing: 2026-03-31

BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC runs BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC and currently holds 304 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $100.96M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC's portfolio at BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC has delivered returns of +25.20%. Their 3-year annualized return is +25.20%. Looking at the 5-year horizon, BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC has achieved +25.20% annualized returns at BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.20%
#0/1000
3 Year
+25.20%
#0/1000
5 Year
+25.20%
#0/1000

Portfolio Value

$100.96M

Alpha Score

22.9

#0 of 1000

Holdings

304

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change