The Analysis of Blue Barn Wealth, LLC's Holdings
Currently, Blue Barn Wealth, LLC holds 46 types of securities in its portfolio with a total value $68.7M. In the most recent quarter, they have increased their positions in GAB (+24.3K shares, valued at $149.8K), XLE (+2.8K shares, valued at $124.5K), HIO (+16.4K shares, valued at $61.0K); decreased their positions in VONG (-100.2K shares, valued at $12.2M), BNDX (-213.3K shares, valued at $10.3M), SCHF (-375.2K shares, valued at $9.0M); initiated new positions in GAB (+24.3K shares, valued at $149.8K), HIO (+16.4K shares, valued at $61.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHF SCHWAB STRATEGIC TR566.9K shares-39.83%2025-12-312026-02-10
VONG VANGUARD SCOTTSDALE FDS65.6K shares-60.44%2025-12-312026-02-10 SCHD SCHWAB STRATEGIC TR288.3K shares-46.08%2025-12-312026-02-10 AGG ISHARES TR61.1K shares-49.43%2025-12-312026-02-10 BNDX VANGUARD CHARLOTTE FDS73.6K shares-74.33%2025-12-312026-02-10 SPEM SPDR INDEX SHS FDS57.6K shares-45.71%2025-12-312026-02-10 SLYV SPDR SERIES TRUST25.1K shares-53.21%2025-12-312026-02-10 SLYG SPDR SERIES TRUST23.2K shares-64.91%2025-12-312026-02-10 SHYG ISHARES TR50.2K shares-72.78%2025-12-312026-02-10 VSS VANGUARD INTL EQUITY INDEX F15.0K shares-49.91%2025-12-312026-02-10 SCHM SCHWAB STRATEGIC TR70.4K shares-59.82%2025-12-312026-02-10 FREL FIDELITY COVINGTON TRUST61.4K shares-52.91%2025-12-312026-02-10 NVDA NVIDIA CORPORATION7.6K shares-51.75%2025-12-312026-02-10 AAPL APPLE INC3.7K shares-21.49%2025-12-312026-02-10 MSFT MICROSOFT CORP2.1K shares-62.77%2025-12-312026-02-10 AMZN AMAZON COM INC3.9K shares-52.93%2025-12-312026-02-10 ALPHABET INC ALPHABET INC2.3K shares-54.71%2025-12-312026-02-10 SPDW SPDR INDEX SHS FDS16.0K shares-78.56%2025-12-312026-02-10 META META PLATFORMS INC967 shares-42.54%2025-12-312026-02-10 SCHG SCHWAB STRATEGIC TR18.8K shares-86.02%2025-12-312026-02-10 BROADCOM INC BROADCOM INC1.3K shares-58.31%2025-12-312026-02-10 WFC WELLS FARGO CO NEW4.5K shares-37.00%2025-12-312026-02-10 ALPHABET INC ALPHABET INC1.2K shares-60.07%2025-12-312026-02-10 BND VANGUARD BD INDEX FDS4.9K shares-43.95%2025-12-312026-02-10 IAGG ISHARES TR7.3K shares-86.35%2025-12-312026-02-10 TSLA TESLA INC805 shares-64.79%2025-12-312026-02-10 MU MICRON TECHNOLOGY INC1.1K shares-15.45%2025-12-312026-02-10 BAC BANK AMERICA CORP5.8K shares-31.08%2025-12-312026-02-10 AMAT APPLIED MATLS INC1.2K shares-43.07%2025-12-312026-02-10 V VISA INC826 shares-70.48%2025-12-312026-02-10 F FORD MTR CO20.3K shares-1.35%2025-12-312026-02-10 LLY ELI LILLY & CO241 shares-59.77%2025-12-312026-02-10 QCOM QUALCOMM INC1.5K shares-63.77%2025-12-312026-02-10 XLE SELECT SECTOR SPDR TR5.6K shares100.00%2025-12-312026-02-10 CITIGROUP INC CITIGROUP INC2.1K shares-42.40%2025-12-312026-02-10 BSCQ INVESCO EXCH TRD SLF IDX FD12.6K shares-92.15%2025-12-312026-02-10 JPM JPMORGAN CHASE & CO.738 shares-39.11%2025-12-312026-02-10 HD HOME DEPOT INC678 shares-40.89%2025-12-312026-02-10 SPY SPDR S&P 500 ETF TR342 shares-61.05%2025-12-312026-02-10 MA MASTERCARD INCORPORATED397 shares-61.72%2025-12-312026-02-10 ORCL ORACLE CORP1.1K shares-77.01%2025-12-312026-02-10 COF CAPITAL ONE FINL CORP843 shares-53.37%2025-12-312026-02-10 GAB GABELLI EQUITY TR INC24.3K sharesnew addition2025-12-312026-02-10 HIO WESTERN ASSET HIGH INCOME OP16.4K sharesnew addition2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available