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Home > Institutional Investor > Barnes Dennig Private Wealth Management Llc > Profile

Instuitional Investor - Barnes Dennig Private Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Barnes Dennig Private Wealth Management Llc
Portfolio Value $99,578,530
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Bank Of New York Mellon Corp
 BK 45,258 $5,254,036 5.28%
2.
Alphabet Inc.
 GOOGL 16,432 $5,143,266 5.17%
3.
Applied Materials Inc
 AMAT 19,822 $5,094,071 5.12%
4.
Apple Inc.
 AAPL 17,567 $4,775,775 4.8%
5.
Ishares Trust
 SLV 67,885 $4,373,152 4.39%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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