Barnes Dennig Private Wealth Management LLC - Portfolio overview

Barnes Dennig Private Wealth Management LLC has 367 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AMAT - APPLIED MATLS INC, 6.11%
2. BK - BANK NEW YORK MELLON CORP, 4.90%
3. BWA - BORGWARNER INC, 4.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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