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Blue Barn Wealth, LLC Historic Quarter Change: USA Stocks, Added

Blue Barn Wealth, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Blue Barn Wealth, LLC opened 94 positions, added to 222, reduced 203 and sold out of 126.

  • Q3 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 13,455.
  • Q3 2025: Stock AVGO; Country of operation United States; Class COM; Shares before 1,969.
  • Q3 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 4,119.
  • Q3 2025: Stock TSLA; Country of operation United States; Class COM; Shares before 2,081.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1879206), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025NVDA
NVIDIA CORPORATION
United StatesCOM13,45515,811+2,356$2,125,755$2,950,029+$824,2742025-11-14
Q3 2025AVGO
BROADCOM INC
United StatesCOM1,9693,176+1,207$542,868$1,047,713+$504,8452025-11-14
Q3 2025AAPL
APPLE INC
United StatesCOM4,1194,755+636$845,146$1,210,752+$365,6062025-11-14
Q3 2025TSLA
TESLA INC
United StatesCOM2,0812,286+205$661,050$1,016,630+$355,5802025-11-14
Q3 2025GOOGL
ALPHABET INC
United StatesCAP STK CL A2,7693,018+249$487,984$733,683+$245,6992025-11-14
Q3 2025UBER
UBER TECHNOLOGIES INC
United StatesCOM2,5913,847+1,256$241,740$376,891+$135,1512025-11-14
Q3 2025WFC
WELLS FARGO CO NEW
United StatesCOM5,7427,065+1,323$460,054$592,200+$132,1462025-11-14
Q3 2025MSFT
MICROSOFT CORP
United StatesCOM5,5105,515+5$2,740,586$2,856,342+$115,7562025-11-14
Q3 2025STRL
STERLING INFRASTRUCTURE INC
United StatesCOM931971+40$214,810$329,829+$115,0192025-11-14
Q3 2025ABBV
ABBVIE INC
United StatesCOM1,4251,448+23$264,470$335,184+$70,7142025-11-14
Q3 2025HD
HOME DEPOT INC
United StatesCOM1,0961,147+51$401,968$464,924+$62,9562025-11-14
Q3 2025GE
GE AEROSPACE
United StatesCOM NEW1,3481,351+3$346,962$406,431+$59,4692025-11-14
Q3 2025BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW593691+98$288,062$347,393+$59,3312025-11-14
Q3 2025TDY
TELEDYNE TECHNOLOGIES INC
United StatesCOM577596+19$295,603$349,280+$53,6772025-11-14
Q3 2025BAC
BANK AMERICA CORP
United StatesCOM8,0538,419+366$381,082$434,313+$53,2312025-11-14
Q3 2025AES
AES CORP
United StatesCOM12,74214,104+1,362$134,046$185,609+$51,5632025-11-14
Q3 2025WEC
WEC ENERGY GROUP INC
United StatesCOM4,3304,332+2$451,237$496,362+$45,1252025-11-14
Q3 2025META
META PLATFORMS INC
United StatesCL A1,6151,683+68$1,192,051$1,236,039+$43,9882025-11-14
Q3 2025MS
MORGAN STANLEY
United StatesCOM NEW1,5571,568+11$219,302$249,208+$29,9062025-11-14
Q3 2025MDT
MEDTRONIC PLC
IrelandSHS3,4193,422+3$298,034$325,911+$27,8772025-11-14
Q3 2025XOMXXXX
EXXON MOBIL CORP
COM2,6522,782+130$285,857$313,696+$27,8392025-11-14
Q3 2025F
FORD MTR CO
United StatesCOM20,49620,602+106$222,382$246,400+$24,0182025-11-14
Q3 2025MCD
MCDONALDS CORP
United StatesCOM868891+23$253,605$270,770+$17,1652025-11-14
Q3 2025MRK
MERCK & CO INC
United StatesCOM2,8002,842+42$221,648$238,512+$16,8642025-11-14
Q3 2025ADP
AUTOMATIC DATA PROCESSING IN
United StatesCOM1,0721,074+2$330,605$315,257-$15,3482025-11-14
Q3 2025DIS
DISNEY WALT CO
United StatesCOM2,3442,411+67$290,679$276,014-$14,6652025-11-14
Q3 2025ADSK
AUTODESK INC
United StatesCOM686713+27$212,365$226,499+$14,1342025-11-14
Q3 2025VZ
VERIZON COMMUNICATIONS INC
United StatesCOM11,97012,007+37$517,942$527,712+$9,7702025-11-14
Q3 2025GILD
GILEAD SCIENCES INC
United StatesCOM2,1472,160+13$238,014$239,710+$1,6962025-11-14

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