Barnes Dennig Private Wealth Management LLC
Barnes Dennig Private Wealth Management LLC is a federally registered investment advisory firm based in Cincinnati, Ohio, US. The firm specializes in holistic wealth management services, including financial, investment, retirement, and estate planning. Founded as an extension of Barnes Dennig Financial Services, it serves individuals and families seeking personalized wealth strategies, focusing on client goals, legacy, and fiduciary responsibility. The firm is relatively small in size and operates with a personal, client-focused philosophy.
Investment Strategy
Barnes Dennig Private Wealth Management LLC utilizes a holistic investment philosophy that considers each client's unique financial situation, objectives, and legacy aspirations. As a registered investment adviser with fiduciary duty, they build tailored wealth management strategies across financial, investment, retirement, and estate planning. Their portfolio includes diversified holdings with a focus on large-cap equities and blue-chip companies, as reflected by their top positions in Bank of New York Mellon, Amgen, Medtronic, Charles Schwab, and Apple. The firm emphasizes proactive, personalized advice to deliver long-term financial security and growth.
Top Holdings
Equity Positions (295)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BK | BANK NEW YORK MELLON CORP | 5.78% | $5.4M | 49,398 | $83.87 | $108.96 | +$352.3K |
A AAPL | APPLE INC | 4.77% | $4.4M | 17,434 | $220.97 | $254.63 | +$911.3K |
A AMAT | APPLIED MATLS INC | 4.58% | $4.3M | 20,830 | $145.12 | $204.74 | +$263.4K |
S SCHW | SCHWAB CHARLES CORP | 4.50% | $4.2M | 43,867 | $78.46 | $95.47 | -$141.6K |
B BWA | BORGWARNER INC | 4.47% | $4.2M | 94,576 | $28.86 | $43.96 | +$731.4K |