Blue-Barn-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "SE",
  "ARES",
  null,
  null,
  "AES",
  "OLLI",
  "PCG",
  "ACN",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "VONG",
  "GOOGL",
  "AIG",
  "AVGO",
  "LOW",
  null,
  "COF",
  null,
  "FCX",
  "GILD",
  "HD",
  "AZN",
  "MCD",
  "QCOM",
  "HEI-A",
  "AMAT",
  "META",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MUFG",
  "GE",
  "NVS",
  "IJR",
  "ORCL",
  "OKE",
  "IWF",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  null,
  "MRK",
  "VZ",
  "JPC",
  null,
  "IEFA",
  "RELX",
  null,
  "NOW",
  "SHOP",
  "SNA",
  "SPDW",
  "SAP",
  null,
  null,
  "RITM",
  "RSG",
  null,
  "IBM",
  "SBUX",
  "TXN",
  "TMO",
  "UL",
  "BIV",
  "VNQ",
  "VO",
  "VWO",
  "VSS",
  "KYN",
  "LYG",
  "TTE",
  "IWO",
  "VYM",
  "VRTX",
  "RYAN",
  "AON",
  "SONY",
  "WSO",
  "WEC",
  "NVO",
  "AMZN",
  null,
  null,
  null,
  "VEU",
  "ESGV",
  "VEA",
  null,
  "VIOG",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VTV",
  "V",
  "WFC",
  null,
  "WDAY",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  null,
  "MSCI",
  "TDY",
  null,
  null,
  "ADP",
  "BAC",
  "BBVA",
  "BRK-B",
  "BA",
  "CVX",
  "NET",
  "C",
  null,
  "EFA",
  "IWB",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  null,
  "AWK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 149
Total Value: 191723379
Accession Number: 0001879206-25-000002
Form Type: 13F-HR
CIK: blue-barn-wealth
Manager Name: Blue-Barn-Wealth

Data Enrichment

79% identified

118 identified31 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

149 positions • $191.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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Accenture plc

ACN|G1151C101

Shares:945

Value:$294.9K

% of Portfolio:0.2% ($294.9K/$191.7M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.3K

Value:$294.6K

% of Portfolio:0.2% ($294.6K/$191.7M)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:21.3K

Value:$290.7K

% of Portfolio:0.2% ($290.7K/$191.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:536

Value:$285.5K

% of Portfolio:0.1% ($285.5K/$191.7M)

TotalEnergies SE

TTE|89151E109

Shares:4.3K

Value:$281.3K

% of Portfolio:0.1% ($281.3K/$191.7M)

MCDONALDS CORP

MCD|580135101

Shares:897

Value:$280.2K

% of Portfolio:0.1% ($280.2K/$191.7M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:1.9K

Value:$279.5K

% of Portfolio:0.1% ($279.5K/$191.7M)

Broadcom Inc.

AVGO|11135F101

Shares:1.7K

Value:$278.9K

% of Portfolio:0.1% ($278.9K/$191.7M)

Airbnb, Inc.

ABNB|009066101

Shares:2.3K

Value:$273.2K

% of Portfolio:0.1% ($273.2K/$191.7M)

67092P607

Shares:7.1K

Value:$270.7K

% of Portfolio:0.1% ($270.7K/$191.7M)

Ares Management Corp

ARES|03990B101

Shares:1.8K

Value:$269.9K

% of Portfolio:0.1% ($269.9K/$191.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.3K

Value:$268.2K

% of Portfolio:0.1% ($268.2K/$191.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.2K

Value:$266.6K

% of Portfolio:0.1% ($266.6K/$191.7M)

CITIGROUP INC

C|172967424

Shares:3.7K

Value:$265.0K

% of Portfolio:0.1% ($265.0K/$191.7M)

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:1.6K

Value:$260.4K

% of Portfolio:0.1% ($260.4K/$191.7M)

81369Y506

Shares:2.8K

Value:$260.3K

% of Portfolio:0.1% ($260.3K/$191.7M)

STARBUCKS CORP

SBUX|855244109

Shares:2.6K

Value:$259.3K

% of Portfolio:0.1% ($259.3K/$191.7M)

HOME DEPOT, INC.

HD|437076102

Shares:706

Value:$258.7K

% of Portfolio:0.1% ($258.7K/$191.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.8K

Value:$253.2K

% of Portfolio:0.1% ($253.2K/$191.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.0K

Value:$253.1K

% of Portfolio:0.1% ($253.1K/$191.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Accenture plc(ACNcusipG1151C101)	945	QoQ -6.34% (-64) YoY -38.75% (-598)	All Managers (Combined)	$294.9K	0.2% ($294.9K/$191.7M)	QoQ -16.92% (-$60.1K) YoY -44.86% (-$239.9K)
LOWES COMPANIES INC(LOWcusip548661107)	1.3K	QoQ +14.50% (+160) YoY +18.25% (+195)	All Managers (Combined)	$294.6K	0.2% ($294.6K/$191.7M)	QoQ +8.20% (+$22.3K) YoY +8.27% (+$22.5K)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	21.3K	QoQ +28.25% (+4.7K) YoY +102.90% (+10.8K)	All Managers (Combined)	$290.7K	0.2% ($290.7K/$191.7M)	QoQ +49.16% (+$95.8K) YoY +170.33% (+$183.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	536	QoQ -7.42% (-43) YoY NEW(+536)	All Managers (Combined)	$285.5K	0.1% ($285.5K/$191.7M)	QoQ +8.76% (-$23.0K) YoY NEW(+$285.5K)
TotalEnergies SE(TTEcusip89151E109)	4.3K	QoQ +6.88% (+280) YoY +18.72% (+686)	All Managers (Combined)	$281.3K	0.1% ($281.3K/$191.7M)	QoQ +26.86% (+$59.6K) YoY +11.58% (+$29.2K)
MCDONALDS CORP(MCDcusip580135101)	897	QoQ +2.98% (+26) YoY +23.38% (+170)	All Managers (Combined)	$280.2K	0.1% ($280.2K/$191.7M)	QoQ +10.97% (+$27.7K) YoY +36.69% (+$75.2K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	1.9K	QoQ +32.46% (+472) YoY +48.03% (+625)	All Managers (Combined)	$279.5K	0.1% ($279.5K/$191.7M)	QoQ +18.20% (+$43.0K) YoY +4.17% (+$11.2K)
Broadcom Inc.(AVGOcusip11135F101)	1.7K	QoQ +23.22% (-314) YoY NEW(+1.7K)	All Managers (Combined)	$278.9K	0.1% ($278.9K/$191.7M)	QoQ -11.00% (-$34.5K) YoY NEW(+$278.9K)
Airbnb, Inc.(ABNBcusip009066101)	2.3K	QoQ +0.26% (-6) YoY +2.78% (-62)	All Managers (Combined)	$273.2K	0.1% ($273.2K/$191.7M)	QoQ -8.85% (-$26.5K) YoY -25.56% (-$93.8K)
(cusip67092P607)✕	7.1K	QoQ -5.60% (-419) YoY -15.72% (-1.3K)	All Managers (Combined)	$270.7K	0.1% ($270.7K/$191.7M)	QoQ -13.58% (-$42.6K) YoY -22.30% (-$77.7K)
Ares Management Corp(AREScusip03990B101)	1.8K	QoQ -0.80% (-15) YoY +10.10% (+169)	All Managers (Combined)	$269.9K	0.1% ($269.9K/$191.7M)	QoQ -17.85% (-$58.7K) YoY +21.39% (+$47.6K)
AbbVie Inc.(ABBVcusip00287Y109)	1.3K	QoQ +0.54% (+7) YoY NEW(+1.3K)	All Managers (Combined)	$268.2K	0.1% ($268.2K/$191.7M)	QoQ +18.55% (+$42.0K) YoY NEW(+$268.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.2K	QoQ -5.00% (-118) YoY +13.92% (+274)	All Managers (Combined)	$266.6K	0.1% ($266.6K/$191.7M)	QoQ +5.03% (-$12.8K) YoY +16.55% (+$37.9K)
CITIGROUP INC(Ccusip172967424)	3.7K	QoQ -5.75% (-228) YoY -8.57% (-350)	All Managers (Combined)	$265.0K	0.1% ($265.0K/$191.7M)	QoQ -4.95% (-$13.8K) YoY +2.63% (-$6.8K)
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	1.6K	QoQ -0.44% (-7) YoY NEW(+1.6K)	All Managers (Combined)	$260.4K	0.1% ($260.4K/$191.7M)	QoQ +7.93% (-$19.1K) YoY NEW(+$260.4K)
(cusip81369Y506)✕	2.8K	QoQ 0.00% (+0) YoY +1.27% (+35)	All Managers (Combined)	$260.3K	0.1% ($260.3K/$191.7M)	QoQ +9.09% (+$21.7K) YoY +0.24% (+$631)
STARBUCKS CORP(SBUXcusip855244109)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$259.3K	0.1% ($259.3K/$191.7M)	QoQ NEW(+$259.3K) YoY NEW(+$259.3K)
HOME DEPOT, INC.(HDcusip437076102)	706	QoQ -1.67% (-12) YoY +21.51% (+125)	All Managers (Combined)	$258.7K	0.1% ($258.7K/$191.7M)	QoQ -7.35% (-$20.6K) YoY +16.09% (+$35.9K)
Merck & Co., Inc.(MRKcusip58933Y105)	2.8K	QoQ -4.17% (-123) YoY +6.45% (-171)	All Managers (Combined)	$253.2K	0.1% ($253.2K/$191.7M)	QoQ -13.54% (-$39.7K) YoY -27.58% (-$96.5K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.0K	QoQ -3.13% (-33) YoY NEW(+1.0K)	All Managers (Combined)	$253.1K	0.1% ($253.1K/$191.7M)	QoQ +9.56% (-$22.1K) YoY NEW(+$253.1K)