Long-term investor

Barnes Dennig Private Wealth Management LLC @barnesdennigprivatewealt

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002058270).

Record

  • Tracked since 2025-06-30 (431 days), 117 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.6% · 6 months +20.4% · 1 year +32.3% · all +32.3%
  • Max drawdown 0.0% · Sharpe 2.59 · win rate 24% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AMAT · 10.5% · long · since 2025-06-30
  • MRVL · 5.3% · long · since 2025-06-30
  • 064058100 · 4.8% · long · since 2025-06-30
  • GOOGL · 4.5% · long · since 2025-06-30
  • BWA · 4.4% · long · since 2025-06-30
  • AAPL · 3.9% · long · since 2025-06-30
  • AMGN · 3.3% · long · since 2025-06-30
  • 464287200 · 2.9% · long · since 2025-06-30
  • SCHW · 2.8% · long · since 2025-06-30
  • MDT · 2.4% · long · since 2025-06-30
  • SLV · 2.4% · long · since 2025-06-30
  • CAT · 2.4% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.