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  Name: Blue Barn Wealth LLC
  City: OREM
  State: UT
  Zip: 84057
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $179,307,000
  Total Value Change : $11,005,000
  Securities Held Change : 5
   
All Securities Held : 135
  New Positions : 19
  Closed Positions : 14
  Increased Positions : 55
  Unchanged Positions : 7
  Decreased Positions : 54

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Holdings Found : 14     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 147 Closed $196.92 $0 0 0% -213,000 -1,254 0    Domestic Money Center...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 140 Closed $38.68 $0 0 0% -277,000 -6,327 0    CATV Systems
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 146 Closed $0.00 $0 0 0% -571,000 -11,377 0    N/A
   (KO)1 Year Chart         KO Coca-Cola Co 139 Closed $62.09 $0 0 0% -268,000 -4,544 0    Beverage Soft Drinks...
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 145 Closed $66.17 $0 0 0% -213,000 -2,625 0    Biotechnology
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 138 Closed $61.58 $0 0 0% -272,000 -4,432 0    N/A
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 144 Closed $46.60 $0 0 0% -375,000 -7,426 0    Networking & Communic...
   (IBM)1 Year Chart         IBM International Business Mach... 137 Closed $170.67 $0 0 0% -224,000 -1,367 0    Diversified Computer ...
   (PM)1 Year Chart         PM Philip Morris International... 143 Closed $99.65 $0 0 0% -216,000 -2,294 0    Cigarettes & Other To...
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 136 Closed $299.79 $0 0 0% -209,000 -765 0    Closed - End Fund - E...
   (SCHH)1 Year Chart         SCHH Schwab Us Reit 142 Closed $19.32 $0 0 0% -200,000 -9,661 0    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 148 Closed $158.26 $0 0 0% -230,000 -1,482 0    Drug Manufacturers - ...
   (PG)1 Year Chart         PG Procter & Gamble Co 135 Closed $165.49 $0 0 0% -244,000 -1,662 0    Cleaning Products
   (USB)1 Year Chart         USB US Bancorp Delaware 141 Closed $40.02 $0 0 0% -203,000 -4,683 0    Domestic Regional Banks

      14 Records Found
  1    
Page 1 of 1
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