Barnes Pettey Financial Advisors, LLC Purchases in Q1 2025

Barnes Pettey Financial Advisors, LLC

  • $128 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VFMF
Vanguard Wellington Fd Us Mult

ETFs
8.83K
+ 322.42%
$122.86 - $137.9 $1.08M - $1.22M
11.6K $1.46M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.3K
+ 13.55%
$27.01 - $28.54 $683K - $722K
212K $5.93M
SPSB
Spdr Portfolio Short Term Corp

ETFs
26.8K
+ 201.21%
$29.82 - $30.1 $800K - $808K
40.2K $1.21M
DFIV
Dimensional ETF Tr

ETFs
4.94K
+ 5.11%
$35.33 - $40.77 $174K - $201K
102K $4M
RDVY
First Trust Rising Dividend Ac

ETFs
9.72K
+ 8.11%
$57.22 - $63.39 $556K - $616K
130K $7.58M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
7K
+ 6.66%
$39.61 - $42.65 $277K - $299K
112K $4.58M
VTV
Vanguard Value ETF

ETFs
1.6K
+ 19.48%
$167.73 - $179.21 $269K - $287K
9.84K $1.7M
AMAT
Applied Materials Inc

Technology
1.79K
New
$145.06 - $195.51 $259K - $349K
1.79K $259K
PLTR
Palantir Technologies Inc.

Technology
2.97K
New
$64.98 - $124.62 $193K - $369K
2.97K $250K
UPS
United Parcel Service Inc

Industrials
2.19K
New
$109.66 - $136.26 $240K - $299K
2.19K $241K
VLO
Valero Energy Corp

Energy
1.77K
New
$121.76 - $142.99 $215K - $253K
1.77K $233K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.35K
+ 27.43%
$91.45 - $91.75 $215K - $216K
10.9K $1M
LECO
Lincoln Electric Holdings Inc

Industrials
1.1K
New
$180.51 - $216.81 $199K - $239K
1.1K $208K
KO
Coca Cola CO

Consumer Defensive
2.84K
New
$60.81 - $72.32 $172K - $205K
2.84K $203K
CMS
Cms Energy Corp

Utilities
2.7K
New
$64.99 - $75.11 $175K - $203K
2.7K $202K
VUG
Vanguard Growth ETF

ETFs
1.07K
+ 21.77%
$369.1 - $427.61 $393K - $456K
5.96K $2.21M
AZO
Autozone Inc

Consumer Cyclical
9
+ 4.09%
$3193.96 - $3828.11 $28.7K - $34.5K
229 $873K
VB
Vanguard Small Cap ETF

ETFs
785
+ 47.78%
$217.89 - $252.64 $171K - $198K
2.43K $538K
RLY
Ssga Active ETF Tr

ETFs
2.59K
+ 20.52%
$27.21 - $28.6 $70.4K - $74K
15.2K $433K
BR
Broadridge Financial Solutions, Inc.

Technology
200
+ 20.0%
$221.46 - $244.83 $44.3K - $49K
1.2K $290K
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 9.67%
$890.62 - $1076.86 $44.5K - $53.8K
567 $536K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
757
+ 2.89%
$44.41 - $45.98 $33.6K - $34.8K
27K $1.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
133
+ 1.32%
$56.51 - $62.98 $7.52K - $8.38K
10.2K $618K
UNP
Union Pacific Corp

Industrials
86
+ 3.95%
$225.21 - $254.42 $19.4K - $21.9K
2.27K $535K
CGXU
Capital Group Intl Focus Equit

ETFs
1.5K
+ 2.22%
$24.48 - $26.59 $36.7K - $39.8K
69.1K $1.69M
VTI
Vanguard Total Stock Market Et

ETFs
127
+ 15.64%
$271.18 - $303.12 $34.4K - $38.5K
939 $258K
VEA
Vanguard Ftse Developed Market

ETFs
107
+ 2.33%
$47.4 - $52.99 $5.07K - $5.67K
4.69K $238K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
35
+ 0.68%
$77.7 - $78.94 $2.72K - $2.76K
5.16K $407K
JPEM
Jp Morgan Diversified Return

ETFs
26
+ 0.33%
$50.81 - $54.04 $1.32K - $1.41K
7.82K $412K
CGMS
Capital Grp Core Plus Income E
2.38K
+ 20.46%
N/A
14K $0
Victory Portfolios Ii
9.72K
+ 152.16%
N/A
16.1K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
8
+ 0.51%
$156.61 - $168.02 $1.25K - $1.34K
1.59K $254K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
528
+ 5.33%
$32.49 - $37.99 $17.2K - $20.1K
10.4K $349K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
130
+ 0.94%
$53.6 - $58.97 $6.97K - $7.67K
13.9K $763K
WMT
Walmart Inc.

Consumer Defensive
606
+ 1.34%
$84.5 - $105.05 $51.2K - $63.7K
45.7K $4.01M
AMZN
Amazon Com Inc

Consumer Cyclical
109
+ 2.88%
$190.26 - $242.06 $20.7K - $26.4K
3.89K $740K
GOOGL
Alphabet Inc.

Communication Services
56
+ 1.02%
$154.33 - $206.19 $8.64K - $11.5K
5.56K $859K
NVDA
Nvidia Corp

Technology
1.7K
+ 8.75%
$106.98 - $149.43 $182K - $254K
21.1K $2.29M
Activity Summary
Buys All Purchases 39 New Holdings 7 Increased Positions 32 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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