Barnes Pettey Financial Advisors, LLC Purchases in Q4 2024

Barnes Pettey Financial Advisors, LLC

  • $130 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
6.9K
+ 0.95%
$34.49 - $39.24 $238K - $271K
734K $27.3M
IVV
Ishares Core S&P 500 ETF

ETFs
977
+ 23.42%
$570.51 - $610.59 $557K - $597K
5.15K $3.03M
CGXU
Capital Group Intl Focus Equit

ETFs
25.8K
+ 61.7%
$24.67 - $26.94 $636K - $695K
67.6K $1.67M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
13K
+ 14.04%
$40.26 - $42.88 $521K - $555K
105K $4.26M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
2.74K
New
$128.97 - $141.41 $353K - $387K
2.74K $357K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.9K
New
$35.45 - $40.33 $351K - $399K
9.9K $355K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.52K
+ 48.1%
$44.87 - $46.86 $382K - $399K
26.2K $1.18M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.74K
+ 109.29%
$74.5 - $78.37 $353K - $372K
9.08K $678K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
9
+ 0.03%
$45.39 - $62.98 $409 - $567
26.9K $1.53M
BA
Boeing CO

Industrials
1.26K
New
$138.14 - $180.72 $173K - $227K
1.26K $222K
QQQ
Invesco Qqq Trust, Series 1

ETFs
308
+ 25.6%
$481.22 - $538.17 $148K - $166K
1.51K $772K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.17K
+ 73.64%
$77.86 - $79.27 $169K - $172K
5.12K $399K
CGDV
Capital Group Divid Value ETF

ETFs
7.03K
+ 9.5%
$35.16 - $37.12 $247K - $261K
81K $2.86M
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.13K
+ 44.78%
$29.77 - $30.19 $123K - $125K
13.3K $398K
RDVY
First Trust Rising Dividend Ac

ETFs
1.97K
+ 1.67%
$58.65 - $64.37 $116K - $127K
120K $7.08M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
4.6K
+ 6.82%
$43.6 - $47.2 $200K - $217K
72K $3.15M
VTV
Vanguard Value ETF

ETFs
755
+ 10.1%
$168.32 - $181.87 $127K - $137K
8.23K $1.39M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.19%
$571.78 - $647.97 $572 - $648
515 $320K
RLY
Ssga Active ETF Tr

ETFs
1.05K
+ 9.06%
$26.85 - $29.18 $28.1K - $30.6K
12.6K $340K
VB
Vanguard Small Cap ETF

ETFs
7
+ 0.43%
$233.76 - $261.58 $1.64K - $1.83K
1.64K $394K
Victory Portfolios Ii
6.39K
New
N/A
6.39K $0
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
32
+ 0.37%
$91.29 - $91.8 $2.92K - $2.94K
8.57K $783K
CGMS
Capital Grp Core Plus Income E
683
+ 6.24%
N/A
11.6K $0
VBR
Vanguard Small Cap Value ETF

ETFs
9
+ 0.49%
$197.36 - $217.3 $1.78K - $1.96K
1.83K $362K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9
+ 0.07%
$44.33 - $49.55 $399 - $446
12.5K $562K
VEA
Vanguard Ftse Developed Market

ETFs
56
+ 1.24%
$47.57 - $52.44 $2.66K - $2.94K
4.59K $219K
XLV
Select Sector Spdr Fund Health

ETFs
3
+ 0.18%
$136.28 - $154.74 $409 - $464
1.7K $234K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
217
+ 3.52%
$33.77 - $44.09 $7.33K - $9.57K
6.37K $216K
JPEM
Jp Morgan Diversified Return

ETFs
9
+ 0.12%
$51.88 - $57.84 $467 - $521
7.79K $404K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
126K
+ 206.79%
$26.93 - $84.95 $3.39M - $10.7M
187K $5.1M
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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