Barnes Pettey Financial Advisors, LLC Purchases in Q3 2024

Barnes Pettey Financial Advisors, LLC

  • $125 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
7.95K
+ 21.17%
$66.91 - $81.4 $532K - $647K
45.5K $3.67M
CGDV
Capital Group Divid Value ETF

ETFs
21.8K
+ 41.69%
$32.96 - $36.48 $717K - $794K
74K $2.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.54K
New
$91.42 - $91.82 $780K - $784K
8.54K $783K
CGXU
Capital Group Intl Focus Equit

ETFs
19K
+ 83.36%
$24.27 - $27.46 $461K - $522K
41.8K $1.13M
VTV
Vanguard Value ETF

ETFs
2.56K
+ 52.1%
$159.75 - $174.57 $409K - $447K
7.48K $1.31M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.65K
+ 119.84%
$44.65 - $47.21 $431K - $456K
17.7K $827K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.94K
+ 6.88%
$37.98 - $41.19 $226K - $245K
92.3K $3.8M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
4.6K
+ 7.32%
$40.6 - $45.07 $187K - $207K
67.4K $3.04M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.34K
New
$74.26 - $78.84 $322K - $342K
4.34K $340K
DFIV
Dimensional ETF Tr

ETFs
2.01K
+ 2.11%
$34.66 - $38.38 $69.6K - $77.1K
97.2K $3.7M
BR
Broadridge Financial Solutions, Inc.

Technology
1K
New
$196.56 - $218.55 $197K - $219K
1K $214K
ETN
Eaton Corp PLC

Industrials
620
New
$272.52 - $333.02 $169K - $206K
620 $205K
KO
Coca Cola CO

Consumer Defensive
2.86K
New
$62.69 - $73.01 $179K - $209K
2.86K $205K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.1K
New
$84.77 - $97.13 $178K - $204K
2.1K $201K
IVV
Ishares Core S&P 500 ETF

ETFs
129
+ 3.19%
$520.18 - $576.82 $67.1K - $74.4K
4.17K $2.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 0.37%
$475.2 - $527.7 $9.98K - $11.1K
5.69K $3M
JPEM
Jp Morgan Diversified Return

ETFs
2.57K
+ 49.31%
$52.23 - $56.96 $134K - $146K
7.78K $440K
V
Visa Inc.

Financial Services
167
+ 9.85%
$253.74 - $291.56 $42.4K - $48.7K
1.86K $511K
VUG
Vanguard Growth ETF

ETFs
32
+ 0.64%
$341.08 - $391.94 $10.9K - $12.5K
5K $1.92M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
136
+ 0.99%
$53.41 - $57.9 $7.26K - $7.87K
13.9K $802K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
11
+ 0.09%
$41.02 - $46.01 $451 - $506
12.5K $569K
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.18%
$214.77 - $237.72 $644 - $713
1.64K $388K
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.06%
$149.02 - $167.67 $149 - $168
1.58K $264K
XOM
Exxon Mobil Corp

Energy
102
+ 1.59%
$109.72 - $119.0 $11.2K - $12.1K
6.53K $765K
RLY
Ssga Active ETF Tr

ETFs
421
+ 3.78%
$26.98 - $28.77 $11.4K - $12.1K
11.6K $332K
VEA
Vanguard Ftse Developed Market

ETFs
146
+ 3.33%
$47.6 - $53.31 $6.95K - $7.78K
4.53K $239K
SPSB
Spdr Portfolio Short Term Corp

ETFs
534
+ 6.15%
$29.58 - $30.31 $15.8K - $16.2K
9.21K $278K
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.42%
$434.77 - $502.96 $2.17K - $2.51K
1.2K $587K
CGMS
Capital Grp Core Plus Income E
10.9K
New
N/A
10.9K $0
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.08%
$182.15 - $182.15 $182 - $182
1.25K $227K
NVDA
Nvidia Corp

Technology
134
+ 0.68%
$98.91 - $134.91 $13.3K - $18.1K
19.7K $2.4M
RJF
Raymond James Financial Inc

Financial Services
28
+ 0.1%
$106.39 - $125.13 $2.98K - $3.5K
28.2K $3.45M
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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