Barnes Pettey Financial Advisors, LLC Purchases in Q3 2025

Barnes Pettey Financial Advisors, LLC

  • $177 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
30K
+ 3.96%
$40.2 - $44.58 $1.21M - $1.34M
787K $34.6M
RJF
Raymond James Financial Inc

Financial Services
10.7K
+ 91.18%
$154.64 - $176.43 $1.65M - $1.89M
22.4K $3.87M
NEE
Nextera Energy Inc

Utilities
21.2K
+ 341.0%
$69.77 - $77.54 $1.48M - $1.64M
27.4K $2.07M
NVDA
Nvidia Corp

Technology
3.3K
+ 15.51%
$153.3 - $186.58 $506K - $615K
24.6K $4.58M
CGDV
Capital Group Divid Value ETF

ETFs
20.5K
+ 14.47%
$39.59 - $42.21 $812K - $865K
162K $6.82M
AAPL
Apple Inc.

Technology
2.77K
+ 39.24%
$202.38 - $256.87 $561K - $712K
9.83K $2.5M
RDVY
First Trust Rising Dividend Ac

ETFs
5.95K
+ 5.11%
$62.38 - $67.29 $371K - $400K
122K $8.24M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
19.7K
+ 75.77%
$45.26 - $46.63 $894K - $921K
45.8K $2.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.42K
+ 36.24%
$459.11 - $506.91 $650K - $717K
5.32K $2.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
823
+ 14.12%
$567.77 - $614.76 $467K - $506K
6.65K $4.07M
TSLA
Tesla, Inc.

Consumer Cyclical
1.38K
New
$293.94 - $444.72 $405K - $613K
1.38K $612K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
7.72K
+ 6.41%
$42.39 - $44.63 $327K - $345K
128K $5.71M
VTV
Vanguard Value ETF

ETFs
2.62K
+ 26.97%
$175.51 - $186.57 $460K - $489K
12.3K $2.3M
WMT
Walmart Inc.

Consumer Defensive
3.33K
+ 7.35%
$94.4 - $104.27 $314K - $347K
48.6K $5.01M
ORCL
Oracle Corp

Technology
1.18K
+ 36.9%
$218.96 - $328.33 $257K - $386K
4.36K $1.23M
ABBV
Abb Vie Inc.

Healthcare
2.17K
New
$184.85 - $231.54 $401K - $502K
2.17K $502K
CSCO
Cisco Systems, Inc.

Technology
7.13K
New
$66.2 - $71.79 $472K - $512K
7.13K $488K
GOOGL
Alphabet Inc.

Communication Services
338
+ 6.06%
$174.36 - $254.72 $58.9K - $86.1K
5.92K $1.44M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.19K
+ 151.46%
$82.22 - $96.68 $344K - $405K
6.95K $672K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.5K
+ 5.64%
$26.38 - $27.95 $276K - $292K
196K $5.35M
AZO
Autozone Inc

Consumer Cyclical
70
+ 30.7%
$3649.42 - $4354.54 $255K - $305K
298 $1.28M
DELL
Dell Technologies Inc.

Technology
3.04K
New
$120.96 - $141.77 $368K - $431K
3.04K $430K
MRK
Merck & Co., Inc.

Healthcare
4.52K
+ 56.82%
$77.6 - $87.37 $351K - $395K
12.5K $1.05M
WELL
Welltower Inc.

Real Estate
2.28K
New
$150.71 - $178.14 $343K - $406K
2.28K $405K
ROK
Rockwell Automation, Inc

Industrials
1.13K
New
$328.67 - $358.52 $370K - $404K
1.13K $393K
RLY
Ssga Active ETF Tr

ETFs
10.8K
+ 60.07%
$29.22 - $30.91 $315K - $334K
28.8K $887K
FDX
Fedex Corp

Industrials
1.48K
+ 109.6%
$217.1 - $243.2 $322K - $361K
2.84K $669K
VUG
Vanguard Growth ETF

ETFs
74
+ 0.97%
$433.97 - $484.08 $32.1K - $35.8K
7.69K $3.69M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.6K
New
$108.46 - $120.63 $282K - $313K
2.6K $308K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.34K
New
$62.09 - $66.51 $269K - $289K
4.34K $283K
GLD
Spdr Gold Trust

ETFs
798
New
$300.96 - $355.47 $240K - $284K
798 $283K
EPD
Enterprise Products Partners L.P.

Energy
8.76K
+ 125.32%
$30.74 - $32.14 $269K - $282K
15.8K $492K
IEFA
Ishares Tr

ETFs
3.03K
New
$81.7 - $87.53 $248K - $265K
3.03K $264K
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 30.66%
$211.65 - $238.24 $254K - $285K
5.11K $1.12M
GS
Goldman Sachs Group Inc

Financial Services
330
New
$696.56 - $806.32 $230K - $266K
330 $262K
MEDP
Medpace Holdings, Inc.

Healthcare
500
New
$308.88 - $514.16 $154K - $257K
500 $257K
JPM
Jpmorgan Chase & CO

Financial Services
275
+ 4.71%
$282.78 - $316.06 $77.8K - $86.9K
6.12K $1.93M
ABT
Abbott Laboratories

Healthcare
1.72K
New
$120.51 - $136.62 $208K - $236K
1.72K $230K
RF
Regions Financial Corp

Financial Services
2.76K
+ 5.03%
$24.03 - $27.41 $66.3K - $75.7K
57.6K $1.52M
T
At&T Inc.

Communication Services
7.99K
New
$26.94 - $29.62 $215K - $237K
7.99K $225K
FHN
First Horizon Corp

Financial Services
8.76K
+ 66.96%
$21.16 - $23.23 $185K - $203K
21.8K $493K
HON
Honeywell International Inc

Industrials
1.01K
New
$207.7 - $240.4 $209K - $242K
1.01K $211K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.67K
+ 41.32%
$35.42 - $38.65 $165K - $180K
16K $607K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
3.91K
New
$47.75 - $54.24 $186K - $212K
3.91K $209K
HD
Home Depot, Inc.

Consumer Cyclical
21
+ 0.49%
$357.4 - $423.42 $7.51K - $8.89K
4.3K $1.74M
XOM
Exxon Mobil Corp

Energy
1.16K
+ 19.05%
$105.83 - $117.22 $123K - $136K
7.26K $818K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.15K
+ 54.76%
$108.97 - $121.65 $125K - $140K
3.25K $392K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.94K
+ 34.27%
$63.41 - $69.69 $123K - $135K
7.61K $520K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
77
+ 1.23%
$50.79 - $76.4 $3.91K - $5.88K
6.33K $483K
Activity Summary
Buys All Purchases 93 New Holdings 18 Increased Positions 75 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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