Barnes Pettey Financial Advisors, LLC Incresed Positions 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
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
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
MRK
Merck & Co., Inc.

Healthcare
4.52K
+ 56.82%
$77.6 - $87.37 $351K - $395K
12.5K $1.05M
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
EPD
Enterprise Products Partners L.P.

Energy
8.76K
+ 125.32%
$30.74 - $32.14 $269K - $282K
15.8K $492K
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 30.66%
$211.65 - $238.24 $254K - $285K
5.11K $1.12M
JPM
Jpmorgan Chase & CO

Financial Services
275
+ 4.71%
$282.78 - $316.06 $77.8K - $86.9K
6.12K $1.93M
RF
Regions Financial Corp

Financial Services
2.76K
+ 5.03%
$24.03 - $27.41 $66.3K - $75.7K
57.6K $1.52M
FHN
First Horizon Corp

Financial Services
8.76K
+ 66.96%
$21.16 - $23.23 $185K - $203K
21.8K $493K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.67K
+ 41.32%
$35.42 - $38.65 $165K - $180K
16K $607K
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
VFMF
Vanguard Wellington Fd Us Mult

ETFs
213
+ 1.64%
$132.51 - $145.94 $28.2K - $31.1K
13.2K $1.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
77
+ 1.23%
$50.79 - $76.4 $3.91K - $5.88K
6.33K $483K
QQQ
Invesco Qqq Trust, Series 1

ETFs
127
+ 8.42%
$546.99 - $602.2 $69.5K - $76.5K
1.64K $982K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
2.81K
+ 24.18%
$47.02 - $47.71 $132K - $134K
14.4K $686K
CVX
Chevron Corp

Energy
603
+ 19.13%
$145.57 - $161.83 $87.8K - $97.6K
3.76K $583K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.7K
+ 12.11%
$55.15 - $58.11 $93.5K - $98.6K
15.7K $902K
IWF
Ishares Russell 1000 Gr ETF

ETFs
27
+ 1.0%
$420.11 - $472.68 $11.3K - $12.8K
2.72K $1.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
96
+ 7.02%
$617.65 - $666.84 $59.3K - $64K
1.46K $975K
CGXU
Capital Group Intl Focus Equit

ETFs
1.48K
+ 4.61%
$26.49 - $29.62 $39.1K - $43.7K
33.5K $991K
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.1K
+ 8.59%
$59.19 - $64.47 $65.2K - $71K
13.9K $882K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
299
+ 0.44%
$42.79 - $45.73 $12.8K - $13.7K
68.9K $3.09M
XLV
Select Sector Spdr Fund Health

ETFs
735
+ 45.6%
$129.01 - $139.72 $94.8K - $103K
2.35K $326K
NSC
Norfolk Southern Corp

Industrials
200
+ 21.39%
$259.49 - $300.41 $51.9K - $60.1K
1.14K $340K
VEU
Vanguard Ftse All World Ex Us

ETFs
773
+ 7.58%
$66.38 - $71.68 $51.3K - $55.4K
11K $782K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.06K
+ 26.33%
$78.96 - $80.04 $83.8K - $84.9K
5.09K $406K
DAL
Delta Air Lines, Inc.

Industrials
833
+ 18.91%
$49.0 - $61.97 $40.8K - $51.6K
5.24K $297K
AFL
Aflac Inc

Financial Services
400
+ 7.06%
$98.09 - $111.7 $39.2K - $44.7K
6.07K $677K
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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