Barnes Pettey Financial Advisors, LLC Incresed Positions in Q2 2025

Barnes Pettey Financial Advisors, LLC

  • $146 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
28.7K
+ 3.93%
$30.53 - $40.65 $875K - $1.16M
757K $30.8M
CGDV
Capital Group Divid Value ETF

ETFs
60.9K
+ 75.34%
$31.93 - $39.49 $1.94M - $2.4M
142K $5.6M
VUG
Vanguard Growth ETF

ETFs
1.66K
+ 27.76%
$329.49 - $438.4 $545K - $726K
7.62K $3.34M
NVDA
Nvidia Corp

Technology
134
+ 0.63%
$94.31 - $157.99 $12.6K - $21.2K
21.3K $3.36M
RF
Regions Financial Corp

Financial Services
29K
+ 112.25%
$18.34 - $23.52 $532K - $683K
54.9K $1.29M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1
+ 0.0%
$40.51 - $71.03 $40.5 - $71
26K $1.83M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8.24K
+ 7.34%
$37.18 - $42.55 $306K - $350K
120K $5.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
446
+ 8.28%
$456.74 - $568.03 $204K - $253K
5.83K $3.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.14K
+ 41.45%
$483.48 - $539.8 $553K - $618K
3.9K $1.9M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.39K
+ 12.01%
$111.3 - $134.5 $155K - $187K
13K $1.74M
RJF
Raymond James Financial Inc

Financial Services
43
+ 0.37%
$123.65 - $153.88 $5.32K - $6.62K
11.7K $1.8M
PLTR
Palantir Technologies Inc.

Technology
4
+ 0.13%
$74.01 - $144.25 $296 - $577
2.97K $404K
GOOGL
Alphabet Inc.

Communication Services
21
+ 0.38%
$144.7 - $178.6 $3.04K - $3.75K
5.58K $983K
AMZN
Amazon Com Inc

Consumer Cyclical
14
+ 0.36%
$167.32 - $223.3 $2.34K - $3.13K
3.91K $857K
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.68K
+ 9.15%
$29.82 - $30.19 $110K - $111K
43.8K $1.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
35
+ 2.63%
$496.48 - $617.85 $17.4K - $21.6K
1.37K $845K
TRMK
Trustmark Corp

Financial Services
2K
+ 22.56%
$30.79 - $36.78 $61.7K - $73.7K
10.9K $396K
RLY
Ssga Active ETF Tr

ETFs
2.77K
+ 18.2%
$25.82 - $29.59 $71.4K - $81.8K
18K $522K
AMAT
Applied Materials Inc

Technology
100
+ 5.6%
$126.95 - $183.52 $12.7K - $18.4K
1.89K $345K
VIG
Vanguard Dividend Appreciation

ETFs
459
+ 37.14%
N/A
1.7K $308K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
870
+ 8.34%
$29.52 - $35.31 $25.7K - $30.7K
11.3K $398K
JPEM
Jp Morgan Diversified Return

ETFs
239
+ 3.06%
$48.41 - $56.7 $11.6K - $13.6K
8.06K $454K
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 0.73%
$335.24 - $380.78 $10.4K - $11.8K
4.28K $1.57M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
32
+ 0.36%
$75.05 - $77.34 $2.4K - $2.47K
9.04K $699K
VOE
Vanguard Mid Cap Value Index F

ETFs
12
+ 0.76%
$141.87 - $164.49 $1.7K - $1.97K
1.6K $262K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
67
+ 0.48%
$47.46 - $55.3 $3.18K - $3.71K
14K $771K
Victory Portfolios Ii
13.8K
+ 85.68%
N/A
29.9K $0
CGMS
Capital Grp Core Plus Income E
2.25K
+ 16.05%
N/A
16.3K $0
NEE
Nextera Energy Inc

Utilities
65
+ 1.06%
$64.11 - $75.0 $4.17K - $4.88K
6.22K $431K
UNP
Union Pacific Corp

Industrials
30
+ 1.32%
$208.27 - $238.46 $6.25K - $7.15K
2.3K $528K
XLV
Select Sector Spdr Fund Health

ETFs
53
+ 3.4%
$128.77 - $144.3 $6.82K - $7.65K
1.61K $217K
UPS
United Parcel Service Inc

Industrials
4
+ 0.18%
$91.92 - $110.2 $368 - $441
2.2K $221K
CVX
Chevron Corp

Energy
165
+ 5.52%
$133.73 - $168.51 $22.1K - $27.8K
3.15K $451K
MRK
Merck & Co., Inc.

Healthcare
167
+ 2.14%
$73.47 - $87.12 $12.3K - $14.5K
7.95K $629K
AAPL
Apple Inc.

Technology
76
+ 1.09%
$172.42 - $223.89 $13.1K - $17K
7.06K $1.45M
Activity Summary
Buys All Purchases 51 New Holdings 15 Increased Positions 36 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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