Barnes Pettey Financial Advisors, LLC New Holdings in Q3 2024

Barnes Pettey Financial Advisors, LLC

  • $125 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.54K
New
$91.42 - $91.82 $780K - $784K
8.54K $783K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.34K
New
$74.26 - $78.84 $322K - $342K
4.34K $340K
BR
Broadridge Financial Solutions, Inc.

Technology
1K
New
$196.56 - $218.55 $197K - $219K
1K $214K
KO
Coca Cola CO

Consumer Defensive
2.86K
New
$62.69 - $73.01 $179K - $209K
2.86K $205K
ETN
Eaton Corp PLC

Industrials
620
New
$272.52 - $333.02 $169K - $206K
620 $205K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.1K
New
$84.77 - $97.13 $178K - $204K
2.1K $201K
CGMS
Capital Grp Core Plus Income E
10.9K
New
N/A
10.9K $0
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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