Barnes Pettey Financial Advisors, LLC Reduced Holdings in Q4 2024

Barnes Pettey Financial Advisors, LLC

  • $130 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FVD
First Tr Value Line Divid Inde

ETFs
-5.35K
- 4.88%
$43.4 - $46.7 $232K - $250K
104K $4.55M
DFIV
Dimensional ETF Tr

ETFs
-511
- 0.53%
$34.86 - $37.97 $17.8K - $19.4K
96.7K $3.43M
XOM
Exxon Mobil Corp

Energy
-355
- 5.44%
$105.51 - $125.37 $37.5K - $44.5K
6.18K $664K
LLY
Eli Lilly & CO

Healthcare
-40
- 7.6%
$727.2 - $932.06 $29.1K - $37.3K
486 $375K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-1.26K
- 26.77%
$68.71 - $73.91 $86.6K - $93.1K
3.45K $237K
MSFT
Microsoft Corp

Technology
-42
- 0.63%
$406.35 - $454.46 $17.1K - $19.1K
6.66K $2.81M
MAA
Mid America Apartment Communities Inc.

Real Estate
-159
- 2.3%
$149.17 - $165.2 $23.7K - $26.3K
6.77K $1.05M
IFV
First Trust Dorsey Wright Inte

ETFs
-150
- 0.59%
$19.09 - $20.83 $2.86K - $3.12K
25.3K $485K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-202
- 3.55%
$521.84 - $558.82 $105K - $113K
5.48K $2.95M
PG
Procter & Gamble CO

Consumer Defensive
-40
- 0.66%
$161.05 - $179.7 $6.44K - $7.19K
5.99K $1M
WELL
Welltower Inc.

Real Estate
-150
- 6.0%
$123.11 - $139.3 $18.5K - $20.9K
2.35K $296K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-72
- 0.52%
$56.06 - $61.35 $4.04K - $4.42K
13.8K $779K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.25%
$442.29 - $483.08 $3.1K - $3.38K
2.76K $1.25M
RF
Regions Financial Corp

Financial Services
-456
- 1.73%
$22.45 - $27.47 $10.2K - $12.5K
25.9K $608K
ALL
Allstate Corp

Financial Services
-76
- 1.54%
$181.25 - $208.2 $13.8K - $15.8K
4.87K $938K
SPY
Spdr S&P 500 ETF Trust

ETFs
-24
- 1.74%
$567.81 - $607.81 $13.6K - $14.6K
1.36K $795K
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.45%
$2981.19 - $3370.27 $2.98K - $3.37K
220 $704K
RNST
Renasant Corp

Financial Services
-135
- 1.87%
$31.36 - $38.62 $4.23K - $5.21K
7.08K $253K
FHN
First Horizon Corp

Financial Services
-86
- 0.61%
$14.91 - $21.42 $1.28K - $1.84K
14.1K $284K
CGUS
Capital Group Core Equity ETF
-98
- 0.1%
$33.96 - $36.24 $3.33K - $3.55K
101K $3.52M
AAPL
Apple Inc.

Technology
-146
- 2.01%
$221.69 - $259.02 $32.4K - $37.8K
7.13K $1.79M
VUG
Vanguard Growth ETF

ETFs
-100
- 2.0%
$378.79 - $428.11 $37.9K - $42.8K
4.9K $2.01M
NVDA
Nvidia Corp

Technology
-302
- 1.53%
$117.0 - $148.88 $35.3K - $45K
19.4K $2.61M
RJF
Raymond James Financial Inc

Financial Services
-3.73K
- 13.22%
$123.0 - $170.1 $458K - $634K
24.5K $3.8M
WMT
Walmart Inc.

Consumer Defensive
-433
- 0.95%
$79.1 - $95.7 $34.3K - $41.4K
45.1K $4.07M
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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