Barnes Pettey Financial Advisors, LLC Reduced Holdings in Q2 2025

Barnes Pettey Financial Advisors, LLC

  • $146 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-26.5K
- 12.49%
$24.32 - $27.87 $644K - $738K
186K $4.92M
CGXU
Capital Group Intl Focus Equit

ETFs
-37.1K
- 53.7%
$21.44 - $27.35 $795K - $1.01M
32K $867K
RDVY
First Trust Rising Dividend Ac

ETFs
-13K
- 10.05%
$51.6 - $62.74 $672K - $817K
116K $7.31M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.24K
- 38.67%
$162.76 - $195.77 $202K - $243K
1.97K $384K
MAA
Mid America Apartment Communities Inc.

Real Estate
-154
- 2.28%
$145.91 - $168.0 $22.5K - $25.9K
6.61K $978K
FVD
First Tr Value Line Divid Inde

ETFs
-2.39K
- 3.0%
$40.62 - $45.12 $97.2K - $108K
77.3K $3.46M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.13K
- 21.9%
$77.94 - $79.5 $88.1K - $89.8K
4.03K $320K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-857
- 7.85%
$91.43 - $91.74 $78.4K - $78.6K
10.1K $922K
XOM
Exxon Mobil Corp

Energy
-27
- 0.44%
$99.93 - $119.04 $2.7K - $3.21K
6.1K $657K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-912
- 3.38%
$44.68 - $45.96 $40.7K - $41.9K
26.1K $1.19M
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.44%
$3478.38 - $3880.15 $3.48K - $3.88K
228 $846K
VEA
Vanguard Ftse Developed Market

ETFs
-605
- 12.89%
$45.65 - $57.01 $27.6K - $34.5K
4.09K $233K
RCG
Renn Fund, Inc.

Financial Services
-278
- 2.13%
$2.31 - $2.7 $642 - $751
12.8K $34K
FHN
First Horizon Corp

Financial Services
-344
- 2.56%
$16.21 - $21.2 $5.58K - $7.29K
13.1K $277K
VTV
Vanguard Value ETF

ETFs
-123
- 1.25%
$153.67 - $176.74 $18.9K - $21.7K
9.71K $1.72M
VGT
Vanguard Information Technolog

ETFs
-3
- 0.58%
$470.37 - $663.28 $1.41K - $1.99K
510 $338K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-58
- 0.08%
$37.73 - $43.54 $2.19K - $2.53K
68.6K $2.97M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-393
- 1.2%
$62.75 - $79.31 $24.7K - $31.2K
32.3K $2.56M
IVV
Ishares Core S&P 500 ETF

ETFs
-24
- 0.47%
$498.8 - $620.9 $12K - $14.9K
5.12K $3.18M
CGUS
Capital Group Core Equity ETF
-881
- 0.92%
$29.93 - $36.93 $26.4K - $32.5K
95.4K $3.52M
DFIV
Dimensional ETF Tr

ETFs
-257
- 0.25%
$34.67 - $43.21 $8.91K - $11.1K
101K $4.34M
WMT
Walmart Inc.

Consumer Defensive
-373
- 0.82%
$81.79 - $99.98 $30.5K - $37.3K
45.3K $4.43M
MSFT
Microsoft Corp

Technology
-128
- 1.96%
$354.56 - $497.45 $45.4K - $63.7K
6.39K $3.18M
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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