Barnes Pettey Financial Advisors, LLC Reduced Holdings in Q1 2025

Barnes Pettey Financial Advisors, LLC

  • $128 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
-5.7K
- 0.78%
$33.98 - $39.84 $194K - $227K
728K $24.9M
RJF
Raymond James Financial Inc

Financial Services
-12.8K
- 52.2%
$137.62 - $172.64 $1.76M - $2.2M
11.7K $1.62M
FVD
First Tr Value Line Divid Inde

ETFs
-24.6K
- 23.55%
$42.61 - $45.51 $1.05M - $1.12M
79.7K $3.56M
MSFT
Microsoft Corp

Technology
-140
- 2.1%
$375.39 - $447.2 $52.6K - $62.6K
6.52K $2.45M
CGUS
Capital Group Core Equity ETF
-4.43K
- 4.4%
$33.08 - $36.62 $146K - $162K
96.2K $3.21M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-928
- 3.44%
$47.25 - $67.02 $43.8K - $62.2K
26K $1.24M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-3.33K
- 4.62%
$41.26 - $44.98 $137K - $150K
68.7K $2.89M
AAPL
Apple Inc.

Technology
-147
- 2.06%
$209.68 - $247.1 $30.8K - $36.3K
6.99K $1.55M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-596
- 1.79%
$69.32 - $78.69 $41.3K - $46.9K
32.7K $2.28M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-99
- 1.81%
$507.05 - $563.67 $50.2K - $55.8K
5.38K $2.77M
CRM
Salesforce, Inc.

Technology
-20
- 1.17%
$268.36 - $359.95 $5.37K - $7.2K
1.69K $453K
IFV
First Trust Dorsey Wright Inte

ETFs
-6.68K
- 26.39%
$18.61 - $20.59 $124K - $138K
18.6K $372K
HD
Home Depot, Inc.

Consumer Cyclical
-27
- 0.63%
$347.25 - $424.87 $9.38K - $11.5K
4.24K $1.56M
MRK
Merck & Co., Inc.

Healthcare
-113
- 1.43%
$83.01 - $101.02 $9.38K - $11.4K
7.79K $698K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2
- 0.13%
$468.34 - $539.52 $937 - $1.08K
1.51K $707K
SPY
Spdr S&P 500 ETF Trust

ETFs
-25
- 1.84%
$551.42 - $612.93 $13.8K - $15.3K
1.33K $745K
DIS
Walt Disney CO

Communication Services
-25
- 0.78%
$96.87 - $114.0 $2.42K - $2.85K
3.19K $314K
VGT
Vanguard Information Technolog

ETFs
-2
- 0.39%
$542.38 - $646.34 $1.08K - $1.29K
513 $278K
META
Meta Platforms, Inc.

Communication Services
-20
- 1.27%
$576.36 - $736.67 $11.5K - $14.7K
1.55K $892K
FHN
First Horizon Corp

Financial Services
-681
- 4.83%
$17.7 - $22.43 $12.1K - $15.3K
13.4K $260K
NSC
Norfolk Southern Corp

Industrials
-40
- 4.1%
$227.69 - $259.76 $9.11K - $10.4K
935 $221K
XLV
Select Sector Spdr Fund Health

ETFs
-143
- 8.4%
$137.61 - $149.68 $19.7K - $21.4K
1.56K $227K
VIG
Vanguard Dividend Appreciation

ETFs
-14
- 1.12%
N/A
1.24K $225K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-72
- 0.79%
$73.78 - $76.59 $5.31K - $5.51K
9.01K $689K
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 2.13%
$279.74 - $321.29 $5.59K - $6.43K
920 $287K
JPM
Jpmorgan Chase & CO

Financial Services
-60
- 1.03%
$225.19 - $279.95 $13.5K - $16.8K
5.77K $1.41M
CGDV
Capital Group Divid Value ETF

ETFs
-195
- 0.24%
$34.95 - $37.36 $6.82K - $7.29K
80.8K $2.88M
XOM
Exxon Mobil Corp

Energy
-52
- 0.84%
$105.44 - $118.93 $5.48K - $6.18K
6.12K $728K
CVX
Chevron Corp

Energy
-18
- 0.6%
$146.71 - $167.97 $2.64K - $3.02K
2.99K $499K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-125
- 1.96%
$34.58 - $45.97 $4.32K - $5.75K
6.25K $287K
RSG
Republic Services, Inc.

Industrials
-100
- 1.57%
$200.09 - $242.16 $20K - $24.2K
6.28K $1.52M
Activity Summary
Buys All Purchases 39 New Holdings 7 Increased Positions 32 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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