Barnes Pettey Financial Advisors, LLC Sells in Q3 2024

Barnes Pettey Financial Advisors, LLC

  • $125 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FVD
First Tr Value Line Divid Inde

ETFs
-34K
- 23.65%
$40.45 - $45.49 $1.37M - $1.55M
110K $4.99M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-11K
- 29.01%
$39.47 - $49.4 $435K - $544K
26.9K $1.28M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-4.15K
- 10.67%
$65.03 - $73.27 $270K - $304K
34.7K $2.54M
MSFT
Microsoft Corp

Technology
-82
- 1.21%
$395.15 - $467.56 $32.4K - $38.3K
6.7K $2.88M
AMZN
Amazon Com Inc

Consumer Cyclical
-583
- 13.35%
$161.02 - $200.0 $93.9K - $117K
3.79K $705K
GOOGL
Alphabet Inc.

Communication Services
-248
- 4.31%
$148.65 - $191.18 $36.9K - $47.4K
5.5K $912K
DIS
Walt Disney CO

Communication Services
-990
- 23.55%
$85.6 - $98.61 $84.7K - $97.6K
3.21K $309K
COST
Costco Wholesale Corp

Consumer Defensive
-136
- 20.83%
$801.83 - $917.05 $109K - $125K
517 $458K
MAA
Mid America Apartment Communities Inc.

Real Estate
-1.28K
- 15.6%
$138.8 - $166.65 $178K - $213K
6.93K $1.1M
FDX
Fedex Corp

Industrials
-80
- 5.58%
$254.64 - $313.52 $20.4K - $25.1K
1.35K $370K
CVX
Chevron Corp

Energy
-18
- 0.6%
$137.88 - $161.97 $2.48K - $2.92K
3.01K $442K
LLY
Eli Lilly & CO

Healthcare
-2
- 0.38%
$772.14 - $960.02 $1.54K - $1.92K
526 $466K
FHN
First Horizon Corp

Financial Services
-294
- 2.03%
$14.63 - $17.45 $4.3K - $5.13K
14.2K $220K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-87
- 2.86%
$76.94 - $79.54 $6.69K - $6.92K
2.95K $234K
TJX
Tjx Companies Inc

Consumer Cyclical
-194
- 6.42%
$107.93 - $120.23 $20.9K - $23.3K
2.83K $332K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-1.21K
- 7.86%
$22.89 - $27.41 $27.7K - $33.1K
14.2K $362K
TDIV
First Trust Nasdaq Technology

ETFs
-164
- 5.53%
$70.51 - $81.07 $11.6K - $13.3K
2.8K $225K
CRM
Salesforce, Inc.

Technology
-109
- 5.99%
$238.42 - $276.53 $26K - $30.1K
1.71K $468K
VGT
Vanguard Information Technolog

ETFs
-4
- 0.77%
$514.43 - $606.85 $2.06K - $2.43K
514 $301K
IQV
Iqvia Holdings Inc.

Healthcare
-82
- 7.82%
$206.81 - $251.55 $17K - $20.6K
966 $228K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-777
- 11.21%
$33.89 - $41.64 $26.3K - $32.4K
6.16K $245K
XLV
Select Sector Spdr Fund Health

ETFs
-2
- 0.12%
$143.3 - $157.24 $287 - $314
1.7K $261K
SPY
Spdr S&P 500 ETF Trust

ETFs
-39
- 2.74%
$517.38 - $573.86 $20.2K - $22.4K
1.38K $793K
IFV
First Trust Dorsey Wright Inte

ETFs
-523
- 2.01%
$19.04 - $21.37 $9.96K - $11.2K
25.5K $535K
VBR
Vanguard Small Cap Value ETF

ETFs
-11
- 0.6%
$179.99 - $201.6 $1.98K - $2.22K
1.82K $365K
SPGI
S&P Global Inc.

Financial Services
-32
- 4.58%
$446.32 - $527.38 $14.3K - $16.9K
666 $344K
JPM
Jpmorgan Chase & CO

Financial Services
-80
- 1.35%
$194.9 - $224.8 $15.6K - $18K
5.83K $1.23M
UNH
Unitedhealth Group Inc

Healthcare
-35
- 4.76%
$488.01 - $604.18 $17.1K - $21.1K
700 $409K
AZO
Autozone Inc

Consumer Cyclical
-2
- 0.9%
$2815.0 - $3212.87 $5.63K - $6.43K
221 $696K
ICE
Intercontinental Exchange, Inc.

Financial Services
-108
- 4.77%
$136.93 - $162.81 $14.8K - $17.6K
2.16K $346K
RF
Regions Financial Corp

Financial Services
-757
- 2.8%
$19.51 - $23.42 $14.8K - $17.7K
26.3K $613K
ALL
Allstate Corp

Financial Services
-390
- 7.31%
$158.43 - $192.86 $61.8K - $75.2K
4.95K $937K
CGUS
Capital Group Core Equity ETF
-1.2K
- 1.18%
$31.19 - $34.33 $37.4K - $41.2K
101K $3.45M
HD
Home Depot, Inc.

Consumer Cyclical
-50
- 1.16%
$333.64 - $405.2 $16.7K - $20.3K
4.27K $1.73M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-67
- 0.11%
$77.02 - $85.06 $5.16K - $5.7K
60.9K $5.14M
RDVY
First Trust Rising Dividend Ac

ETFs
-537
- 0.45%
$53.68 - $59.24 $28.8K - $31.8K
118K $6.98M
CGGR
Capital Group Growth ETF Shs C

ETFs
-3.67K
- 0.5%
$30.71 - $34.79 $113K - $128K
727K $25.3M
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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