Barnes Pettey Financial Advisors, LLC Portfolio Holdings
Barnes Pettey Financial Advisors, LLC
- $116 Million
- Q2 2024
Barnes Pettey Financial Advisors, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $116 Million distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $24M, First Trust Rising Dividend Ac with a value of $6.48M, First Tr Value Line Divid Inde with a value of $5.85M, Schwab Strategic Tr Us Dividen with a value of $4.74M, and Raymond James Financial Inc with a value of $3.48M.
Examining the 13F form we can see an increase of $511K in the current position value, from $116M to 116M.
Below you can find more details about Barnes Pettey Financial Advisors, LLC portfolio as well as his latest detailed transactions.