Barnes Pettey Financial Advisors, LLC Portfolio Holdings
Barnes Pettey Financial Advisors, LLC
- $125 Million
- Q3 2024
Barnes Pettey Financial Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $125 Million distributed in 100 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 $25.3M, First Trust Rising Dividend Ac with a value of $6.98M, Schwab Strategic Tr Us Dividen with a value of $5.14M, First Tr Value Line Divid Inde with a value of $4.99M, and Amplify ETF Tr Amplify Cwp Enh with a value of $3.8M.
Examining the 13F form we can see an increase of $8.79M in the current position value, from $116M to 125M.
Below you can find more details about Barnes Pettey Financial Advisors, LLC portfolio as well as his latest detailed transactions.