Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $146 Million
  • Prior Value $128 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Barnes Pettey Financial Advisors, LLC Portfolio

Follow Barnes Pettey Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barnes Pettey Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Barnes Pettey Financial Advisors, LLC with notifications on news.