BARNES PETTEY FINANCIAL ADVISORS, LLC
Q4 2024 13F Holdings
- Locationclarksdale, MS
- Num holdings
100
- Value ($000)
$130,977
- Date Filed01/23/2025
- Form type13F-HR
- CIK0001908288
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $27.28 M | 21 % | 733,878 | ||
RDVY FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $7.08 M | 5 % | 119,794 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.10 M | 4 % | 186,708 | ||
FVD FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | $4.55 M | 4 % | 104,292 | ||
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $4.26 M | 3 % | 105,226 | ||
WMT WALMART INC | COM | 931142103 | $4.07 M | 3 % | 45,067 | ||
RJF RAYMOND JAMES FINL INC | COM | 754730109 | $3.80 M | 3 % | 24,464 | ||
CGUS CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | $3.52 M | 3 % | 100,674 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $3.43 M | 3 % | 96,653 | ||
OUSM ALPS ETF TR | OSHARES US SMLCP | 00162Q395 | $3.15 M | 2 % | 72,014 |
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