BARNES PETTEY FINANCIAL ADVISORS, LLC
Q1 2025 13F Holdings
- Locationclarksdale, MS
- Num holdings
99
- Value ($000)
$128,523
- Date Filed04/24/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $24.94M | 19 % | 728,181 | ||
RDVY FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $7.58M | 6 % | 129,514 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.93M | 5 % | 212,009 | ||
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $4.58M | 4 % | 112,230 | ||
WMT WALMART INC | COM | 931142103 | $4.01M | 3 % | 45,673 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $4.00M | 3 % | 101,592 | ||
FVD FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | $3.56M | 3 % | 79,735 | ||
CGUS CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | $3.21M | 3 % | 96,247 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $2.89M | 2 % | 5,144 | ||
OUSM ALPS ETF TR | OSHARES US SMLCP | 00162Q395 | $2.89M | 2 % | 68,687 |
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