BARNES PETTEY FINANCIAL ADVISORS, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    clarksdale, MS
  • CIK
    0001908288
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

100

$130.98M
CGGR, RDVY, SCHD, FVD
13F-HR
Jan 23, 2025
000190828825000001

100

$125.37M
CGGR, RDVY, SCHD, FVD
13F-HR
Oct 24, 2024
000190828824000005

96

$116.26M
CGGR, RDVY, FVD, SCHD
13F-HR
Jul 18, 2024
000190828824000003

94

$115.75M
CGGR, FVD, RDVY, SCHD
13F-HR
May 6, 2024
000190828824000002

96

$123.18M
CGGR, FVD, RDVY, ARKK
13F-HR
Feb 9, 2024
000190828824000001

94

$108.94M
CGGR, FVD, PLTR, SCHD
13F-HR
Nov 1, 2023
000190828823000005

101

$115.66M
CGGR, FVD, VUG, PLTR
13F-HR
Aug 2, 2023
000190828823000004

102

$104.70M
CGGR, FVD, SCHD, VUG
13F-HR
May 11, 2023
000190828823000003

101

$96.97M
CGGR, FVD, SCHD, RJF
RESTATEMENT
Feb 22, 2023
000190828823000002

85

$73.22M
CGGR, FVD, ARKK, RJF
13F-HR
Nov 2, 2022
000190828822000004

87

$77.45M
CGGR, FVD, ARKK, CCL
13F-HR
Aug 5, 2022
000190828822000003

92

$82.64M
ARKK, FVD, CCL, RJF
13F-HR
Apr 27, 2022
000190828822000002

91

$86.97M
ARKK, FVD, CCL, ARKG
13F-HR
Feb 10, 2022
000190828822000001