BARNES PETTEY FINANCIAL ADVISORS, LLC
Q2 2025 13F Holdings
- Locationclarksdale, MS
- Num holdings
110
- Value ($000)
$149,669
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $30.77M | 21 % | 756,831 | ||
RDVY FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $7.31M | 5 % | 116,496 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $5.60M | 4 % | 141,686 | ||
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $5.13M | 3 % | 120,467 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.92M | 3 % | 185,522 | ||
WMT WALMART INC | COM | 931142103 | $4.43M | 3 % | 45,300 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $4.34M | 3 % | 101,335 | ||
CGUS CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | $3.52M | 2 % | 95,366 | ||
FVD FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | $3.46M | 2 % | 77,343 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.36M | 2 % | 21,269 |
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