BARNES PETTEY FINANCIAL ADVISORS, LLC
Q3 2025 13F Holdings
- Locationclarksdale, MS
- Num holdings
126
- Value ($000)
$182,485
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001908288
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
C CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $34.56M | 19 % | 786,838 | ||
R FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $8.24M | 5 % | 122,444 | ||
C CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $6.82M | 4 % | 162,187 | ||
D AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $5.71M | 3 % | 128,189 | ||
S SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.35M | 3 % | 195,980 | ||
W WALMART INC | COM | 931142103 | $5.01M | 3 % | 48,628 | ||
D DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $4.67M | 3 % | 101,301 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $4.58M | 3 % | 24,567 | ||
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.07M | 2 % | 6,653 | ||
R RAYMOND JAMES FINL INC | COM | 754730109 | $3.87M | 2 % | 22,439 |
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