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| Name: |
BARNES PETTEY FINANCIAL ADVISORS LLC |
| City: |
CLARKSDALE |
| State: |
MS |
| Zip: |
38614 |
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data |
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Filing Period: |
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| Holdings
Found :
15 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CGGR |
Capital Group Growth Etf |
1 |
- |
$0.00 |
$23,685,000 |
740,375 |
20.46% |
2,806,000 |
763 |
0.726 |
N/A |
|
|
RDVY |
First Trust Nasdaq Rising D... |
3 |
- |
$55.63 |
$6,525,000 |
116,159 |
5.64% |
811,000 |
5,579 |
0.011 |
N/A |
|
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SCHD |
Schwab US Dividend Equity ETF |
4 |
- |
$79.68 |
$4,974,000 |
61,690 |
4.3% |
1,054,000 |
10,199 |
0.021 |
N/A |
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RJF |
Raymond James Financial Inc |
5 |
- |
$125.13 |
$3,617,000 |
28,165 |
3.12% |
481,000 |
37 |
0.014 |
Investment Brokerage ... |
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WMT |
Wal-Mart Stores Inc |
14 |
- |
$60.24 |
$2,259,000 |
37,551 |
1.95% |
279,000 |
24,994 |
0.001 |
Discount, Variety Stores |
|
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IVV |
iShares Core S&P 500 Etf |
15 |
- |
$532.75 |
$2,123,000 |
4,038 |
1.83% |
210,000 |
32 |
0 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
21 |
- |
$413.00 |
$1,233,000 |
2,931 |
1.07% |
194,000 |
19 |
0 |
Property & Casualty I... |
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JPM |
JP Morgan Chase & Co |
23 |
- |
$195.58 |
$1,183,000 |
5,906 |
1.02% |
211,000 |
191 |
0 |
Domestic Money Center... |
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IWF |
iShares Russell 1000 Growth |
28 |
- |
$344.73 |
$908,000 |
2,695 |
0.78% |
191,000 |
330 |
0.001 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
30 |
- |
$530.06 |
$797,000 |
1,524 |
0.69% |
74,000 |
3 |
0 |
Closed - End Fund - E... |
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COWZ |
Pacer Us Cash Cows 100 Etf |
33 |
- |
$0.00 |
$754,000 |
12,983 |
0.65% |
114,000 |
674 |
0.001 |
N/A |
|
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TWOK |
Spdr Russell 2000 |
40 |
- |
$42.91 |
$550,000 |
12,774 |
0.48% |
19,000 |
176 |
0.001 |
N/A |
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VBR |
Vanguard Small Cap Val VIPER |
59 |
- |
$189.86 |
$349,000 |
1,818 |
0.3% |
23,000 |
7 |
0.002 |
Closed - End Fund - E... |
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ITOT |
iShares Core S&P Total US |
65 |
- |
$116.53 |
$304,000 |
2,639 |
0.26% |
39,000 |
116 |
0.001 |
Closed - End Fund - E... |
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MCD |
McDonalds Corp |
75 |
- |
$267.87 |
$265,000 |
940 |
0.23% |
25,000 |
130 |
0.001 |
Restaurants |
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