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Home > Institutional Investor > Barnes Pettey Financial Advisors, Llc > Profile

Instuitional Investor - Barnes Pettey Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Barnes Pettey Financial Advisors, Llc
Portfolio Value $128,522,735
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Growth Etf
 728,181 $24,940,189 19.41%
2.
First Tr Exchange-Traded Fd
 129,514 $7,581,742 5.9%
3.
Schwab Strategic Trust
 FNDF 212,009 $5,927,747 4.61%
4.
Amplify Etf Tr
 112,230 $4,575,590 3.56%
5.
Walmart Inc.
 WMT 45,673 $4,009,630 3.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)