• 13F History

BARNES PETTEY FINANCIAL ADVISORS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$131M
Signature - Title
Janea Burgess - CCO
Location
Clarksdale, MS
Summary
This page shows a list of all the recent 13F filings made by BARNES PETTEY FINANCIAL ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BARNES PETTEY FINANCIAL ADVISORS, LLC reported 100 stock holdings with total value $131M as of Q4 2024. Top holdings included CGGR, RDVY, SCHD, FVD, and DIVO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 100 $131M +$8.74M -$2.73M +$6M CGGR, RDVY, SCHD, FVD, DIVO 13F-HR 1/23/2025, 03:50 PM
Q3 2024 100 $125M +$6.1M -$4.65M +$1.45M CGGR, RDVY, SCHD, FVD, DIVO 13F-HR 10/24/2024, 11:15 AM
Q2 2024 96 $116M +$8.32M -$7.09M +$1.23M CGGR, RDVY, FVD, SCHD, RJF 13F-HR 7/18/2024, 12:42 PM
Q1 2024 94 $116M +$4.32M -$22.5M -$18.2M CGGR, FVD, RDVY, SCHD, RJF 13F-HR 5/6/2024, 10:44 AM
Q4 2023 96 $123M +$7.43M -$5.44M +$1.98M CGGR, FVD, RDVY, ARKK, SCHD 13F-HR 2/8/2024, 05:39 PM
Q3 2023 101 $109M +$1.63M -$3.59M -$1.96M CGGR, FVD, PLTR, SCHD, RDVY 13F-HR 11/1/2023, 11:26 AM
Q2 2023 101 $116M +$5.38M -$2.28M +$3.09M CGGR, FVD, VUG, PLTR, SCHD 13F-HR 8/2/2023, 12:36 PM
Q1 2023 102 $105M +$5.47M -$1.36M +$4.11M CGGR, FVD, SCHD, VUG, ARKK 13F-HR 5/11/2023, 05:07 PM
Q4 2022 101 $97M +$26.3M -$4.99M +$21.3M CGGR, FVD, SCHD, RJF, VUG Restatement 2/22/2023, 09:40 AM
Q3 2022 85 $72.7M +$5.34M -$1.55M +$3.8M CGGR, FVD, ARKK, RJF, CCL 13F-HR 11/2/2022, 04:24 PM
Q2 2022 87 $77M +$14.4M -$1.24M +$13.2M CGGR, FVD, ARKK, CCL, RJF 13F-HR 8/5/2022, 04:55 PM
Q1 2022 92 $82M +$5.72M -$1.46M +$4.26M ARKK, FVD, CCL, RJF, AAPL 13F-HR 4/26/2022, 05:58 PM
Q4 2021 91 $87M ARKK, FVD, CCL, ARKG, MAA 13F-HR 2/10/2022, 02:28 PM