Barnes Pettey Financial Advisors, LLC Reduced Holdings in Q4 2025

Barnes Pettey Financial Advisors, LLC

  • $183 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-35.4K
- 18.04%
$26.44 - $27.53 $935K - $973K
161K $4.38M
WMT
Walmart Inc.

Consumer Defensive
-2.51K
- 5.16%
$101.18 - $109.03 $254K - $274K
46.1K $4.75M
CSCO
Cisco Systems, Inc.

Technology
-4K
- 56.07%
$67.46 - $78.0 $270K - $312K
3.13K $243K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-203
- 0.84%
$76.92 - $92.53 $15.6K - $18.8K
24.1K $1.85M
TSLA
Tesla, Inc.

Consumer Cyclical
-410
- 29.75%
$401.99 - $468.37 $165K - $192K
968 $395K
DELL
Dell Technologies Inc.

Technology
-1.18K
- 38.93%
$133.76 - $164.88 $158K - $195K
1.86K $248K
FVD
First Tr Value Line Divid Inde

ETFs
-3.07K
- 4.88%
$45.0 - $46.25 $138K - $142K
59.8K $2.75M
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.34%
$3576.14 - $4253.71 $3.58K - $4.25K
297 $1.15M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-395
- 0.57%
$43.03 - $44.7 $17K - $17.7K
68.5K $2.96M
RF
Regions Financial Corp

Financial Services
-302
- 0.52%
$23.35 - $26.39 $7.05K - $7.97K
57.3K $1.43M
MAA
Mid America Apartment Communities Inc.

Real Estate
-103
- 1.46%
$126.28 - $138.0 $13K - $14.2K
6.98K $913K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-460
- 1.5%
$81.96 - $86.83 $37.7K - $39.9K
30.2K $2.48M
VOE
Vanguard Mid Cap Value Index F

ETFs
-347
- 17.86%
$169.53 - $176.53 $58.8K - $61.3K
1.6K $277K
UNP
Union Pacific Corp

Industrials
-98
- 4.35%
$216.37 - $237.41 $21.2K - $23.3K
2.15K $475K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-415
- 3.15%
$139.3 - $147.36 $57.8K - $61.2K
12.8K $1.84M
IFV
First Trust Dorsey Wright Inte

ETFs
-2.21K
- 11.85%
$24.01 - $24.74 $53K - $54.6K
16.4K $400K
CVX
Chevron Corp

Energy
-291
- 7.75%
$148.9 - $157.72 $43.3K - $45.9K
3.46K $536K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-528
- 3.36%
$55.63 - $58.98 $29.4K - $31.1K
15.2K $889K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-104
- 1.64%
$68.28 - $84.44 $7.1K - $8.78K
6.22K $473K
ALL
Allstate Corp

Financial Services
-30
- 0.62%
$190.0 - $214.3 $5.7K - $6.43K
4.84K $1.04M
VIG
Vanguard Dividend Appreciation

ETFs
-27
- 1.46%
N/A
1.83K $332K
IEFA
Ishares Tr

ETFs
-91
- 3.0%
$86.09 - $89.88 $7.83K - $8.18K
2.94K $260K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-11
- 0.11%
$91.46 - $91.76 $1.01K - $1.01K
9.97K $913K
IVW
Ishares S&P 500 Growth ETF

ETFs
-21
- 0.65%
$118.29 - $126.28 $2.48K - $2.65K
3.23K $390K
ASML
Asml Holding Nv

Technology
-9
- 3.47%
$936.19 - $1075.45 $8.43K - $9.68K
250 $255K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1
- 0.01%
$23.02 - $24.23 $23 - $24.2
9.59K $229K
ROK
Rockwell Automation, Inc

Industrials
-27
- 2.4%
$333.75 - $394.54 $9.01K - $10.7K
1.1K $414K
XOM
Exxon Mobil Corp

Energy
-43
- 0.59%
$110.64 - $119.78 $4.76K - $5.15K
7.21K $848K
CAT
Caterpillar Inc

Industrials
-19
- 2.76%
$480.82 - $585.49 $9.14K - $11.1K
670 $369K
MRK
Merck & Co., Inc.

Healthcare
-724
- 5.81%
$82.49 - $92.93 $59.7K - $67.3K
11.7K $1.09M
FDX
Fedex Corp

Industrials
-43
- 1.52%
$224.63 - $268.67 $9.66K - $11.6K
2.8K $739K
AAPL
Apple Inc.

Technology
-17
- 0.17%
$245.27 - $275.25 $4.17K - $4.68K
9.82K $2.63M
Activity Summary
Buys All Purchases 71 New Holdings 19 Increased Positions 52 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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