BARNES PETTEY FINANCIAL ADVISORS LLC

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% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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CGGR
CAPITAL GROUP GROWTH ETF
728,181-5,697-0.78%
Created with Highcharts 10.1.0
$20.3019.41%0.00%24,940,1892025-03-31
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
129,514+9,720+8.11%
Created with Highcharts 10.1.0
$48.535.90%0.00%7,581,7422025-03-31
SCHD
SCHWAB US DIVIDEND EQUITY ETF
212,009+25,301+13.55%
Created with Highcharts 10.1.0
$23.924.61%0.00%5,927,7472025-03-31
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
112,230+7,004+6.66%
Created with Highcharts 10.1.0
$36.933.56%0.00%4,575,5902025-03-31
WMT
WALMART
45,673+606+1.34%
Created with Highcharts 10.1.0
$51.813.12%0.00%4,009,6302025-03-31
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
101,592+4,939+5.11%
Created with Highcharts 10.1.0
$32.443.11%0.00%3,998,6612025-03-31
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
79,735-24,557-23.55%
Created with Highcharts 10.1.0
$40.982.77%0.00%3,555,3842025-03-31
CGUS
CAPITAL GROUP CORE EQUITY ETF
96,247-4,427-4.40%
Created with Highcharts 10.1.0
$22.612.50%0.00%3,214,6502025-03-31
IVV
ISHARES CORE S&P 500 ETF
5,144-4-0.08%
Created with Highcharts 10.1.0
$464.742.25%0.00%2,890,4142025-03-31
OUSM
O'SHARES US SMALL CAP QUALITY DIVIDEND ETF
68,687-3,327-4.62%
Created with Highcharts 10.1.0
$34.782.25%0.00%2,886,2282025-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
80,807-195-0.24%
Created with Highcharts 10.1.0
$28.442.24%0.00%2,879,9722025-03-31
VOO
VANGUARD 500 INDEX FUND
5,384-99-1.81%
Created with Highcharts 10.1.0
$393.512.15%0.00%2,766,4532025-03-31
MSFT
MICROSOFT
6,518-140-2.10%
Created with Highcharts 10.1.0
$324.001.90%0.00%2,446,7992025-03-31
NVDA
NVIDIA
21,135+1,700+8.75%
Created with Highcharts 10.1.0
$40.611.78%0.00%2,290,6112025-03-31
LRGE
CLEARBRIDGE LARGE CAP GROWTH ESG ETF
32,651-596-1.79%
Created with Highcharts 10.1.0
$67.291.77%0.00%2,278,3872025-03-31
VUG
VANGUARD GROWTH INDEX FUND
5,962+1,066+21.77%
Created with Highcharts 10.1.0
$271.621.72%0.00%2,211,0582025-03-31
VTV
VANGUARD VALUE INDEX FUND
9,836+1,604+19.48%
Created with Highcharts 10.1.0
$157.131.32%0.00%1,699,0712025-03-31
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
69,078+1,498+2.22%
Created with Highcharts 10.1.0
$24.681.32%0.00%1,691,0332025-03-31
RJF
RAYMOND JAMES FINANCIAL
11,694-12,770-52.20%
Created with Highcharts 10.1.0
$99.001.26%0.01%1,624,4802025-03-31
HD
HOME DEPOT
4,244-27-0.63%
Created with Highcharts 10.1.0
$380.271.21%0.00%1,555,3842025-03-31
AAPL
APPLE
6,985-147-2.06%
Created with Highcharts 10.1.0
$157.611.21%0.00%1,551,5612025-03-31
RSG
REPUBLIC SERVICES
6,275-100-1.57%
Created with Highcharts 10.1.0
$132.501.18%0.00%1,519,5542025-03-31
BRK.B
BERKSHIRE HATHAWAY
2,76000.00%
Created with Highcharts 10.1.0
$0.001.14%0.00%1,469,9212025-03-31
VFMF
VANGUARD US MULTIFACTOR ETF
11,570+8,831+322.42%
Created with Highcharts 10.1.0
$133.021.14%0.50%1,461,4042025-03-31
JPM
JPMORGAN CHASE
5,766-60-1.03%
Created with Highcharts 10.1.0
$163.891.10%0.00%1,414,4002025-03-31
ARKK
ARK INNOVATION ETF
26,016-928-3.44%
Created with Highcharts 10.1.0
$101.000.96%0.00%1,237,8412025-03-31
FBND
FIDELITY TOTAL BOND ETF
26,976+757+2.89%
Created with Highcharts 10.1.0
$45.750.96%0.00%1,231,4542025-03-31
SPSB
SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF
40,169+26,833+201.21%
Created with Highcharts 10.1.0
$29.900.94%0.01%1,209,0872025-03-31
MAA
MID AMERICA APARTMENT COMMUNITIES
6,76700.00%
Created with Highcharts 10.1.0
$207.670.88%0.01%1,134,0142025-03-31
PG
PROCTER & GAMBLE
5,98800.00%
Created with Highcharts 10.1.0
$148.790.79%0.00%1,020,4642025-03-31
ALL
ALLSTATE
4,86900.00%
Created with Highcharts 10.1.0
$116.940.78%0.00%1,008,2242025-03-31
BIL
SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF
10,917+2,350+27.43%
Created with Highcharts 10.1.0
$91.600.78%0.00%1,001,4162025-03-31
IWF
ISHARES RUSSELL 1000 GROWTH ETF
2,69500.00%
Created with Highcharts 10.1.0
$299.350.76%0.00%973,1382025-03-31
META
META
1,549-20-1.27%
Created with Highcharts 10.1.0
$303.670.69%0.00%892,7822025-03-31
AZO
AUTOZONE
229+9+4.09%
Created with Highcharts 10.1.0
$1,988.120.68%0.00%873,1272025-03-31
GOOGL
ALPHABET
5,557+56+1.02%
Created with Highcharts 10.1.0
$140.780.67%0.00%859,3872025-03-31
COWZ
PACER US CASH COWS 100 ETF
13,937+130+0.94%
Created with Highcharts 10.1.0
$48.200.59%0.00%763,2332025-03-31
SPY
SPDR S&P 500 ETF
1,333-25-1.84%
Created with Highcharts 10.1.0
$456.460.58%0.00%745,6672025-03-31
AMZN
AMAZON
3,894+109+2.88%
Created with Highcharts 10.1.0
$161.790.58%0.00%740,8722025-03-31
XOM
EXXON MOBIL
6,123-52-0.84%
Created with Highcharts 10.1.0
$70.590.57%0.00%728,1782025-03-31
QQQ
INVESCO QQQ
1,509-2-0.13%
Created with Highcharts 10.1.0
$337.780.55%0.00%707,6402025-03-31
MRK
MERCK & CO
7,786-113-1.43%
Created with Highcharts 10.1.0
$82.940.54%0.00%698,8792025-03-31
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
9,011-72-0.79%
Created with Highcharts 10.1.0
$76.530.54%0.00%689,9722025-03-31
V
VISA
1,86200.00%
Created with Highcharts 10.1.0
$207.570.51%0.00%652,5572025-03-31
AFL
AFLAC
5,66800.00%
Created with Highcharts 10.1.0
$53.190.49%0.00%630,2252025-03-31
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
10,193+133+1.32%
Created with Highcharts 10.1.0
$48.960.48%0.00%618,3072025-03-31
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
3,212+1,384+75.71%
Created with Highcharts 10.1.0
$177.330.47%0.00%598,2522025-03-31
RF
REGIONS FINANCIAL
25,86000.00%
Created with Highcharts 10.1.0
$22.510.44%0.00%561,9402025-03-31
VFLO
VICTORYSHARES FREE CASH FLOW ETF
16,108+9,720+152.16%
Created with Highcharts 10.1.0
$35.000.43%0.00%552,1992025-03-31
VB
VANGUARD SMALL-CAP INDEX FUND
2,428+785+47.78%
Created with Highcharts 10.1.0
$225.250.42%0.00%538,4862025-03-31