BARNES PETTEY FINANCIAL ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Clarksdale, MS
CIK
0001908288
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 96 123,179 CGGR, FVD, RDVY, ARKK 13F-HR 2/8/2024 000190828824000001
Q3 2023 94 108,939 CGGR, FVD, PLTR, SCHD 13F-HR 11/1/2023 000190828823000005
Q2 2023 101 115,660 CGGR, FVD, VUG, PLTR 13F-HR 8/2/2023 000190828823000004
Q1 2023 102 104,695 CGGR, FVD, SCHD, VUG 13F-HR 5/11/2023 000190828823000003
Q4 2022 101 96,969 CGGR, FVD, SCHD, RJF RESTATEMENT 2/22/2023 000190828823000002
Q3 2022 85 73,218 CGGR, FVD, ARKK, RJF 13F-HR 11/2/2022 000190828822000004
Q2 2022 87 77,448 CGGR, FVD, ARKK, CCL 13F-HR 8/5/2022 000190828822000003
Q1 2022 92 82,640 ARKK, FVD, CCL, RJF 13F-HR 4/26/2022 000190828822000002
Q4 2021 91 86,974 ARKK, FVD, CCL, ARKG 13F-HR 2/10/2022 000190828822000001
Additional filings from Barnes Pettey Financial Advisors, LLC that have since been restated