131 is the total number of securities BARNES PETTEY FINANCIAL ADVISORS, LLC has owned. The longest BARNES PETTEY FINANCIAL ADVISORS, LLC has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
FVD | FIRST TR VALUE LINE DI... | 8 | 8 | 6.50% | 8.16% | 9.29% | Q4 2021 | Q3 2023 | 8 |
ARKK | ARK ETF TR | 8 | 8 | 2.68% | 5.95% | 13.15% | Q4 2021 | Q3 2023 | 8 |
CCL | CARNIVAL CORP | 8 | 8 | 1.46% | 3.17% | 5.56% | Q4 2021 | Q3 2023 | 8 |
RJF | RAYMOND JAMES FINL INC | 8 | 8 | 2.39% | 3.03% | 3.71% | Q4 2021 | Q3 2023 | 8 |
VUG | VANGUARD INDEX FDS | 8 | 8 | 1.72% | 2.54% | 3.42% | Q4 2021 | Q3 2023 | 8 |
MSFT | MICROSOFT CORP | 8 | 8 | 1.96% | 2.42% | 3.05% | Q4 2021 | Q3 2023 | 8 |
AAPL | APPLE INC | 8 | 8 | 1.69% | 2.34% | 3.17% | Q4 2021 | Q3 2023 | 8 |
VOO | VANGUARD INDEX FDS | 8 | 8 | 1.19% | 2.25% | 2.80% | Q4 2021 | Q3 2023 | 8 |
MAA | MID-AMER APT CMNTYS INC | 8 | 8 | 1.10% | 2.22% | 3.86% | Q4 2021 | Q3 2023 | 8 |
WMT | WALMART INC | 8 | 8 | 1.71% | 2.07% | 2.52% | Q4 2021 | Q3 2023 | 8 |
VTV | VANGUARD INDEX FDS | 8 | 8 | 1.49% | 1.83% | 2.22% | Q4 2021 | Q3 2023 | 8 |
NIO | NIO INC SPON ADS | 8 | 8 | 1.26% | 1.80% | 2.16% | Q4 2021 | Q3 2023 | 8 |
ARKG | ARK ETF TR | 8 | 8 | 0.88% | 1.76% | 3.89% | Q4 2021 | Q3 2023 | 8 |
CACG | LEGG MASON ETF INVT TR | 8 | 8 | 1.18% | 1.65% | 2.09% | Q4 2021 | Q3 2023 | 8 |
HD | HOME DEPOT INC | 8 | 8 | 1.16% | 1.45% | 1.96% | Q4 2021 | Q3 2023 | 8 |
HAL | HALLIBURTON COMPANY | 8 | 8 | 1.02% | 1.28% | 1.60% | Q4 2021 | Q3 2023 | 8 |
PG | PROCTER AND GAMBLE CO | 8 | 8 | 0.85% | 1.17% | 1.54% | Q4 2021 | Q3 2023 | 8 |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 8 | 0.88% | 1.06% | 1.45% | Q4 2021 | Q3 2023 | 8 |
AAL | AMERICAN AIRLS GROUP INC | 8 | 8 | 0.60% | 1.03% | 1.82% | Q4 2021 | Q3 2023 | 8 |
NEE | NEXTERA ENERGY INC | 8 | 8 | 0.64% | 1.01% | 1.38% | Q4 2021 | Q3 2023 | 8 |
RSG | REPUBLIC SVCS INC | 8 | 8 | 0.83% | 0.97% | 1.20% | Q4 2021 | Q3 2023 | 8 |
RF | REGIONS FINANCIAL CORP... | 8 | 8 | 0.55% | 0.89% | 1.23% | Q4 2021 | Q3 2023 | 8 |
MRK | MERCK & CO INC | 8 | 8 | 0.58% | 0.88% | 1.15% | Q4 2021 | Q3 2023 | 8 |
IFV | FIRST TR EXCHANGE-TRAD... | 8 | 8 | 0.65% | 0.87% | 1.09% | Q4 2021 | Q3 2023 | 8 |
JPM | JPMORGAN CHASE & CO | 8 | 8 | 0.72% | 0.83% | 1.05% | Q4 2021 | Q3 2023 | 8 |
ALL | ALLSTATE CORP | 8 | 8 | 0.53% | 0.80% | 1.06% | Q4 2021 | Q3 2023 | 8 |
XOM | EXXON MOBIL CORP | 8 | 8 | 0.52% | 0.80% | 0.98% | Q4 2021 | Q3 2023 | 8 |
SPY | SPDR S&P 500 ETF TR | 8 | 8 | 0.61% | 0.75% | 0.94% | Q4 2021 | Q3 2023 | 8 |
GOOGL | ALPHABET INC | 8 | 8 | 0.52% | 0.70% | 0.93% | Q4 2021 | Q3 2023 | 8 |
IVV | ISHARES TR | 8 | 8 | 0.36% | 0.70% | 1.56% | Q4 2021 | Q3 2023 | 8 |
IWF | ISHARES TR | 8 | 8 | 0.52% | 0.65% | 0.83% | Q4 2021 | Q3 2023 | 8 |
FV | FIRST TR EXCHANGE-TRAD... | 8 | 8 | 0.26% | 0.63% | 0.88% | Q4 2021 | Q3 2023 | 8 |
UNP | UNION PAC CORP | 8 | 8 | 0.45% | 0.62% | 0.86% | Q4 2021 | Q3 2023 | 8 |
FDX | FEDEX CORP | 8 | 8 | 0.31% | 0.60% | 0.96% | Q4 2021 | Q3 2023 | 8 |
CVX | CHEVRON CORP NEW | 8 | 8 | 0.45% | 0.58% | 0.67% | Q4 2021 | Q3 2023 | 8 |
AZO | AUTOZONE INC | 8 | 8 | 0.48% | 0.57% | 0.81% | Q4 2021 | Q3 2023 | 8 |
LOW | LOWES COS INC | 8 | 8 | 0.27% | 0.57% | 1.04% | Q4 2021 | Q3 2023 | 8 |
CFO | VICTORY PORTFOLIOS II | 8 | 8 | 0.37% | 0.56% | 0.82% | Q4 2021 | Q3 2023 | 8 |
FB | META PLATFORMS INC | 8 | 8 | 0.30% | 0.54% | 0.74% | Q4 2021 | Q3 2023 | 8 |
DIS | DISNEY WALT CO | 8 | 8 | 0.34% | 0.54% | 0.80% | Q4 2021 | Q3 2023 | 8 |
AMZN | AMAZON COM INC | 8 | 8 | 0.34% | 0.53% | 0.69% | Q4 2021 | Q3 2023 | 8 |
ZTS | ZOETIS INC | 8 | 8 | 0.37% | 0.52% | 0.78% | Q4 2021 | Q3 2023 | 8 |
CRM | SALESFORCE INC | 8 | 8 | 0.35% | 0.51% | 0.72% | Q4 2021 | Q3 2023 | 8 |
NVDA | NVIDIA CORPORATION | 8 | 8 | 0.28% | 0.49% | 0.72% | Q4 2021 | Q3 2023 | 8 |
VZ | VERIZON COMMUNICATIONS... | 8 | 8 | 0.21% | 0.48% | 0.73% | Q4 2021 | Q3 2023 | 8 |
AFL | AFLAC INCORPORATED | 8 | 8 | 0.34% | 0.44% | 0.58% | Q4 2021 | Q3 2023 | 8 |
TSLA | TESLA INC | 8 | 8 | 0.23% | 0.43% | 0.60% | Q4 2021 | Q3 2023 | 8 |
UNH | UNITEDHEALTH GROUP INC | 8 | 8 | 0.30% | 0.41% | 0.53% | Q4 2021 | Q3 2023 | 8 |
AEP | AMERICAN ELEC PWR COMP... | 8 | 8 | 0.26% | 0.41% | 0.58% | Q4 2021 | Q3 2023 | 8 |
FHN | FIRST HORIZON CORPORATION | 8 | 8 | 0.17% | 0.40% | 0.65% | Q4 2021 | Q3 2023 | 8 |
COST | COSTCO WHSL CORP NEW | 8 | 8 | 0.30% | 0.37% | 0.45% | Q4 2021 | Q3 2023 | 8 |
EPD | ENTERPRISE PRODUCTS PA... | 8 | 8 | 0.24% | 0.35% | 0.48% | Q4 2021 | Q3 2023 | 8 |
NSC | NORFOLK SOUTHN CORP | 8 | 8 | 0.21% | 0.34% | 0.44% | Q4 2021 | Q3 2023 | 8 |
TRMK | TRUSTMARK CORP | 8 | 8 | 0.18% | 0.33% | 0.43% | Q4 2021 | Q3 2023 | 8 |
TROW | PRICE T ROWE GROUP INC | 8 | 8 | 0.22% | 0.32% | 0.52% | Q4 2021 | Q3 2023 | 8 |
PZA | INVESCO EXCH TRADED FD... | 8 | 8 | 0.24% | 0.31% | 0.38% | Q4 2021 | Q3 2023 | 8 |
LLY | LILLY ELI & CO | 8 | 8 | 0.23% | 0.31% | 0.38% | Q4 2021 | Q3 2023 | 8 |
MCD | MCDONALDS CORP | 8 | 8 | 0.24% | 0.30% | 0.38% | Q4 2021 | Q3 2023 | 8 |
KO | COCA COLA CO | 8 | 8 | 0.23% | 0.29% | 0.38% | Q4 2021 | Q3 2023 | 8 |
HWC | HANCOCK WHITNEY CORPOR... | 8 | 8 | 0.18% | 0.27% | 0.35% | Q4 2021 | Q3 2023 | 8 |
RDVY | FIRST TRUST EXCHANGE-T... | 7 | 7 | 1.75% | 2.47% | 3.26% | Q1 2022 | Q3 2023 | 7 |
DIVO | AMPLIFY ETF TR | 7 | 7 | 0.49% | 2.10% | 2.96% | Q1 2022 | Q3 2023 | 7 |
QQQ | INVESCO QQQ TR | 5 | 2 | 0.25% | 0.39% | 0.57% | Q4 2021 | Q3 2023 | 7 |
COWZ | PACER FDS TR | 7 | 7 | 0.30% | 0.38% | 0.57% | Q1 2022 | Q3 2023 | 7 |
VLO | VALERO ENERGY CORP | 7 | 7 | 0.24% | 0.34% | 0.42% | Q1 2022 | Q3 2023 | 7 |
SDY | SPDR SER TR | 7 | 7 | 0.25% | 0.32% | 0.36% | Q4 2021 | Q2 2023 | 7 |
VGT | VANGUARD WORLD FDS | 4 | 3 | 0.23% | 0.31% | 0.42% | Q4 2021 | Q3 2023 | 7 |
CAPITAL GROUP GROWTH ETF | 6 | 6 | 9.60% | 12.81% | 15.98% | Q2 2022 | Q3 2023 | 6 | |
VFVA | VANGUARD WELLINGTON FD | 6 | 6 | 0.37% | 0.48% | 0.56% | Q4 2021 | Q1 2023 | 6 |
CVS | CVS HEALTH CORP | 6 | 6 | 0.23% | 0.34% | 0.42% | Q4 2021 | Q1 2023 | 6 |
VBR | VANGUARD INDEX FDS | 6 | 6 | 0.26% | 0.30% | 0.36% | Q2 2022 | Q3 2023 | 6 |
AIRC | APARTMENT INCOME REIT ... | 5 | 1 | 0.19% | 0.30% | 0.42% | Q4 2021 | Q2 2023 | 6 |
VBK | VANGUARD INDEX FDS | 6 | 6 | 0.26% | 0.30% | 0.36% | Q2 2022 | Q3 2023 | 6 |
UPS | UNITED PARCEL SERVICE INC | 3 | 3 | 0.19% | 0.25% | 0.31% | Q4 2021 | Q2 2023 | 6 |
SPGI | S&P GLOBAL INC | 4 | 2 | 0.23% | 0.25% | 0.30% | Q1 2022 | Q3 2023 | 6 |
WELL | WELLTOWER INC | 3 | 3 | 0.19% | 0.25% | 0.33% | Q4 2021 | Q3 2023 | 6 |
SCHD | SCHWAB STRATEGIC TR | 5 | 5 | 0.79% | 2.88% | 3.64% | Q3 2022 | Q3 2023 | 5 |
DIMENSIONAL ETF TRUST | 5 | 5 | 0.45% | 1.87% | 2.59% | Q3 2022 | Q3 2023 | 5 | |
MSP RECOVERY INC | 5 | 5 | 0.25% | 1.04% | 1.59% | Q2 2022 | Q2 2023 | 5 | |
VEU | VANGUARD INTL EQUITY I... | 5 | 5 | 0.49% | 0.51% | 0.54% | Q3 2022 | Q3 2023 | 5 |
ED | CONSOLIDATED EDISON INC | 5 | 5 | 0.31% | 0.38% | 0.43% | Q4 2021 | Q4 2022 | 5 |
EQIX | EQUINIX INC | 3 | 2 | 0.20% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 5 |
XXII | 22ND CENTY GROUP INC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 5 |
PLTR | PALANTIR TECHNOLOGIES INC | 4 | 4 | 1.52% | 2.52% | 3.40% | Q4 2022 | Q3 2023 | 4 |
CAPITAL GROUP CORE EQU... | 4 | 4 | 2.03% | 2.17% | 2.32% | Q4 2022 | Q3 2023 | 4 | |
ALPS ETF TR | 4 | 4 | 1.83% | 1.88% | 1.92% | Q4 2022 | Q3 2023 | 4 | |
CAPITAL GROUP DIVIDEND... | 4 | 4 | 0.74% | 0.77% | 0.80% | Q4 2022 | Q3 2023 | 4 | |
RLY | SSGA ACTIVE ETR TR | 4 | 4 | 0.66% | 0.71% | 0.74% | Q4 2022 | Q3 2023 | 4 |
MINT | PIMCO ETF TR | 3 | 1 | 0.39% | 0.62% | 0.85% | Q4 2021 | Q1 2023 | 4 |
BAC | BK OF AMERICA CORP | 4 | 4 | 0.46% | 0.57% | 0.69% | Q4 2021 | Q3 2022 | 4 |
FTCS | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.51% | 0.56% | 0.64% | Q4 2022 | Q3 2023 | 4 |
GLD | SPDR GOLD TR | 4 | 4 | 0.50% | 0.53% | 0.55% | Q4 2021 | Q3 2022 | 4 |
XLV | SELECT SECTOR SPDR TR | 4 | 4 | 0.48% | 0.50% | 0.53% | Q4 2022 | Q3 2023 | 4 |
SPSM | SPDR SER TR | 4 | 4 | 0.41% | 0.43% | 0.46% | Q4 2022 | Q3 2023 | 4 |
V | VISA INC | 4 | 4 | 0.35% | 0.36% | 0.37% | Q4 2022 | Q3 2023 | 4 |
PFE | PFIZER INC | 3 | 1 | 0.21% | 0.25% | 0.27% | Q4 2021 | Q4 2022 | 4 |
TJX | TJX COS INC NEW | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
ICE | INTERCONTINENTAL EXCHA... | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
FEI | FIRST TR MLP & ENERGY ... | 4 | 4 | 0.19% | 0.22% | 0.23% | Q4 2021 | Q3 2022 | 4 |
ITOT | ISHARES TR | 4 | 4 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q3 2023 | 4 |
IQV | IQVIA HLDGS INC | 4 | 4 | 0.19% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
VIG | VANGUARD SPECIALIZED F... | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
ABBV | ABBVIE INC | 3 | 3 | 0.74% | 0.87% | 0.94% | Q4 2021 | Q2 2022 | 3 |
SAFM | SANDERSON FARMS INC | 3 | 3 | 0.42% | 0.46% | 0.53% | Q4 2021 | Q2 2022 | 3 |
MDT | MEDTRONIC PLC | 3 | 3 | 0.26% | 0.31% | 0.36% | Q4 2021 | Q2 2022 | 3 |
CMCSA | COMCAST CORP NEW | 3 | 3 | 0.28% | 0.30% | 0.33% | Q4 2021 | Q2 2022 | 3 |
RNST | RENASANT CORP | 2 | 1 | 0.24% | 0.25% | 0.27% | Q4 2021 | Q4 2022 | 3 |
ORCL | ORACLE CORP | 3 | 3 | 0.22% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
DFUS | DIMENSIONAL ETF TRUST | 2 | 1 | 0.18% | 0.23% | 0.26% | Q4 2021 | Q2 2023 | 3 |
EW | EDWARDS LIFESCIENCES CORP | 3 | 3 | 0.19% | 0.23% | 0.25% | Q1 2023 | Q3 2023 | 3 |
MJ | ETF MANAGERS TR | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q2 2023 | 3 |
RCG | RENN FD INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NFLX | NETFLIX INC | 2 | 2 | 0.26% | 0.38% | 0.50% | Q4 2021 | Q1 2022 | 2 |
EL | LAUDER ESTEE COS INC | 2 | 2 | 0.30% | 0.33% | 0.36% | Q4 2022 | Q1 2023 | 2 |
IYT | ISHARES TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q3 2022 | 2 |
CCK | CROWN HLDGS INC | 2 | 2 | 0.25% | 0.28% | 0.30% | Q4 2021 | Q1 2022 | 2 |
WBA | WALGREENS BOOTS ALLIAN... | 2 | 2 | 0.26% | 0.27% | 0.29% | Q4 2021 | Q1 2022 | 2 |
SO | SOUTHERN CO | 2 | 2 | 0.25% | 0.26% | 0.27% | Q1 2022 | Q2 2022 | 2 |
SYY | SYSCO CORP | 2 | 2 | 0.23% | 0.24% | 0.24% | Q4 2021 | Q1 2022 | 2 |
GDX | VANECK ETF TRUST | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
BA | BOEING CO | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
FDD | FIRST TR STOXX EUROPEA... | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2022 | Q4 2022 | 2 |
IEFA | ISHARES TR | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
PSI | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
INFO | IHS MARKIT LTD | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
VB | VANGUARD INDEX FDS | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
D | DOMINION ENERGY INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
DUK | DUKE ENERGY CORP NEW | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
CSCO | CISCO SYS INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
TDIV | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
FXN | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including FIRST TR VALUE LINE DIVID IN, ARK ETF TR, and CARNIVAL CORP, are the highest-conviction holdings of BARNES PETTEY FINANCIAL ADVISORS, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by BARNES PETTEY FINANCIAL ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that BARNES PETTEY FINANCIAL ADVISORS, LLC owns currently or has owned in the past.