BARNES PETTEY FINANCIAL ADVISORS, LLC - Portfolio overview

BARNES PETTEY FINANCIAL ADVISORS, LLC has 161 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. CGGR - CAPITAL GROUP GROWTH ETF, 14.37%
2. RDVY - FIRST TR EXCHANGE-TRADED FD, 5.04%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 4.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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