Filling information for BARNES PETTEY FINANCIAL ADVISORS, LLC as Treemap, investor disclosed 101 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 691335 | 2409 | |
032108409 | 032108409 | AMPLIFY ETF TR | CWP ENHANCED DIV | 2814300 | 78175 | |
69608A108 | 69608A108 | PALANTIR TECHNOLOGIES INC | CL A | 3718813 | 242584 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 705702 | 1592 | |
191216100 | 191216100 | COCA COLA CO | COM | 261511 | 4343 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 602651 | 3830 | |
001055102 | 001055102 | AFLAC INC | COM | 395627 | 5668 | |
922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 301189 | 1311 | |
464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 246850 | 2523 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 349947 | 650 | |
92647N782 | 92647N782 | VICTORY PORTFOLIOS II | VCSHS US 500 ENH | 452402 | 7343 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 3953517 | 13972 | |
26924G508 | 26924G508 | ETF MANAGERS TR | ETFMG ALTR HRVST | 31530 | 10545 | |
14020G101 | 14020G101 | CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 17536086 | 695049 | |
464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 650801 | 2365 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 216713 | 1209 | |
98978V103 | 98978V103 | ZOETIS INC | CL A | 425531 | 2471 | |
33734H106 | 33734H106 | FIRST TR VALUE LINE DIVID IN | SHS | 7651537 | 190859 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 896633 | 12084 | |
45866F104 | 45866F104 | INTERCONTINENTAL EXCHANGE IN | COM | 256239 | 2266 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 986604 | 6502 | |
7591EP100 | 7591EP100 | REGIONS FINANCIAL CORP NEW | COM | 641700 | 36010 | |
00214Q104 | 00214Q104 | ARK ETF TR | INNOVATION ETF | 3346695 | 75820 | |
406216101 | 406216101 | HALLIBURTON CO | COM | 1197471 | 36298 | |
553745100 | 553745100 | MSP RECOVERY INC | COM CL A | 293618 | 895176 | |
92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 284204 | 643 | |
760759100 | 760759100 | REPUBLIC SVCS INC | COM | 985955 | 6437 | |
79466L302 | 79466L302 | SALESFORCE INC | COM | 503644 | 2384 | |
14020V108 | 14020V108 | CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 2648584 | 103138 | |
90137F103 | 90137F103 | 22ND CENTY GROUP INC | COM | 5169 | 13506 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 295426 | 990 | |
02376R102 | 02376R102 | AMERICAN AIRLS GROUP INC | COM | 977030 | 54461 | |
81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 549900 | 4143 | |
143658300 | 143658300 | CARNIVAL CORP | COMMON STOCK | 2942564 | 156270 | |
872540109 | 872540109 | TJX COS INC NEW | COM | 256066 | 3020 | |
025537101 | 025537101 | AMERICAN ELEC PWR CO INC | COM | 310530 | 3688 | |
524682101 | 524682101 | LEGG MASON ETF INVT | CLRBRDG AL CP GW | 2321079 | 55041 | |
74144T108 | 74144T108 | PRICE T ROWE GROUP INC | COM | 257646 | 2300 | |
46266C105 | 46266C105 | IQVIA HLDGS INC | COM | 235559 | 1048 | |
808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3631871 | 50012 | |
33738R506 | 33738R506 | FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 3469198 | 73656 | |
29444U700 | 29444U700 | EQUINIX INC | COM | 235182 | 300 | |
95040Q104 | 95040Q104 | WELLTOWER INC | COM | 226654 | 2802 | |
78467V103 | 78467V103 | SSGA ACTIVE ETR TR | MULT ASS RLRTN | 757437 | 28443 | |
69374H881 | 69374H881 | PACER FDS TR | US CASH COWS 100 | 603210 | 12601 | |
548661107 | 548661107 | LOWES COS INC | COM | 316206 | 1401 | |
14020W106 | 14020W106 | CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 874771 | 32351 | |
33738R605 | 33738R605 | FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 344882 | 7352 | |
78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 289779 | 2364 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 408466 | 1720 | |
88160R101 | 88160R101 | TESLA INC | COM | 472233 | 1804 | |
320517105 | 320517105 | FIRST HORIZON CORPORATION | COM | 195917 | 17383 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 2561137 | 7521 | |
25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 207329 | 4305 | |
46138E537 | 46138E537 | INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 284640 | 12061 | |
31428X106 | 31428X106 | FEDEX CORP | COM | 355489 | 1434 | |
91913Y100 | 91913Y100 | VALERO ENERGY CORP | COM | 280464 | 2391 | |
655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 266443 | 1175 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1706624 | 3829 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 287107 | 7720 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 837810 | 7812 | |
053332102 | 053332102 | AUTOZONE INC | COM | 558513 | 224 | |
907818108 | 907818108 | UNION PAC CORP | COM | 516666 | 2525 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 312531 | 2624 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1025387 | 3007 | |
28176E108 | 28176E108 | EDWARDS LIFESCIENCES CORP | COM | 286292 | 3035 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 390482 | 4374 | |
023135106 | 023135106 | AMAZON COM INC | COM | 572671 | 4393 | |
931142103 | 931142103 | WALMART INC | COM | 1973746 | 12557 | |
78409V104 | 78409V104 | S&P GLOBAL INC | COM | 279821 | 698 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 834826 | 5740 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 764820 | 1808 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 1342275 | 4321 | |
62914V106 | 62914V106 | NIO INC | SPON ADS | 1658172 | 171122 | |
03750L109 | 03750L109 | APARTMENT INCOME REIT CORP | COM | 221376 | 6134 | |
59522J103 | 59522J103 | MID-AMER APT CMNTYS INC | COM | 1497795 | 9863 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 353270 | 735 | |
33738R886 | 33738R886 | FIRST TR EXCHANGE-TRADED FD | DORSEY WRIGHT | 753177 | 41658 | |
922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 570543 | 10486 | |
92189F106 | 92189F106 | VANECK ETF TRUST | GOLD MINERS ETF | 277132 | 9204 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 668884 | 5588 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 2955631 | 7257 | |
754730109 | 754730109 | RAYMOND JAMES FINL INC | COM | 2787951 | 26867 | |
25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 2664332 | 81106 | |
410120109 | 410120109 | HANCOCK WHITNEY CORPORATION | COM | 212050 | 5525 | |
532457108 | 532457108 | LILLY ELI & CO | COM | 323127 | 689 | |
037833100 | 037833100 | APPLE INC | COM | 2359540 | 12164 | |
293792107 | 293792107 | ENTERPRISE PRODS PARTNERS L | COM | 281892 | 10698 | |
759720105 | 759720105 | RENN FD INC | COM | 23651 | 13067 | |
00214Q302 | 00214Q302 | ARK ETF TR | GENOMIC REV ETF | 1208797 | 35459 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 643530 | 1742 | |
33733E104 | 33733E104 | FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 602517 | 8025 | |
898402102 | 898402102 | TRUSTMARK CORP | COM | 212087 | 10042 | |
921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 219281 | 1350 | |
922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 1779234 | 12521 | |
020002101 | 020002101 | ALLSTATE CORP | COM | 611496 | 5608 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 985556 | 8541 | |
922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 301193 | 1821 | |
78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 479014 | 12333 | |
097023105 | 097023105 | BOEING CO | COM | 222351 | 1053 | |
00162Q395 | 00162Q395 | ALPS ETF TR | OSHARES US SMLCP | 2117627 | 57701 |