StockDriftsStockDriftsTop 50 Barnes Pettey Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | 14.45% | 824.9K | $33.2M | +2.02%(+16.36K) | $24.58(+88.45%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE-TRADED FD | 5.07% | 170.4K | $11.6M | +37.04%(+46.05K) | $54.74(+34.99%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.41% | 238.1K | $10.1M | +8.03%(+17.70K) | $36.34(+31.54%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 2.93% | 149.9K | $6.7M | +11.63%(+15.61K) | $38.48(+18.06%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.85% | 123.8K | $6.5M | +20.74%(+21.26K) | $37.03(+50.28%) | 2026-03-31 | |
| WMT | WALMART INC | 2.44% | 45.1K | $5.6M | -2.22%(-1.02K) | $55.77(+135.75%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.34% | 175.3K | $5.4M | +9.11%(+14.63K) | $25.07(+26.63%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.86% | 7.1K | $4.3M | -1.23%(-89) | $440.71(+54.84%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 1.82% | 83.4K | $4.2M | +473.56%(+68.88K) | $52.63(+16.60%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.71% | 9.0K | $3.9M | +12.02%(+966) | $57.02(+53.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.42% | +61.90% |
| Top 20 Holdings Unweighted | +18.38% | +65.88% |
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