Allen Mooney & Barnes Investment Advisors LLC Portfolio Holdings

Allen Mooney & Barnes Investment Advisors LLC

  • $521 Billion
  • Q1 2024

Allen Mooney & Barnes Investment Advisors LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $521 Billion distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $23.5B, Apple Inc. with a value of $22.4B, Amazon Com Inc with a value of $19B, Exxon Mobil Corp with a value of $18.7B, and Jpmorgan Chase & CO with a value of $16.5B.

Examining the 13F form we can see an decrease of $4.83B in the current position value, from $526B to 521B.

Allen Mooney & Barnes Investment Advisors LLC is based out at Thomasville, GA

Below you can find more details about Allen Mooney & Barnes Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $521 Billion
Financial Services: $117 Billion
Healthcare: $59.4 Billion
Technology: $57.2 Billion
Industrials: $48.4 Billion
ETFs: $46.8 Billion
Energy: $44.6 Billion
Consumer Defensive: $39.2 Billion
Consumer Cyclical: $39.2 Billion
Other: $67.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.13T
$23.5 Billion 4.51% of portfolio
147,344
Q2 2023 Reduced 1.21%
$3.68T
$22.4 Billion 4.3% of portfolio
127,987
Q2 2023 Added 2.91%
$2.03T
$19 Billion 3.65% of portfolio
100,467
Q2 2023 Reduced 0.85%
$462B
$18.7 Billion 3.58% of portfolio
153,293
Q2 2023 Reduced 0.68%
$609B
$16.5 Billion 3.17% of portfolio
84,516
Q2 2023 Added 0.14%
$178B
$15.7 Billion 3.02% of portfolio
72,128
Q2 2023 Reduced 0.32%
$134B
$14.9 Billion 2.87% of portfolio
63,453
Q2 2023 Added 2.13%
$297B
$14.5 Billion 2.79% of portfolio
86,767
Q2 2023 Added 1.36%
$30.4B
$13.8 Billion 2.64% of portfolio
133,830
Q2 2023 Reduced 0.5%
$56.2B
$13.2 Billion 2.53% of portfolio
165,653
Q2 2023 Added 225.44%
$135B
$12.6 Billion 2.43% of portfolio
179,008
Q2 2023 Added 2,365.39%
$45.1B
$12.2 Billion 2.34% of portfolio
147,219
Q2 2023 Added 0.51%
$37.9B
$12 Billion 2.31% of portfolio
39,782
Q2 2023 Added 1.64%
$121B
$12 Billion 2.31% of portfolio
15,305
Q2 2023 Reduced 0.38%
$0
$11.1 Billion 2.13% of portfolio
21,433
Q2 2023 Reduced 1.77%
$142B
$11.1 Billion 2.13% of portfolio
56,246
Q2 2023 Added 1.4%
$142B
$10.5 Billion 2.03% of portfolio
79,370
Q2 2023 Added 0.38%
$55.8B
$10.5 Billion 2.02% of portfolio
148,249
Q2 2023 Added 0.6%
$63.5B
$10.4 Billion 1.99% of portfolio
354,916
Q2 2023 Added 0.17%
$460B
$9.7 Billion 1.86% of portfolio
21,957
Q2 2023 Added 0.1%
$188B
$9.54 Billion 1.83% of portfolio
192,663
Q2 2023 Added 1.56%
$43.2B
$9.43 Billion 1.81% of portfolio
46,570
Q2 2023 Added 0.27%
$102B
$9.35 Billion 1.79% of portfolio
113,779
Q2 2023 Reduced 96.83%
$75.6B
$8.94 Billion 1.72% of portfolio
128,163
Q2 2023 Reduced 0.03%
$83.7B
$8.23 Billion 1.58% of portfolio
198,678
Q2 2023 Added 5.14%
$158B
$8.26 Billion 1.58% of portfolio
44,406
Q2 2023 Added 5.64%
$223B
$7.6 Billion 1.46% of portfolio
45,148
Q2 2023 Added 1.43%
$29.4B
$7.18 Billion 1.38% of portfolio
28,801
Q1 2023 Added 0.09%
$3.43T
$6.24 Billion 1.2% of portfolio
14,573
Q2 2023 Added 5.83%
$72.1B
$6.16 Billion 1.18% of portfolio
43,761
Q2 2023 Reduced 0.78%
$177B
$6.07 Billion 1.16% of portfolio
51,784
Q2 2023 Reduced 1.2%
$216B
$6 Billion 1.15% of portfolio
28,193
Q2 2023 Reduced 0.1%
$0
$5.95 Billion 1.14% of portfolio
75,787
Q2 2023 Added 0.86%
$434B
$5.37 Billion 1.03% of portfolio
19,461
Q2 2023 Added 16.48%
$129B
$5.25 Billion 1.01% of portfolio
86,460
Q2 2023 Reduced 0.51%
$4.56B
$5.07 Billion 0.97% of portfolio
221,725
Q2 2023 Added 1.14%
$886B
$4.23 Billion 0.81% of portfolio
5,570
Q2 2023 Added 6.93%
$134B
$4.19 Billion 0.8% of portfolio
255,370
Q2 2023 Added 1.17%
$0
$4.04 Billion 0.78% of portfolio
18,295
Q2 2023 Added 0.5%
$0
$3.06 Billion 0.59% of portfolio
6,422
Q2 2023 Added 0.42%
$0
$3.08 Billion 0.59% of portfolio
12,646
Q2 2023 Added 0.7%
$271B
$3.01 Billion 0.58% of portfolio
51,013
Q2 2023 Added 7.0%
$319B
$2.98 Billion 0.57% of portfolio
23,618
Q2 2023 Added 4.51%
$299B
$2.94 Billion 0.56% of portfolio
18,173
Q2 2023 Added 14.14%
$534B
$2.78 Billion 0.53% of portfolio
6,808
Q2 2023 Reduced 2.81%
$190B
$2.71 Billion 0.52% of portfolio
45,178
Q2 2023 Added 1.97%
$0
$2.56 Billion 0.49% of portfolio
29,443
Q1 2024 New
$0
$2.47 Billion 0.47% of portfolio
8,334
Q3 2023 New
$0
$2.47 Billion 0.47% of portfolio
59,502
Q2 2023 Added 0.31%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $521 Billion
  • Prior Value $526 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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