Allen Mooney & Barnes Investment Advisors LLC Incresed Positions in Q4 2024

Allen Mooney & Barnes Investment Advisors LLC

  • $593 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
2.63K
+ 1.49%
$63.31 - $82.85 $166K - $218K
180K $13.3B
CSCO
Cisco Systems, Inc.

Technology
1K
+ 0.51%
$52.45 - $60.02 $52.5K - $60K
198K $11.7B
HON
Honeywell International Inc

Industrials
211
+ 0.38%
$202.84 - $236.0 $42.8K - $49.8K
56.4K $12.7B
V
Visa Inc.

Financial Services
179
+ 0.91%
$273.87 - $320.91 $49K - $57.4K
19.9K $6.29B
C
Citigroup Inc

Financial Services
79
+ 0.09%
$61.31 - $72.5 $4.84K - $5.73K
85.2K $6B
TSLA
Tesla, Inc.

Consumer Cyclical
1.07K
+ 85.97%
$213.65 - $479.86 $228K - $512K
2.31K $931M
WMT
Walmart Inc.

Consumer Defensive
44
+ 0.1%
$79.1 - $95.7 $3.48K - $4.21K
45.8K $4.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
166
+ 0.85%
$567.81 - $607.81 $94.3K - $101K
19.6K $11.5B
DE
Deere & CO

Industrials
238
+ 0.71%
$389.45 - $466.0 $92.7K - $111K
33.9K $14.4B
NVDA
Nvidia Corp

Technology
650
+ 6.78%
$117.0 - $148.88 $76.1K - $96.8K
10.2K $1.38B
CVX
Chevron Corp

Energy
1.53K
+ 8.46%
$141.15 - $162.53 $216K - $249K
19.6K $2.84B
VUG
Vanguard Growth ETF

ETFs
196
+ 21.85%
$378.79 - $428.11 $74.2K - $83.9K
1.09K $449M
MPC
Marathon Petroleum Corp

Energy
1.01K
+ 63.78%
$131.65 - $174.84 $133K - $176K
2.59K $362M
MSFT
Microsoft Corp

Technology
1.44K
+ 2.5%
$406.35 - $454.46 $586K - $655K
59.1K $24.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.14%
$481.22 - $538.17 $2.41K - $2.69K
3.53K $1.81B
GPN
Global Payments Inc

Industrials
9
+ 0.11%
$97.57 - $119.38 $878 - $1.07K
8.22K $921M
META
Meta Platforms, Inc.

Communication Services
99
+ 8.07%
$554.08 - $632.68 $54.9K - $62.6K
1.33K $777M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 4.92%
$4100.99 - $5300.34 $12.3K - $15.9K
64 $318M
MS
Morgan Stanley

Financial Services
3
+ 0.12%
$104.42 - $134.99 $313 - $405
2.55K $321M
VMI
Valmont Industries Inc

Industrials
5
+ 0.19%
$287.0 - $352.14 $1.44K - $1.76K
2.6K $797M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.44%
$370.24 - $418.94 $2.22K - $2.51K
1.36K $544M
PFE
Pfizer Inc

Healthcare
3.26K
+ 14.41%
$24.8 - $30.19 $80.7K - $98.3K
25.9K $686M
SYK
Stryker Corp

Healthcare
86
+ 5.6%
$345.14 - $392.15 $29.7K - $33.7K
1.62K $584M
FBMS
First Bancshares Inc

Financial Services
10
+ 0.1%
$30.98 - $38.22 $310 - $382
10K $351M
FDX
Fedex Corp

Industrials
67
+ 8.47%
$260.5 - $305.15 $17.5K - $20.4K
858 $241M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
2.71K
+ 9.82%
$10.26 - $10.82 $27.8K - $29.3K
30.3K $314M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
+ 0.31%
$311.11 - $335.64 $1.56K - $1.68K
1.62K $523M
GLD
Spdr Gold Trust

ETFs
64
+ 3.05%
$236.59 - $257.5 $15.1K - $16.5K
2.16K $523M
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.13%
$112.15 - $127.2 $336 - $382
2.32K $280M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.1%
$563.99 - $620.12 $564 - $620
1.01K $576M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.14%
$216.13 - $242.4 $432 - $485
1.47K $324M
PM
Philip Morris International Inc.

Consumer Defensive
67
+ 0.82%
$118.38 - $133.06 $7.93K - $8.92K
8.25K $992M
NOC
Northrop Grumman Corp

Industrials
46
+ 11.33%
$466.52 - $543.88 $21.5K - $25K
452 $212M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
65
+ 0.49%
$8.1 - $9.04 $527 - $588
13.3K $110M
TGT
Target Corp

Consumer Defensive
201
+ 11.58%
$121.59 - $160.69 $24.4K - $32.3K
1.94K $262M
RTX
Raytheon Technologies Corp

Industrials
78
+ 1.83%
$114.45 - $127.21 $8.93K - $9.92K
4.33K $501M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.76%
$385.02 - $431.37 $3.85K - $4.31K
1.32K $515M
QCOM
Qualcomm Inc

Technology
82
+ 4.47%
$150.4 - $178.04 $12.3K - $14.6K
1.92K $294M
TSCO
Tractor Supply CO

Consumer Cyclical
4.62K
+ 417.92%
$52.59 - $303.74 $243K - $1.4M
5.72K $304M
PG
Procter & Gamble CO

Consumer Defensive
145
+ 1.67%
$161.05 - $179.7 $23.4K - $26.1K
8.84K $1.48B
UNP
Union Pacific Corp

Industrials
59
+ 2.39%
$223.15 - $249.32 $13.2K - $14.7K
2.53K $576M
IRM
Iron Mountain Inc

Real Estate
1
+ 0.04%
$101.62 - $128.14 $102 - $128
2.6K $273M
CMCSA
Comcast Corp

Communication Services
48
+ 0.49%
$37.39 - $45.14 $1.79K - $2.17K
9.88K $371M
PMX
Pimco Municipal Income Fund Iii

Financial Services
83
+ 0.16%
$7.23 - $8.52 $600 - $707
52.1K $384M
CL
Colgate Palmolive CO

Consumer Defensive
8
+ 0.21%
$90.22 - $102.31 $722 - $818
3.73K $339M
ADBE
Adobe Inc.

Technology
26
+ 2.78%
$437.39 - $552.96 $11.4K - $14.4K
962 $428M
PSX
Phillips 66

Energy
5
+ 0.09%
$110.35 - $138.93 $552 - $695
5.41K $617M
PML
Pimco Municipal Income Fund Ii

Financial Services
1.78K
+ 1.7%
$8.02 - $9.52 $14.3K - $16.9K
106K $861M
JNJ
Johnson & Johnson

Healthcare
106
+ 1.3%
$143.34 - $165.86 $15.2K - $17.6K
8.28K $1.2B
Activity Summary
Buys All Purchases 66 New Holdings 3 Increased Positions 63 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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