Allen Mooney & Barnes Investment Advisors LLC Reduced Holdings in Q3 2024

Allen Mooney & Barnes Investment Advisors LLC

  • $587 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-900
- 0.62%
$148.65 - $191.18 $134K - $172K
143K $23.7B
SCHW
Schwab Charles Corp

Financial Services
-3.39K
- 1.88%
$61.74 - $76.08 $209K - $258K
177K $11.5B
MSFT
Microsoft Corp

Technology
-943
- 1.61%
$395.15 - $467.56 $373K - $441K
57.6K $24.8B
IWV
Ishares Russell 3000 ETF

ETFs
-4.13K
- 49.57%
$294.75 - $326.73 $1.22M - $1.35M
4.2K $1.37B
AMAT
Applied Materials Inc

Technology
-44
- 0.16%
$174.88 - $254.97 $7.69K - $11.2K
28K $5.67B
COP
Conocophillips

Energy
-1.88K
- 2.34%
$102.3 - $116.61 $193K - $219K
78.4K $8.25B
HON
Honeywell International Inc

Industrials
-1.23K
- 2.15%
$196.73 - $220.21 $242K - $271K
56.1K $11.6B
DIS
Walt Disney CO

Communication Services
-2.21K
- 4.18%
$85.6 - $98.61 $189K - $218K
50.6K $4.87B
VUG
Vanguard Growth ETF

ETFs
-989
- 52.44%
$341.08 - $391.94 $337K - $388K
897 $344M
IVV
Ishares Core S&P 500 ETF

ETFs
-688
- 45.81%
$520.18 - $576.82 $358K - $397K
814 $470M
C
Citigroup Inc

Financial Services
-3.11K
- 3.52%
$56.11 - $67.61 $175K - $210K
85.2K $5.33B
XLF
Financial Sector Spdr

ETFs
-6.86K
- 60.68%
$40.84 - $45.74 $280K - $314K
4.44K $201M
QCOM
Qualcomm Inc

Technology
-717
- 28.11%
$156.12 - $209.64 $112K - $150K
1.83K $312M
EPD
Enterprise Products Partners L.P.

Energy
-7.72K
- 2.2%
$27.88 - $30.0 $215K - $232K
343K $9.97B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.38K
- 6.6%
$517.38 - $573.86 $711K - $789K
19.5K $11.2B
INTC
Intel Corp

Technology
-2.3K
- 15.25%
$18.9 - $34.87 $43.5K - $80.2K
12.8K $300M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.93K
- 1.41%
$92.56 - $99.46 $178K - $192K
134K $12.9B
NVDA
Nvidia Corp

Technology
-837
- 8.03%
$98.91 - $134.91 $82.8K - $113K
9.59K $1.16B
ADBE
Adobe Inc.

Technology
-155
- 14.21%
$508.13 - $586.55 $78.8K - $90.9K
936 $485M
FBMS
First Bancshares Inc

Financial Services
-6.83K
- 40.51%
$24.66 - $34.26 $168K - $234K
10K $322M
WM
Waste Management Inc

Industrials
-386
- 8.19%
$196.96 - $223.45 $76K - $86.3K
4.33K $898M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.39K
- 12.86%
$58.03 - $65.37 $139K - $156K
16.2K $1.05B
PSX
Phillips 66

Energy
-112
- 2.03%
$125.0 - $147.17 $14K - $16.5K
5.41K $711M
F
Ford Motor CO

Consumer Cyclical
-3.64K
- 24.43%
$9.71 - $14.55 $35.3K - $52.9K
11.3K $119M
ADM
Archer Daniels Midland CO

Consumer Defensive
-807
- 3.01%
$57.96 - $65.72 $46.8K - $53K
26K $1.55B
IRM
Iron Mountain Inc

Real Estate
-1.58K
- 37.89%
$89.69 - $119.32 $142K - $189K
2.6K $308M
BDX
Becton Dickinson & CO

Healthcare
-242
- 16.86%
$221.47 - $242.41 $53.6K - $58.7K
1.19K $288M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.12K
- 13.33%
$31.18 - $33.5 $65.9K - $70.9K
13.8K $457M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.05K
- 14.92%
$79.92 - $88.19 $84.1K - $92.8K
6K $529M
WFC
Wells Fargo & Company

Financial Services
-497
- 10.63%
$51.58 - $60.97 $25.6K - $30.3K
4.18K $236M
TGT
Target Corp

Consumer Defensive
-262
- 13.11%
$133.47 - $159.25 $35K - $41.7K
1.74K $271M
TFC
Truist Financial Corp

Financial Services
-3.74K
- 10.84%
$38.22 - $44.94 $143K - $168K
30.8K $1.32B
TSLA
Tesla, Inc.

Consumer Cyclical
-508
- 29.06%
$191.76 - $263.26 $97.4K - $134K
1.24K $324M
ALL
Allstate Corp

Financial Services
-459
- 20.87%
$158.43 - $192.86 $72.7K - $88.5K
1.74K $330M
BAC
Bank Of America Corp

Financial Services
-134
- 0.79%
$36.65 - $44.13 $4.91K - $5.91K
16.8K $668M
PEP
Pepsico Inc

Consumer Defensive
-1.42K
- 3.09%
$161.9 - $179.3 $229K - $254K
44.4K $7.55B
EMR
Emerson Electric CO

Industrials
-18
- 0.86%
$98.19 - $118.87 $1.77K - $2.14K
2.07K $226M
PFE
Pfizer Inc

Healthcare
-731
- 3.13%
$27.7 - $31.39 $20.2K - $22.9K
22.6K $654M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-62
- 1.73%
$434.77 - $502.96 $27K - $31.2K
3.53K $1.72B
CMCSA
Comcast Corp

Communication Services
-547
- 5.27%
$37.33 - $41.78 $20.4K - $22.9K
9.83K $410M
VHT
Vanguard Health Care ETF

ETFs
-16
- 1.73%
$261.88 - $288.1 $4.19K - $4.61K
910 $257M
PLTR
Palantir Technologies Inc.

Technology
-7.72K
- 29.66%
$24.09 - $37.95 $186K - $293K
18.3K $681M
CL
Colgate Palmolive CO

Consumer Defensive
-21
- 0.56%
$95.54 - $108.77 $2.01K - $2.28K
3.72K $386M
IWM
Ishares Russell 2000 ETF

ETFs
-9
- 0.61%
$200.87 - $224.6 $1.81K - $2.02K
1.47K $324M
VMI
Valmont Industries Inc

Industrials
-44
- 1.67%
$260.22 - $302.59 $11.4K - $13.3K
2.59K $752M
XOM
Exxon Mobil Corp

Energy
-2.45K
- 1.58%
$109.72 - $119.0 $268K - $291K
153K $17.9B
GNRC
Generac Holdings Inc.

Industrials
-62
- 3.33%
$133.16 - $159.78 $8.26K - $9.91K
1.8K $286M
UNP
Union Pacific Corp

Industrials
-40
- 1.6%
$221.78 - $256.09 $8.87K - $10.2K
2.47K $608M
GIS
General Mills Inc

Consumer Defensive
-97
- 2.11%
$62.5 - $75.15 $6.06K - $7.29K
4.51K $333M
Activity Summary
Buys All Purchases 51 New Holdings 10 Increased Positions 41 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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