Allen Mooney & Barnes Investment Advisors LLC Portfolio Holdings

Allen Mooney & Barnes Investment Advisors LLC

  • $587 Billion
  • Q3 2024

Allen Mooney & Barnes Investment Advisors LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $587 Billion distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.2B, Microsoft Corp with a value of $24.8B, Alphabet Inc. with a value of $23.7B, Amazon Com Inc with a value of $19.5B, and American Express CO with a value of $19.2B.

Examining the 13F form we can see an increase of $28.2B in the current position value, from $559B to 587B.

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 $587 Billion
Financial Services: $104 Billion
Technology: $95.1 Billion
Industrials: $66.7 Billion
Healthcare: $58.1 Billion
Consumer Defensive: $53.5 Billion
Consumer Cyclical: $42.6 Billion
ETFs: $42.5 Billion
Energy: $40.4 Billion
Other: $70.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.01T
$39.2 Billion 6.67% of portfolio
168,038
Q3 2024 Reduced 0.84%
$3.26T
$24.8 Billion 4.22% of portfolio
57,642
Q3 2024 Reduced 1.61%
$1.13T
$23.7 Billion 4.04% of portfolio
143,101
Q3 2024 Reduced 0.62%
$2.27T
$19.5 Billion 3.32% of portfolio
104,771
Q3 2024 Added 3.04%
$219B
$19.2 Billion 3.27% of portfolio
70,868
Q3 2024 Reduced 2.72%
$440B
$17.9 Billion 3.05% of portfolio
152,740
Q3 2024 Reduced 1.58%
$683B
$17.6 Billion 2.99% of portfolio
83,380
Q3 2024 Reduced 2.75%
$152B
$17.1 Billion 2.91% of portfolio
63,126
Q3 2024 Reduced 1.65%
$303B
$16.7 Billion 2.84% of portfolio
84,604
Q3 2024 Reduced 2.9%
$46.9B
$14.9 Billion 2.54% of portfolio
145,296
Q3 2024 Reduced 2.72%
$129B
$14.1 Billion 2.39% of portfolio
33,691
Q3 2024 Reduced 1.32%
$23.8B
$12.9 Billion 2.19% of portfolio
134,329
Q3 2024 Reduced 1.41%
$458B
$12.6 Billion 2.14% of portfolio
21,469
Q3 2024 Reduced 2.81%
$49.3B
$12.4 Billion 2.11% of portfolio
38,343
Q3 2024 Reduced 3.44%
$16.7B
$12 Billion 2.05% of portfolio
142,174
Q3 2024 Added 8,204.56%
$43B
$11.8 Billion 2.01% of portfolio
97,617
Q3 2024 Reduced 2.38%
$153B
$11.6 Billion 1.98% of portfolio
56,149
Q3 2024 Reduced 2.15%
$134B
$11.5 Billion 1.95% of portfolio
176,902
Q3 2024 Reduced 1.88%
$40.3B
$10.9 Billion 1.85% of portfolio
45,621
Q3 2024 Reduced 2.5%
$106B
$10.7 Billion 1.83% of portfolio
119,319
Q3 2024 Reduced 0.54%
$237B
$10.5 Billion 1.79% of portfolio
197,095
Q3 2024 Reduced 1.22%
$66.4B
$9.97 Billion 1.7% of portfolio
342,656
Q3 2024 Reduced 2.2%
$95B
$9.78 Billion 1.66% of portfolio
191,614
Q3 2024 Reduced 3.1%
$201B
$9.45 Billion 1.61% of portfolio
42,746
Q3 2024 Reduced 3.7%
$31.1B
$8.44 Billion 1.44% of portfolio
28,705
Q3 2024 Reduced 0.33%
$121B
$8.25 Billion 1.41% of portfolio
78,391
Q3 2024 Reduced 2.34%
$209B
$7.55 Billion 1.28% of portfolio
44,381
Q3 2024 Reduced 3.09%
$64B
$7.19 Billion 1.22% of portfolio
64,348
Q3 2024 Reduced 15.87%
$72.5B
$6.28 Billion 1.07% of portfolio
44,716
Q3 2024 Reduced 1.82%
$139B
$5.67 Billion 0.96% of portfolio
28,048
Q3 2024 Reduced 0.16%
$161B
$5.54 Billion 0.94% of portfolio
251,736
Q3 2024 Reduced 2.84%
$515B
$5.42 Billion 0.92% of portfolio
19,721
Q3 2024 Added 1.16%
$133B
$5.33 Billion 0.91% of portfolio
85,170
Q3 2024 Reduced 3.52%
$4.37B
$4.9 Billion 0.83% of portfolio
212,430
Q3 2024 Added 2.59%
$203B
$4.87 Billion 0.83% of portfolio
50,626
Q3 2024 Reduced 4.18%
$720B
$4.54 Billion 0.77% of portfolio
5,121
Q3 2024 Added 2.34%
$254B
$3.7 Billion 0.63% of portfolio
45,765
Q3 2024 Added 0.66%
$270B
$2.96 Billion 0.5% of portfolio
41,152
Q3 2024 Added 3.46%
$11.8B
$2.85 Billion 0.49% of portfolio
25,909
Q3 2024 Reduced 0.85%
$276B
$2.67 Billion 0.45% of portfolio
18,101
Q3 2024 Added 1.67%
$252B
$2.6 Billion 0.44% of portfolio
22,905
Q3 2024 Added 1.23%
$585B
$2.6 Billion 0.44% of portfolio
5,645
Q3 2024 Added 13.38%
$165B
$2.48 Billion 0.42% of portfolio
8,921
Q3 2024 Reduced 2.44%
$89B
$2.44 Billion 0.42% of portfolio
27,053
Q3 2024 Reduced 6.56%
$103B
$2.05 Billion 0.35% of portfolio
21,042
Q3 2024 Reduced 2.18%
$120B
$1.87 Billion 0.32% of portfolio
36,100
Q3 2024 Reduced 0.55%
$114B
$1.59 Billion 0.27% of portfolio
18,933
Q3 2024 Reduced 6.85%
$27.1B
$1.55 Billion 0.26% of portfolio
25,974
Q3 2024 Reduced 3.01%
$401B
$1.51 Billion 0.26% of portfolio
8,699
Q3 2024 Added 0.71%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $587 Billion
  • Prior Value $559 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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