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 Market Cap. of $10 Billions to $200 Billions