Allen Mooney & Barnes Investment Advisors LLC Portfolio Holdings

Allen Mooney & Barnes Investment Advisors LLC

  • $559 Billion
  • Q2 2024

Allen Mooney & Barnes Investment Advisors LLC has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $559 Billion distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.7B, Alphabet Inc. with a value of $26.2B, Microsoft Corp with a value of $26.2B, Amazon Com Inc with a value of $19.6B, and Exxon Mobil Corp with a value of $17.9B.

Examining the 13F form we can see an increase of $38.2B in the current position value, from $521B to 559B.

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 $559 Billion
Financial Services: $112 Billion
Technology: $91.4 Billion
Industrials: $61 Billion
Healthcare: $60.2 Billion
ETFs: $44.9 Billion
Energy: $41.5 Billion
Communication Services: $39.4 Billion
Consumer Cyclical: $39 Billion
Other: $69.5 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$711M
$438 Million 0.08% of portfolio
16,852
Q2 2024 Reduced 0.34%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $559 Billion
  • Prior Value $521 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 11, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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