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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$170B
$2.48 Billion 0.42% of portfolio
8,921
Q3 2024 Reduced 2.44%
$90.7B
$2.44 Billion 0.42% of portfolio
27,053
Q3 2024 Reduced 6.56%
$106B
$2.05 Billion 0.35% of portfolio
21,042
Q3 2024 Reduced 2.18%
$123B
$1.87 Billion 0.32% of portfolio
36,100
Q3 2024 Reduced 0.55%
$0
$1.72 Billion 0.29% of portfolio
3,527
Q3 2024 Reduced 1.73%
$116B
$1.59 Billion 0.27% of portfolio
18,933
Q3 2024 Reduced 6.85%
$28.3B
$1.55 Billion 0.26% of portfolio
25,974
Q3 2024 Reduced 3.01%
$404B
$1.51 Billion 0.26% of portfolio
8,699
Q3 2024 Added 0.71%
$218B
$1.48 Billion 0.25% of portfolio
4,852
Q3 2024 Added 0.19%
$171B
$1.42 Billion 0.24% of portfolio
31,727
Q3 2024 Reduced 4.4%
$0
$1.37 Billion 0.23% of portfolio
4,203
Q3 2024 Reduced 49.57%
$383B
$1.33 Billion 0.23% of portfolio
8,177
Q3 2024 Reduced 0.74%
$59.9B
$1.32 Billion 0.22% of portfolio
30,782
Q3 2024 Reduced 10.84%
$74.3B
$1.27 Billion 0.22% of portfolio
27,781
Q3 2024 Reduced 3.05%
$325B
$1.16 Billion 0.2% of portfolio
9,592
Q3 2024 Reduced 8.03%
$85.3B
$1.19 Billion 0.2% of portfolio
7,416
Q3 2024 Reduced 2.28%
$0
$1.05 Billion 0.18% of portfolio
16,188
Q3 2024 Reduced 12.86%
$0
$983 Million 0.17% of portfolio
104,668
Q3 2024 Added 0.76%
$195B
$993 Million 0.17% of portfolio
8,180
Q3 2024 Added 1.11%
$18B
$1 Billion 0.17% of portfolio
12,276
Q3 2024 Reduced 1.99%
$198B
$1.01 Billion 0.17% of portfolio
2,583
Q3 2024 Reduced 7.58%
$0
$960 Million 0.16% of portfolio
19,097
Q2 2024 Reduced 0.36%
$83.1B
$928 Million 0.16% of portfolio
8,046
Q3 2024 Reduced 0.89%
$142B
$925 Million 0.16% of portfolio
10,942
Q3 2024 Added 4.42%
$458B
$904 Million 0.15% of portfolio
5,305
Q3 2024 Reduced 8.3%
$85.8B
$898 Million 0.15% of portfolio
4,325
Q3 2024 Reduced 8.19%
$31.8B
$841 Million 0.14% of portfolio
8,210
Q3 2024 Added 1.21%
$30.3B
$762 Million 0.13% of portfolio
6,891
Q1 2023 Reduced 2.53%
$6.97B
$752 Million 0.13% of portfolio
2,594
Q3 2024 Reduced 1.67%
$20.1B
$743 Million 0.13% of portfolio
4,559
Q3 2024 Reduced 1.28%
$79.5B
$718 Million 0.12% of portfolio
3,997
Q2 2024 Reduced 0.92%
$55.7B
$711 Million 0.12% of portfolio
5,409
Q3 2024 Reduced 2.03%
$1.39T
$702 Million 0.12% of portfolio
1,227
Q3 2024 Added 4.34%
$1.2T
$695 Million 0.12% of portfolio
4,157
Q3 2024 Added 30.19%
$146B
$681 Million 0.12% of portfolio
18,304
Q3 2024 Reduced 29.66%
$148B
$654 Million 0.11% of portfolio
22,595
Q3 2024 Reduced 3.13%
$362B
$668 Million 0.11% of portfolio
16,843
Q3 2024 Reduced 0.79%
$141B
$608 Million 0.1% of portfolio
2,466
Q3 2024 Reduced 1.6%
$435B
$583 Million 0.1% of portfolio
658
Q3 2024 Added 2.02%
$0
$576 Million 0.1% of portfolio
1,011
Q3 2024 Added 0.2%
$0
$506 Million 0.09% of portfolio
1,349
Q3 2024 Added 0.22%
$0
$509 Million 0.09% of portfolio
1,619
Q3 2024 Reduced 41.38%
$84.2B
$509 Million 0.09% of portfolio
2,095
Q2 2022 Reduced 12.08%
$173B
$515 Million 0.09% of portfolio
4,253
Q3 2024 Added 0.95%
$77B
$516 Million 0.09% of portfolio
6,655
Q3 2024 Reduced 2.92%
$0
$517 Million 0.09% of portfolio
6,206
Q3 2024 Added 1.04%
$0
$529 Million 0.09% of portfolio
5,998
Q3 2024 Reduced 14.92%
$418B
$532 Million 0.09% of portfolio
1,314
Q3 2024 Added 3.38%
$4.53B
$534 Million 0.09% of portfolio
8,567
Q3 2024 Added 0.01%

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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