Allen Mooney & Barnes Investment Advisors LLC Portfolio Holdings

Allen Mooney & Barnes Investment Advisors LLC

  • $593 Billion
  • Q4 2024

Allen Mooney & Barnes Investment Advisors LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $593 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.4B, Alphabet Inc. with a value of $26.9B, Microsoft Corp with a value of $24.9B, Amazon Com Inc with a value of $21.7B, and American Express CO with a value of $20.4B.

Examining the 13F form we can see an increase of $5.38B in the current position value, from $587B to 593B.

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 $593 Billion
Financial Services: $109 Billion
Technology: $97.8 Billion
Industrials: $64.6 Billion
Healthcare: $52.9 Billion
Consumer Defensive: $49.3 Billion
Consumer Cyclical: $43 Billion
Communication Services: $41.2 Billion
ETFs: $40.6 Billion
Other: $67.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$41.4 Billion 6.98% of portfolio
165,277
Q4 2024 Reduced 1.64%
$922B
$26.9 Billion 4.55% of portfolio
142,358
Q4 2024 Reduced 0.52%
$2.8T
$24.9 Billion 4.2% of portfolio
59,084
Q4 2024 Added 2.5%
$1.94T
$21.7 Billion 3.66% of portfolio
98,780
Q4 2024 Reduced 5.72%
$201B
$20.4 Billion 3.44% of portfolio
68,653
Q4 2024 Reduced 3.13%
$720B
$19.4 Billion 3.27% of portfolio
80,940
Q4 2024 Reduced 2.93%
$496B
$16.7 Billion 2.82% of portfolio
155,625
Q4 2024 Added 1.89%
Blackrock Inc Com
-
$15.6 Billion 2.63% of portfolio
-
Q4 2024 Reduced 1.88%
$145B
$15.3 Billion 2.58% of portfolio
62,050
Q4 2024 Reduced 1.7%
$370B
$15 Billion 2.52% of portfolio
84,171
Q4 2024 Reduced 0.51%
$142B
$14.4 Billion 2.43% of portfolio
33,929
Q4 2024 Added 0.71%
$56.1B
$13.4 Billion 2.27% of portfolio
145,796
Q4 2024 Added 0.34%
$142B
$13.3 Billion 2.24% of portfolio
179,530
Q4 2024 Added 1.49%
$44.2B
$13 Billion 2.19% of portfolio
37,303
Q4 2024 Reduced 2.71%
$142B
$12.7 Billion 2.15% of portfolio
56,360
Q4 2024 Added 0.38%
$253B
$11.7 Billion 1.98% of portfolio
198,095
Q4 2024 Added 0.51%
Kenvue Inc Com
-
$11.7 Billion 1.97% of portfolio
-
Q4 2024 New
$0
$11.5 Billion 1.94% of portfolio
19,632
Q4 2024 Added 0.85%
$41.5B
$11.4 Billion 1.93% of portfolio
96,524
Q4 2024 Reduced 1.12%
$490B
$10.9 Billion 1.83% of portfolio
21,466
Q4 2024 Reduced 0.01%
$74.3B
$10.7 Billion 1.8% of portfolio
339,625
Q4 2024 Reduced 0.88%
$23B
$10.3 Billion 1.73% of portfolio
138,446
Q4 2024 Added 3.06%
$119B
$10.2 Billion 1.72% of portfolio
127,948
Q4 2024 Added 7.23%
$19.8B
$10.1 Billion 1.7% of portfolio
132,677
Q4 2024 Reduced 6.68%
$108B
$9.96 Billion 1.68% of portfolio
190,563
Q4 2024 Reduced 0.55%
$40.1B
$9.56 Billion 1.61% of portfolio
45,480
Q4 2024 Reduced 0.31%
$223B
$9.15 Billion 1.54% of portfolio
41,625
Q4 2024 Reduced 2.62%
$134B
$7.4 Billion 1.25% of portfolio
74,654
Q4 2024 Reduced 4.77%
$29.8B
$7.32 Billion 1.23% of portfolio
28,705
Q3 2024 Reduced 0.33%
$207B
$6.92 Billion 1.17% of portfolio
45,513
Q4 2024 Added 2.55%
$70.3B
$6.66 Billion 1.12% of portfolio
64,390
Q4 2024 Added 0.07%
$573B
$6.29 Billion 1.06% of portfolio
19,900
Q4 2024 Added 0.91%
$137B
$6 Billion 1.01% of portfolio
85,249
Q4 2024 Added 0.09%
$59.7B
$5.83 Billion 0.98% of portfolio
45,877
Q4 2024 Added 2.6%
$202B
$5.62 Billion 0.95% of portfolio
246,609
Q4 2024 Reduced 2.04%
$180B
$5.6 Billion 0.94% of portfolio
50,259
Q4 2024 Reduced 0.72%
$0
$5.43 Billion 0.92% of portfolio
71,862
Q4 2024 Added 4.57%
$125B
$4.59 Billion 0.77% of portfolio
28,242
Q4 2024 Added 0.69%
$0
$4.21 Billion 0.71% of portfolio
17,507
Q4 2024 Reduced 1.41%
$238B
$4.14 Billion 0.7% of portfolio
45,809
Q4 2024 Added 0.1%
$785B
$4.05 Billion 0.68% of portfolio
5,248
Q4 2024 Added 2.48%
$4.03B
$4.01 Billion 0.68% of portfolio
194,202
Q4 2024 Reduced 8.58%
$0
$3.46 Billion 0.58% of portfolio
13,110
Q4 2024 Reduced 4.41%
$0
$3.33 Billion 0.56% of portfolio
6,182
Q4 2024 Reduced 2.8%
$327B
$2.84 Billion 0.48% of portfolio
19,633
Q4 2024 Added 8.46%
$683B
$2.56 Billion 0.43% of portfolio
5,645
Q3 2024 Added 13.38%
$310B
$2.58 Billion 0.43% of portfolio
41,382
Q4 2024 Added 0.56%
$0
$2.46 Billion 0.42% of portfolio
58,832
Q4 2024 Reduced 0.13%
$227B
$2.3 Billion 0.39% of portfolio
23,075
Q4 2024 Added 0.74%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $593 Billion
  • Prior Value $587 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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