Allen Mooney & Barnes Investment Advisors LLC Sells in Q4 2024

Allen Mooney & Barnes Investment Advisors LLC

  • $593 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DG
Dollar General Corp

Consumer Defensive
-9.5K
- 6.68%
$73.27 - $84.47 $696K - $802K
133K $10.1B
LOW
Lowes Companies Inc

Consumer Cyclical
-1.08K
- 1.7%
$244.52 - $284.07 $263K - $306K
62.1K $15.3B
ABBV
Abb Vie Inc.

Healthcare
-433
- 0.51%
$164.99 - $203.87 $71.4K - $88.3K
84.2K $15B
UNH
Unitedhealth Group Inc

Healthcare
-3
- 0.01%
$485.52 - $625.25 $1.46K - $1.88K
21.5K $10.9B
LHX
L3 Harris Technologies, Inc.

Industrials
-141
- 0.31%
$208.94 - $264.22 $29.5K - $37.3K
45.5K $9.56B
FLO
Flowers Foods Inc

Consumer Defensive
-18.2K
- 8.58%
$20.4 - $23.31 $372K - $425K
194K $4.01B
SWK
Stanley Black & Decker, Inc.

Industrials
-1.23K
- 4.74%
$79.07 - $109.36 $97.2K - $134K
24.7K $1.98B
COP
Conocophillips

Energy
-3.74K
- 4.77%
$95.12 - $114.72 $355K - $429K
74.7K $7.4B
DHR
Danaher Corp

Healthcare
-69
- 0.77%
$226.16 - $274.52 $15.6K - $18.9K
8.85K $2.03B
ADM
Archer Daniels Midland CO

Consumer Defensive
-3.29K
- 12.68%
$49.38 - $59.52 $163K - $196K
22.7K $1.15B
PRU
Prudential Financial Inc

Financial Services
-1.09K
- 1.12%
$114.59 - $129.52 $125K - $142K
96.5K $11.4B
SBUX
Starbucks Corp

Consumer Cyclical
-2.58K
- 12.24%
$87.44 - $102.5 $225K - $264K
18.5K $1.69B
IBM
International Business Machines Corp

Technology
-1.12K
- 2.62%
$204.9 - $238.04 $230K - $267K
41.6K $9.15B
EEM
Ishares Msci Emerging Markets

ETFs
-76
- 0.13%
$41.82 - $47.36 $3.18K - $3.6K
58.8K $2.46B
VZ
Verizon Communications Inc

Communication Services
-2.05K
- 6.47%
$39.6 - $45.21 $81.3K - $92.9K
29.7K $1.19B
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.36K
- 38.03%
$80.87 - $87.69 $191K - $207K
3.85K $313M
CAT
Caterpillar Inc

Industrials
-313
- 12.12%
$360.37 - $416.88 $113K - $130K
2.27K $823M
USB
Us Bancorp \De\

Financial Services
-4.62K
- 16.61%
$43.98 - $53.66 $203K - $248K
23.2K $1.11B
VO
Vanguard Mid Cap ETF

ETFs
-605
- 4.41%
$261.5 - $284.63 $158K - $172K
13.1K $3.46B
NEE
Nextera Energy Inc

Utilities
-186
- 1.7%
$69.77 - $85.43 $13K - $15.9K
10.8K $771M
MET
Metlife Inc

Financial Services
-499
- 0.35%
$78.15 - $88.25 $39K - $44K
143K $11.7B
HOLX
Hologic Inc

Healthcare
-33
- 0.27%
$70.76 - $83.72 $2.34K - $2.76K
12.2K $883M
D
Dominion Energy, Inc

Utilities
-1.25K
- 17.27%
$52.63 - $60.92 $65.6K - $76K
5.98K $322M
ICE
Intercontinental Exchange, Inc.

Financial Services
-57
- 0.77%
$148.29 - $166.93 $8.45K - $9.52K
7.36K $1.1B
GPC
Genuine Parts CO

Consumer Cyclical
-198
- 7.31%
$113.11 - $143.63 $22.4K - $28.4K
2.51K $293M
BDX
Becton Dickinson & CO

Healthcare
-284
- 23.81%
$220.02 - $243.75 $62.5K - $69.2K
909 $206M
MCD
Mcdonalds Corp

Consumer Cyclical
-28
- 0.58%
$288.47 - $316.54 $8.08K - $8.86K
4.82K $1.4B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-650
- 9.33%
$74.5 - $78.37 $48.4K - $50.9K
6.32K $472M
DUK
Duke Energy Corp

Utilities
-35
- 0.43%
$105.76 - $120.76 $3.7K - $4.23K
8.01K $863M
ORCL
Oracle Corp

Technology
-264
- 4.98%
$165.41 - $192.43 $43.7K - $50.8K
5.04K $840M
INTC
Intel Corp

Technology
-480
- 3.75%
$19.07 - $26.23 $9.15K - $12.6K
12.3K $247M
GIS
General Mills Inc

Consumer Defensive
-52
- 1.15%
$62.78 - $74.62 $3.26K - $3.88K
4.46K $284M
MKL
Markel Corp

Financial Services
-50
- 18.38%
$1542.01 - $1785.11 $77.1K - $89.3K
222 $383M
GILD
Gilead Sciences, Inc.

Healthcare
-2.21K
- 11.65%
$83.95 - $97.9 $185K - $216K
16.7K $1.55B
PFF
Ishares Trust Ishares Pfd And

ETFs
-508
- 3.69%
$31.23 - $33.51 $15.9K - $17K
13.2K $416M
GOOG
Alphabet Inc.

Communication Services
-673
- 16.19%
$163.08 - $198.16 $110K - $133K
3.48K $664M
BP
Bp PLC

Energy
-94
- 0.75%
$28.16 - $33.14 $2.65K - $3.12K
12.5K $370M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-178
- 2.8%
$521.84 - $558.82 $92.9K - $99.5K
6.18K $3.33B
MMM
3 M CO

Industrials
-4
- 0.17%
$124.74 - $137.12 $499 - $548
2.4K $310M
GNRC
Generac Holdings Inc.

Industrials
-73
- 4.05%
$154.28 - $195.11 $11.3K - $14.2K
1.73K $268M
TFC
Truist Financial Corp

Financial Services
-797
- 2.59%
$41.51 - $48.1 $33.1K - $38.3K
30K $1.3B
BMY
Bristol Myers Squibb CO

Healthcare
-3.31K
- 9.16%
$51.92 - $59.94 $172K - $198K
32.8K $1.85B
CLX
Clorox CO

Consumer Defensive
-47
- 1.03%
$156.51 - $169.74 $7.36K - $7.98K
4.51K $733M
VB
Vanguard Small Cap ETF

ETFs
-251
- 1.41%
$233.76 - $261.58 $58.7K - $65.7K
17.5K $4.21B
ABT
Abbott Laboratories

Healthcare
-15
- 0.84%
$111.93 - $119.39 $1.68K - $1.79K
1.77K $200M
ABCB
Ameris Bancorp

Financial Services
-72
- 0.84%
$60.0 - $72.37 $4.32K - $5.21K
8.5K $532M
COST
Costco Wholesale Corp

Consumer Defensive
-24
- 3.65%
$873.59 - $994.69 $21K - $23.9K
634 $581M
XLF
Financial Sector Spdr

ETFs
-48
- 1.08%
$44.89 - $51.34 $2.15K - $2.46K
4.39K $212M
CAH
Cardinal Health Inc

Healthcare
-47
- 0.68%
$107.89 - $125.33 $5.07K - $5.89K
6.84K $809M
Activity Summary
Buys All Purchases 66 New Holdings 3 Increased Positions 63 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Allen Mooney & Barnes Investment Advisors LLC Portfolio

Follow Allen Mooney & Barnes Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Mooney & Barnes Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Mooney & Barnes Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email