Allen Mooney & Barnes Investment Advisors LLC Sells in Q3 2024

Allen Mooney & Barnes Investment Advisors LLC

  • $587 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
-1.46K
- 4.4%
$38.89 - $45.0 $56.7K - $65.7K
31.7K $1.42B
D
Dominion Energy, Inc

Utilities
-102
- 1.39%
$48.01 - $58.53 $4.9K - $5.97K
7.22K $417M
HOLX
Hologic Inc

Healthcare
-249
- 1.99%
$73.48 - $83.64 $18.3K - $20.8K
12.3K $1B
CAT
Caterpillar Inc

Industrials
-212
- 7.58%
$316.8 - $391.12 $67.2K - $82.9K
2.58K $1.01B
MMM
3 M CO

Industrials
-9
- 0.37%
$99.69 - $139.42 $897 - $1.25K
2.4K $329M
ORCL
Oracle Corp

Technology
-480
- 8.3%
$125.9 - $170.35 $60.4K - $81.8K
5.31K $904M
PRU
Prudential Financial Inc

Financial Services
-2.39K
- 2.38%
$105.53 - $127.32 $252K - $304K
97.6K $11.8B
FTNT
Fortinet, Inc.

Technology
-200
- 2.92%
$55.39 - $77.55 $11.1K - $15.5K
6.66K $516M
CLX
Clorox CO

Consumer Defensive
-59
- 1.28%
$131.73 - $166.97 $7.77K - $9.85K
4.56K $743M
DUK
Duke Energy Corp

Utilities
-72
- 0.89%
$99.35 - $117.71 $7.15K - $8.48K
8.05K $928M
USB
Us Bancorp \De\

Financial Services
-874
- 3.05%
$39.04 - $47.23 $34.1K - $41.3K
27.8K $1.27B
ICE
Intercontinental Exchange, Inc.

Financial Services
-173
- 2.28%
$136.93 - $162.81 $23.7K - $28.2K
7.42K $1.19B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-12
- 0.19%
$475.2 - $527.7 $5.7K - $6.33K
6.36K $3.36B
EEM
Ishares Msci Emerging Markets

ETFs
-416
- 0.7%
$40.42 - $46.7 $16.8K - $19.4K
58.9K $2.7B
GILD
Gilead Sciences, Inc.

Healthcare
-1.39K
- 6.85%
$66.59 - $83.99 $92.8K - $117K
18.9K $1.59B
SO
Southern CO

Utilities
-1.9K
- 6.56%
$77.0 - $90.52 $146K - $172K
27.1K $2.44B
DHR
Danaher Corp

Healthcare
-223
- 2.44%
$239.25 - $280.76 $53.4K - $62.6K
8.92K $2.48B
VB
Vanguard Small Cap ETF

ETFs
-473
- 2.59%
$214.77 - $237.72 $102K - $112K
17.8K $4.21B
JPM
Jpmorgan Chase & CO

Financial Services
-2.36K
- 2.75%
$194.9 - $224.8 $459K - $530K
83.4K $17.6B
VO
Vanguard Mid Cap ETF

ETFs
-107
- 0.77%
$237.84 - $263.83 $25.4K - $28.2K
13.7K $3.62B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.14K
- 1.63%
$75.32 - $84.37 $85.9K - $96.2K
68.7K $5.75B
LHX
L3 Harris Technologies, Inc.

Industrials
-1.17K
- 2.5%
$221.96 - $243.27 $260K - $285K
45.6K $10.9B
BMY
Bristol Myers Squibb CO

Healthcare
-199
- 0.55%
$39.66 - $51.75 $7.89K - $10.3K
36.1K $1.87B
AFL
Aflac Inc

Financial Services
-12.1K
- 15.87%
$88.52 - $111.8 $1.07M - $1.36M
64.3K $7.19B
SBUX
Starbucks Corp

Consumer Cyclical
-470
- 2.18%
$72.51 - $98.6 $34.1K - $46.3K
21K $2.05B
DEO
Diageo PLC

Consumer Defensive
-831
- 1.82%
$120.02 - $140.77 $99.7K - $117K
44.7K $6.28B
T
At&T Inc.

Communication Services
-7.36K
- 2.84%
$18.21 - $22.28 $134K - $164K
252K $5.54B
SWK
Stanley Black & Decker, Inc.

Industrials
-221
- 0.85%
$77.75 - $110.17 $17.2K - $24.3K
25.9K $2.85B
MO
Altria Group, Inc.

Consumer Defensive
-6.14K
- 3.1%
$45.95 - $54.71 $282K - $336K
192K $9.78B
CSCO
Cisco Systems, Inc.

Technology
-2.44K
- 1.22%
$44.74 - $53.22 $109K - $130K
197K $10.5B
MDT
Medtronic PLC

Healthcare
-649
- 0.54%
$76.84 - $91.03 $49.9K - $59.1K
119K $10.7B
UNH
Unitedhealth Group Inc

Healthcare
-620
- 2.81%
$488.01 - $604.18 $303K - $375K
21.5K $12.6B
DE
Deere & CO

Industrials
-451
- 1.32%
$344.84 - $418.0 $156K - $189K
33.7K $14.1B
CMI
Cummins Inc

Industrials
-1.37K
- 3.44%
$266.63 - $326.4 $365K - $447K
38.3K $12.4B
MET
Metlife Inc

Financial Services
-4.65K
- 3.15%
$67.96 - $82.48 $316K - $384K
143K $11.8B
EFX
Equifax Inc

Industrials
-95
- 0.33%
$236.42 - $307.13 $22.5K - $29.2K
28.7K $8.44B
ABBV
Abb Vie Inc.

Healthcare
-2.53K
- 2.9%
$163.84 - $199.33 $414K - $504K
84.6K $16.7B
IBM
International Business Machines Corp

Technology
-1.64K
- 3.7%
$175.1 - $223.38 $287K - $367K
42.7K $9.45B
AEP
American Electric Power CO Inc

Utilities
-4.06K
- 2.72%
$87.11 - $104.95 $354K - $426K
145K $14.9B
AXP
American Express CO

Financial Services
-1.98K
- 2.72%
$225.92 - $271.17 $448K - $538K
70.9K $19.2B
LOW
Lowes Companies Inc

Consumer Cyclical
-1.06K
- 1.65%
$213.3 - $270.78 $226K - $287K
63.1K $17.1B
AAPL
Apple Inc.

Technology
-1.42K
- 0.84%
$207.23 - $234.82 $295K - $334K
168K $39.2B
Activity Summary
Buys All Purchases 51 New Holdings 10 Increased Positions 41 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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