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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$214B
$1.48 Billion 0.25% of portfolio
4,852
Q3 2024 Added 0.19%
$169B
$1.42 Billion 0.24% of portfolio
31,727
Q3 2024 Reduced 4.4%
$378B
$1.33 Billion 0.23% of portfolio
8,177
Q3 2024 Reduced 0.74%
$57.2B
$1.32 Billion 0.22% of portfolio
30,782
Q3 2024 Reduced 10.84%
$70.7B
$1.27 Billion 0.22% of portfolio
27,781
Q3 2024 Reduced 3.05%
$321B
$1.16 Billion 0.2% of portfolio
9,592
Q3 2024 Reduced 8.03%
$83.5B
$1.19 Billion 0.2% of portfolio
7,416
Q3 2024 Reduced 2.28%
$188B
$1.2 Billion 0.2% of portfolio
2,421
Q3 2024 Added 1.72%
$0
$983 Million 0.17% of portfolio
104,668
Q3 2024 Added 0.76%
$193B
$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%
$192B
$1.01 Billion 0.17% of portfolio
2,583
Q3 2024 Reduced 7.58%
$81.4B
$928 Million 0.16% of portfolio
8,046
Q3 2024 Reduced 0.89%
$139B
$925 Million 0.16% of portfolio
10,942
Q3 2024 Added 4.42%
$446B
$904 Million 0.15% of portfolio
5,305
Q3 2024 Reduced 8.3%
$84.3B
$898 Million 0.15% of portfolio
4,325
Q3 2024 Reduced 8.19%
$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%
$53.8B
$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%
$1.16T
$695 Million 0.12% of portfolio
4,157
Q3 2024 Added 30.19%
$140B
$681 Million 0.12% of portfolio
18,304
Q3 2024 Reduced 29.66%
$145B
$654 Million 0.11% of portfolio
22,595
Q3 2024 Reduced 3.13%
$349B
$668 Million 0.11% of portfolio
16,843
Q3 2024 Reduced 0.79%
$138B
$608 Million 0.1% of portfolio
2,466
Q3 2024 Reduced 1.6%
$427B
$583 Million 0.1% of portfolio
658
Q3 2024 Added 2.02%
$168B
$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%
$403B
$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%
$136B
$554 Million 0.09% of portfolio
1,535
Q3 2024 Added 13.45%
$5.49B
$477 Million 0.08% of portfolio
11,088
Q4 2022 Reduced 1.52%
$90.6B
$481 Million 0.08% of portfolio
2,789
Q3 2024 Added 1,057.26%
$205B
$485 Million 0.08% of portfolio
936
Q3 2024 Reduced 14.21%
$77.4B
$386 Million 0.07% of portfolio
3,721
Q3 2024 Reduced 0.56%
$87.5B
$396 Million 0.07% of portfolio
12,613
Q3 2024 Added 0.72%
$46B
$407 Million 0.07% of portfolio
2,900
Q2 2023 Added 11.59%
$167B
$410 Million 0.07% of portfolio
9,827
Q3 2024 Reduced 5.27%
$43.8B
$417 Million 0.07% of portfolio
7,222
Q3 2024 Reduced 1.39%
$23.1B
$427 Million 0.07% of portfolio
272
Q3 2024 New
$0
$430 Million 0.07% of portfolio
52,034
Q3 2024 Added 0.16%
$1.39T
$324 Million 0.06% of portfolio
1,240
Q3 2024 Reduced 29.06%
$69.4B
$329 Million 0.06% of portfolio
2,404
Q3 2024 Reduced 0.37%
$51.2B
$330 Million 0.06% of portfolio
1,740
Q3 2024 Reduced 20.87%
$127B
$332 Million 0.06% of portfolio
568
Q3 2024 New
$37.9B
$333 Million 0.06% of portfolio
4,511
Q3 2024 Reduced 2.11%
$123B
$343 Million 0.06% of portfolio
2,630
Q4 2023 New

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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