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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$186B
$1.39 Billion 0.24% of portfolio
2,433
Q4 2024 Added 0.5%
$270B
$1.38 Billion 0.23% of portfolio
10,242
Q4 2024 Added 6.78%
$54.6B
$1.3 Billion 0.22% of portfolio
29,985
Q4 2024 Reduced 2.59%
$434B
$1.2 Billion 0.2% of portfolio
8,283
Q4 2024 Added 1.3%
$191B
$1.19 Billion 0.2% of portfolio
29,673
Q4 2024 Reduced 6.47%
$62.7B
$1.11 Billion 0.19% of portfolio
23,166
Q4 2024 Reduced 16.61%
$26.4B
$1.15 Billion 0.19% of portfolio
22,681
Q4 2024 Reduced 12.68%
$96.3B
$1.1 Billion 0.18% of portfolio
7,359
Q4 2024 Reduced 0.77%
$246B
$992 Million 0.17% of portfolio
8,247
Q4 2024 Added 0.82%
$818B
$931 Million 0.16% of portfolio
2,306
Q4 2024 Added 85.97%
$27.1B
$921 Million 0.16% of portfolio
8,219
Q4 2024 Added 0.11%
$0
$861 Million 0.15% of portfolio
106,447
Q4 2024 Added 1.7%
$93.9B
$863 Million 0.15% of portfolio
8,011
Q4 2024 Reduced 0.43%
$166B
$870 Million 0.15% of portfolio
11,500
Q4 2024 Reduced 37.17%
$15.4B
$883 Million 0.15% of portfolio
12,243
Q4 2024 Reduced 0.27%
$377B
$840 Million 0.14% of portfolio
5,041
Q4 2024 Reduced 4.98%
$36.1B
$809 Million 0.14% of portfolio
6,844
Q4 2024 Reduced 0.68%
$79.5B
$803 Million 0.14% of portfolio
3,911
Q4 2024 Reduced 2.15%
$139B
$771 Million 0.13% of portfolio
10,756
Q4 2024 Reduced 1.7%
$1.3T
$777 Million 0.13% of portfolio
1,326
Q4 2024 Added 8.07%
$6.18B
$797 Million 0.13% of portfolio
2,599
Q4 2024 Added 0.19%
$18.2B
$733 Million 0.12% of portfolio
4,512
Q4 2024 Reduced 1.03%
$335B
$732 Million 0.12% of portfolio
16,658
Q4 2024 Reduced 1.1%
$142B
$686 Million 0.12% of portfolio
25,851
Q4 2024 Added 14.41%
$951B
$664 Million 0.11% of portfolio
3,484
Q4 2024 Reduced 16.19%
$145B
$576 Million 0.1% of portfolio
2,525
Q4 2024 Added 2.39%
$419B
$581 Million 0.1% of portfolio
634
Q4 2024 Reduced 3.65%
$141B
$584 Million 0.1% of portfolio
1,621
Q4 2024 Added 5.6%
$67.8B
$599 Million 0.1% of portfolio
2,586
Q4 2024 Reduced 7.28%
$75.9B
$612 Million 0.1% of portfolio
6,479
Q4 2024 Reduced 2.64%
$59.4B
$617 Million 0.1% of portfolio
5,414
Q4 2024 Added 0.09%
$375B
$515 Million 0.09% of portfolio
1,324
Q4 2024 Added 0.76%
$3.96B
$532 Million 0.09% of portfolio
8,495
Q4 2024 Reduced 0.84%
$26.4B
$477 Million 0.08% of portfolio
6,132
Q4 2024 New
$5.17B
$494 Million 0.08% of portfolio
11,088
Q4 2022 Reduced 1.52%
$195B
$501 Million 0.08% of portfolio
4,331
Q4 2024 Added 1.83%
$46.6B
$502 Million 0.08% of portfolio
2,900
Q2 2023 Added 11.59%
$95B
$504 Million 0.08% of portfolio
2,496
Q4 2024 Reduced 42.29%
$99.4B
$389 Million 0.07% of portfolio
2,630
Q4 2023 New
$178B
$428 Million 0.07% of portfolio
962
Q4 2024 Added 2.78%
$56B
$336 Million 0.06% of portfolio
1,740
Q3 2024 Reduced 20.87%
$78.2B
$339 Million 0.06% of portfolio
3,729
Q4 2024 Added 0.21%
$809M
$351 Million 0.06% of portfolio
10,035
Q4 2024 Added 0.1%
$72.6B
$362 Million 0.06% of portfolio
2,591
Q4 2024 Added 63.78%
$104B
$370 Million 0.06% of portfolio
12,519
Q4 2024 Reduced 0.75%
$162B
$371 Million 0.06% of portfolio
9,875
Q4 2024 Added 0.49%
$25.3B
$383 Million 0.06% of portfolio
222
Q4 2024 Reduced 18.38%
$0
$384 Million 0.06% of portfolio
52,117
Q4 2024 Added 0.16%
$16.8B
$293 Million 0.05% of portfolio
2,510
Q4 2024 Reduced 7.31%

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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