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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.5 Billion 1.94% of portfolio
19,632
Q4 2024 Added 0.85%
$0
$5.43 Billion 0.92% of portfolio
71,862
Q4 2024 Added 4.57%
$0
$4.21 Billion 0.71% of portfolio
17,507
Q4 2024 Reduced 1.41%
$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%
$0
$2.46 Billion 0.42% of portfolio
58,832
Q4 2024 Reduced 0.13%
$0
$1.81 Billion 0.3% of portfolio
3,532
Q4 2024 Added 0.14%
$0
$1.4 Billion 0.24% of portfolio
4,203
Q3 2024 Reduced 49.57%
$0
$937 Million 0.16% of portfolio
19,097
Q2 2024 Reduced 0.36%
$0
$576 Million 0.1% of portfolio
1,012
Q4 2024 Added 0.1%
$87.7B
$523 Million 0.09% of portfolio
2,159
Q4 2024 Added 3.05%
$0
$523 Million 0.09% of portfolio
1,624
Q4 2024 Added 0.31%
$0
$530 Million 0.09% of portfolio
5,998
Q3 2024 Reduced 14.92%
$0
$544 Million 0.09% of portfolio
1,355
Q4 2024 Added 0.44%
$0
$449 Million 0.08% of portfolio
1,093
Q4 2024 Added 21.85%
$0
$472 Million 0.08% of portfolio
6,320
Q4 2024 Reduced 9.33%
$0
$416 Million 0.07% of portfolio
13,242
Q4 2024 Reduced 3.69%
$0
$443 Million 0.07% of portfolio
713
Q2 2022 Sold Out
$0
$324 Million 0.05% of portfolio
1,467
Q4 2024 Added 0.14%
$0
$313 Million 0.05% of portfolio
3,846
Q4 2024 Reduced 38.03%
$0
$212 Million 0.04% of portfolio
4,394
Q4 2024 Reduced 1.08%
$0
$231 Million 0.04% of portfolio
910
Q3 2024 Reduced 1.73%

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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