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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.2 Billion 1.9% of portfolio
19,466
Q3 2024 Reduced 6.6%
$0
$5.75 Billion 0.98% of portfolio
68,719
Q3 2024 Reduced 1.63%
$0
$4.21 Billion 0.72% of portfolio
17,758
Q3 2024 Reduced 2.59%
$0
$3.62 Billion 0.62% of portfolio
13,715
Q3 2024 Reduced 0.77%
$0
$3.36 Billion 0.57% of portfolio
6,360
Q3 2024 Reduced 0.19%
$0
$2.7 Billion 0.46% of portfolio
58,908
Q3 2024 Reduced 0.7%
$0
$1.72 Billion 0.29% of portfolio
3,527
Q3 2024 Reduced 1.73%
$0
$1.37 Billion 0.23% of portfolio
4,203
Q3 2024 Reduced 49.57%
$0
$1.05 Billion 0.18% of portfolio
16,188
Q3 2024 Reduced 12.86%
$0
$960 Million 0.16% of portfolio
19,097
Q2 2024 Reduced 0.36%
$0
$576 Million 0.1% of portfolio
1,011
Q3 2024 Added 0.2%
$0
$506 Million 0.09% of portfolio
1,349
Q3 2024 Added 0.22%
$0
$509 Million 0.09% of portfolio
1,619
Q3 2024 Reduced 41.38%
$84.2B
$509 Million 0.09% of portfolio
2,095
Q2 2022 Reduced 12.08%
$0
$517 Million 0.09% of portfolio
6,206
Q3 2024 Added 1.04%
$0
$529 Million 0.09% of portfolio
5,998
Q3 2024 Reduced 14.92%
$0
$457 Million 0.08% of portfolio
13,750
Q3 2024 Reduced 13.33%
$0
$470 Million 0.08% of portfolio
814
Q3 2024 Reduced 45.81%
$0
$418 Million 0.07% of portfolio
713
Q2 2022 Sold Out
$0
$324 Million 0.06% of portfolio
1,465
Q3 2024 Reduced 0.61%
$0
$344 Million 0.06% of portfolio
897
Q3 2024 Reduced 52.44%
$0
$231 Million 0.04% of portfolio
2,099
Q3 2024 Added 0.05%
$0
$257 Million 0.04% of portfolio
910
Q3 2024 Reduced 1.73%
$0
$201 Million 0.03% of portfolio
4,442
Q3 2024 Reduced 60.68%
$0
$204 Million 0.03% of portfolio
1,709
Q3 2024 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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