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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$983 Million 0.17% of portfolio
104,668
Q3 2024 Added 0.76%
$0
$430 Million 0.07% of portfolio
52,034
Q3 2024 Added 0.16%
$0
$297 Million 0.05% of portfolio
27,559
Q3 2024 Added 0.12%
$0
$114 Million 0.02% of portfolio
13,211
Q3 2024 Added 0.48%
$0
$84.5 Million 0.01% of portfolio
14,601
Q1 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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