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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.8B
$2.25 Billion 0.38% of portfolio
27,340
Q4 2024 Added 1.06%
$154B
$2.03 Billion 0.34% of portfolio
8,852
Q4 2024 Reduced 0.77%
$12.8B
$1.98 Billion 0.33% of portfolio
24,680
Q4 2024 Reduced 4.74%
$123B
$1.85 Billion 0.31% of portfolio
32,793
Q4 2024 Reduced 9.16%
$0
$1.81 Billion 0.3% of portfolio
3,532
Q4 2024 Added 0.14%
$128B
$1.69 Billion 0.28% of portfolio
18,466
Q4 2024 Reduced 12.24%
$139B
$1.55 Billion 0.26% of portfolio
16,728
Q4 2024 Reduced 11.65%
$404B
$1.48 Billion 0.25% of portfolio
8,844
Q4 2024 Added 1.67%
$0
$1.4 Billion 0.24% of portfolio
4,203
Q3 2024 Reduced 49.57%
$226B
$1.4 Billion 0.24% of portfolio
4,824
Q4 2024 Reduced 0.58%
$214B
$1.39 Billion 0.24% of portfolio
2,433
Q4 2024 Added 0.5%
$325B
$1.38 Billion 0.23% of portfolio
10,242
Q4 2024 Added 6.78%
$60.2B
$1.3 Billion 0.22% of portfolio
29,985
Q4 2024 Reduced 2.59%
$428B
$1.2 Billion 0.2% of portfolio
8,283
Q4 2024 Added 1.3%
$182B
$1.19 Billion 0.2% of portfolio
29,673
Q4 2024 Reduced 6.47%
$67.8B
$1.11 Billion 0.19% of portfolio
23,166
Q4 2024 Reduced 16.61%
$94.1B
$1.1 Billion 0.18% of portfolio
7,359
Q4 2024 Reduced 0.77%
$242B
$992 Million 0.17% of portfolio
8,247
Q4 2024 Added 0.82%
$0
$937 Million 0.16% of portfolio
19,097
Q2 2024 Reduced 0.36%
$1.04T
$931 Million 0.16% of portfolio
2,306
Q4 2024 Added 85.97%
$28.8B
$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%
$89.3B
$863 Million 0.15% of portfolio
8,011
Q4 2024 Reduced 0.43%
$178B
$870 Million 0.15% of portfolio
11,500
Q4 2024 Reduced 37.17%
$16.2B
$883 Million 0.15% of portfolio
12,243
Q4 2024 Reduced 0.27%
$458B
$840 Million 0.14% of portfolio
5,041
Q4 2024 Reduced 4.98%
$179B
$823 Million 0.14% of portfolio
2,270
Q4 2024 Reduced 12.12%
$33.4B
$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%
$1.54T
$777 Million 0.13% of portfolio
1,326
Q4 2024 Added 8.07%
$7.32B
$797 Million 0.13% of portfolio
2,599
Q4 2024 Added 0.19%
$19.1B
$733 Million 0.12% of portfolio
4,512
Q4 2024 Reduced 1.03%
$357B
$732 Million 0.12% of portfolio
16,658
Q4 2024 Reduced 1.1%
$150B
$686 Million 0.12% of portfolio
25,851
Q4 2024 Added 14.41%
$1.1T
$664 Million 0.11% of portfolio
3,484
Q4 2024 Reduced 16.19%
$149B
$576 Million 0.1% of portfolio
2,525
Q4 2024 Added 2.39%
$0
$576 Million 0.1% of portfolio
1,012
Q4 2024 Added 0.1%
$458B
$581 Million 0.1% of portfolio
634
Q4 2024 Reduced 3.65%
$147B
$584 Million 0.1% of portfolio
1,621
Q4 2024 Added 5.6%
$84.2B
$599 Million 0.1% of portfolio
2,586
Q4 2024 Reduced 7.28%
$85.7B
$612 Million 0.1% of portfolio
6,479
Q4 2024 Reduced 2.64%
$61.1B
$617 Million 0.1% of portfolio
5,414
Q4 2024 Added 0.09%
$391B
$515 Million 0.09% of portfolio
1,324
Q4 2024 Added 0.76%
$93.9B
$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%
$4.38B
$532 Million 0.09% of portfolio
8,495
Q4 2024 Reduced 0.84%
$0
$544 Million 0.09% of portfolio
1,355
Q4 2024 Added 0.44%

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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