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Size ($ in 1000's)
At 03/31/2024: $523,750
At 12/31/2023: $525,807
Allen Mooney & Barnes Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Allen Mooney & Barnes Investment Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Allen Mooney & Barnes Investment Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Allen Mooney & Barnes Investment Advisors LLC.
In the Allen Mooney & Barnes Investment Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Allen Mooney & Barnes Investment Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Allen Mooney & Barnes Investment Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ALPHABET INC CAP STK CL A |
147,344 |
-2,360 |
$23,487 | | GOOGL | 147,344 | -2,360 | $23,487 | | APPLE INC COM |
127,987 |
-49,724 |
$22,403 | | AAPL | 127,987 | -49,724 | $22,403 | | AMAZON COM INC COM |
100,467 |
-37,363 |
$18,993 | | AMZN | 100,467 | -37,363 | $18,993 | | EXXON MOBIL CORP COM |
153,293 |
-784 |
$18,670 | | XOM | 153,293 | -784 | $18,670 | | JPMORGAN CHASE & CO COM |
84,516 |
-815 |
$16,517 | | JPM | 84,516 | -815 | $16,517 | | AMERICAN EXPRESS CO COM |
72,128 |
-112 |
$15,738 | | AXP | 72,128 | -112 | $15,738 | | LOWES COS INC COM |
63,453 |
-398 |
$14,940 | | LOW | 63,453 | -398 | $14,940 | | ABBVIE INC COM |
86,767 |
-1,181 |
$14,535 | | ABBV | 86,767 | -1,181 | $14,535 | | LYONDELLBASELL INDUSTRIES N V SHS A |
133,830 |
+276 |
$13,773 | | LYB | 133,830 | +276 | $13,773 | | AFLAC INC COM |
165,653 |
+90 |
$13,193 | | AFL | 165,653 | +90 | $13,193 | | SCHWAB CHARLES CORP COM |
179,008 |
+245 |
$12,642 | | SCHW | 179,008 | +245 | $12,642 | | AMERICAN ELEC PWR CO INC COM |
147,219 |
+630 |
$12,206 | | AEP | 147,219 | +630 | $12,206 | | CUMMINS INC COM |
39,782 |
-284 |
$12,048 | | CMI | 39,782 | -284 | $12,048 | | BLACKROCK INC COM |
15,305 |
+35 |
$12,029 | | BLK | 15,305 | +35 | $12,029 | | SPDR S&P 500 ETF TRUST (SPY) |
21,433 |
-3,351 |
$11,102 | | SPY | 21,433 | -3,351 | $11,102 | | HONEYWELL INTL INC COM |
56,246 |
+91 |
$11,073 | | HON | 56,246 | +91 | $11,073 | | PRUDENTIAL FINL INC COM |
99,310 |
-1,120 |
$11,056 | | PRU | 99,310 | -1,120 | $11,056 | | UNITEDHEALTH GROUP INC COM |
21,957 |
+151 |
$10,862 | | UNH | 21,957 | +151 | $10,862 | | CONOCOPHILLIPS COM |
79,370 |
-226 |
$10,550 | | COP | 79,370 | -226 | $10,550 | | METLIFE INC COM |
148,249 |
-247 |
$10,523 | | MET | 148,249 | -247 | $10,523 | | ENTERPRISE PRODS PARTNERS L P COM |
354,916 |
+676 |
$10,371 | | EPD | 354,916 | +676 | $10,371 | | CVS HEALTH CORP COM |
128,163 |
-686 |
$10,222 | | CVS | 128,163 | -686 | $10,222 | | CISCO SYS INC COM |
192,663 |
-11 |
$9,542 | | CSCO | 192,663 | -11 | $9,542 | | L3HARRIS TECHNOLOGIES INC COM |
46,570 |
+62 |
$9,426 | | LHX | 46,570 | +62 | $9,426 | | MEDTRONIC PLC SHS |
113,779 |
+3,472 |
$9,349 | | MDT | 113,779 | +3,472 | $9,349 | | INTERNATIONAL BUSINESS MACHS COM |
44,406 |
-174 |
$8,255 | | IBM | 44,406 | -174 | $8,255 | | ALTRIA GROUP INC COM |
198,678 |
-961 |
$8,231 | | MO | 198,678 | -961 | $8,231 | | PEPSICO INC COM |
45,148 |
+469 |
$7,601 | | PEP | 45,148 | +469 | $7,601 | | EQUIFAX INC COM |
28,801 |
-70 |
$7,178 | | EFX | 28,801 | -70 | $7,178 | | MICROSOFT CORP COM |
14,573 |
-42,016 |
$6,236 | | MSFT | 14,573 | -42,016 | $6,236 | | DIAGEO PLC SPON ADR NEW |
43,761 |
-307 |
$6,165 | | DEO | 43,761 | -307 | $6,165 | | DISNEY WALT CO COM |
51,784 |
-378 |
$6,066 | | DIS | 51,784 | -378 | $6,066 | | APPLIED MATLS INC COM |
28,193 |
-357 |
$6,005 | | AMAT | 28,193 | -357 | $6,005 | | ISHARES MSCI EAFE ETF (EFA) |
75,787 |
+6,668 |
$5,950 | | EFA | 75,787 | +6,668 | $5,950 | | VISA INC COM CL A |
19,461 |
-28 |
$5,365 | | V | 19,461 | -28 | $5,365 | | CITIGROUP INC COM NEW |
86,460 |
-1,182 |
$5,249 | | C | 86,460 | -1,182 | $5,249 | | FLOWERS FOODS INC COM |
221,725 |
-9,252 |
$5,066 | | FLO | 221,725 | -9,252 | $5,066 | | ELI LILLY & CO COM |
5,570 |
-479 |
$4,231 | | LLY | 5,570 | -479 | $4,231 | | AT&T INC COM |
255,370 |
-1,617 |
$4,194 | | T | 255,370 | -1,617 | $4,194 | | VANGUARD SMALL CAP ETF (VB) |
18,295 |
-421 |
$4,039 | | VB | 18,295 | -421 | $4,039 | | VANGUARD MID CAP ETF (VO) |
12,646 |
+7 |
$3,082 | | VO | 12,646 | +7 | $3,082 | | VANGUARD S&P 500 ETF (VOO) |
6,422 |
+96 |
$3,057 | | VOO | 6,422 | +96 | $3,057 | | COCA COLA CO COM |
51,013 |
-6,373 |
$3,012 | | KO | 51,013 | -6,373 | $3,012 | | MERCK & CO INC COM |
23,618 |
-70 |
$2,979 | | MRK | 23,618 | -70 | $2,979 | | CHEVRON CORP NEW COM |
18,173 |
-125 |
$2,942 | | CVX | 18,173 | -125 | $2,942 |  BERKSHIRE HATHAWAY INC DEL CL B NEW |
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$2,775 | | BRK.B | 6,808 | -2,076 | $2,775 | | WALMART INC COM |
45,178 |
+30,839 |
$2,715 | | WMT | 45,178 | +30,839 | $2,715 | | VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) |
29,443 |
+29,443 |
$2,563 | | MOAT | 29,443 | +29,443 | $2,563 | | ISHARES RUSSELL 3000 ETF (IWV) |
8,334 |
UNCH |
$2,470 | | IWV | 8,334 | UNCH | $2,470 | | ISHARES MSCI EMERGING MARKETS ETF (EEM) |
59,502 |
-496 |
$2,468 | | EEM | 59,502 | -496 | $2,468 |
See Full List: All Stocks Held By Allen Mooney & Barnes Investment Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Allen Mooney & Barnes Investment Advisors LLC
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