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CIK: 0002001461
Total reported value
$657.6M
$657.6M
160 檔
15.2%
At the close of Q1 2024, Allen Mooney & Barnes Investment Advisors LLC disclosed equity holdings valued at approximately $657.6M, spread across 160 reported holdings.
During Q1 2024, Allen Mooney & Barnes Investment Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.51% | -0.70% | -1.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.30% | +0.38% | -27.98% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.65% | +0.33% | -27.11% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.58% | -3.14% | EXIT | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.17% | +0.32% | -0.96% | |
| 6 | AXP | American Express Co | Stock-Financials | 3.02% | +0.31% | -0.15% | |
| 7 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.87% | -0.18% | -0.62% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.79% | +0.39% | -1.34% | |
| 9 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 2.64% | -0.03% | EXIT | |
| 10 | AFL | Aflac Inc | Stock-Financials | 2.53% | +0.03% | +0.05% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.43% | — | +0.14% | |
| 12 | AEP | American Electric Power | Stock-Utilities | 2.34% | +0.08% | +0.43% | |
| 13 | CMI | Cummins Inc | Stock-Industrials | 2.31% | +0.75% | -0.71% | |
| 14 | BLKCHF | Blackrock Inc | Stock-Other | 2.31% | — | +0.23% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.13% | +0.43% | -13.52% | |
| 16 | HON | Honeywell International Inc | Stock-Industrials | 2.13% | -1.98% | EXIT | |
| 17 | PRU | Prudential Financial Inc | Stock-Financials | 2.12% | +0.07% | -1.12% | |
| 18 | COP | Conocophillips | Stock-Energy | 2.03% | -0.02% | -0.28% | |
| 19 | MET | Metlife Inc | Stock-Financials | 2.02% | +0.01% | -0.17% | |
| 20 | EPD | Enterprise Products Partners | Stock-Energy | 1.99% | -0.17% | +0.19% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.86% | +1.10% | +0.69% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.83% | -2.01% | -0.01% | |
| 23 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.81% | -0.37% | +0.13% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.79% | -0.22% | +3.15% | |
| 25 | CVS | Cvs Health CORP | Stock-Healthcare | 1.72% | — | -0.53% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.58% | -1.20% | -0.39% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 1.58% | +0.01% | -0.48% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.46% | -0.18% | +1.05% | |
| 29 | EFX | Equifax Inc | Stock-Industrials | 1.38% | -0.06% | -0.24% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | +0.05% | -74.25% | |
| 31 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.18% | — | -0.70% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.16% | — | -0.72% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 1.15% | +0.15% | -1.25% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.14% | +0.12% | +9.65% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | +0.12% | -0.14% | |
| 36 | C | Citigroup Inc | Stock-Financials | 1.01% | +0.31% | -1.35% | |
| 37 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.97% | -0.04% | -4.01% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.15% | -7.92% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.80% | -0.43% | -0.63% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.78% | +0.11% | -2.25% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | +0.09% | +0.06% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.17% | +1.52% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | -0.02% | -11.11% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | +0.23% | -0.30% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.10% | -0.68% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | +0.03% | -23.37% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.05% | +215.07% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.49% | — | — | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.47% | — | — | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.47% | +0.14% | -0.83% |
According to official SEC Form 13F filings, Allen Mooney & Barnes Investment Advisors LLC reported a total U.S. public equity portfolio value of $657.6M across 160 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including GOOGL, AAPL, AMZN) accounted for 15.2% of total reported equity market value during Q1 2024.
During Q1 2024, Allen Mooney & Barnes Investment Advisors LLC's top holdings by market value included GOOGL (4.5%)、AAPL (4.3%)、AMZN (3.6%). The largest single position, GOOGL, represented 4.5% of total portfolio value.
In Q1 2024, Allen Mooney & Barnes Investment Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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