13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002001461
Total reported value
$657.6M
$657.6M
151 檔
19.1%
The Q2 2024 SEC filing reveals that Allen Mooney & Barnes Investment Advisors LLC held a total portfolio value of $657.6M, covering 151 public equity positions.
During Q2 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 | AAPL | Apple Inc | Stock-Tech | 6.38% | +0.38% | +32.40% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.69% | -0.70% | -2.27% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.68% | +0.05% | +302.01% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.51% | +0.33% | +1.21% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 3.19% | -3.14% | EXIT | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.10% | +0.32% | +1.44% | |
| 7 | AXP | American Express Co | Stock-Financials | 3.02% | +0.31% | +1.00% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.67% | +0.39% | +0.42% | |
| 9 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.53% | -0.18% | +1.16% | |
| 10 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.38% | — | +0.72% | |
| 11 | AEP | American Electric Power | Stock-Utilities | 2.34% | +0.08% | +1.45% | |
| 12 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 2.33% | -0.03% | EXIT | |
| 13 | DE | Deere & Co | Stock-Industrials | 2.28% | -0.07% | +3070.10% | |
| 14 | BLKCHF | Blackrock Inc | Stock-Other | 2.24% | — | +3.82% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 2.19% | -1.98% | EXIT | |
| 16 | PRU | Prudential Financial Inc | Stock-Financials | 2.10% | +0.07% | +0.70% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.03% | +0.43% | -2.76% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.01% | +1.10% | +0.60% | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 1.97% | +0.75% | -0.18% | |
| 20 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.88% | -0.37% | +0.48% | |
| 21 | MET | Metlife Inc | Stock-Financials | 1.85% | +0.01% | -0.35% | |
| 22 | EPD | Enterprise Products Partners | Stock-Energy | 1.82% | -0.17% | -1.28% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.70% | -2.01% | +3.56% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.69% | -0.22% | +5.44% | |
| 25 | COP | Conocophillips | Stock-Energy | 1.64% | -0.02% | +1.14% | |
| 26 | MO | Altria Group Inc | Stock-Consumer Staples | 1.61% | +0.01% | -0.47% | |
| 27 | CVS | Cvs Health CORP | Stock-Healthcare | 1.38% | — | +2.29% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.37% | -1.20% | -0.04% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.35% | -0.18% | +1.44% | |
| 30 | EFX | Equifax Inc | Stock-Industrials | 1.25% | -0.06% | -0.00% | |
| 31 | AFL | Aflac Inc | Stock-Financials | 1.22% | +0.03% | -53.83% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 1.19% | +0.15% | -0.36% | |
| 33 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.03% | — | +4.08% | |
| 34 | C | Citigroup Inc | Stock-Financials | 1.00% | +0.31% | +2.11% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.98% | +0.12% | -7.82% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.94% | — | +2.03% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | +0.12% | +0.17% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.89% | -0.43% | +1.46% | |
| 39 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.82% | -0.04% | -6.61% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.15% | -10.16% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | +0.11% | -0.35% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | +0.09% | +9.30% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.17% | -0.78% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.05% | +0.64% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | +0.23% | -4.20% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.10% | -2.03% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.46% | — | — | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | -0.02% | -22.03% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.45% | +0.14% | -0.30% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.41% | -0.01% | -1.62% |
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 151 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, MSFT) accounted for 19.1% of total reported equity market value during Q2 2024.
During Q2 2024, Allen Mooney & Barnes Investment Advisors LLC's top holdings by market value included AAPL (6.4%)、GOOGL (4.7%)、MSFT (4.7%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.