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CIK: 0002001461
Total reported value
$657.6M
$657.6M
155 檔
19.2%
In Q3 2024, Allen Mooney & Barnes Investment Advisors LLC's U.S. equity holdings reached a combined market value of $657.6M, distributed across 155 disclosed stock positions.
In Q3 2024, Allen Mooney & Barnes Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.67% | +0.38% | -0.84% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.22% | +0.05% | -1.61% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.04% | -0.70% | -0.63% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.32% | +0.33% | +3.04% | |
| 5 | AXP | American Express Co | Stock-Financials | 3.27% | +0.31% | -2.72% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 3.05% | -3.14% | EXIT | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.99% | +0.32% | -2.75% | |
| 8 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.91% | -0.18% | -1.65% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.84% | +0.39% | -2.90% | |
| 10 | AEP | American Electric Power | Stock-Utilities | 2.54% | +0.08% | -2.72% | |
| 11 | BLK | Blackrock Inc | Stock-Financials | 2.51% | — | — | |
| 12 | DE | Deere & Co | Stock-Industrials | 2.39% | -0.07% | -1.32% | |
| 13 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 2.19% | -0.03% | EXIT | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.14% | +1.10% | -2.81% | |
| 15 | CMI | Cummins Inc | Stock-Industrials | 2.11% | +0.75% | -3.44% | |
| 16 | DG | Dollar General CORP | Stock-Consumer Staples | 2.05% | -0.01% | +8204.56% | |
| 17 | PRU | Prudential Financial Inc | Stock-Financials | 2.01% | +0.07% | -2.38% | |
| 18 | MET | Metlife Inc | Stock-Financials | 2.01% | +0.01% | -3.15% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.98% | -1.98% | EXIT | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.95% | — | -1.88% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.90% | +0.43% | -6.60% | |
| 22 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.85% | -0.37% | -2.50% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.83% | -0.22% | -0.54% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.79% | -2.01% | -1.22% | |
| 25 | EPD | Enterprise Products Partners | Stock-Energy | 1.70% | -0.17% | -2.20% | |
| 26 | MO | Altria Group Inc | Stock-Consumer Staples | 1.66% | +0.01% | -3.10% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 1.61% | -1.20% | -3.70% | |
| 28 | EFX | Equifax Inc | Stock-Industrials | 1.44% | -0.06% | -0.33% | |
| 29 | COP | Conocophillips | Stock-Energy | 1.41% | -0.02% | -2.34% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.28% | -0.18% | -3.09% | |
| 31 | AFL | Aflac Inc | Stock-Financials | 1.22% | +0.03% | -15.87% | |
| 32 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.07% | — | -1.82% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.98% | +0.12% | -1.63% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.96% | +0.15% | -0.16% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.94% | -0.43% | -2.84% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | +0.12% | +1.16% | |
| 37 | C | Citigroup Inc | Stock-Financials | 0.91% | +0.31% | -3.52% | |
| 38 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.83% | -0.04% | +2.59% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.83% | — | -4.18% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.15% | +2.34% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | +0.11% | -2.59% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.05% | +0.66% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | +0.09% | -0.77% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.17% | -0.19% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | -0.02% | +3.46% | |
| 46 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.49% | -0.01% | -0.85% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.46% | +0.14% | -0.70% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.10% | +1.67% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | +0.23% | +1.23% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | +0.03% | +13.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +2.5% | NEW | New buy |
| 2 | DG | Dollar General CORP | +2% | +8204.56% | Add |
| 3 | LOW | Lowe's Cos Inc | +0.4% | -1.65% | Trim |
| 4 | AAPL | Apple Inc | +0.3% | -0.84% | Trim |
| 5 | AXP | American Express Co | +0.3% | -2.72% | Trim |
| 6 | IBM | Intl Business Machines CORP | +0.2% | -3.70% | Trim |
| 7 | AEP | American Electric Power | +0.2% | -2.72% | Trim |
| 8 | EFX | Equifax Inc | +0.2% | -0.33% | Trim |
| 9 | ABBV | Abbvie Inc | +0.2% | -2.90% | Trim |
| 10 | MET | Metlife Inc | +0.2% | -3.15% | Trim |
| 11 | CMI | Cummins Inc | +0.1% | -3.44% | Trim |
| 12 | MDT | Medtronic plc | +0.1% | -0.54% | Trim |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | -2.81% | Trim |
| 14 | SWK | Stanley Black & Decker Inc | +0.1% | -0.85% | Trim |
| 15 | DE | Deere & Co | +0.1% | -1.32% | Trim |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -1.22% | Trim |
| 17 | WMT | Walmart Inc | +0.1% | +0.66% | Add |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +13.38% | Add |
| 19 | MKL | Markel Group Inc | +0.1% | NEW | New buy |
| 20 | LMT | Lockheed Martin CORP | +0.1% | NEW | New buy |
| 21 | MO | Altria Group Inc | +0.1% | -3.10% | Trim |
| 22 | T | At&t Inc | +0.1% | -2.84% | Trim |
| 23 | KO | Coca-cola Co/the | +0.1% | +3.46% | Add |
| 24 | SBUX | Starbucks CORP | +0.1% | -2.18% | Trim |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | -0.55% | Trim |
| 26 | DEO | Diageo Plc-sponsored Adr | 0% | -1.82% | Trim |
| 27 | VO | Vanguard Mid-cap ETF | 0% | -0.77% | Trim |
| 28 | FLO | Flowers Foods Inc | 0% | +2.59% | Add |
| 29 | AFL | Aflac Inc | — | -15.87% | Trim |
| 30 | V | Visa Inc-class A Shares | — | +1.16% | Add |
| 31 | EFA | Ishares Msci Eafe ETF | — | -1.63% | Trim |
| 32 | LHX | L3harris Technologies Inc | 0% | -2.50% | Trim |
| 33 | IWD | Ishares Russell 1000 Value E | -0.1% | EXIT | Sold out |
| 34 | IWB | Ishares Russell 1000 ETF | -0.1% | -41.38% | Trim |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | EXIT | Sold out |
| 36 | VUG | Vanguard Growth ETF | -0.1% | -52.44% | Trim |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.1% | -45.81% | Trim |
| 38 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | EXIT | Sold out |
| 39 | C | Citigroup Inc | -0.1% | -3.52% | Trim |
| 40 | DIS | Walt Disney Co/the | -0.1% | -4.18% | Trim |
| 41 | TCBC | Tc Bancshares Inc | -0.2% | EXIT | Sold out |
| 42 | HON | Honeywell International Inc | -0.2% | -2.15% | Trim |
| 43 | IWV | Ishares Russell 3000 ETF | -0.2% | -49.57% | Trim |
| 44 | AMAT | Applied Materials Inc | -0.2% | -0.16% | Trim |
| 45 | COP | Conocophillips | -0.2% | -2.34% | Trim |
| 46 | SCHW | Schwab (charles) CORP | -0.4% | -1.88% | Trim |
| 47 | MSFT | Microsoft CORP | -0.5% | -1.61% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.7% | -0.63% | Trim |
| 49 | CVS | Cvs Health CORP | -1.4% | EXIT | Sold out |
| 50 | BLKCHF | Blackrock Inc | -2.2% | EXIT | Sold out |
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 155 disclosed positions in Q3 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, MSFT, GOOGL) accounted for 19.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
BLK
市值: $14.7M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $12.5M
During Q3 2024, Allen Mooney & Barnes Investment Advisors LLC's top holdings by market value included AAPL (6.7%)、MSFT (4.2%)、GOOGL (4.0%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q3 2024, Allen Mooney & Barnes Investment Advisors LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 6 positions, trimming 35 holdings, and fully liquidating 6 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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