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CIK: 0002001461
Total reported value
$657.6M
$657.6M
149 檔
20.6%
At the close of Q4 2024, Allen Mooney & Barnes Investment Advisors LLC disclosed equity holdings valued at approximately $657.6M, spread across 149 reported holdings.
Allen Mooney & Barnes Investment Advisors LLC executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 2 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.98% | +0.38% | -1.64% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.55% | -0.70% | -0.52% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.20% | +0.05% | +2.50% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.66% | +0.33% | -5.72% | |
| 5 | AXP | American Express Co | Stock-Financials | 3.44% | +0.31% | -3.13% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.27% | +0.32% | -2.93% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.82% | -3.14% | EXIT | |
| 8 | BLK | Blackrock Inc | Stock-Financials | 2.63% | — | -1.88% | |
| 9 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.58% | -0.18% | -1.70% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.52% | +0.39% | -0.51% | |
| 11 | DE | Deere & Co | Stock-Industrials | 2.43% | -0.07% | +0.71% | |
| 12 | AEP | American Electric Power | Stock-Utilities | 2.27% | +0.08% | +0.34% | |
| 13 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.24% | — | +1.49% | |
| 14 | CMI | Cummins Inc | Stock-Industrials | 2.19% | +0.75% | -2.71% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 2.15% | -1.98% | EXIT | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.98% | -2.01% | +0.51% | |
| 17 | MET | Metlife Inc | Stock-Financials | 1.97% | +0.01% | -0.35% | |
| 18 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.97% | — | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.94% | +0.43% | +0.85% | |
| 20 | PRU | Prudential Financial Inc | Stock-Financials | 1.93% | +0.07% | -1.12% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.83% | +1.10% | -0.01% | |
| 22 | EPD | Enterprise Products Partners | Stock-Energy | 1.80% | -0.17% | -0.88% | |
| 23 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.73% | -0.03% | EXIT | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.72% | -0.22% | +7.23% | |
| 25 | DG | Dollar General CORP | Stock-Consumer Staples | 1.70% | -0.01% | -6.68% | |
| 26 | MO | Altria Group Inc | Stock-Consumer Staples | 1.68% | +0.01% | -0.55% | |
| 27 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.61% | -0.37% | -0.31% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.54% | -1.20% | -2.62% | |
| 29 | COP | Conocophillips | Stock-Energy | 1.25% | -0.02% | -4.77% | |
| 30 | EFX | Equifax Inc | Stock-Industrials | 1.23% | -0.06% | — | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.17% | -0.18% | +2.55% | |
| 32 | AFL | Aflac Inc | Stock-Financials | 1.12% | +0.03% | +0.07% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | +0.12% | +0.91% | |
| 34 | C | Citigroup Inc | Stock-Financials | 1.01% | +0.31% | +0.09% | |
| 35 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.98% | — | +2.60% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.95% | -0.43% | -2.04% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.94% | — | -0.72% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.92% | +0.12% | +4.57% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.77% | +0.15% | +0.69% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | +0.11% | -1.41% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.05% | +0.10% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.15% | +2.48% | |
| 43 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.68% | -0.04% | -8.58% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | +0.09% | -4.41% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.17% | -2.80% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.10% | +8.46% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.02% | +0.56% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | +0.03% | — | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.42% | +0.14% | -0.13% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | +0.23% | +0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KVUE | Kenvue Inc | +2% | NEW | New buy |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.52% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.3% | -5.72% | Trim |
| 4 | AAPL | Apple Inc | +0.3% | -1.64% | Trim |
| 5 | SCHW | Schwab (charles) CORP | +0.3% | +1.49% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -2.93% | Trim |
| 7 | CSCO | Cisco Systems Inc | +0.2% | +0.51% | Add |
| 8 | AXP | American Express Co | +0.2% | -3.13% | Trim |
| 9 | HON | Honeywell International Inc | +0.2% | +0.38% | Add |
| 10 | V | Visa Inc-class A Shares | +0.1% | +0.91% | Add |
| 11 | BLK | Blackrock Inc | +0.1% | -1.88% | Trim |
| 12 | DIS | Walt Disney Co/the | +0.1% | -0.72% | Trim |
| 13 | EPD | Enterprise Products Partners | +0.1% | -0.88% | Trim |
| 14 | C | Citigroup Inc | +0.1% | +0.09% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | +85.97% | Add |
| 16 | CMI | Cummins Inc | +0.1% | -2.71% | Trim |
| 17 | DXCM | Dexcom Inc | +0.1% | NEW | New buy |
| 18 | WMT | Walmart Inc | +0.1% | +0.10% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.85% | Add |
| 20 | DE | Deere & Co | 0% | +0.71% | Add |
| 21 | SNA | Snap-on Inc | 0% | NEW | New buy |
| 22 | MRK | Merck & Co. Inc. | -0.1% | +0.74% | Add |
| 23 | LMT | Lockheed Martin CORP | -0.1% | EXIT | Sold out |
| 24 | EFA | Ishares Msci Eafe ETF | -0.1% | +4.57% | Add |
| 25 | ADM | Archer-daniels-midland Co | -0.1% | -12.68% | Trim |
| 26 | WM | Waste Management Inc | -0.1% | -42.29% | Trim |
| 27 | KO | Coca-cola Co/the | -0.1% | +0.56% | Add |
| 28 | SBUX | Starbucks CORP | -0.1% | -12.24% | Trim |
| 29 | IBM | Intl Business Machines CORP | -0.1% | -2.62% | Trim |
| 30 | DHR | Danaher CORP | -0.1% | -0.77% | Trim |
| 31 | PRU | Prudential Financial Inc | -0.1% | -1.12% | Trim |
| 32 | LLY | Eli Lilly & Co | -0.1% | +2.48% | Add |
| 33 | DEO | Diageo Plc-sponsored Adr | -0.1% | +2.60% | Add |
| 34 | AFL | Aflac Inc | -0.1% | +0.07% | Add |
| 35 | PEP | Pepsico Inc | -0.1% | +2.55% | Add |
| 36 | MDT | Medtronic plc | -0.1% | +7.23% | Add |
| 37 | FLO | Flowers Foods Inc | -0.2% | -8.58% | Trim |
| 38 | COP | Conocophillips | -0.2% | -4.77% | Trim |
| 39 | SWK | Stanley Black & Decker Inc | -0.2% | -4.74% | Trim |
| 40 | VXUS | Vanguard Total Intl Stock | -0.2% | EXIT | Sold out |
| 41 | AMAT | Applied Materials Inc | -0.2% | +0.69% | Add |
| 42 | EFX | Equifax Inc | -0.2% | — | Unchanged |
| 43 | XOM | Exxon Mobil CORP | -0.2% | +1.89% | Add |
| 44 | LHX | L3harris Technologies Inc | -0.2% | -0.31% | Trim |
| 45 | AEP | American Electric Power | -0.3% | +0.34% | Add |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -0.01% | Trim |
| 47 | ABBV | Abbvie Inc | -0.3% | -0.51% | Trim |
| 48 | LOW | Lowe's Cos Inc | -0.3% | -1.70% | Trim |
| 49 | DG | Dollar General CORP | -0.4% | -6.68% | Trim |
| 50 | LYB | LyondellBasell Industries N.V. | -0.5% | +3.06% | Add |
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 149 disclosed positions in Q4 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 20.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
KVUE
市值: $11.7M
Top Position Liquidated / Trimmed
VXUS
前期市值: $1.0M
During Q4 2024, Allen Mooney & Barnes Investment Advisors LLC's top holdings by market value included AAPL (7.0%)、GOOGL (4.5%)、MSFT (4.2%). The largest single position, AAPL, represented 7.0% of total portfolio value.
In Q4 2024, Allen Mooney & Barnes Investment Advisors LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 23 holdings, and fully liquidating 2 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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