Allen Mooney & Barnes Investment Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$587M
Signature - Title
Brent P. Nicks - CCO
Location
Thomasville, GA
Summary
This page shows a list of all the recent 13F filings made by Allen Mooney & Barnes Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Allen Mooney & Barnes Investment Advisors LLC reported 155 stock holdings with total value $587M as of Q3 2024. Top holdings included AAPL, MSFT, GOOGL, AMZN, and AXP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 155 $587M +$31.2M -$38.7M -$7.59M AAPL, MSFT, GOOGL, AMZN, AXP 13F-HR 10/15/2024, 08:28 AM
Q2 2024 151 $559M +$49.6M -$22M +$27.6M AAPL, GOOGL, MSFT, AMZN, XOM 13F-HR 7/11/2024, 07:58 PM
Q1 2024 160 $521M +$9.68M -$44.3M -$34.7M GOOGL, AAPL, AMZN, XOM, JPM 13F-HR 4/12/2024, 04:22 PM
Q4 2023 154 $526M +$20M -$4.86M +$15.1M AAPL, MSFT, AMZN, GOOGL, XOM 13F-HR 1/22/2024, 10:57 AM
Q3 2023 149 $469M +$37.5M -$7.49M +$30M AAPL, GOOGL, XOM, MSFT, AMZN 13F-HR 11/21/2023, 12:22 PM
Q2 2023 143 $452M +$30.8M -$16.4M +$14.4M AAPL, MSFT, AMZN, GOOGL, XOM 13F-HR 5/23/2024, 04:32 PM
Q1 2023 131 $418M +$25M -$29.6M -$4.66M AAPL, XOM, GOOGL, MSFT, AMZN 13F-HR 5/23/2024, 04:30 PM
Q4 2022 134 $416M +$8.83M -$4.85M +$3.99M XOM, AAPL, ABBV, MSFT, PFE 13F-HR 5/23/2024, 04:27 PM
Q3 2022 133 $374M +$30.3M -$17.2M +$13.1M AAPL, XOM, MSFT, CVS, AMZN 13F-HR 5/23/2024, 04:25 PM
Q2 2022 137 $391M +$25.8M -$20.8M +$4.99M AAPL, XOM, UNH, ABBV, MSFT 13F-HR 5/23/2024, 04:22 PM
Q1 2022 151 $451M $0 $0 AAPL, XOM, MSFT, GOOGL, ABBV 13F-HR 5/23/2024, 04:19 PM