| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 1 | Q3 2023 | 6.3% |
| ALPHABET INC CAP STK CL A | 1 | Q3 2023 | 4.2% |
| EXXON MOBIL CORP COM | 1 | Q3 2023 | 3.8% |
| MICROSOFT CORP COM | 1 | Q3 2023 | 3.7% |
| AMAZON COM INC COM | 1 | Q3 2023 | 3.7% |
| ABBVIE INC COM | 1 | Q3 2023 | 2.8% |
| LOWES COS INC COM | 1 | Q3 2023 | 2.7% |
| LYONDELLBASELL INDUSTRIES N V SHS - A - | 1 | Q3 2023 | 2.7% |
| JPMORGAN CHASE & CO COM | 1 | Q3 2023 | 2.6% |
| AFLAC INC COM | 1 | Q3 2023 | 2.6% |
View Allen Mooney & Barnes Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-11-21 |
View Allen Mooney & Barnes Investment Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.