$374 Million is the total value of Allen Mooney & Barnes Investment Advisors LLC's 133 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PYPL | New | PAYPAL HLDGS INC COMstock | $302,622 | – | 3,516 | +100.0% | 0.08% | – |
| MPC | New | MARATHON PETE CORP COMstock | $203,005 | – | 2,044 | +100.0% | 0.05% | – |
| MS | New | MORGAN STANLEY COM NEWstock | $200,662 | – | 2,540 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 10 | Q2 2024 | 7.1% |
| EXXON MOBIL CORP COM | 10 | Q2 2024 | 5.0% |
| ALPHABET INC CAP STK CL A | 10 | Q2 2024 | 4.7% |
| MICROSOFT CORP COM | 10 | Q2 2024 | 4.7% |
| AMAZON COM INC COM | 10 | Q2 2024 | 4.0% |
| Allen, Mooney & Barnes Investment Adviso | 10 | Q2 2024 | 3.2% |
| LOWES COS INC COM | 10 | Q2 2024 | 2.9% |
| JPMORGAN CHASE & CO COM | 10 | Q2 2024 | 3.2% |
| AMERICAN EXPRESS CO COM | 10 | Q2 2024 | 3.0% |
| UNITEDHEALTH GROUP INC COM | 10 | Q2 2024 | 3.1% |
View Allen Mooney & Barnes Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 144 | 2024-07-31 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-05-23 |
| 13F-HR | 2024-05-23 |
| 13F-HR | 2024-05-23 |
| 13F-HR | 2024-05-23 |
| 13F-HR | 2024-05-23 |
| 13F-HR | 2024-05-23 |
| 13F-HR | 2024-04-12 |
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.