$416 Million is the total value of Allen Mooney & Barnes Investment Advisors LLC's 134 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ORCL | New | ORACLE CORP COMstock | $264,832 | – | 3,240 | +100.0% | 0.06% | – |
| TSCO | New | TRACTOR SUPPLY CO COMstock | $229,699 | – | 1,021 | +100.0% | 0.06% | – |
| BDX | New | BECTON DICKINSON & CO COMstock | $219,970 | – | 865 | +100.0% | 0.05% | – |
| UNP | New | UNION PAC CORP COMstock | $202,769 | – | 979 | +100.0% | 0.05% | – |
| PSLV | New | SPROTT PHYSICAL SILVER TR TR UNITcef | $95,872 | – | 11,635 | +100.0% | 0.02% | – |
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.