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Brent P. Nicks

@Allen Mooney & Barnes Investment Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$592.775MTotal holdings149
Assets growth rate0.92%Assets growth rate (2-Q avg)2.98%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Allen Mooney & Barnes Investment Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 149 positions.

Assets under management

The assets under management (AUM) of Allen Mooney & Barnes Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 592.775M in assets, with a quarterly growth rate of 0.92% and a 2-quarter average growth rate of 2.98%. The portfolio is managed by Brent P. Nicks, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc Com
Recent Activity
Decreased -1.64%
6.99%
$41.389M
165,277 shares@ $250.42 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -0.51%
4.55%
$26.948M
142,358 shares@ $189.3 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 2.51%
4.21%
$24.904M
59,084 shares@ $421.5 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -5.71%
3.66%
$21.671M
98,780 shares@ $219.39 avg price
AXPAmerican Express Co Com
Recent Activity
Decreased -3.12%
3.44%
$20.375M
68,653 shares@ $296.79 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -2.92%
3.28%
$19.402M
80,940 shares@ $239.72 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 1.89%
2.83%
$16.741M
155,625 shares@ $107.57 avg price
BLKBlackrock Inc Com
Recent Activity
Decreased -1.88%
2.64%
$15.609M
15,227 shares@ $1025.12 avg price
LOWLowes Cos Inc Com
Recent Activity
Decreased -1.7%
2.59%
$15.314M
62,050 shares@ $246.81 avg price
ABBVAbbvie Inc Com
Recent Activity
Decreased -0.51%
2.53%
$14.957M
84,171 shares@ $177.7 avg price