Brent P. Nicks

@Allen Mooney & Barnes Investment Advisors Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$592.775M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
KVUEKenvue Inc Com Recent Activity New Position	1.97%	$11.671M 546,663 shares@ $21.35 avg price	New Position
DXCMDexcom Inc Com Recent Activity New Position	0.09%	$476,886 6,132 shares@ $77.78 avg price	New Position
SNASnap On Inc Com Recent Activity New Position	0.05%	$242,089 713 shares@ $339.54 avg price	New Position