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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
VXUSVanguard Total International Stock Etf
Recent Activity
Exited
0%
$1.048M
16,188 shares@ $64.74 avg price
LMTLockheed Martin Corp Com
Recent Activity
Exited
0%
$332,183
568 shares@ $584.83 avg price
VFHVanguard Financials Etf
Recent Activity
Exited
0%
$230,689
2,099 shares@ $109.91 avg price
CARRCarrier Global Corporation Com
Recent Activity
Exited
0%
$218,048
2,709 shares@ $80.5 avg price
IEIIshares 3-7 Year Treasury Bond Etf
Recent Activity
Exited
0%
$204,443
1,709 shares@ $119.63 avg price
AJGGallagher Arthur J & Co Com
Recent Activity
Exited
0%
$204,271
726 shares@ $281.37 avg price
CIThe Cigna Group Com
Recent Activity
Exited
0%
$200,242
578 shares@ $346.44 avg price
FFord Mtr Co Com
Recent Activity
Exited
0%
$118,811
11,251 shares@ $10.57 avg price
DNMRDanimer Scientific Inc Com Cl A
Recent Activity
Exited
0%
$48,879
107,616 shares@ $0.46 avg price