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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
MSFTMicrosoft Corp Com
Recent Activity
Increased 2.51%
4.21%
$24.904M
59,084 shares@ $421.5 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 1.89%
2.83%
$16.741M
155,625 shares@ $107.57 avg price
DEDeere & Co Com
Recent Activity
Increased 0.71%
2.43%
$14.376M
33,929 shares@ $423.71 avg price
AEPAmerican Elec Pwr Co Inc Com
Recent Activity
Increased 0.35%
2.27%
$13.447M
145,796 shares@ $92.23 avg price
SCHWSchwab Charles Corp Com
Recent Activity
Increased 1.49%
2.25%
$13.287M
179,530 shares@ $74.02 avg price
HONHoneywell Intl Inc Com
Recent Activity
Increased 0.38%
2.15%
$12.731M
56,360 shares@ $225.9 avg price
CSCOCisco Sys Inc Com
Recent Activity
Increased 0.51%
1.98%
$11.727M
198,095 shares@ $59.2 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 0.86%
1.95%
$11.506M
19,632 shares@ $586.08 avg price
LYBLyondellbasell Industries N V Shs - A -
Recent Activity
Increased 3.07%
1.74%
$10.282M
138,446 shares@ $74.27 avg price
MDTMedtronic Plc Shs
Recent Activity
Increased 7.24%
1.73%
$10.221M
127,948 shares@ $79.89 avg price