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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
PEPPepsico Inc Com
Recent Activity
Increased 2.56%
1.17%
$6.921M
45,513 shares@ $152.06 avg price
AFLAflac Inc Com
Recent Activity
Increased 0.07%
1.13%
$6.661M
64,390 shares@ $103.45 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 0.91%
1.07%
$6.289M
19,900 shares@ $316.05 avg price
CCitigroup Inc Com New
Recent Activity
Increased 0.1%
1.02%
$6.001M
85,249 shares@ $70.39 avg price
DEODiageo Plc Spon Adr New
Recent Activity
Increased 2.6%
0.99%
$5.832M
45,877 shares@ $127.13 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Increased 4.58%
0.92%
$5.433M
71,862 shares@ $75.61 avg price
AMATApplied Matls Inc Com
Recent Activity
Increased 0.7%
0.78%
$4.593M
28,242 shares@ $162.63 avg price
WMTWalmart Inc Com
Recent Activity
Increased 0.1%
0.7%
$4.139M
45,809 shares@ $90.35 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 2.48%
0.69%
$4.052M
5,248 shares@ $772.01 avg price
CVXChevron Corp New Com
Recent Activity
Increased 8.47%
0.48%
$2.844M
19,633 shares@ $144.85 avg price