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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
KOCoca Cola Co Com
Recent Activity
Increased 0.56%
0.44%
$2.576M
41,382 shares@ $62.26 avg price
MRKMerck & Co Inc Com
Recent Activity
Increased 0.75%
0.39%
$2.296M
23,075 shares@ $99.49 avg price
SOSouthern Co Com
Recent Activity
Increased 1.07%
0.38%
$2.251M
27,340 shares@ $82.32 avg price
QQQInvesco Qqq Trust Series I
Recent Activity
Increased 0.15%
0.31%
$1.805M
3,532 shares@ $511.16 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 1.67%
0.26%
$1.483M
8,844 shares@ $167.66 avg price
GSGoldman Sachs Group Inc Com
Recent Activity
Increased 0.5%
0.24%
$1.393M
2,433 shares@ $572.71 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 6.78%
0.24%
$1.375M
10,242 shares@ $134.3 avg price
JNJJohnson & Johnson Com
Recent Activity
Increased 1.3%
0.21%
$1.198M
8,283 shares@ $144.62 avg price
PMPhilip Morris Intl Inc Com
Recent Activity
Increased 0.82%
0.17%
$992,487
8,247 shares@ $120.35 avg price
TSLATesla Inc Com
Recent Activity
Increased 85.97%
0.16%
$931,255
2,306 shares@ $403.84 avg price