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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
GPNGlobal Pmts Inc Com
Recent Activity
Increased 0.11%
0.16%
$921,060
8,219 shares@ $112.07 avg price
PMLPimco Mun Income Fd Ii Com
Recent Activity
Increased 1.7%
0.15%
$861,160
106,447 shares@ $8.1 avg price
VMIValmont Inds Inc Com
Recent Activity
Increased 0.2%
0.14%
$796,931
2,599 shares@ $306.63 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 8.07%
0.14%
$776,615
1,326 shares@ $585.69 avg price
PFEPfizer Inc Com
Recent Activity
Increased 14.42%
0.12%
$685,815
25,851 shares@ $26.53 avg price
PSXPhillips 66 Com
Recent Activity
Increased 0.1%
0.11%
$616,780
5,414 shares@ $113.93 avg price
SYKStryker Corporation Com
Recent Activity
Increased 5.61%
0.1%
$583,820
1,621 shares@ $360.17 avg price
MDYSpdr S&p Midcap 400 Etf Trust
Recent Activity
Increased 0.1%
0.1%
$576,416
1,012 shares@ $569.59 avg price
UNPUnion Pac Corp Com
Recent Activity
Increased 2.4%
0.1%
$575,786
2,525 shares@ $228.04 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Increased 0.45%
0.1%
$544,185
1,355 shares@ $401.62 avg price