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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
IWBIshares Russell 1000 Etf
Recent Activity
Increased 0.31%
0.09%
$523,072
1,624 shares@ $322.09 avg price
GLDSpdr Gold Shares
Recent Activity
Increased 3.06%
0.09%
$522,759
2,159 shares@ $242.14 avg price
HDHome Depot Inc Com
Recent Activity
Increased 0.77%
0.09%
$515,020
1,324 shares@ $388.99 avg price
RTXRtx Corporation Com
Recent Activity
Increased 1.84%
0.09%
$501,205
4,331 shares@ $115.73 avg price
VUGVanguard Growth Etf
Recent Activity
Increased 21.86%
0.08%
$448,582
1,093 shares@ $410.42 avg price
ADBEAdobe Inc Com
Recent Activity
Increased 2.78%
0.08%
$427,782
962 shares@ $444.68 avg price
PMXPimco Mun Income Fd Iii Com
Recent Activity
Increased 0.16%
0.07%
$383,580
52,117 shares@ $7.36 avg price
CMCSAComcast Corp New Cl A
Recent Activity
Increased 0.49%
0.07%
$370,592
9,875 shares@ $37.53 avg price
MPCMarathon Pete Corp Com
Recent Activity
Increased 63.79%
0.07%
$361,510
2,591 shares@ $139.53 avg price
FBMSFirst Bancshares Inc Miss Com
Recent Activity
Increased 0.1%
0.06%
$351,212
10,035 shares@ $35.0 avg price