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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
CLColgate Palmolive Co Com
Recent Activity
Increased 0.22%
0.06%
$338,968
3,729 shares@ $90.91 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Increased 0.14%
0.06%
$324,149
1,467 shares@ $220.97 avg price
MSMorgan Stanley Com New
Recent Activity
Increased 0.12%
0.06%
$321,099
2,554 shares@ $125.73 avg price
BKNGBooking Holdings Inc Com
Recent Activity
Increased 4.92%
0.06%
$317,979
64 shares@ $4968.43 avg price
EIMEaton Vance Mun Bd Fd Com
Recent Activity
Increased 9.82%
0.06%
$313,546
30,265 shares@ $10.37 avg price
TSCOTractor Supply Co Com
Recent Activity
Increased 417.92%
0.06%
$303,683
5,723 shares@ $53.07 avg price
QCOMQualcomm Inc Com
Recent Activity
Increased 4.48%
0.05%
$294,300
1,916 shares@ $153.61 avg price
TJXTjx Cos Inc New Com
Recent Activity
Increased 0.13%
0.05%
$280,337
2,320 shares@ $120.84 avg price
IRMIron Mtn Inc Del Com
Recent Activity
Increased 0.04%
0.05%
$272,953
2,597 shares@ $105.11 avg price
TGTTarget Corp Com
Recent Activity
Increased 11.58%
0.05%
$261,837
1,937 shares@ $135.18 avg price