Brent P. Nicks

@Allen Mooney & Barnes Investment Advisors Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$592.775M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FDXFedex Corp Com Recent Activity Increased 8.48%	0.05%	$241,433 858 shares@ $281.4 avg price	Increased 8.48%
NOCNorthrop Grumman Corp Com Recent Activity Increased 11.34%	0.04%	$212,163 452 shares@ $469.39 avg price	Increased 11.34%
BDJBlackrock Enhanced Equity Divi Com Recent Activity Increased 0.5%	0.02%	$109,923 13,276 shares@ $8.28 avg price	Increased 0.5%