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Brent P. Nicks

Allen Mooney & Barnes Investment Advisors Llc

Assets Managed
$657.55M
Holdings
152
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
-5.42%(2Q avg: -0.39%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Allen Mooney & Barnes Investment Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 152 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 657.55M in assets, with a quarterly growth rate of -5.42% and a 2-quarter average growth rate of -0.39%. The portfolio is managed by Brent P. Nicks, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -10.59%
5.26%
$34.533M
119,343 shares@ $289.37 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -36.91%
3.39%
$22.244M
62,244 shares@ $357.38 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -6.88%
3.14%
$20.631M
81,986 shares@ $251.64 avg price
UNH
Unitedhealth Group Inc
Recent Activity
Decreased -5.29%
3.13%
$20.561M
49,469 shares@ $415.63 avg price
CMI
Cummins Inc
Recent Activity
Decreased -5.08%
3.05%
$19.998M
28,039 shares@ $713.23 avg price
AEP
American Electric Power
Recent Activity
Decreased -6.75%
2.98%
$19.554M
142,926 shares@ $136.81 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -4.36%
2.88%
$18.881M
57,680 shares@ $327.34 avg price
ELV
Elevance Health Inc
Recent Activity
Decreased -6.48%
2.73%
$17.943M
46,398 shares@ $386.73 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
New Position
2.67%
$17.524M
27,349 shares@ $640.77 avg price
EPD
Enterprise Products Partners
Recent Activity
Decreased -8.9%
2.57%
$16.871M
458,936 shares@ $36.77 avg price

1-10 of 152