Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ALPHABET INC CAP STK CL A | 147,344 | -2,360 | $23,487 |
GOOGL | 147,344 | -2,360 | $23,487 |
APPLE INC COM | 127,987 | -49,724 | $22,403 |
AAPL | 127,987 | -49,724 | $22,403 |
AMAZON COM INC COM | 100,467 | -37,363 | $18,993 |
AMZN | 100,467 | -37,363 | $18,993 |
EXXON MOBIL CORP COM | 153,293 | -784 | $18,670 |
XOM | 153,293 | -784 | $18,670 |
JPMORGAN CHASE & CO COM | 84,516 | -815 | $16,517 |
JPM | 84,516 | -815 | $16,517 |
AMERICAN EXPRESS CO COM | 72,128 | -112 | $15,738 |
AXP | 72,128 | -112 | $15,738 |
LOWES COS INC COM | 63,453 | -398 | $14,940 |
LOW | 63,453 | -398 | $14,940 |
ABBVIE INC COM | 86,767 | -1,181 | $14,535 |
ABBV | 86,767 | -1,181 | $14,535 |
LYONDELLBASELL INDUSTRIES N V SHS A | 133,830 | +276 | $13,773 |
LYB | 133,830 | +276 | $13,773 |
AFLAC INC COM | 165,653 | +90 | $13,193 |
AFL | 165,653 | +90 | $13,193 |
SCHWAB CHARLES CORP COM | 179,008 | +245 | $12,642 |
SCHW | 179,008 | +245 | $12,642 |
AMERICAN ELEC PWR CO INC COM | 147,219 | +630 | $12,206 |
AEP | 147,219 | +630 | $12,206 |
CUMMINS INC COM | 39,782 | -284 | $12,048 |
CMI | 39,782 | -284 | $12,048 |
BLACKROCK INC COM | 15,305 | +35 | $12,029 |
BLK | 15,305 | +35 | $12,029 |
SPDR S&P 500 ETF TRUST (SPY) | 21,433 | -3,351 | $11,102 |
SPY | 21,433 | -3,351 | $11,102 |
HONEYWELL INTL INC COM | 56,246 | +91 | $11,073 |
HON | 56,246 | +91 | $11,073 |
PRUDENTIAL FINL INC COM | 99,310 | -1,120 | $11,056 |
PRU | 99,310 | -1,120 | $11,056 |
UNITEDHEALTH GROUP INC COM | 21,957 | +151 | $10,862 |
UNH | 21,957 | +151 | $10,862 |
CONOCOPHILLIPS COM | 79,370 | -226 | $10,550 |
COP | 79,370 | -226 | $10,550 |
METLIFE INC COM | 148,249 | -247 | $10,523 |
MET | 148,249 | -247 | $10,523 |
ENTERPRISE PRODS PARTNERS L P COM | 354,916 | +676 | $10,371 |
EPD | 354,916 | +676 | $10,371 |
CVS HEALTH CORP COM | 128,163 | -686 | $10,222 |
CVS | 128,163 | -686 | $10,222 |
CISCO SYS INC COM | 192,663 | -11 | $9,542 |
CSCO | 192,663 | -11 | $9,542 |
L3HARRIS TECHNOLOGIES INC COM | 46,570 | +62 | $9,426 |
LHX | 46,570 | +62 | $9,426 |
MEDTRONIC PLC SHS | 113,779 | +3,472 | $9,349 |
MDT | 113,779 | +3,472 | $9,349 |
INTERNATIONAL BUSINESS MACHS COM | 44,406 | -174 | $8,255 |
IBM | 44,406 | -174 | $8,255 |
ALTRIA GROUP INC COM | 198,678 | -961 | $8,231 |
MO | 198,678 | -961 | $8,231 |
PEPSICO INC COM | 45,148 | +469 | $7,601 |
PEP | 45,148 | +469 | $7,601 |
EQUIFAX INC COM | 28,801 | -70 | $7,178 |
EFX | 28,801 | -70 | $7,178 |
MICROSOFT CORP COM | 14,573 | -42,016 | $6,236 |
MSFT | 14,573 | -42,016 | $6,236 |
DIAGEO PLC SPON ADR NEW | 43,761 | -307 | $6,165 |
DEO | 43,761 | -307 | $6,165 |
DISNEY WALT CO COM | 51,784 | -378 | $6,066 |
DIS | 51,784 | -378 | $6,066 |
APPLIED MATLS INC COM | 28,193 | -357 | $6,005 |
AMAT | 28,193 | -357 | $6,005 |
ISHARES MSCI EAFE ETF (EFA) | 75,787 | +6,668 | $5,950 |
EFA | 75,787 | +6,668 | $5,950 |
VISA INC COM CL A | 19,461 | -28 | $5,365 |
V | 19,461 | -28 | $5,365 |
CITIGROUP INC COM NEW | 86,460 | -1,182 | $5,249 |
C | 86,460 | -1,182 | $5,249 |
FLOWERS FOODS INC COM | 221,725 | -9,252 | $5,066 |
FLO | 221,725 | -9,252 | $5,066 |
ELI LILLY & CO COM | 5,570 | -479 | $4,231 |
LLY | 5,570 | -479 | $4,231 |
AT&T INC COM | 255,370 | -1,617 | $4,194 |
T | 255,370 | -1,617 | $4,194 |
VANGUARD SMALL CAP ETF (VB) | 18,295 | -421 | $4,039 |
VB | 18,295 | -421 | $4,039 |
VANGUARD MID CAP ETF (VO) | 12,646 | +7 | $3,082 |
VO | 12,646 | +7 | $3,082 |
VANGUARD S&P 500 ETF (VOO) | 6,422 | +96 | $3,057 |
VOO | 6,422 | +96 | $3,057 |
COCA COLA CO COM | 51,013 | -6,373 | $3,012 |
KO | 51,013 | -6,373 | $3,012 |
MERCK & CO INC COM | 23,618 | -70 | $2,979 |
MRK | 23,618 | -70 | $2,979 |
CHEVRON CORP NEW COM | 18,173 | -125 | $2,942 |
CVX | 18,173 | -125 | $2,942 |
BERKSHIRE HATHAWAY INC DEL CL B NEW | $2,775 | ||
BRK.B | 6,808 | -2,076 | $2,775 |
WALMART INC COM | 45,178 | +30,839 | $2,715 |
WMT | 45,178 | +30,839 | $2,715 |
VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) | 29,443 | +29,443 | $2,563 |
MOAT | 29,443 | +29,443 | $2,563 |
ISHARES RUSSELL 3000 ETF (IWV) | 8,334 | UNCH | $2,470 |
IWV | 8,334 | UNCH | $2,470 |
ISHARES MSCI EMERGING MARKETS ETF (EEM) | 59,502 | -496 | $2,468 |
EEM | 59,502 | -496 | $2,468 |
See Full List: All Stocks Held By Allen Mooney & Barnes Investment Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Allen Mooney & Barnes Investment Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $523,750 At 12/31/2023: $525,807 Allen Mooney & Barnes Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Allen Mooney & Barnes Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings |