Allen Mooney & Barnes Investment Advisors LLC
CIK Number: 0002001461
587.40M
Market Value
148
# of Holdings
9 months
Avg. Holding Period
74.03%
Win Rate
22.94%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc Com | 242.69 | +0.20% | 168.04K | -0.84% | 39.15M | 182.95 | 6.67% | |
| 2 | Microsoft Corp ... | 424.63 | +0.54% | 57.64K | -1.61% | 24.80M | 419.13 | 4.22% | |
| 3 | Alphabet Inc Ca... | 193.96 | -0.78% | 143.10K | -0.63% | 23.73M | 128.23 | 4.04% | |
| 4 | Amazon Com Inc ... | 222.12 | 0.00% | 104.77K | +3.04% | 19.52M | 112.68 | 3.32% | |
| 5 | American Expres... | 302.80 | +0.26% | 70.87K | -2.72% | 19.22M | 181.11 | 3.27% |
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