Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 04-12-2024 | 03-31-2024 | 160 | 520,971,543 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC CAP STK CL A | Stock | 1 | $23,487,345 | 147,344 | 0.00 | 0.00 | -2,360 | -1.58 | 03-31-2024 |
| APPLE INC COM | Stock | 2 | $22,402,832 | 127,987 | 0.00 | 0.01 | -49,724 | -27.98 | 03-31-2024 |
| AMAZON COM INC COM | Stock | 3 | $18,992,893 | 100,467 | 0.00 | 0.00 | -37,363 | -27.11 | 03-31-2024 |
| EXXON MOBIL CORP COM | Stock | 4 | $18,669,683 | 153,293 | 0.00 | 0.00 | -784 | -0.51 | 03-31-2024 |
