Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 05-23-2024 | 09-30-2022 | 133 | 374,072,722 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $22,402,832 | 127,987 | 0.00 | 0.01 | -49,724 | -27.98 | 03-31-2024 |
| EXXON MOBIL CORP COM | Stock | 2 | $18,669,683 | 153,293 | 0.00 | 0.00 | -784 | -0.51 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 3 | $6,236,028 | 14,573 | 0.00 | 0.00 | -42,016 | -74.25 | 03-31-2024 |
| CVS HEALTH CORP COM | Stock | 4 | $8,938,353 | 128,163 | 0.00 | 0.00 | -686 | -0.53 | 03-31-2024 |
