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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | ETF | 51 | $3,057,402 | 6,422 | 0.00 | 0.00 | 96 | 1.52 | 03-31-2024 |
| DANAHER CORPORATION COM | Stock | 52 | $2,267,918 | 9,295 | 0.00 | 0.00 | -4 | -0.04 | 03-31-2024 |
| WALMART INC COM | Stock | 53 | $2,714,733 | 45,178 | 0.00 | 0.00 | 30,839 | 215.07 | 03-31-2024 |
| ELI LILLY & CO COM | Stock | 54 | $4,230,891 | 5,570 | 0.00 | 0.00 | -479 | -7.92 | 03-31-2024 |
