AMB
Allen Mooney & Barnes Investment Advisors LLC Portfolio
Invests via Allen Mooney & Barnes Investment Advisors LLC | Managed by Brent P. Nicks
Invests via Allen Mooney & Barnes Investment Advisors LLC
Managed by Brent P. Nicks
Automatically Tracked
Company Profile
A privately owned SEC-registered investment adviser focused on wealth management and institutional advisory services, Allen Mooney & Barnes Investment Advisors LLC provides fee-based portfolio management, financial planning and retirement consulting to high-net-worth individuals, family offices and small institutions. The firm emphasizes disciplined asset allocation across equities, fixed income and alternative strategies, offering discretionary and non-discretionary mandates and a fiduciary approach aimed at capital preservation and long-term total-return outcomes. Operations are oriented toward personalized client servicing and risk-managed solutions.
A privately owned SEC-registered investment adviser focused on wealth management and institutional advisory services, Allen Mooney & Barnes Investment Advisors LLC provides fee-based portfolio management, financial planning and retirement consulting to high-net-worth individuals, family offices and small institutions. The firm emphasizes disciplined asset allocation across equities, fixed income and alternative strategies, offering discretionary and non-discretionary mandates and a fiduciary approach aimed at capital preservation and long-term total-return outcomes. Operations are oriented toward personalized client servicing and risk-managed solutions.
Investment Philosophy & Strategy
Privately run advisory that prioritizes fiduciary, client-centered wealth management focused on capital preservation and long-term total return. Combines strategic asset allocation across equities, fixed income and alternatives with tactical overlay to manage volatility. Deploys fee-based discretionary and advisory mandates, favoring high-quality income, durable franchises and diversified credit exposures; balances growth and value through risk-budgeting, drawdown control and customized liquidity profiles. Market positioning emphasizes personalized service, transparent fees and outcome-oriented retirement planning.
Privately run advisory that prioritizes fiduciary, client-centered wealth management focused on capital preservation and long-term total return. Combines strategic asset allocation across equities, fixed income and alternatives with tactical overlay to manage volatility. Deploys fee-based discretionary and advisory mandates, favoring high-quality income, durable franchises and diversified credit exposures; balances growth and value through risk-budgeting, drawdown control and customized liquidity profiles. Market positioning emphasizes personalized service, transparent fees and outcome-oriented retirement planning.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
67.96%
Gain +0.03%
Monthly
0.95%
Yearly
12.05%
Drawdown
18.59%
$687.2M
Equity
Holdings
$687.2M
Investment
$520.36M
$250.66M
Profit +$395,794.49
Realized
$83.82M
Unrealized
$166.84M
Dividends
$55.26M
Goals
Avg. 94% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$395,794.49
Win %
80%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$5.98M
Win %
80%
This Month
Compared to last month
Gain
0.06%
Profit
$395,794.49
Win %
80%
This Year
Compared to last year
Gain
4.42%
Profit
$29.12M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$2.54M 
GOOG Alphabet Inc
+6.88%
+$60,847.53 
GOOGL Alphabet Inc
+6.73%
+$1.4M 
WY Weyerhaeuser Company
+6.51%
+$881,139.82 
FTNT Fortinet Inc.
+4.99%
+$41,056.4 
META Meta Platforms Inc Class A
+3.28%
+$395,996.44 
MSFT Microsoft Corp.
+3.02%
+$615,323.91 
NVDA NVIDIA Corporation
+2.93%
+$35,927.36 
CVX Chevron Corporation
+2.35%
+$76,103.24 
BP BP p.l.c. Sponsored ADR
+2.26%
+$11,753 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$8,366 
EOG EOG Resources, Inc.
+2.19%
+$211,159.02 
CSCO Cisco Systems, Inc.
+2.14%
+$39,383.01 
OKE ONEOK, Inc.
+1.95%
+$4,872 
LHX L3Harris Technologies, Inc.
+1.9%
+$236,225.17 
ORCL Oracle Corporation
+1.81%
+$7,562.94 
SHEL Shell plc
+1.62%
+$3,989.58 
ACN Accenture plc Class A
+1.61%
+$295,208.1 
BSX Boston Scientific Corporation
+1.59%
+$5,432.66 
VZ Verizon Communications Inc.
+1.52%
+$4,062.1 
LMT Lockheed Martin Corporation
+1.5%
+$3,676.38 
CG The Carlyle Group Inc.
+1.46%
+$157,410 
NOC Northrop Grumman Corporation
+1.43%
+$3,341.94 
CAH Cardinal Health Inc.
+1.3%
+$19,053.47 
COP ConocoPhillips
+1.22%
+$6,249.5 
WFC Wells Fargo & Company
+1.19%
+$3,624.06 
HONA Honeywell Aerospace Inc.
+1.18%
+$67,924.56 
AMAT Applied Materials, Inc.
+1.18%
+$79,544.07 
VUG Vanguard Growth ETF
+1.1%
+$6,134.28 
ADBE Adobe Inc.
+1.01%
+$141,740.26 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.93%
+$900 
UNP Union Pacific Corporation
+0.92%
+$5,315.99 
SCHW Charles Schwab Corporation
+0.87%
+$132,384.98 
IBM International Business Machines Corporation
+0.86%
+$10,787.57 
MCD McDonald's Corporation
+0.82%
+$10,582.05 
EMR Emerson Electric Co.
+0.79%
+$2,673.9 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$30,210.76 
CBAN Colony Bankcorp Inc.
+0.78%
+$9,843.68 
TSLA Tesla, Inc.
+0.76%
+$1,897.42 
MPC Marathon Petroleum Corporation
+0.76%
+$2,428.25 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,305.82 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$116,289.81 
VOO Vanguard S&P 500 ETF
+0.71%
+$39,390.62 
CAT Caterpillar Inc.
+0.7%
+$7,580.78 
BMY Bristol-Myers Squibb Company
+0.69%
+$14,872.95 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,266.56 
PLTR Palantir Technologies Inc.
+0.65%
+$2,105.59 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$15,899.64 
IWB iShares Russell 1000 ETF
+0.64%
+$4,337 
OZK Bank OZK
+0.61%
+$3,385.2 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$2,065.5 
MO Altria Group, Inc.
+0.57%
+$69,914.13 
RNST Renasant Corporation
+0.53%
+$2,082.42 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,136.84 
GM General Motors Company
+0.52%
+$2,185 
PSX Phillips 66
+0.51%
+$5,512.22 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,282.95 
NSC Norfolk Southern Corporation
+0.46%
+$1,162.52 
PFE Pfizer Inc.
+0.4%
+$2,254.3 
RTX RTX Corporation
+0.39%
+$3,635.52 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$1,660.68 
AVGO Broadcom Inc.
+0.37%
+$2,882.88 
PG Procter & Gamble Co
+0.37%
+$4,285.05 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,843.12 
BAC Bank of America Corporation
+0.36%
+$3,072.96 
SNA Snap-on Inc.
+0.33%
+$1,018.65 
MRK Merck & Co., Inc.
+0.32%
+$51,959.75 
JPM JPMorgan Chase & Co.
+0.27%
+$54,219.2 
SO The Southern Company
+0.21%
+$3,924.8 
JNJ Johnson & Johnson
+0.21%
+$3,869.53 
CMI Cummins Inc.
+0.19%
+$34,208.42 
INTU Intuit Inc.
+0.18%
+$17,797.33 
USB U.S. Bancorp
+0.17%
+$4,540.51 
T AT&T Inc.
+0.17%
+$8,936.68 
MS Morgan Stanley
+0.17%
+$795.96 
MMM 3M Company
+0.12%
+$576.64 
BDX Becton, Dickinson and Company
+0.1%
+$18,061.48 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$481.05 
C Citigroup Inc.
+0.1%
+$10,836.62 
WM Waste Management, Inc.
+0.1%
+$341.44 
AFL Aflac Inc.
+0.09%
+$7,304.4 
WMT Walmart Inc.
+0.09%
+$4,510.79 
SOXX iShares Semiconductor ETF
+0.07%
+$9,845.91 
AEP American Electric Power Company, Inc.
+0.06%
+$10,004.82 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.93M 
SYK Stryker Corporation
-6.42%
-$36,079.1 
TROW T. Rowe Price Group, Inc.
-6.31%
-$13,365.75 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$8,406.85 
GPN Global Payments Inc.
-3.18%
-$23,283.34 
ABBV AbbVie Inc.
-2.51%
-$530,449.42 
ICE Intercontinental Exchange, Inc.
-2.42%
-$24,665.32 
EFX Equifax Inc.
-1.99%
-$100,579.05 
FLO Flowers Foods, Inc.
-1.68%
-$104,416.08 
UNH UnitedHealth Group Incorporated
-1.68%
-$349,746.32 
ADM Archer-Daniels-Midland Co
-1.66%
-$34,415.22 
LRCX Lam Research Corporation
-1.58%
-$5,414.41 
GLD SPDR Gold Shares
-1.49%
-$12,116.7 
CLX The Clorox Company
-1.24%
-$6,558 
TJX The TJX Companies, Inc.
-1.21%
-$3,133.42 
NEE NextEra Energy, Inc.
-1.15%
-$8,886.99 
DE Deere & Company
-1.13%
-$6,011.19 
LOW Lowe's Companies Inc.
-1.08%
-$140,311.09 
INTC Intel Corporation
-1.02%
-$3,348 
KO The Coca-Cola Company
-1.02%
-$30,515.4 
SWK Stanley Black & Decker Inc.
-1.01%
-$10,811.62 
UPS United Parcel Service, Inc.
-1%
-$3,619.35 
XOM Exxon Mobil Corporation
-0.97%
-$130,762.98 
MET MetLife Inc.
-0.97%
-$5,392.78 
GILD Gilead Sciences Inc.
-0.81%
-$16,808.47 
D Dominion Energy, Inc.
-0.8%
-$3,196.48 
BLK BlackRock, Inc.
-0.73%
-$5,705.69 
DUK Duke Energy Corporation
-0.67%
-$3,983.28 
GS The Goldman Sachs Group, Inc.
-0.63%
-$13,342.3 
EFA iShares MSCI EAFE ETF
-0.62%
-$50,945.4 
PM Philip Morris International Inc.
-0.61%
-$4,920.56 
DHR Danaher Corporation
-0.61%
-$10,320.87 
SBUX Starbucks Corporation
-0.57%
-$2,064 
PRU Prudential Financial, Inc.
-0.56%
-$64,916.39 
COF Capital One Financial Corporation
-0.54%
-$4,270.29 
LLY Eli Lilly and Company
-0.53%
-$29,515.95 
WELL Welltower Inc.
-0.51%
-$1,480.36 
IWM iShares Russell 2000 ETF
-0.47%
-$2,179.5 
PEP PepsiCo, Inc.
-0.46%
-$33,544.32 
HD The Home Depot, Inc.
-0.42%
-$1,007.76 
ABCB Ameris Bancorp
-0.41%
-$1,801.08 
VGT Vanguard Information Technology ETF
-0.38%
-$1,833.52 
AXP American Express Company
-0.38%
-$62,643.53 
FDX FedEx Corporation
-0.37%
-$1,002.8 
MDT Medtronic plc
-0.37%
-$41,611.52 
GPC Genuine Parts Company
-0.37%
-$1,093.42 
DG Dollar General Corporation
-0.35%
-$1,199.69 
CL Colgate-Palmolive Company
-0.33%
-$1,130.7 
TFC Truist Financial Corporation
-0.33%
-$3,218.58 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,754.91 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$626.5 
COST Costco Wholesale Corporation
-0.24%
-$1,301.86 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,119.15 
VB Vanguard Small-Cap ETF
-0.22%
-$11,161.58 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$549.9 
JQC Nuveen Credit Strategies Income Fund
-0.21%
-$146.01 
MKL Markel Group Inc.
-0.2%
-$1,077.26 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$839.25 
EPD Enterprise Products Partners L.P.
-0.18%
-$32,125.98 
BKNG Booking Holdings Inc.
-0.18%
-$535.87 
ELV Elevance Health, Inc.
-0.15%
-$25,982.42 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$275.2 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$900.44 
XLF Financial Select Sector SPDR Fund
-0.1%
-$246.24 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,143.32 
V Visa Inc. Class A
-0.04%
-$2,450.38 
TGT Target Corporation
-0.01%
-$47.25 Events
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Dividends
Dividend Analysis
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| Trades 2446 | Longs Won 1609/2446 65% | Profit Factor 4.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $762,353.37 |
| Average Win $207,377.98 | Best Trade (Aug 05) $10.33M | Sharpe Ratio -9.99 |
| Average Loss -$99,175.74 | Worst Trade (Sep 30) -$5.31M | Z-Score 9.18 (100%) |
| Commissions $0 | Avg. Trade Length 2y 5d | Expectancy $102,477.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 119,343 | $22.04M | $36.87M | - | $14.83M | 67.27% | -7.354% |
| ABBV AbbVie Inc. | 81,986 | $13.33M | $20.57M | - | $7.24M | 54.31% | -2.513% |
| ABCB Ameris Bancorp | 5,003 | $219,255.51 | $436,311.63 | - | $217,056.12 | 99% | -0.411% |
| ACN Accenture plc Class A | 112,246 | $13.97M | $18.62M | - | $4.66M | 33.33% | +1.611% |
| ADBE Adobe Inc. | 56,470 | $17.81M | $14.14M | - | -$3.67M | -20.6% | +1.013% |
| ADM Archer-Daniels-Midland Co | 25,683 | $2.18M | $2.04M | - | -$148,927.52 | -6.82% | -1.662% |
| AEP American Electric Power Company, Inc. | 142,926 | $11.08M | $18.27M | - | $7.19M | 64.85% | +0.055% |
| AFL Aflac Inc. | 60,870 | $4.49M | $7.76M | - | $3.27M | 73.01% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,506 | $248,771.81 | $244,009.22 | - | -$4,762.59 | -1.91% | -0.256% |
| AMAT Applied Materials, Inc. | 13,482 | $1.81M | $6.84M | - | $5.03M | 277.31% | +1.176% |
| AMZN Amazon.com Inc | 70,428 | $8.4M | $19.13M | - | $10.73M | 127.68% | +15.321% |
| AVGO Broadcom Inc. | 2,002 | $335,073.16 | $779,338.56 | - | $444,265.4 | 132.59% | +0.371% |
| AXP American Express Company | 49,326 | $8.93M | $16.59M | - | $7.65M | 85.67% | -0.376% |
| BAC Bank of America Corporation | 13,968 | $545,297.2 | $865,317.6 | - | $320,020.4 | 58.69% | +0.356% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 10,000 | $77,519.3 | $97,800 | - | $20,280.7 | 26.16% | +0.929% |
| BDX Becton, Dickinson and Company | 106,244 | $16.08M | $17.6M | - | $1.52M | 9.44% | +0.103% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 5,595 | $427,442.58 | $422,646.3 | - | -$4,796.28 | -1.12% | -0.198% |
| BKNG Booking Holdings Inc. | 1,576 | $256,319.93 | $304,010.38 | - | $47,690.45 | 18.61% | -0.176% |
| BLK BlackRock, Inc. | 715 | $677,678.68 | $779,628.86 | - | $101,950.18 | 15.04% | -0.727% |
| BMY Bristol-Myers Squibb Company | 33,051 | $2.37M | $2.16M | - | -$208,061.38 | -8.79% | +0.694% |
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FAQ
Which stocks have generated the highest profits for Allen Mooney & Barnes Investment Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $17.65M, Cisco Systems, Inc - $13.36M, Alphabet Inc - $12.99M, Dow Inc - $11.99M, and Applied Materials, Inc - $8.52M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Fiserv, Inc - $7.43M, Centene Corporation - $5.53M, CVS Health Corporation - $4.27M, LyondellBasell Industries N.V - $3.86M, and Truist Financial Corporation - $3.48M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Allen Mooney & Barnes Investment Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $55.26M earned over time. The largest contributors to dividend income include Enterprise Products Partners L.P - $3.46M, Altria Group, Inc - $3.27M, LyondellBasell Industries N.V - $2.69M, Exxon Mobil Corporation - $2.61M, and AbbVie Inc - $2.37M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Allen Mooney & Barnes Investment Advisors LLC's monthly returns?
Allen Mooney & Barnes Investment Advisors LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Allen Mooney & Barnes Investment Advisors LLC's strategy be considered aggressive or moderate?
Allen Mooney & Barnes Investment Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Allen Mooney & Barnes Investment Advisors LLC's strategy?
Allen Mooney & Barnes Investment Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
