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:
7.47%
Gain
Monthly
0.1%
Yearly
1.25%
Drawdown
33.36%
$749.79M
Equity
Holdings
$749.79M
Investment
$554.34M
$221.04M
Profit +$3.64M
Realized
$25.59M
Unrealized
$195.45M
Dividends
$54.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$3.64M
Win %
78%
This Week
Compared To Last Week
Gain
0.21%
Profit
$1.57M
Win %
78%
This Month
Compared to last month
Gain
2.14%
Profit
$15.74M
Win %
78%
This Year
Compared to last year
Gain
7.84%
Profit
$54.54M
Win %
77%
FLO Flowers Foods, Inc.
+6.24%
+$479,812.62 
INTU Intuit Inc.
+5.74%
+$505,266.91 
DG Dollar General Corporation
+5.2%
+$20,916 
ADBE Adobe Inc.
+4.71%
+$613,503.94 
EFX Equifax Inc.
+4.45%
+$220,926.65 
WM Waste Management, Inc.
+4.28%
+$15,428.04 
SYK Stryker Corporation
+3.93%
+$20,081.85 
IBM International Business Machines Corporation
+3.73%
+$324,425.83 
GPC Genuine Parts Company
+3.7%
+$11,563.4 
MRK Merck & Co., Inc.
+3.65%
+$586,651.78 
MDT Medtronic plc
+3.63%
+$413,915.84 
CBAN Colony Bankcorp Inc.
+3.61%
+$41,758.2 
PM Philip Morris International Inc.
+3.55%
+$43,855.02 
OZK Bank OZK
+3.55%
+$19,874.4 
ABBV AbbVie Inc.
+3.4%
+$731,687.19 
UPS United Parcel Service, Inc.
+3.36%
+$13,822.13 
UNP Union Pacific Corporation
+3.35%
+$19,233.35 
RNST Renasant Corporation
+3.33%
+$12,902.89 
T AT&T Inc.
+3.29%
+$190,455.05 
WELL Welltower Inc.
+3.02%
+$8,939.4 
CMCSA Comcast Corp
+3%
+$5,974.17 
NSC Norfolk Southern Corporation
+2.98%
+$7,349.99 
MPC Marathon Petroleum Corporation
+2.94%
+$23,091.01 
VZ Verizon Communications Inc.
+2.92%
+$17,198.88 
CL Colgate-Palmolive Company
+2.87%
+$9,891.43 
GPN Global Payments Inc.
+2.85%
+$30,408.28 
OKE ONEOK, Inc.
+2.85%
+$7,252 
PSX Phillips 66
+2.79%
+$28,550.8 
PEP PepsiCo, Inc.
+2.78%
+$212,778.8 
KO The Coca-Cola Company
+2.78%
+$92,128.99 
GILD Gilead Sciences Inc.
+2.77%
+$60,349.27 
SBUX Starbucks Corporation
+2.74%
+$11,269.44 
TJX The TJX Companies, Inc.
+2.72%
+$11,133.99 
COST Costco Wholesale Corporation
+2.65%
+$13,858.17 
ABCB Ameris Bancorp
+2.64%
+$20,032.98 
SWK Stanley Black & Decker Inc.
+2.63%
+$37,963.68 
MO Altria Group, Inc.
+2.63%
+$380,373.32 
TSCO Tractor Supply Company
+2.54%
+$3,918.33 
UNH UnitedHealth Group Incorporated
+2.53%
+$553,179.24 
MCD McDonald's Corporation
+2.48%
+$31,548 
WMT Walmart Inc.
+2.47%
+$129,542.44 
BMY Bristol-Myers Squibb Company
+2.34%
+$46,715.62 
PRU Prudential Financial, Inc.
+2.1%
+$252,551.13 
LOW Lowe's Companies Inc.
+2.08%
+$289,176.01 
CLX The Clorox Company
+2.06%
+$8,718 
MSFT Microsoft Corp.
+2.06%
+$384,045.67 
WY Weyerhaeuser Company
+2.03%
+$288,983.37 
V Visa Inc. Class A
+1.94%
+$125,628.3 
SNA Snap-on Inc.
+1.89%
+$5,692.14 
FISV Fiserv, Inc.
+1.86%
+$103,819.24 
TFC Truist Financial Corporation
+1.83%
+$27,998.51 
PG Procter & Gamble Co
+1.81%
+$23,299.92 
TGT Target Corporation
+1.79%
+$5,841.55 
CAH Cardinal Health Inc.
+1.73%
+$26,527.56 
ICE Intercontinental Exchange, Inc.
+1.65%
+$16,826.8 
CVX Chevron Corporation
+1.37%
+$43,142.08 
EPD Enterprise Products Partners L.P.
+1.36%
+$256,934.94 
AFL Aflac Inc.
+1.32%
+$107,136 
LLY Eli Lilly and Company
+1.31%
+$84,072.14 
USB U.S. Bancorp
+1.29%
+$35,013.06 
ADM Archer-Daniels-Midland Co
+1.25%
+$27,042.58 
DHR Danaher Corporation
+1.24%
+$23,465.76 
MKL Markel Group Inc.
+1.24%
+$7,065.63 
CG The Carlyle Group Inc.
+1.19%
+$142,304.8 
JNJ Johnson & Johnson
+1.15%
+$22,572.32 
AAPL Apple Inc.
+1.14%
+$496,556.76 
PFE Pfizer Inc.
+1.11%
+$7,130.2 
MET MetLife Inc.
+1.11%
+$6,324 
COP ConocoPhillips
+1.1%
+$6,046.68 
XOM Exxon Mobil Corporation
+1.1%
+$204,822.21 
HD The Home Depot, Inc.
+1.07%
+$2,947.8 
FDX FedEx Corporation
+1.06%
+$2,904.78 
SO The Southern Company
+1.05%
+$25,893.88 
KKR KKR & Co. Inc.
+1.05%
+$2,787.8 
DUK Duke Energy Corporation
+1.02%
+$10,154.92 
AEE Ameren Corporation
+1.01%
+$2,089.37 
EOG EOG Resources, Inc.
+1.01%
+$153,955.01 
EMR Emerson Electric Co.
+1%
+$3,013.76 
DE Deere & Company
+0.87%
+$9,872.56 
NFLX Netflix, Inc.
+0.81%
+$1,722 
COF Capital One Financial Corporation
+0.69%
+$5,479.55 
VONV Vanguard Russell 1000 Value Index Fund
+0.66%
+$2,835.36 
LYB LyondellBasell Industries N.V.
+0.57%
+$974.82 
D Dominion Energy, Inc.
+0.56%
+$2,390 
SHEL Shell plc
+0.56%
+$1,225.76 
BKNG Booking Holdings Inc.
+0.52%
+$1,496.25 
HON Honeywell International Inc.
+0.52%
+$35,068.68 
WFC Wells Fargo & Company
+0.46%
+$1,611.2 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$11,446.99 
MMM 3M Company
+0.39%
+$2,044.14 
IWR iShares Russell Mid-Cap ETF
+0.29%
+$1,894.4 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$2,073.17 
LMT Lockheed Martin Corporation
+0.28%
+$606.32 
AEP American Electric Power Company, Inc.
+0.25%
+$50,583.72 
VB Vanguard Small-Cap ETF
+0.22%
+$11,564.02 
AXP American Express Company
+0.17%
+$31,076.43 
PNC The PNC Financial Services Group, Inc.
+0.13%
+$364.98 
PLTR Palantir Technologies Inc.
+0.12%
+$1,277.12 
AGG iShares Core U.S. Aggregate Bond ETF
0%
+$8.25 
HOLX Hologic Inc.
0%
$0 
INTC Intel Corporation
-6.33%
-$43,318.22 
MS Morgan Stanley
-5.16%
-$26,066.2 
LRCX Lam Research Corporation
-5.14%
-$19,848.96 
CHAT Roundhill Generative AI & Technology ETF
-5.1%
-$16,687 
GS The Goldman Sachs Group, Inc.
-5.02%
-$117,334 
ORCL Oracle Corporation
-5.01%
-$28,366.08 
AVGO Broadcom Inc.
-4.43%
-$38,807.23 
CAT Caterpillar Inc.
-4.3%
-$80,107.77 
QCOM QUALCOMM Incorporated
-3.99%
-$17,178.37 
ELV Elevance Health, Inc.
-3.43%
-$664,358.24 
CMI Cummins Inc.
-3.19%
-$628,632.48 
AMAT Applied Materials, Inc.
-3.06%
-$479,840.91 
GOOGL Alphabet Inc
-2.74%
-$1M 
NVDA NVIDIA Corporation
-2.71%
-$55,059.53 
GOOG Alphabet Inc
-2.67%
-$33,288.66 
CSCO Cisco Systems, Inc.
-2.5%
-$576,115.47 
C Citigroup Inc.
-2.21%
-$266,086.29 
EEM iShares MSCI Emerging Markets ETF
-2.17%
-$85,799.24 
VGT Vanguard Information Technology ETF
-1.94%
-$9,636.64 
META Meta Platforms Inc Class A
-1.92%
-$309,539.23 
GLD SPDR Gold Shares
-1.86%
-$14,711.92 
IWF iShares Russell 1000 Growth ETF
-1.83%
-$10,920.32 
BNY BlackRock New York Municipal Income Trust
-1.82%
-$8,369.15 
FTNT Fortinet Inc.
-1.7%
-$18,298 
QQQ Invesco QQQ Trust, Series 1
-1.53%
-$39,228.63 
RTX RTX Corporation
-1.37%
-$11,711.64 
IBIT iShares Bitcoin Trust
-1.32%
-$3,015.73 
VUG Vanguard Growth ETF
-1.24%
-$8,175 
BLK BlackRock, Inc.
-1.13%
-$9,060.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.12%
-$2,898.65 
JPM JPMorgan Chase & Co.
-1.08%
-$226,776.28 
TSLA Tesla, Inc.
-1.03%
-$5,287.55 
GM General Motors Company
-0.97%
-$3,586.25 
LHX L3Harris Technologies, Inc.
-0.96%
-$133,344.89 
AMZN Amazon.com Inc
-0.94%
-$178,169.47 
VMI Valmont Industries, Inc.
-0.9%
-$14,381.16 
EFA iShares MSCI EAFE ETF
-0.8%
-$66,201.24 
IRM Iron Mountain Inc.
-0.72%
-$2,432.37 
PFF iShares Preferred and Income Securities ETF
-0.65%
-$3,164.7 
BP BP p.l.c. Sponsored ADR
-0.58%
-$3,006.24 
IVV iShares Core S&P 500 ETF
-0.55%
-$3,830.4 
VOO Vanguard S&P 500 ETF
-0.55%
-$30,088.4 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$89,655.32 
SCHW Charles Schwab Corporation
-0.51%
-$78,408.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$1,374.54 
IWB iShares Russell 1000 ETF
-0.47%
-$3,219.84 
F Ford Motor Company
-0.39%
-$660.66 
NOC Northrop Grumman Corporation
-0.37%
-$898.22 
PML PIMCO Municipal Income Fund II
-0.33%
-$2,605.6 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.26%
-$341.87 
BAC Bank of America Corporation
-0.23%
-$2,046.8 
DOW Dow Inc.
-0.22%
-$28,839.65 
BNDX Vanguard Total International Bond ETF
-0.16%
-$1,444.72 
IWM iShares Russell 2000 ETF
-0.15%
-$689.32 
IEI iShares 3-7 Year Treasury Bond ETF
-0.05%
-$94.55 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$203.46 
XLF Financial Select Sector SPDR Fund
-0.04%
-$112.65 
VO Vanguard Mid-Cap ETF
-0.03%
-$1,382.6 
NEE NextEra Energy, Inc.
-0.03%
-$274.85 Events
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Dividends
Dividend Analysis
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| Trades 2305 | Longs Won 1497/2305 64% | Profit Factor 3.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $783,659.78 |
| Average Win $202,407.3 | Best Trade (Jul 15) $11.45M | Sharpe Ratio -11.03 |
| Average Loss -$101,445.78 | Worst Trade (Jul 15) -$5.53M | Z-Score 17.07 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w | Expectancy $95,898.03 |
| 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 | 7,407 | 6,667 | 5,926 | 5,185 | 4,444 | 3,704 | 2,963 | 2,222 | 1,481 | 741 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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