Allen Mooney & Barnes Investment Advisors LLC Purchases in Q2 2025

Allen Mooney & Barnes Investment Advisors LLC

  • $609 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
18.2K
+ 88.99%
$484.66 - $738.09 $8.81M - $13.4M
38.6K $28.5B
EOG
Eog Resources Inc

Energy
61.9K
New
$104.61 - $129.97 $6.47M - $8.04M
61.9K $7.4B
MSFT
Microsoft Corp

Technology
464
+ 0.99%
$354.56 - $497.45 $165K - $231K
47.3K $23.5B
LYB
Lyondell Basell Industries N.V.

Basic Materials
102K
+ 69.15%
$53.23 - $70.65 $5.44M - $7.22M
250K $14.5B
JPM
Jpmorgan Chase & CO

Financial Services
731
+ 0.93%
$210.28 - $289.91 $154K - $212K
79.5K $23B
GOOGL
Alphabet Inc.

Communication Services
390
+ 0.28%
$144.7 - $178.6 $56.4K - $69.7K
142K $25B
CG
Carlyle Group Inc.

Financial Services
8.07K
+ 2.64%
$34.78 - $51.4 $281K - $415K
314K $16.2B
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
+ 1.82%
$167.32 - $223.3 $215K - $287K
72K $15.8B
LHX
L3 Harris Technologies, Inc.

Industrials
289
+ 0.61%
$200.21 - $256.99 $57.9K - $74.3K
47.5K $11.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.1K
+ 5.36%
$496.48 - $617.85 $545K - $678K
21.6K $13.3B
CSCO
Cisco Systems, Inc.

Technology
1.08K
+ 0.54%
$53.19 - $69.38 $57.6K - $75.1K
201K $13.9B
HON
Honeywell International Inc

Industrials
281
+ 0.48%
$182.86 - $232.88 $51.4K - $65.4K
59.1K $13.8B
C
Citigroup Inc

Financial Services
305
+ 0.36%
$58.13 - $85.12 $17.7K - $26K
85.1K $7.24B
UNH
Unitedhealth Group Inc

Healthcare
18.2K
+ 79.22%
$274.35 - $599.47 $4.98M - $10.9M
41.1K $12.8B
COF
Capital One Financial Corp

Financial Services
3.73K
New
$150.57 - $212.76 $561K - $793K
3.73K $793M
CMI
Cummins Inc

Industrials
629
+ 1.66%
$267.12 - $336.65 $168K - $212K
38.4K $12.6B
EFA
Ishares Tr Msci Eafe ETF

ETFs
49
+ 0.07%
$72.96 - $90.39 $3.58K - $4.43K
71.9K $6.43B
WMT
Walmart Inc.

Consumer Defensive
116
+ 0.25%
$81.79 - $99.98 $9.49K - $11.6K
46.3K $4.53B
GS
Goldman Sachs Group Inc

Financial Services
35
+ 1.44%
$462.22 - $707.75 $16.2K - $24.8K
2.46K $1.74B
RNST
Renasant Corp

Financial Services
10.1K
New
$27.68 - $36.52 $280K - $369K
10.1K $363M
TSLA
Tesla, Inc.

Consumer Cyclical
294
+ 11.09%
$221.86 - $362.89 $65.2K - $107K
2.95K $936M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.01K
New
$55.54 - $69.09 $167K - $208K
3.01K $208M
NFLX
Netflix Inc

Communication Services
153
New
$855.86 - $1339.13 $131K - $205K
153 $205M
TFC
Truist Financial Corp

Financial Services
3.46K
+ 11.86%
$34.79 - $42.99 $121K - $149K
32.7K $1.4B
T
At&T Inc.

Communication Services
249
+ 0.1%
$26.33 - $28.94 $6.56K - $7.21K
240K $6.94B
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.18%
$149.23 - $184.95 $1.79K - $2.22K
6.81K $1.24B
USB
Us Bancorp \De\

Financial Services
82
+ 0.19%
$36.4 - $45.76 $2.98K - $3.75K
43.1K $1.95B
F
Ford Motor CO

Consumer Cyclical
11.9K
New
$8.69 - $10.85 $104K - $129K
11.9K $129M
DXCM
Dexcom Inc

Healthcare
115
+ 1.94%
$59.83 - $87.57 $6.88K - $10.1K
6.06K $529M
BAC
Bank Of America Corp

Financial Services
727
+ 4.63%
$34.39 - $47.46 $25K - $34.5K
16.4K $777M
ADM
Archer Daniels Midland CO

Consumer Defensive
38
+ 0.16%
$41.79 - $54.16 $1.59K - $2.06K
23.1K $1.22B
GOOG
Alphabet Inc.

Communication Services
214
+ 6.62%
$146.58 - $180.01 $31.4K - $38.5K
3.45K $612M
V
Visa Inc.

Financial Services
4
+ 0.02%
$308.27 - $373.31 $1.23K - $1.49K
18.8K $6.68B
ICE
Intercontinental Exchange, Inc.

Financial Services
41
+ 0.56%
$151.62 - $183.47 $6.22K - $7.52K
7.3K $1.34B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.07%
$320.42 - $421.7 $320 - $422
1.35K $574M
QCOM
Qualcomm Inc

Technology
473
+ 24.95%
$124.66 - $159.48 $59K - $75.4K
2.37K $377M
RTX
Raytheon Technologies Corp

Industrials
125
+ 2.82%
$113.75 - $148.48 $14.2K - $18.6K
4.56K $666M
MKL
Markel Corp

Financial Services
25
+ 11.26%
$1678.5 - $1997.36 $42K - $49.9K
247 $493M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.25%
$272.36 - $339.57 $1.09K - $1.36K
1.63K $554M
MPC
Marathon Petroleum Corp

Energy
6
+ 0.23%
$118.55 - $170.08 $711 - $1.02K
2.61K $433M
EMR
Emerson Electric CO

Industrials
4
+ 0.18%
$94.15 - $133.33 $377 - $533
2.21K $295M
IRM
Iron Mountain Inc

Real Estate
2
+ 0.07%
$76.93 - $105.25 $154 - $211
2.7K $277M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.27K
+ 8.92%
$29.0 - $30.68 $36.9K - $39.1K
15.6K $477M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.1%
$468.22 - $566.51 $468 - $567
1.02K $575M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
4.46K
+ 14.23%
$9.33 - $10.06 $41.6K - $44.9K
35.8K $346M
GNRC
Generac Holdings Inc.

Industrials
32
+ 1.93%
$101.92 - $143.21 $3.26K - $4.58K
1.69K $243M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.14%
$174.82 - $215.79 $350 - $432
1.47K $317M
BK
Bank Of New York Mellon Corp

Financial Services
12
+ 0.5%
$73.31 - $91.62 $880 - $1.1K
2.41K $219M
VONV
Vanguard Russell 1000 Value Et

ETFs
19
+ 0.49%
$73.19 - $85.21 $1.39K - $1.62K
3.88K $331M
Activity Summary
Buys All Purchases 85 New Holdings 6 Increased Positions 79 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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