Allen Mooney & Barnes Investment Advisors LLC Purchases in Q3 2025

Allen Mooney & Barnes Investment Advisors LLC

  • $642 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1
+ 0.06%
$117.65 - $120.08 $118 - $120
1.72K $205M
IRM
Iron Mountain Inc

Real Estate
2
+ 0.07%
$89.46 - $104.46 $179 - $209
2.7K $275M
EMR
Emerson Electric CO

Industrials
1
+ 0.05%
$128.6 - $149.63 $129 - $150
2.22K $291M
GIS
General Mills Inc

Consumer Defensive
30
+ 0.67%
$48.44 - $53.83 $1.45K - $1.61K
4.54K $229M
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.14%
$284.17 - $319.49 $284 - $319
701 $217M
SBUX
Starbucks Corp

Consumer Cyclical
7
+ 0.17%
$81.9 - $96.86 $573 - $678
4.14K $350M
BMY
Bristol Myers Squibb CO

Healthcare
74
+ 0.22%
$43.31 - $48.98 $3.2K - $3.62K
33.8K $1.53B
CL
Colgate Palmolive CO

Consumer Defensive
8
+ 0.21%
$79.36 - $93.33 $635 - $747
3.75K $300M
CAH
Cardinal Health Inc

Healthcare
102
+ 1.54%
$146.04 - $167.63 $14.9K - $17.1K
6.71K $1.05B
DE
Deere & CO

Industrials
16
+ 0.84%
$457.26 - $524.37 $7.32K - $8.39K
1.91K $873M
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.01%
$157.77 - $183.27 $158 - $183
6.81K $1.1B
ADBE
Adobe Inc.

Technology
27
+ 0.49%
$333.65 - $392.1 $9.01K - $10.6K
5.54K $1.95B
PRU
Prudential Financial Inc

Financial Services
1.31K
+ 1.32%
$100.68 - $109.89 $132K - $144K
100K $10.4B
IBM
International Business Machines Corp

Technology
517
+ 1.28%
$234.77 - $292.47 $121K - $151K
40.9K $11.5B
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.84K
+ 1.94%
$48.34 - $67.22 $234K - $325K
255K $12.5B
Kenvue Inc Com
13.4K
+ 2.35%
N/A
581K $9.43B
Activity Summary
Buys All Purchases 67 New Holdings 8 Increased Positions 59 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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