Allen Mooney & Barnes Investment Advisors LLC Incresed Positions in Q3 2025

Allen Mooney & Barnes Investment Advisors LLC

  • $642 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
106K
+ 2698.16%
N/A
109K $14.1B
FLO
Flowers Foods Inc

Consumer Defensive
742K
+ 382.5%
$12.68 - $16.76 $9.41M - $12.4M
936K $12.2B
EPD
Enterprise Products Partners L.P.

Energy
153K
+ 44.9%
$30.74 - $32.14 $4.72M - $4.93M
495K $15.5B
UNH
Unitedhealth Group Inc

Healthcare
9.78K
+ 23.81%
$237.77 - $353.61 $2.32M - $3.46M
50.8K $17.6B
EOG
Eog Resources Inc

Energy
45.9K
+ 74.11%
$112.12 - $126.1 $5.14M - $5.78M
108K $12.1B
ABBV
Abb Vie Inc.

Healthcare
793
+ 0.93%
$184.85 - $231.54 $147K - $184K
86.3K $20B
CMI
Cummins Inc

Industrials
628
+ 1.63%
$327.85 - $426.39 $206K - $268K
39K $16.5B
LHX
L3 Harris Technologies, Inc.

Industrials
568
+ 1.2%
$252.18 - $305.41 $143K - $173K
48.1K $14.7B
MO
Altria Group, Inc.

Consumer Defensive
4.67K
+ 2.47%
$57.75 - $67.68 $270K - $316K
194K $12.8B
C
Citigroup Inc

Financial Services
1.63K
+ 1.91%
$85.57 - $103.49 $139K - $168K
86.7K $8.8B
MDT
Medtronic PLC

Healthcare
2.14K
+ 1.57%
$87.67 - $95.74 $187K - $205K
138K $13.1B
XOM
Exxon Mobil Corp

Energy
2.57K
+ 1.57%
$105.83 - $117.22 $272K - $301K
166K $18.7B
PEP
Pepsico Inc

Consumer Defensive
935
+ 1.86%
$133.81 - $152.16 $125K - $142K
51.1K $7.17B
ORCL
Oracle Corp

Technology
402
+ 9.65%
$218.96 - $328.33 $88K - $132K
4.57K $1.28B
WMT
Walmart Inc.

Consumer Defensive
52
+ 0.11%
$94.4 - $104.27 $4.91K - $5.42K
46.4K $4.78B
ADM
Archer Daniels Midland CO

Consumer Defensive
1.1K
+ 4.77%
$53.54 - $64.21 $59.1K - $70.8K
24.2K $1.45B
SO
Southern CO

Utilities
1.01K
+ 3.92%
$90.83 - $96.0 $91.4K - $96.6K
26.6K $2.52B
GPN
Global Payments Inc

Industrials
1.56K
+ 18.98%
$77.61 - $90.01 $121K - $141K
9.81K $815M
MMM
3 M CO

Industrials
948
+ 40.32%
$144.41 - $160.2 $137K - $152K
3.3K $512M
USB
Us Bancorp \De\

Financial Services
235
+ 0.55%
$43.94 - $50.41 $10.3K - $11.8K
43.3K $2.09B
MPC
Marathon Petroleum Corp

Energy
5
+ 0.19%
$158.59 - $198.69 $793 - $993
2.61K $503M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.07%
$420.11 - $472.68 $420 - $473
1.35K $634M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.17%
$291.67 - $316.99 $2.33K - $2.54K
4.73K $1.44B
BP
Bp PLC

Energy
7
+ 0.06%
$30.25 - $35.69 $212 - $250
12.1K $419M
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.17%
$121.35 - $144.54 $485 - $578
2.33K $337M
DUK
Duke Energy Corp

Utilities
16
+ 0.2%
$116.31 - $125.93 $1.86K - $2.01K
7.99K $988M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.25%
$339.37 - $366.46 $1.36K - $1.47K
1.64K $598M
GPC
Genuine Parts CO

Consumer Cyclical
2
+ 0.08%
$122.23 - $142.77 $244 - $286
2.52K $349M
MS
Morgan Stanley

Financial Services
3
+ 0.14%
$139.09 - $161.16 $417 - $483
2.2K $350M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.14%
$214.92 - $244.84 $430 - $490
1.47K $356M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.1%
$567.09 - $607.37 $567 - $607
1.02K $606M
WFC
Wells Fargo & Company

Financial Services
152
+ 3.73%
$77.05 - $85.16 $11.7K - $12.9K
4.23K $355M
PFF
Ishares Trust Ishares Pfd And

ETFs
294
+ 1.89%
$30.67 - $32.13 $9.02K - $9.45K
15.8K $501M
T
At&T Inc.

Communication Services
6.72K
+ 2.81%
$26.94 - $29.62 $181K - $199K
246K $6.96B
VONV
Vanguard Russell 1000 Value Et

ETFs
17
+ 0.44%
$84.55 - $89.54 $1.44K - $1.52K
3.9K $349M
NFLX
Netflix Inc

Communication Services
32
+ 20.92%
$1147.87 - $1297.18 $36.7K - $41.5K
185 $222M
CLX
Clorox CO

Consumer Defensive
5
+ 0.11%
$117.67 - $131.43 $588 - $657
4.48K $553M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7
+ 0.23%
$68.24 - $73.73 $478 - $516
3.02K $222M
F
Ford Motor CO

Consumer Cyclical
34
+ 0.29%
$10.82 - $12.09 $368 - $411
12K $143M
XLF
Financial Sector Spdr

ETFs
7
+ 0.16%
$51.37 - $54.25 $360 - $380
4.41K $237M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
71
+ 0.53%
$8.7 - $9.11 $618 - $647
13.5K $123M
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
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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