Allen Mooney & Barnes Investment Advisors LLC Portfolio Holdings

Allen Mooney & Barnes Investment Advisors LLC

  • $665 Billion
  • Q4 2025

Allen Mooney & Barnes Investment Advisors LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $665 Billion distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.9B, Alphabet Inc. with a value of $30.8B, Microsoft Corp with a value of $22.6B, Exxon Mobil Corp with a value of $20.2B, and Cummins Inc with a value of $20B.

Examining the 13F form we can see an increase of $22.7B in the current position value, from $642B to 665B.

Allen Mooney & Barnes Investment Advisors LLC is based out at Thomasville, GA

Below you can find more details about Allen Mooney & Barnes Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $665 Billion
Financial Services: $121 Billion
Technology: $118 Billion
Healthcare: $87 Billion
Industrials: $61.9 Billion
Communication Services: $54.6 Billion
Energy: $52.6 Billion
ETFs: $50 Billion
Consumer Defensive: $43.3 Billion
Other: $75.2 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.6 Billion 2.2% of portfolio
21,393
Q4 2025 Added 0.21%
$0
$7.63 Billion 1.15% of portfolio
79,436
Q4 2025 Added 10.78%
$0
$4.94 Billion 0.74% of portfolio
7,881
Q4 2025 Added 7.06%
$0
$4.53 Billion 0.68% of portfolio
17,579
Q4 2025 Added 4.43%
$0
$3.98 Billion 0.6% of portfolio
13,707
Q4 2025 Added 4.54%
$0
$3.47 Billion 0.52% of portfolio
63,437
Q4 2025 Added 8.28%
$0
$2.11 Billion 0.32% of portfolio
3,436
Q4 2025 Added 0.44%
$0
$923 Million 0.14% of portfolio
19,095
Q4 2025 Reduced 0.01%
$130B
$846 Million 0.13% of portfolio
2,135
Q4 2025 Reduced 1.11%
$0
$571 Million 0.09% of portfolio
1,207
Q4 2025 Reduced 10.86%
$0
$598 Million 0.09% of portfolio
6,208
Q4 2025 Reduced 1.97%
$0
$613 Million 0.09% of portfolio
1,641
Q4 2025 Added 0.31%
$0
$614 Million 0.09% of portfolio
1,017
Q4 2025 Added 0.1%
$0
$624 Million 0.09% of portfolio
912
Q4 2025 Added 0.44%
$0
$552 Million 0.08% of portfolio
1,131
Q4 2025 Added 3.38%
$0
$562 Million 0.08% of portfolio
745
Q4 2025 Added 39.77%
$0
$496 Million 0.07% of portfolio
16,010
Q4 2025 Added 1.03%
$0
$362 Million 0.05% of portfolio
3,921
Q4 2025 Added 0.54%
$0
$363 Million 0.05% of portfolio
1,473
Q4 2025 Added 0.07%
$0
$249 Million 0.04% of portfolio
742
Q4 2025 New
$0
$246 Million 0.04% of portfolio
4,491
Q4 2025 Added 1.95%
$0
$205 Million 0.03% of portfolio
1,718
Q4 2025 Added 0.17%
$0
$204 Million 0.03% of portfolio
971
Q4 2025 New
$0
$230 Million 0.03% of portfolio
3,046
Q4 2025 Added 0.93%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $665 Billion
  • Prior Value $642 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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