Allen Mooney & Barnes Investment Advisors LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $593 Billion distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.4B, Alphabet Inc. with a value of $26.9B, Microsoft Corp with a value of $24.9B, Amazon Com Inc with a value of $21.7B, and American Express CO with a value of $20.4B.
Examining the 13F form we can see an increase of $5.38B in the current position value, from $587B to 593B.
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
$593 Billion
Financial Services: $109 Billion
Technology: $97.8 Billion
Industrials: $64.6 Billion
Healthcare: $52.9 Billion
Consumer Defensive: $49.3 Billion
Consumer Cyclical: $43 Billion
Communication Services: $41.2 Billion
ETFs: $40.6 Billion
Other: $67.5 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
