Allen Mooney & Barnes Investment Advisors LLC Portfolio Holdings

Allen Mooney & Barnes Investment Advisors LLC

  • $609 Billion
  • Q2 2025

Allen Mooney & Barnes Investment Advisors LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $609 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $28.5B, Apple Inc. with a value of $28.3B, Alphabet Inc. with a value of $25B, Microsoft Corp with a value of $23.5B, and Jpmorgan Chase & CO with a value of $23B.

Examining the 13F form we can see an decrease of $6.08B in the current position value, from $615B to 609B.

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 $609 Billion
Financial Services: $125 Billion
Technology: $91.7 Billion
Healthcare: $69.1 Billion
Communication Services: $68.5 Billion
Industrials: $53.4 Billion
ETFs: $44.2 Billion
Energy: $40.4 Billion
Consumer Cyclical: $35 Billion
Other: $68.8 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.8B
$433 Million 0.07% of portfolio
2,605
Q2 2025 Added 0.23%
$127B
$350 Million 0.06% of portfolio
2,630
Q4 2023 New
$72.8B
$340 Million 0.06% of portfolio
3,739
Q1 2025 Added 0.27%
$48B
$338 Million 0.06% of portfolio
5,975
Q4 2024 Reduced 17.27%
$87.9B
$358 Million 0.06% of portfolio
2,351
Q2 2025 Reduced 0.3%
$171B
$377 Million 0.06% of portfolio
2,369
Q2 2025 Added 24.95%
$24.6B
$372 Million 0.06% of portfolio
3,250
Q2 2025 Reduced 97.65%
$108B
$379 Million 0.06% of portfolio
4,133
Q2 2025 Reduced 77.74%
$98.3B
$363 Million 0.06% of portfolio
12,142
Q2 2025 Added 0.06%
$28.7B
$277 Million 0.05% of portfolio
2,700
Q2 2025 Added 0.07%
$52.2B
$281 Million 0.05% of portfolio
1,396
Q2 2025 Reduced 19.82%
$142B
$287 Million 0.05% of portfolio
2,328
Q2 2025 Added 0.17%
$85.4B
$295 Million 0.05% of portfolio
2,214
Q2 2025 Added 0.18%
$17.4B
$305 Million 0.05% of portfolio
2,515
Q2 2025 Added 0.12%
$153B
$306 Million 0.05% of portfolio
8,571
Q2 2025 Reduced 13.22%
$59.4B
$230 Million 0.04% of portfolio
1,012
Q2 2025 Added 9.29%
$66B
$224 Million 0.04% of portfolio
700
Q2 2025 Reduced 6.54%
$79.1B
$219 Million 0.04% of portfolio
2,407
Q2 2025 Added 0.5%
$29.8B
$234 Million 0.04% of portfolio
4,508
Q2 2025 Added 0.56%
$18B
$238 Million 0.04% of portfolio
766
Q2 2025 Added 0.39%
$75.6B
$238 Million 0.04% of portfolio
4,839
Q3 2024 Added 0.02%
$80.6B
$237 Million 0.04% of portfolio
474
Q2 2025 Reduced 0.42%
$44B
$129 Million 0.02% of portfolio
11,918
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $609 Billion
  • Prior Value $615 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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