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 Market Cap. of $200 Billions or more
