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 $200 Billions or more
