Allen Mooney & Barnes Investment Advisors LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $642 Billion distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.9B, Alphabet Inc. with a value of $24.1B, Microsoft Corp with a value of $24B, Abb Vie Inc. with a value of $20B, and Jpmorgan Chase & CO with a value of $18.7B.
Examining the 13F form we can see an increase of $32.9B in the current position value, from $609B to 642B.
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
$642 Billion
Financial Services: $113 Billion
Technology: $112 Billion
Healthcare: $81.9 Billion
Industrials: $59.7 Billion
Energy: $51.2 Billion
Communication Services: $49.8 Billion
ETFs: $47 Billion
Consumer Defensive: $45.7 Billion
Other: $71 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
