Allen Mooney & Barnes Investment Advisors LLC Portfolio Holdings

Allen Mooney & Barnes Investment Advisors LLC

  • $615 Billion
  • Q1 2025

Allen Mooney & Barnes Investment Advisors LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $615 Billion distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.3B, Alphabet Inc. with a value of $21.9B, Jpmorgan Chase & CO with a value of $19.3B, Exxon Mobil Corp with a value of $19.2B, and American Express CO with a value of $18B.

Examining the 13F form we can see an increase of $22.2B in the current position value, from $593B to 615B.

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 $615 Billion
Financial Services: $123 Billion
Technology: $80.3 Billion
Healthcare: $72.7 Billion
Industrials: $64.7 Billion
Communication Services: $47.7 Billion
Consumer Defensive: $47.4 Billion
Energy: $44.3 Billion
ETFs: $41.2 Billion
Other: $65.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$30.3 Billion 4.92% of portfolio
136,231
Q1 2025 Reduced 17.57%
$931B
$21.9 Billion 3.56% of portfolio
141,460
Q1 2025 Reduced 0.63%
$688B
$19.3 Billion 3.14% of portfolio
78,721
Q1 2025 Reduced 2.74%
$431B
$19.2 Billion 3.12% of portfolio
161,230
Q1 2025 Added 3.6%
$191B
$18 Billion 2.93% of portfolio
67,050
Q1 2025 Reduced 2.33%
$317B
$17.7 Billion 2.88% of portfolio
84,582
Q1 2025 Added 0.49%
$2.89T
$17.6 Billion 2.86% of portfolio
46,788
Q1 2025 Reduced 20.81%
$54.8B
$16.2 Billion 2.63% of portfolio
148,250
Q1 2025 Added 1.68%
$141B
$16.1 Billion 2.62% of portfolio
34,361
Q1 2025 Added 1.27%
$139B
$14.9 Billion 2.42% of portfolio
63,873
Q1 2025 Added 2.94%
Blackrock Inc Com
-
$14.8 Billion 2.4% of portfolio
-
Q1 2025 Added 2.62%
$140B
$14.4 Billion 2.34% of portfolio
183,489
Q1 2025 Added 2.21%
Kenvue Inc Com
-
$13.5 Billion 2.2% of portfolio
-
Q1 2025 Added 3.26%
$1.86T
$13.5 Billion 2.19% of portfolio
70,731
Q1 2025 Reduced 28.4%
$35.7B
$13.5 Billion 2.19% of portfolio
222,337
Q1 2025 New
$13.2B
$13.4 Billion 2.17% of portfolio
306,361
Q1 2025 New
$236B
$12.3 Billion 2.01% of portfolio
199,816
Q1 2025 Added 0.87%
$20.4B
$12.2 Billion 1.98% of portfolio
138,375
Q1 2025 Added 4.29%
$112B
$12.1 Billion 1.96% of portfolio
134,308
Q1 2025 Added 4.97%
$549B
$12 Billion 1.95% of portfolio
22,911
Q1 2025 Added 6.73%
$40.7B
$11.8 Billion 1.93% of portfolio
37,788
Q1 2025 Added 1.3%
$1.17T
$11.8 Billion 1.92% of portfolio
20,433
Q1 2025 Added 1,440.95%
$58.2B
$11.8 Billion 1.92% of portfolio
146,959
Q1 2025 Added 3.07%
$66B
$11.8 Billion 1.92% of portfolio
345,249
Q1 2025 Added 1.66%
$0
$11.5 Billion 1.86% of portfolio
20,487
Q1 2025 Added 4.36%
$102B
$11.4 Billion 1.86% of portfolio
190,366
Q1 2025 Reduced 0.1%
$37.7B
$11 Billion 1.79% of portfolio
98,819
Q1 2025 Added 2.38%
$18.7B
$10.4 Billion 1.69% of portfolio
147,712
Q1 2025 Added 6.69%
$214B
$10.1 Billion 1.64% of portfolio
40,489
Q1 2025 Reduced 2.73%
$42.6B
$9.89 Billion 1.61% of portfolio
47,228
Q1 2025 Added 3.84%
$110B
$8.33 Billion 1.36% of portfolio
79,364
Q1 2025 Added 6.31%
$68.6B
$7.29 Billion 1.19% of portfolio
65,541
Q1 2025 Added 1.79%
$202B
$7.24 Billion 1.18% of portfolio
48,299
Q1 2025 Added 6.12%
$27.5B
$6.99 Billion 1.14% of portfolio
28,705
Q3 2024 Reduced 0.33%
$194B
$6.77 Billion 1.1% of portfolio
239,415
Q1 2025 Reduced 2.92%
$548B
$6.59 Billion 1.07% of portfolio
18,807
Q1 2025 Reduced 5.49%
$122B
$6.02 Billion 0.98% of portfolio
84,756
Q1 2025 Reduced 0.58%
$0
$5.87 Billion 0.96% of portfolio
71,862
Q4 2024 Added 4.57%
$154B
$5.01 Billion 0.81% of portfolio
50,743
Q1 2025 Added 0.96%
$717B
$4.41 Billion 0.72% of portfolio
5,336
Q1 2025 Added 1.68%
$124B
$4.17 Billion 0.68% of portfolio
28,729
Q1 2025 Added 1.72%
$257B
$4.06 Billion 0.66% of portfolio
46,207
Q1 2025 Added 0.87%
$0
$3.99 Billion 0.65% of portfolio
7,757
Q1 2025 Added 25.48%
$0
$3.88 Billion 0.63% of portfolio
17,507
Q4 2024 Reduced 1.41%
$3.96B
$3.7 Billion 0.6% of portfolio
194,663
Q1 2025 Added 0.24%
$0
$3.41 Billion 0.55% of portfolio
13,167
Q1 2025 Added 0.43%
$265B
$3.26 Billion 0.53% of portfolio
19,465
Q1 2025 Reduced 0.86%
$687B
$2.92 Billion 0.48% of portfolio
5,486
Q1 2025 Reduced 2.82%
$313B
$2.95 Billion 0.48% of portfolio
41,197
Q1 2025 Reduced 0.45%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $615 Billion
  • Prior Value $593 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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