Allen Mooney & Barnes Investment Advisors LLC Portfolio Holdings

Allen Mooney & Barnes Investment Advisors LLC

  • $665 Billion
  • Q4 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.11 Billion 0.32% of portfolio
3,436
Q4 2025 Added 0.44%
$160B
$2.16 Billion 0.32% of portfolio
9,415
Q4 2025 Added 9.66%
$156B
$2.03 Billion 0.31% of portfolio
16,531
Q4 2025 Added 1.52%
$99.5B
$1.85 Billion 0.28% of portfolio
34,226
Q4 2025 Added 1.12%
$265B
$1.74 Billion 0.26% of portfolio
1,981
Q4 2025 Added 0.46%
$465B
$1.72 Billion 0.26% of portfolio
9,240
Q4 2025 Reduced 1.76%
$522B
$1.65 Billion 0.25% of portfolio
7,964
Q4 2025 Added 0.8%
$32.2B
$1.52 Billion 0.23% of portfolio
26,420
Q4 2025 Added 8.98%
$224B
$1.52 Billion 0.23% of portfolio
4,959
Q4 2025 Added 4.8%
$59.5B
$1.46 Billion 0.22% of portfolio
29,586
Q4 2025 Reduced 8.8%
$53.8B
$1.38 Billion 0.21% of portfolio
6,712
Q3 2025 Added 1.54%
$342B
$1.23 Billion 0.19% of portfolio
6,938
Q4 2025 Reduced 9.97%
$346B
$1.25 Billion 0.19% of portfolio
8,732
Q4 2025 Added 1.33%
$0
$1.21 Billion 0.18% of portfolio
160,482
Q4 2025 Added 55.77%
$9.71B
$1.19 Billion 0.18% of portfolio
16,047
Q4 2025 Added 1.01%
$84.9B
$1.18 Billion 0.18% of portfolio
7,286
Q4 2025 Added 1.01%
$1.74T
$1.03 Billion 0.16% of portfolio
3,292
Q4 2025 Reduced 3.8%
$237B
$1.09 Billion 0.16% of portfolio
6,819
Q4 2025 Added 0.19%
$8.49B
$1.09 Billion 0.16% of portfolio
2,721
Q4 2025 Reduced 0.15%
$289M
$1.01 Billion 0.15% of portfolio
56,426
Q4 2025 New
$96.4B
$935 Million 0.14% of portfolio
7,980
Q4 2025 Reduced 0.09%
$0
$923 Million 0.14% of portfolio
19,095
Q4 2025 Reduced 0.01%
$20.5B
$911 Million 0.14% of portfolio
11,770
Q4 2025 Added 20.04%
$77.2B
$903 Million 0.14% of portfolio
3,727
Q2 2025 New
$593B
$833 Million 0.13% of portfolio
4,272
Q4 2025 Reduced 6.44%
$130B
$846 Million 0.13% of portfolio
2,135
Q4 2025 Reduced 1.11%
$18.5B
$870 Million 0.13% of portfolio
11,678
Q4 2025 Added 0.31%
$144B
$885 Million 0.13% of portfolio
1,901
Q4 2025 Reduced 0.47%
$258B
$823 Million 0.12% of portfolio
4,490
Q4 2025 Added 0.09%
$168B
$817 Million 0.12% of portfolio
10,178
Q4 2025 Added 1.89%
$413B
$812 Million 0.12% of portfolio
14,756
Q4 2025 Added 8.77%
Blackrock Inc Com
-
$796 Million 0.12% of portfolio
-
Q4 2025 Reduced 2.11%
$139B
$750 Million 0.11% of portfolio
2,167
Q4 2025 Reduced 1.9%
$27.9B
$638 Million 0.1% of portfolio
297
Q4 2025 Added 20.24%
$141B
$643 Million 0.1% of portfolio
25,813
Q4 2025 Reduced 0.24%
$68.5B
$672 Million 0.1% of portfolio
5,206
Q4 2025 Added 5.21%
$136B
$567 Million 0.09% of portfolio
1,614
Q4 2025 Reduced 3.18%
$0
$571 Million 0.09% of portfolio
1,207
Q4 2025 Reduced 10.86%
$1.29T
$593 Million 0.09% of portfolio
1,318
Q4 2025 Reduced 0.15%
$0
$598 Million 0.09% of portfolio
6,208
Q4 2025 Reduced 1.97%
$0
$613 Million 0.09% of portfolio
1,641
Q4 2025 Added 0.31%
$0
$614 Million 0.09% of portfolio
1,017
Q4 2025 Added 0.1%
$5.06B
$623 Million 0.09% of portfolio
8,382
Q4 2025 Reduced 1.33%
$0
$624 Million 0.09% of portfolio
912
Q4 2025 Added 0.44%
$5.22B
$503 Million 0.08% of portfolio
10,920
Q3 2025 Reduced 1.52%
$172B
$509 Million 0.08% of portfolio
12,501
Q4 2025 Reduced 7.85%
$64.9B
$523 Million 0.08% of portfolio
6,590
Q4 2025 Added 3.83%
$91.4B
$528 Million 0.08% of portfolio
3,297
Q4 2025 Reduced 0.06%
$0
$552 Million 0.08% of portfolio
1,131
Q4 2025 Added 3.38%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $665 Billion
  • Prior Value $642 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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