Allen Mooney & Barnes Investment Advisors LLC Portfolio Holdings

Allen Mooney & Barnes Investment Advisors LLC

  • $642 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.22T
$33.9 Billion 5.28% of portfolio
132,981
Q3 2025 Reduced 3.59%
$1.5T
$24.1 Billion 3.75% of portfolio
99,067
Q3 2025 Reduced 30.16%
$3.86T
$24 Billion 3.74% of portfolio
46,317
Q3 2025 Reduced 1.98%
$409B
$20 Billion 3.11% of portfolio
86,285
Q3 2025 Added 0.93%
$871B
$18.7 Billion 2.91% of portfolio
59,239
Q3 2025 Reduced 25.44%
$470B
$18.7 Billion 2.91% of portfolio
165,887
Q3 2025 Added 1.57%
$342B
$17.6 Billion 2.74% of portfolio
50,837
Q3 2025 Added 23.81%
$60.3B
$16.9 Billion 2.63% of portfolio
150,172
Q3 2025 Added 0.86%
$265B
$16.7 Billion 2.6% of portfolio
50,243
Q3 2025 Reduced 24.55%
$1.65T
$16.5 Billion 2.57% of portfolio
22,479
Q3 2025 Reduced 41.79%
$58.9B
$16.5 Billion 2.57% of portfolio
39,045
Q3 2025 Added 1.63%
$152B
$16.2 Billion 2.53% of portfolio
64,608
Q3 2025 Reduced 0.47%
$2.26T
$15.8 Billion 2.46% of portfolio
71,846
Q3 2025 Reduced 0.24%
$21B
$15.5 Billion 2.41% of portfolio
247,189
Q3 2025 Reduced 21.39%
$66.9B
$15.5 Billion 2.41% of portfolio
495,026
Q3 2025 Added 44.9%
$83.9B
$15.3 Billion 2.38% of portfolio
47,222
Q3 2025 New
$0
$14.2 Billion 2.22% of portfolio
21,349
Q3 2025 Reduced 1.09%
$79.5B
$14.1 Billion 2.2% of portfolio
109,436
Q3 2025 Added 2,698.16%
$173B
$13.9 Billion 2.17% of portfolio
145,928
Q3 2025 Reduced 19.8%
$290B
$13.7 Billion 2.14% of portfolio
200,281
Q3 2025 Reduced 0.31%
$127B
$13.1 Billion 2.05% of portfolio
137,948
Q3 2025 Added 1.57%
$114B
$12.8 Billion 2.0% of portfolio
193,941
Q3 2025 Added 2.47%
$14.7B
$12.5 Billion 1.95% of portfolio
254,692
Q3 2025 Added 1.94%
$141B
$12.4 Billion 1.94% of portfolio
59,067
Q3 2025 Reduced 0.06%
$2.7B
$12.2 Billion 1.9% of portfolio
935,708
Q3 2025 Added 382.5%
$62.1B
$12.1 Billion 1.88% of portfolio
107,737
Q3 2025 Added 74.11%
$253B
$11.5 Billion 1.8% of portfolio
40,931
Q3 2025 Added 1.28%
$37.9B
$10.4 Billion 1.62% of portfolio
100,164
Q3 2025 Added 1.32%
Kenvue Inc Com
-
$9.43 Billion 1.47% of portfolio
-
Q3 2025 Added 2.35%
$190B
$8.8 Billion 1.37% of portfolio
86,688
Q3 2025 Added 1.91%
$28.2B
$7.36 Billion 1.15% of portfolio
28,705
Q3 2024 Reduced 0.33%
$68.4B
$7.31 Billion 1.14% of portfolio
65,487
Q3 2025 Reduced 0.71%
$211B
$7.17 Billion 1.12% of portfolio
51,087
Q3 2025 Added 1.86%
$186B
$6.96 Billion 1.08% of portfolio
246,388
Q3 2025 Added 2.81%
$0
$6.7 Billion 1.04% of portfolio
71,709
Q3 2025 Reduced 0.28%
$568B
$6.21 Billion 0.97% of portfolio
18,189
Q3 2025 Reduced 3.31%
$194B
$5.82 Billion 0.91% of portfolio
28,435
Q3 2025 Reduced 0.99%
$288B
$4.78 Billion 0.74% of portfolio
46,375
Q3 2025 Added 0.11%
$0
$4.51 Billion 0.7% of portfolio
7,361
Q3 2025 Reduced 0.14%
$0
$4.28 Billion 0.67% of portfolio
16,833
Q3 2025 Reduced 0.43%
$760B
$3.91 Billion 0.61% of portfolio
5,122
Q3 2025 Reduced 2.96%
$0
$3.85 Billion 0.6% of portfolio
13,112
Q3 2025 Reduced 0.42%
$0
$3.13 Billion 0.49% of portfolio
58,588
Q3 2025 Reduced 0.41%
$308B
$2.68 Billion 0.42% of portfolio
40,366
Q3 2025 Reduced 3.07%
$301B
$2.7 Billion 0.42% of portfolio
17,387
Q3 2025 Reduced 2.8%
$646B
$2.7 Billion 0.42% of portfolio
5,378
Q3 2025 Reduced 2.66%
$106B
$2.52 Billion 0.39% of portfolio
26,643
Q3 2025 Added 3.92%
$70.7B
$2.09 Billion 0.33% of portfolio
43,289
Q3 2025 Added 0.55%
$222B
$2.03 Billion 0.32% of portfolio
24,202
Q3 2025 Reduced 0.3%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $642 Billion
  • Prior Value $609 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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