Allen Mooney & Barnes Investment Advisors LLC Reduced Holdings in Q1 2025

Allen Mooney & Barnes Investment Advisors LLC

  • $615 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-29K
- 17.57%
$209.68 - $247.1 $6.09M - $7.18M
136K $30.3B
AMZN
Amazon Com Inc

Consumer Cyclical
-28K
- 28.4%
$190.26 - $242.06 $5.34M - $6.79M
70.7K $13.5B
MSFT
Microsoft Corp

Technology
-12.3K
- 20.81%
$375.39 - $447.2 $4.62M - $5.5M
46.8K $17.6B
GOOGL
Alphabet Inc.

Communication Services
-898
- 0.63%
$154.33 - $206.19 $139K - $185K
141K $21.9B
AXP
American Express CO

Financial Services
-1.6K
- 2.33%
$255.39 - $325.87 $409K - $522K
67.1K $18B
AVGO
Broadcom Inc.

Technology
-213
- 8.24%
$167.43 - $244.7 $35.7K - $52.1K
2.37K $397M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-34
- 0.96%
$468.34 - $539.52 $15.9K - $18.3K
3.5K $1.64B
GOOG
Alphabet Inc.

Communication Services
-249
- 7.15%
$156.06 - $207.71 $38.9K - $51.7K
3.24K $505M
VGT
Vanguard Information Technolog

ETFs
-162
- 22.72%
$542.38 - $646.34 $87.9K - $105K
551 $299M
ORCL
Oracle Corp

Technology
-28
- 0.56%
$139.81 - $186.47 $3.91K - $5.22K
5.01K $701M
CAT
Caterpillar Inc

Industrials
-110
- 4.85%
$326.75 - $407.63 $35.9K - $44.8K
2.16K $712M
TFC
Truist Financial Corp

Financial Services
-780
- 2.6%
$39.48 - $48.15 $30.8K - $37.6K
29.2K $1.2B
JPM
Jpmorgan Chase & CO

Financial Services
-2.22K
- 2.74%
$225.19 - $279.95 $500K - $621K
78.7K $19.3B
BAC
Bank Of America Corp

Financial Services
-966
- 5.8%
$39.61 - $47.74 $38.3K - $46.1K
15.7K $655M
DXCM
Dexcom Inc

Healthcare
-191
- 3.11%
$67.74 - $90.75 $12.9K - $17.3K
5.94K $406M
ADBE
Adobe Inc.

Technology
-20
- 2.08%
$377.84 - $464.11 $7.56K - $9.28K
942 $361M
GS
Goldman Sachs Group Inc

Financial Services
-4
- 0.16%
$524.81 - $672.19 $2.1K - $2.69K
2.43K $1.33B
GNRC
Generac Holdings Inc.

Industrials
-67
- 3.88%
$126.65 - $164.06 $8.49K - $11K
1.66K $210M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3
- 0.22%
$360.07 - $417.26 $1.08K - $1.25K
1.35K $488M
UNP
Union Pacific Corp

Industrials
-291
- 11.52%
$225.21 - $254.42 $65.5K - $74K
2.23K $528M
MS
Morgan Stanley

Financial Services
-107
- 4.19%
$111.68 - $141.08 $11.9K - $15.1K
2.45K $286M
FTNT
Fortinet, Inc.

Technology
-232
- 3.58%
$92.49 - $114.57 $21.5K - $26.6K
6.25K $601M
NEE
Nextera Energy Inc

Utilities
-13
- 0.12%
$66.96 - $76.16 $870 - $990
10.7K $762M
INTC
Intel Corp

Technology
-1.64K
- 13.32%
$19.1 - $27.39 $31.3K - $44.9K
10.7K $242M
QCOM
Qualcomm Inc

Technology
-20
- 1.04%
$151.94 - $175.86 $3.04K - $3.52K
1.9K $291M
ABT
Abbott Laboratories

Healthcare
-244
- 13.79%
$111.1 - $140.22 $27.1K - $34.2K
1.53K $202M
WFC
Wells Fargo & Company

Financial Services
-58
- 1.4%
$66.78 - $81.42 $3.87K - $4.72K
4.09K $294M
XLF
Financial Sector Spdr

ETFs
-3
- 0.07%
$47.32 - $52.19 $142 - $157
4.39K $219M
C
Citigroup Inc

Financial Services
-493
- 0.58%
$67.23 - $84.63 $33.1K - $41.7K
84.8K $6.02B
MMM
3 M CO

Industrials
-42
- 1.75%
$129.7 - $155.12 $5.45K - $6.52K
2.36K $346M
BP
Bp PLC

Energy
-384
- 3.07%
$29.93 - $35.31 $11.5K - $13.6K
12.1K $410M
WM
Waste Management Inc

Industrials
-56
- 2.24%
$200.54 - $233.78 $11.2K - $13.1K
2.44K $565M
MCD
Mcdonalds Corp

Consumer Cyclical
-109
- 2.26%
$279.74 - $321.29 $30.5K - $35K
4.72K $1.47B
PM
Philip Morris International Inc.

Consumer Defensive
-1.45K
- 17.63%
$117.15 - $158.79 $170K - $231K
6.79K $1.08B
SO
Southern CO

Utilities
-1.69K
- 6.2%
$80.96 - $92.96 $137K - $157K
25.6K $2.36B
EEM
Ishares Msci Emerging Markets

ETFs
-5
- 0.01%
$40.81 - $45.34 $204 - $227
58.8K $2.57B
CAH
Cardinal Health Inc

Healthcare
-90
- 1.32%
$118.02 - $137.77 $10.6K - $12.4K
6.75K $930M
ICE
Intercontinental Exchange, Inc.

Financial Services
-102
- 1.39%
$142.8 - $176.36 $14.6K - $18K
7.26K $1.25B
V
Visa Inc.

Financial Services
-1.09K
- 5.49%
$306.92 - $362.71 $335K - $396K
18.8K $6.59B
GILD
Gilead Sciences, Inc.

Healthcare
-106
- 0.63%
$89.14 - $117.41 $9.45K - $12.4K
16.6K $1.86B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-159
- 2.82%
$442.66 - $534.52 $70.4K - $85K
5.49K $2.92B
KO
Coca Cola CO

Consumer Defensive
-185
- 0.45%
$60.81 - $72.32 $11.2K - $13.4K
41.2K $2.95B
CVX
Chevron Corp

Energy
-168
- 0.86%
$146.71 - $167.97 $24.6K - $28.2K
19.5K $3.26B
IBM
International Business Machines Corp

Technology
-1.14K
- 2.73%
$217.4 - $264.74 $247K - $301K
40.5K $10.1B
T
At&T Inc.

Communication Services
-7.19K
- 2.92%
$21.56 - $28.28 $155K - $203K
239K $6.77B
MO
Altria Group, Inc.

Consumer Defensive
-197
- 0.1%
$50.81 - $60.02 $10K - $11.8K
190K $11.4B
Activity Summary
Buys All Purchases 86 New Holdings 6 Increased Positions 80 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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