Allen Mooney & Barnes Investment Advisors LLC Sells in Q3 2025

Allen Mooney & Barnes Investment Advisors LLC

  • $642 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-16.1K
- 41.79%
$695.21 - $791.73 $11.2M - $12.8M
22.5K $16.5B
CNC
Centene Corp

Healthcare
-212K
- 94.67%
$25.21 - $56.65 $5.35M - $12M
12K $427M
DIS
Walt Disney CO

Communication Services
-47.7K
- 94.15%
$112.25 - $124.0 $5.35M - $5.91M
2.96K $339M
AXP
American Express CO

Financial Services
-16.3K
- 24.55%
$294.27 - $342.31 $4.81M - $5.59M
50.2K $16.7B
JPM
Jpmorgan Chase & CO

Financial Services
-20.2K
- 25.44%
$282.78 - $316.06 $5.72M - $6.39M
59.2K $18.7B
SCHW
Schwab Charles Corp

Financial Services
-36K
- 19.8%
$91.03 - $98.69 $3.28M - $3.55M
146K $13.9B
HON
Honeywell International Inc

Industrials
-37
- 0.06%
$207.7 - $240.4 $7.68K - $8.89K
59.1K $12.4B
GOOGL
Alphabet Inc.

Communication Services
-42.8K
- 30.16%
$174.36 - $254.72 $7.46M - $10.9M
99.1K $24.1B
CG
Carlyle Group Inc.

Financial Services
-67.2K
- 21.39%
$52.82 - $69.35 $3.55M - $4.66M
247K $15.5B
V
Visa Inc.

Financial Services
-622
- 3.31%
$332.09 - $358.86 $207K - $223K
18.2K $6.21B
PLTR
Palantir Technologies Inc.

Technology
-4.95K
- 39.13%
$130.68 - $186.97 $647K - $926K
7.71K $1.41B
KO
Coca Cola CO

Consumer Defensive
-1.28K
- 3.07%
$65.67 - $71.67 $84.1K - $91.7K
40.4K $2.68B
WM
Waste Management Inc

Industrials
-998
- 40.87%
$213.88 - $237.1 $213K - $237K
1.44K $319M
CSCO
Cisco Systems, Inc.

Technology
-617
- 0.31%
$66.2 - $71.79 $40.8K - $44.3K
200K $13.7B
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-23.2K
- 64.69%
$9.44 - $10.39 $219K - $241K
12.6K $126M
LLY
Eli Lilly & CO

Healthcare
-156
- 2.96%
$625.65 - $812.69 $97.6K - $127K
5.12K $3.91B
GS
Goldman Sachs Group Inc

Financial Services
-492
- 19.97%
$696.56 - $806.32 $343K - $397K
1.97K $1.57B
HD
Home Depot, Inc.

Consumer Cyclical
-450
- 32.47%
$357.4 - $423.42 $161K - $191K
936 $379M
ICE
Intercontinental Exchange, Inc.

Financial Services
-85
- 1.16%
$167.28 - $188.45 $14.2K - $16K
7.21K $1.22B
BAC
Bank Of America Corp

Financial Services
-2.85K
- 17.38%
$44.92 - $52.42 $128K - $150K
13.6K $700M
COP
Conocophillips

Energy
-962
- 16.03%
$91.0 - $98.99 $87.5K - $95.2K
5.04K $477M
PG
Procter & Gamble CO

Consumer Defensive
-45
- 0.52%
$150.47 - $161.22 $6.77K - $7.25K
8.62K $1.32B
SYK
Stryker Corp

Healthcare
-23
- 1.36%
$368.57 - $403.53 $8.48K - $9.28K
1.67K $616M
DHR
Danaher Corp

Healthcare
-286
- 3.22%
$181.46 - $212.2 $51.9K - $60.7K
8.59K $1.7B
DG
Dollar General Corp

Consumer Defensive
-131
- 4.03%
$101.86 - $116.32 $13.3K - $15.2K
3.12K $322M
QCOM
Qualcomm Inc

Technology
-368
- 15.53%
$145.84 - $173.55 $53.7K - $63.9K
2K $333M
VZ
Verizon Communications Inc

Communication Services
-1.14K
- 7.72%
$40.84 - $45.06 $46.4K - $51.1K
13.6K $596M
CMCSA
Comcast Corp

Communication Services
-105
- 1.23%
$31.41 - $36.33 $3.3K - $3.81K
8.47K $266M
GILD
Gilead Sciences, Inc.

Healthcare
-342
- 2.06%
$108.22 - $120.47 $37K - $41.2K
16.3K $1.81B
AMZN
Amazon Com Inc

Consumer Cyclical
-172
- 0.24%
$211.65 - $238.24 $36.4K - $41K
71.8K $15.8B
MET
Metlife Inc

Financial Services
-343
- 5.35%
$73.82 - $82.37 $25.3K - $28.3K
6.06K $499M
PML
Pimco Municipal Income Fund Ii

Financial Services
-7.48K
- 6.77%
$7.11 - $7.91 $53.2K - $59.2K
103K $815M
FDX
Fedex Corp

Industrials
-62
- 6.13%
$217.1 - $243.2 $13.5K - $15.1K
950 $224M
RNST
Renasant Corp

Financial Services
-296
- 2.93%
$35.52 - $39.77 $10.5K - $11.8K
9.81K $362M
NEE
Nextera Energy Inc

Utilities
-758
- 7.05%
$69.77 - $77.54 $52.9K - $58.8K
9.99K $754M
UNP
Union Pacific Corp

Industrials
-18
- 0.88%
$214.91 - $237.16 $3.87K - $4.27K
2.02K $477M
IVV
Ishares Core S&P 500 ETF

ETFs
-39
- 4.12%
$620.67 - $670.08 $24.2K - $26.1K
908 $608M
HOLX
Hologic Inc

Healthcare
-112
- 0.95%
$63.26 - $68.98 $7.09K - $7.73K
11.6K $786M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-147
- 2.66%
$459.11 - $506.91 $67.5K - $74.5K
5.38K $2.7B
PSX
Phillips 66

Energy
-523
- 9.56%
$118.37 - $139.46 $61.9K - $72.9K
4.95K $673M
SNA
Snap On Inc

Industrials
-8
- 1.04%
$313.01 - $346.53 $2.5K - $2.77K
758 $263M
PFE
Pfizer Inc

Healthcare
-244
- 0.93%
$23.29 - $25.88 $5.68K - $6.31K
25.9K $659M
BK
Bank Of New York Mellon Corp

Financial Services
-129
- 5.36%
$90.65 - $109.75 $11.7K - $14.2K
2.28K $248M
OZK
Bank Ozk

Financial Services
-168
- 1.52%
$47.4 - $53.14 $7.96K - $8.93K
10.9K $557M
NVDA
Nvidia Corp

Technology
-1.48K
- 13.57%
$153.3 - $186.58 $226K - $276K
9.41K $1.75B
NOC
Northrop Grumman Corp

Industrials
-3
- 0.63%
$498.9 - $609.32 $1.5K - $1.83K
471 $287M
Blackrock Inc Com
-37
- 4.64%
N/A
760 $886M
GM
General Motors CO

Consumer Cyclical
-89
- 1.84%
$48.89 - $61.24 $4.35K - $5.45K
4.75K $290M
TFC
Truist Financial Corp

Financial Services
-229
- 0.7%
$42.83 - $47.07 $9.81K - $10.8K
32.4K $1.48B
Activity Summary
Buys All Purchases 67 New Holdings 8 Increased Positions 59 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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