Allen Mooney & Barnes Investment Advisors LLC Portfolio Holdings

Allen Mooney & Barnes Investment Advisors LLC

  • $609 Billion
  • Q2 2025

Allen Mooney & Barnes Investment Advisors LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $609 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $28.5B, Apple Inc. with a value of $28.3B, Alphabet Inc. with a value of $25B, Microsoft Corp with a value of $23.5B, and Jpmorgan Chase & CO with a value of $23B.

Examining the 13F form we can see an decrease of $6.08B in the current position value, from $615B to 609B.

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 $609 Billion
Financial Services: $125 Billion
Technology: $91.7 Billion
Healthcare: $69.1 Billion
Communication Services: $68.5 Billion
Industrials: $53.4 Billion
ETFs: $44.2 Billion
Energy: $40.4 Billion
Consumer Cyclical: $35 Billion
Other: $68.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72T
$28.5 Billion 4.68% of portfolio
38,617
Q2 2025 Added 88.99%
$3.77T
$28.3 Billion 4.65% of portfolio
137,928
Q2 2025 Added 1.25%
$1.43T
$25 Billion 4.11% of portfolio
141,850
Q2 2025 Added 0.28%
$3.72T
$23.5 Billion 3.86% of portfolio
47,252
Q2 2025 Added 0.99%
$874B
$23 Billion 3.78% of portfolio
79,452
Q2 2025 Added 0.93%
$242B
$21.2 Billion 3.49% of portfolio
66,587
Q2 2025 Reduced 0.69%
$461B
$17.6 Billion 2.89% of portfolio
163,319
Q2 2025 Added 1.3%
$170B
$16.6 Billion 2.73% of portfolio
181,949
Q2 2025 Reduced 0.84%
$23B
$16.2 Billion 2.65% of portfolio
314,434
Q2 2025 Added 2.64%
$372B
$15.9 Billion 2.61% of portfolio
85,492
Q2 2025 Added 1.08%
$2.43T
$15.8 Billion 2.59% of portfolio
72,018
Q2 2025 Added 1.82%
$55.7B
$15.4 Billion 2.54% of portfolio
148,889
Q2 2025 Added 0.43%
$17.7B
$14.5 Billion 2.37% of portfolio
249,852
Q2 2025 Added 69.15%
$167B
$14.4 Billion 2.37% of portfolio
64,910
Q2 2025 Added 1.62%
$276B
$13.9 Billion 2.29% of portfolio
200,898
Q2 2025 Added 0.54%
$144B
$13.8 Billion 2.26% of portfolio
59,104
Q2 2025 Added 0.48%
$55.7B
$12.6 Billion 2.07% of portfolio
38,417
Q2 2025 Added 1.66%
$17.6B
$12.2 Billion 2.0% of portfolio
224,169
Q2 2025 Added 0.82%
$51.8B
$11.9 Billion 1.96% of portfolio
47,517
Q2 2025 Added 0.61%
$232B
$11.9 Billion 1.96% of portfolio
40,414
Q2 2025 Reduced 0.19%
$125B
$11.8 Billion 1.94% of portfolio
135,812
Q2 2025 Added 1.12%
$119B
$11.1 Billion 1.82% of portfolio
189,274
Q2 2025 Reduced 0.57%
$39.3B
$10.6 Billion 1.74% of portfolio
98,857
Q2 2025 Added 0.04%
$68.6B
$10.6 Billion 1.74% of portfolio
341,630
Q2 2025 Reduced 1.05%
$30.9B
$7.45 Billion 1.22% of portfolio
28,705
Q3 2024 Reduced 0.33%
$68.7B
$7.4 Billion 1.22% of portfolio
61,877
Q2 2025 New
$189B
$7.24 Billion 1.19% of portfolio
85,061
Q2 2025 Added 0.36%
$67.2B
$6.96 Billion 1.14% of portfolio
65,956
Q2 2025 Added 0.63%
$210B
$6.94 Billion 1.14% of portfolio
239,664
Q2 2025 Added 0.1%
$562B
$6.68 Billion 1.1% of portfolio
18,811
Q2 2025 Added 0.02%
$197B
$6.62 Billion 1.09% of portfolio
50,152
Q2 2025 Added 3.84%
$214B
$6.28 Billion 1.03% of portfolio
50,649
Q2 2025 Reduced 0.19%
$141B
$5.26 Billion 0.86% of portfolio
28,718
Q2 2025 Reduced 0.04%
$278B
$4.53 Billion 0.74% of portfolio
46,323
Q2 2025 Added 0.25%
$713B
$4.11 Billion 0.68% of portfolio
5,278
Q2 2025 Reduced 1.09%
$3.14B
$3.1 Billion 0.51% of portfolio
193,928
Q2 2025 Reduced 0.38%
$293B
$2.95 Billion 0.48% of portfolio
41,646
Q2 2025 Added 1.09%
$641B
$2.68 Billion 0.44% of portfolio
5,525
Q2 2025 Added 0.71%
$303B
$2.56 Billion 0.42% of portfolio
17,888
Q2 2025 Reduced 8.1%
$99.3B
$2.35 Billion 0.39% of portfolio
25,637
Q2 2025 Reduced 0.04%
$165B
$2.13 Billion 0.35% of portfolio
5,512
Q2 2025 Added 485.14%
$73.4B
$1.95 Billion 0.32% of portfolio
43,054
Q2 2025 Added 0.19%
$214B
$1.92 Billion 0.32% of portfolio
24,276
Q2 2025 Added 4.23%
$145B
$1.84 Billion 0.3% of portfolio
16,626
Q2 2025 Added 0.02%
$261B
$1.74 Billion 0.29% of portfolio
2,464
Q2 2025 Added 1.44%
$141B
$1.75 Billion 0.29% of portfolio
8,872
Q2 2025 Added 0.02%
$319B
$1.73 Billion 0.28% of portfolio
12,659
Q2 2025 Reduced 9.68%
$426B
$1.72 Billion 0.28% of portfolio
10,883
Q2 2025 Reduced 4.07%
$100B
$1.56 Billion 0.26% of portfolio
33,772
Q2 2025 Added 1.73%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $609 Billion
  • Prior Value $615 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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