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
$378B
$1.38 Billion 0.23% of portfolio
8,662
Q2 2025 Reduced 4.04%
$230B
$1.38 Billion 0.23% of portfolio
4,724
Q2 2025 Added 0.19%
$60.1B
$1.4 Billion 0.23% of portfolio
32,669
Q2 2025 Added 11.86%
$96.9B
$1.34 Billion 0.22% of portfolio
7,298
Q2 2025 Added 0.56%
$463B
$1.29 Billion 0.21% of portfolio
8,462
Q2 2025 Reduced 0.08%
$255B
$1.24 Billion 0.2% of portfolio
6,805
Q2 2025 Added 0.18%
$34.2B
$1.22 Billion 0.2% of portfolio
23,140
Q2 2025 Added 0.16%
$11.4B
$1.08 Billion 0.18% of portfolio
15,980
Q2 2025 Reduced 35.7%
$39.5B
$1.11 Billion 0.18% of portfolio
6,610
Q2 2025 Reduced 2.13%
$144B
$963 Million 0.16% of portfolio
1,894
Q2 2025 Reduced 94.49%
$7.94B
$890 Million 0.15% of portfolio
2,725
Q2 2025 Reduced 4.18%
$651B
$910 Million 0.15% of portfolio
4,164
Q2 2025 Reduced 16.94%
$1.1T
$936 Million 0.15% of portfolio
2,945
Q2 2025 Added 11.09%
$92.7B
$941 Million 0.15% of portfolio
7,971
Q2 2025 Reduced 0.71%
$221B
$824 Million 0.14% of portfolio
2,123
Q2 2025 Reduced 1.71%
$0
$823 Million 0.14% of portfolio
110,506
Q2 2025 Added 2.12%
$404B
$777 Million 0.13% of portfolio
16,419
Q2 2025 Added 4.63%
$16.7B
$766 Million 0.13% of portfolio
11,754
Q2 2025 Reduced 4.16%
$138B
$746 Million 0.12% of portfolio
10,747
Q2 2025 Added 0.04%
$63.6B
$653 Million 0.11% of portfolio
5,471
Q2 2025 Added 0.09%
$24.1B
$660 Million 0.11% of portfolio
8,241
Q2 2025 Added 1.37%
$63B
$660 Million 0.11% of portfolio
6,247
Q1 2025 Reduced 3.58%
$223B
$666 Million 0.11% of portfolio
4,559
Q2 2025 Added 2.82%
$149B
$669 Million 0.11% of portfolio
1,690
Q2 2025 Reduced 1.46%
$79.5B
$674 Million 0.11% of portfolio
3,911
Q4 2024 Reduced 2.15%
$1.46T
$612 Million 0.1% of portfolio
3,449
Q2 2025 Added 6.62%
$136B
$616 Million 0.1% of portfolio
2,234
Q2 2025 Reduced 5.86%
$433B
$618 Million 0.1% of portfolio
624
Q2 2025 Reduced 1.58%
$139B
$633 Million 0.1% of portfolio
26,120
Q2 2025 Reduced 0.48%
$183B
$636 Million 0.1% of portfolio
14,701
Q2 2025 Reduced 51.67%
$6.15B
$522 Million 0.09% of portfolio
11,088
Q4 2022 Reduced 1.52%
$30.3B
$529 Million 0.09% of portfolio
6,056
Q2 2025 Added 1.94%
$15.5B
$537 Million 0.09% of portfolio
4,476
Q2 2025 Reduced 0.89%
$117B
$539 Million 0.09% of portfolio
6,002
Q2 2025 Reduced 92.44%
$5.1B
$550 Million 0.09% of portfolio
8,495
Q4 2024 Reduced 0.84%
$90B
$559 Million 0.09% of portfolio
2,442
Q2 2025 Added 0.08%
$133B
$468 Million 0.08% of portfolio
2,036
Q2 2025 Reduced 8.86%
$26.1B
$493 Million 0.08% of portfolio
247
Q2 2025 Added 11.26%
$425B
$508 Million 0.08% of portfolio
1,386
Q2 2025 Added 2.29%
$63.2B
$515 Million 0.08% of portfolio
6,407
Q2 2025 Reduced 95.64%
$91.3B
$433 Million 0.07% of portfolio
2,605
Q2 2025 Added 0.23%
$118B
$350 Million 0.06% of portfolio
2,630
Q4 2023 New
$0
$346 Million 0.06% of portfolio
35,791
Q2 2025 Added 14.23%
$70.3B
$340 Million 0.06% of portfolio
3,739
Q1 2025 Added 0.27%
$49B
$338 Million 0.06% of portfolio
5,975
Q4 2024 Reduced 17.27%
$221B
$371 Million 0.06% of portfolio
64
Q2 2025 Reduced 3.03%
$84.6B
$358 Million 0.06% of portfolio
2,351
Q2 2025 Reduced 0.3%
$0
$359 Million 0.06% of portfolio
52,307
Q2 2025 Added 0.19%
$178B
$377 Million 0.06% of portfolio
2,369
Q2 2025 Added 24.95%

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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