Allen Mooney & Barnes Investment Advisors LLC Portfolio Holdings

Allen Mooney & Barnes Investment Advisors LLC

  • $615 Billion
  • Q1 2025

Allen Mooney & Barnes Investment Advisors LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $615 Billion distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.3B, Alphabet Inc. with a value of $21.9B, Jpmorgan Chase & CO with a value of $19.3B, Exxon Mobil Corp with a value of $19.2B, and American Express CO with a value of $18B.

Examining the 13F form we can see an increase of $22.2B in the current position value, from $593B to 615B.

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 $615 Billion
Financial Services: $123 Billion
Technology: $80.3 Billion
Healthcare: $72.7 Billion
Industrials: $64.7 Billion
Communication Services: $47.7 Billion
Consumer Defensive: $47.4 Billion
Energy: $44.3 Billion
ETFs: $41.2 Billion
Other: $65.7 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $615 Billion
  • Prior Value $593 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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