Allen Mooney & Barnes Investment Advisors LLC Portfolio Holdings

Allen Mooney & Barnes Investment Advisors LLC

  • $642 Billion
  • Q3 2025

Allen Mooney & Barnes Investment Advisors LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $642 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.9B, Alphabet Inc. with a value of $24.1B, Microsoft Corp with a value of $24B, Abb Vie Inc. with a value of $20B, and Jpmorgan Chase & CO with a value of $18.7B.

Examining the 13F form we can see an increase of $32.9B in the current position value, from $609B to 642B.

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 $642 Billion
Financial Services: $113 Billion
Technology: $112 Billion
Healthcare: $81.9 Billion
Industrials: $59.7 Billion
Energy: $51.2 Billion
Communication Services: $49.8 Billion
ETFs: $47 Billion
Consumer Defensive: $45.7 Billion
Other: $71 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.95B
$362 Million 0.06% of portfolio
9,807
Q3 2025 Reduced 2.93%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $642 Billion
  • Prior Value $609 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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