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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.32T
$33.9 Billion 5.28% of portfolio
132,981
Q3 2025 Reduced 3.59%
$1.5T
$24.1 Billion 3.75% of portfolio
99,067
Q3 2025 Reduced 30.16%
$3.96T
$24 Billion 3.74% of portfolio
46,317
Q3 2025 Reduced 1.98%
$403B
$20 Billion 3.11% of portfolio
86,285
Q3 2025 Added 0.93%
$892B
$18.7 Billion 2.91% of portfolio
59,239
Q3 2025 Reduced 25.44%
$483B
$18.7 Billion 2.91% of portfolio
165,887
Q3 2025 Added 1.57%
$342B
$17.6 Billion 2.74% of portfolio
50,837
Q3 2025 Added 23.81%
$59.8B
$16.9 Billion 2.63% of portfolio
150,172
Q3 2025 Added 0.86%
$270B
$16.7 Billion 2.6% of portfolio
50,243
Q3 2025 Reduced 24.55%
$1.65T
$16.5 Billion 2.57% of portfolio
22,479
Q3 2025 Reduced 41.79%
$59.4B
$16.5 Billion 2.57% of portfolio
39,045
Q3 2025 Added 1.63%
$151B
$16.2 Billion 2.53% of portfolio
64,608
Q3 2025 Reduced 0.47%
$2.31T
$15.8 Billion 2.46% of portfolio
71,846
Q3 2025 Reduced 0.24%
$21B
$15.5 Billion 2.41% of portfolio
247,189
Q3 2025 Reduced 21.39%
$67.8B
$15.5 Billion 2.41% of portfolio
495,026
Q3 2025 Added 44.9%
$83.9B
$15.3 Billion 2.38% of portfolio
47,222
Q3 2025 New
$0
$14.2 Billion 2.22% of portfolio
21,349
Q3 2025 Reduced 1.09%
$79.5B
$14.1 Billion 2.2% of portfolio
109,436
Q3 2025 Added 2,698.16%
$172B
$13.9 Billion 2.17% of portfolio
145,928
Q3 2025 Reduced 19.8%
$293B
$13.7 Billion 2.14% of portfolio
200,281
Q3 2025 Reduced 0.31%
$125B
$13.1 Billion 2.05% of portfolio
137,948
Q3 2025 Added 1.57%
$114B
$12.8 Billion 2.0% of portfolio
193,941
Q3 2025 Added 2.47%
$16B
$12.5 Billion 1.95% of portfolio
254,692
Q3 2025 Added 1.94%
$145B
$12.4 Billion 1.94% of portfolio
59,067
Q3 2025 Reduced 0.06%
$2.7B
$12.2 Billion 1.9% of portfolio
935,708
Q3 2025 Added 382.5%
$62.6B
$12.1 Billion 1.88% of portfolio
107,737
Q3 2025 Added 74.11%
$281B
$11.5 Billion 1.8% of portfolio
40,931
Q3 2025 Added 1.28%
$38B
$10.4 Billion 1.62% of portfolio
100,164
Q3 2025 Added 1.32%
Kenvue Inc Com
-
$9.43 Billion 1.47% of portfolio
-
Q3 2025 Added 2.35%
$196B
$8.8 Billion 1.37% of portfolio
86,688
Q3 2025 Added 1.91%
$28B
$7.36 Billion 1.15% of portfolio
28,705
Q3 2024 Reduced 0.33%
$68B
$7.31 Billion 1.14% of portfolio
65,487
Q3 2025 Reduced 0.71%
$210B
$7.17 Billion 1.12% of portfolio
51,087
Q3 2025 Added 1.86%
$182B
$6.96 Billion 1.08% of portfolio
246,388
Q3 2025 Added 2.81%
$0
$6.7 Billion 1.04% of portfolio
71,709
Q3 2025 Reduced 0.28%
$569B
$6.21 Billion 0.97% of portfolio
18,189
Q3 2025 Reduced 3.31%
$199B
$5.82 Billion 0.91% of portfolio
28,435
Q3 2025 Reduced 0.99%
$284B
$4.78 Billion 0.74% of portfolio
46,375
Q3 2025 Added 0.11%
$0
$4.51 Billion 0.7% of portfolio
7,361
Q3 2025 Reduced 0.14%
$0
$4.28 Billion 0.67% of portfolio
16,833
Q3 2025 Reduced 0.43%
$785B
$3.91 Billion 0.61% of portfolio
5,122
Q3 2025 Reduced 2.96%
$0
$3.85 Billion 0.6% of portfolio
13,112
Q3 2025 Reduced 0.42%
$0
$3.13 Billion 0.49% of portfolio
58,588
Q3 2025 Reduced 0.41%
$303B
$2.68 Billion 0.42% of portfolio
40,366
Q3 2025 Reduced 3.07%
$304B
$2.7 Billion 0.42% of portfolio
17,387
Q3 2025 Reduced 2.8%
$646B
$2.7 Billion 0.42% of portfolio
5,378
Q3 2025 Reduced 2.66%
$104B
$2.52 Billion 0.39% of portfolio
26,643
Q3 2025 Added 3.92%
$71B
$2.09 Billion 0.33% of portfolio
43,289
Q3 2025 Added 0.55%
$223B
$2.03 Billion 0.32% of portfolio
24,202
Q3 2025 Reduced 0.3%

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
Track This Portfolio

Track Allen Mooney & Barnes Investment Advisors LLC Portfolio

Follow Allen Mooney & Barnes Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Mooney & Barnes Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Mooney & Barnes Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email