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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$203B
$1.92 Billion 0.32% of portfolio
24,276
Q2 2025 Added 4.23%
$0
$1.91 Billion 0.31% of portfolio
3,458
Q2 2025 Reduced 1.14%
$150B
$1.84 Billion 0.3% of portfolio
16,626
Q2 2025 Added 0.02%
$254B
$1.74 Billion 0.29% of portfolio
2,464
Q2 2025 Added 1.44%
$150B
$1.75 Billion 0.29% of portfolio
8,872
Q2 2025 Added 0.02%
$367B
$1.73 Billion 0.28% of portfolio
12,659
Q2 2025 Reduced 9.68%
$456B
$1.72 Billion 0.28% of portfolio
10,883
Q2 2025 Reduced 4.07%
$99B
$1.56 Billion 0.26% of portfolio
33,772
Q2 2025 Added 1.73%
$368B
$1.38 Billion 0.23% of portfolio
8,662
Q2 2025 Reduced 4.04%
$222B
$1.38 Billion 0.23% of portfolio
4,724
Q2 2025 Added 0.19%
$58.4B
$1.4 Billion 0.23% of portfolio
32,669
Q2 2025 Added 11.86%
$102B
$1.34 Billion 0.22% of portfolio
7,298
Q2 2025 Added 0.56%
$452B
$1.29 Billion 0.21% of portfolio
8,462
Q2 2025 Reduced 0.08%
$261B
$1.24 Billion 0.2% of portfolio
6,805
Q2 2025 Added 0.18%
$32.2B
$1.22 Billion 0.2% of portfolio
23,140
Q2 2025 Added 0.16%
$10.6B
$1.08 Billion 0.18% of portfolio
15,980
Q2 2025 Reduced 35.7%
$153B
$963 Million 0.16% of portfolio
1,894
Q2 2025 Reduced 94.49%
$0
$945 Million 0.16% of portfolio
19,097
Q2 2024 Reduced 0.36%
$8.12B
$890 Million 0.15% of portfolio
2,725
Q2 2025 Reduced 4.18%
$684B
$910 Million 0.15% of portfolio
4,164
Q2 2025 Reduced 16.94%
$1.08T
$936 Million 0.15% of portfolio
2,945
Q2 2025 Added 11.09%
$95.8B
$941 Million 0.15% of portfolio
7,971
Q2 2025 Reduced 0.71%
Blackrock Inc Com
-
$836 Million 0.14% of portfolio
-
Q2 2025 Reduced 94.9%
$218B
$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%
$83.2B
$793 Million 0.13% of portfolio
3,727
Q2 2025 New
$381B
$777 Million 0.13% of portfolio
16,419
Q2 2025 Added 4.63%
$17B
$766 Million 0.13% of portfolio
11,754
Q2 2025 Reduced 4.16%
$141B
$746 Million 0.12% of portfolio
10,747
Q2 2025 Added 0.04%
$57.7B
$653 Million 0.11% of portfolio
5,471
Q2 2025 Added 0.09%
$106B
$658 Million 0.11% of portfolio
2,159
Q4 2024 Added 3.05%
$22.8B
$660 Million 0.11% of portfolio
8,241
Q2 2025 Added 1.37%
$61.9B
$660 Million 0.11% of portfolio
6,247
Q1 2025 Reduced 3.58%
$229B
$666 Million 0.11% of portfolio
4,559
Q2 2025 Added 2.82%
$142B
$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%
$0
$582 Million 0.1% of portfolio
6,333
Q1 2025 Added 5.59%
$0
$588 Million 0.1% of portfolio
947
Q2 2025 Reduced 0.94%
$1.24T
$612 Million 0.1% of portfolio
3,449
Q2 2025 Added 6.62%
$127B
$616 Million 0.1% of portfolio
2,234
Q2 2025 Reduced 5.86%
$439B
$618 Million 0.1% of portfolio
624
Q2 2025 Reduced 1.58%
$138B
$633 Million 0.1% of portfolio
26,120
Q2 2025 Reduced 0.48%
$182B
$636 Million 0.1% of portfolio
14,701
Q2 2025 Reduced 51.67%
$5.84B
$522 Million 0.09% of portfolio
11,088
Q4 2022 Reduced 1.52%
$31B
$529 Million 0.09% of portfolio
6,056
Q2 2025 Added 1.94%
$15.2B
$537 Million 0.09% of portfolio
4,476
Q2 2025 Reduced 0.89%
$120B
$539 Million 0.09% of portfolio
6,002
Q2 2025 Reduced 92.44%
$4.86B
$550 Million 0.09% of portfolio
8,495
Q4 2024 Reduced 0.84%
$0
$554 Million 0.09% of portfolio
1,632
Q2 2025 Added 0.25%

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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