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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.57 Billion 0.42% of portfolio
58,827
Q1 2025 Reduced 0.01%
$97.2B
$2.36 Billion 0.38% of portfolio
25,646
Q1 2025 Reduced 6.2%
$206B
$2.09 Billion 0.34% of portfolio
23,291
Q1 2025 Added 0.94%
$106B
$2.02 Billion 0.33% of portfolio
33,199
Q1 2025 Added 1.24%
$10.2B
$1.91 Billion 0.31% of portfolio
24,854
Q1 2025 Added 0.71%
$147B
$1.82 Billion 0.3% of portfolio
8,870
Q1 2025 Added 0.2%
$138B
$1.86 Billion 0.3% of portfolio
16,622
Q1 2025 Reduced 0.63%
$99.4B
$1.82 Billion 0.3% of portfolio
18,569
Q1 2025 Added 0.56%
$67.2B
$1.81 Billion 0.3% of portfolio
42,972
Q1 2025 Added 85.5%
$0
$1.64 Billion 0.27% of portfolio
3,498
Q1 2025 Reduced 0.96%
$386B
$1.54 Billion 0.25% of portfolio
9,027
Q1 2025 Added 2.07%
$221B
$1.47 Billion 0.24% of portfolio
4,715
Q1 2025 Reduced 2.26%
$409B
$1.4 Billion 0.23% of portfolio
8,469
Q1 2025 Added 2.25%
$0
$1.34 Billion 0.22% of portfolio
4,203
Q3 2024 Reduced 49.57%
$210B
$1.33 Billion 0.22% of portfolio
2,429
Q1 2025 Reduced 0.16%
$185B
$1.38 Billion 0.22% of portfolio
30,421
Q1 2025 Added 2.52%
$98B
$1.25 Billion 0.2% of portfolio
7,257
Q1 2025 Reduced 1.39%
$359B
$1.23 Billion 0.2% of portfolio
11,345
Q1 2025 Added 10.77%
$261B
$1.18 Billion 0.19% of portfolio
14,016
Q1 2025 Added 21.88%
$278B
$1.08 Billion 0.18% of portfolio
6,793
Q1 2025 Reduced 17.63%
$26.8B
$1.11 Billion 0.18% of portfolio
23,102
Q1 2025 Added 1.86%
$89.6B
$979 Million 0.16% of portfolio
8,028
Q1 2025 Added 0.21%
$0
$932 Million 0.15% of portfolio
19,097
Q2 2024 Reduced 0.36%
$40.1B
$930 Million 0.15% of portfolio
6,754
Q1 2025 Reduced 1.32%
$0
$877 Million 0.14% of portfolio
108,212
Q1 2025 Added 1.66%
$79.5B
$864 Million 0.14% of portfolio
3,911
Q4 2024 Reduced 2.15%
$6.93B
$812 Million 0.13% of portfolio
2,844
Q1 2025 Added 9.43%
$22.4B
$796 Million 0.13% of portfolio
8,130
Q1 2025 Reduced 1.08%
$189B
$712 Million 0.12% of portfolio
2,160
Q1 2025 Reduced 4.85%
$143B
$762 Million 0.12% of portfolio
10,743
Q1 2025 Reduced 0.12%
$16.3B
$758 Million 0.12% of portfolio
12,264
Q1 2025 Added 0.17%
$479B
$701 Million 0.11% of portfolio
5,013
Q1 2025 Reduced 0.56%
$57.1B
$675 Million 0.11% of portfolio
5,466
Q1 2025 Added 0.96%
$136B
$665 Million 0.11% of portfolio
26,245
Q1 2025 Added 1.52%
$15.7B
$665 Million 0.11% of portfolio
4,516
Q1 2025 Added 0.09%
$1.03T
$687 Million 0.11% of portfolio
2,651
Q1 2025 Added 14.96%
$362B
$655 Million 0.11% of portfolio
15,692
Q1 2025 Reduced 5.8%
$204B
$587 Million 0.1% of portfolio
4,434
Q1 2025 Added 2.38%
$106B
$622 Million 0.1% of portfolio
2,159
Q4 2024 Added 3.05%
$146B
$639 Million 0.1% of portfolio
1,715
Q1 2025 Added 5.8%
$80.1B
$601 Million 0.1% of portfolio
6,247
Q1 2025 Reduced 3.58%
$446B
$600 Million 0.1% of portfolio
634
Q4 2024 Reduced 3.65%
$96B
$565 Million 0.09% of portfolio
2,440
Q1 2025 Reduced 2.24%
$139B
$528 Million 0.09% of portfolio
2,234
Q1 2025 Reduced 11.52%
$0
$537 Million 0.09% of portfolio
956
Q1 2025 Added 17.44%
$0
$539 Million 0.09% of portfolio
6,333
Q1 2025 Added 5.59%
$0
$541 Million 0.09% of portfolio
1,014
Q1 2025 Added 0.2%
$377B
$497 Million 0.08% of portfolio
1,355
Q1 2025 Added 2.34%
$5.44B
$482 Million 0.08% of portfolio
11,088
Q4 2022 Reduced 1.52%

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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