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
$0
$2.05 Billion 0.32% of portfolio
3,421
Q3 2025 Reduced 1.07%
$166B
$1.95 Billion 0.3% of portfolio
5,539
Q3 2025 Added 0.49%
$156B
$1.81 Billion 0.28% of portfolio
16,284
Q3 2025 Reduced 2.06%
$451B
$1.75 Billion 0.27% of portfolio
9,406
Q3 2025 Reduced 13.57%
$161B
$1.7 Billion 0.27% of portfolio
8,586
Q3 2025 Reduced 3.22%
$259B
$1.57 Billion 0.24% of portfolio
1,972
Q3 2025 Reduced 19.97%
$94.7B
$1.53 Billion 0.24% of portfolio
33,846
Q3 2025 Added 0.22%
$33.9B
$1.45 Billion 0.23% of portfolio
24,243
Q3 2025 Added 4.77%
$502B
$1.47 Billion 0.23% of portfolio
7,901
Q3 2025 Reduced 6.63%
$58.2B
$1.48 Billion 0.23% of portfolio
32,440
Q3 2025 Reduced 0.7%
$226B
$1.44 Billion 0.22% of portfolio
4,732
Q3 2025 Added 0.17%
$356B
$1.41 Billion 0.22% of portfolio
7,706
Q3 2025 Reduced 39.13%
$359B
$1.32 Billion 0.21% of portfolio
8,617
Q3 2025 Reduced 0.52%
$742B
$1.28 Billion 0.2% of portfolio
4,566
Q3 2025 Added 9.65%
$87.6B
$1.22 Billion 0.19% of portfolio
7,213
Q3 2025 Reduced 1.16%
$10.5B
$1.18 Billion 0.18% of portfolio
15,887
Q3 2025 Reduced 0.58%
$41.6B
$1.05 Billion 0.16% of portfolio
6,712
Q3 2025 Added 1.54%
$8.73B
$1.06 Billion 0.16% of portfolio
2,725
Q2 2025 Reduced 4.18%
$277B
$991 Million 0.15% of portfolio
2,077
Q3 2025 Reduced 2.17%
$98.8B
$988 Million 0.15% of portfolio
7,987
Q3 2025 Added 0.2%
$0
$945 Million 0.15% of portfolio
19,097
Q2 2024 Reduced 0.36%
$139B
$873 Million 0.14% of portfolio
1,910
Q3 2025 Added 0.84%
Blackrock Inc Com
-
$886 Million 0.14% of portfolio
-
Q3 2025 Reduced 4.64%
$1.53T
$833 Million 0.13% of portfolio
3,422
Q3 2025 Reduced 0.78%
$0
$815 Million 0.13% of portfolio
103,025
Q3 2025 Reduced 6.77%
$24.3B
$815 Million 0.13% of portfolio
9,805
Q3 2025 Added 18.98%
$83.3B
$792 Million 0.12% of portfolio
3,727
Q2 2025 New
$18.5B
$786 Million 0.12% of portfolio
11,642
Q3 2025 Reduced 0.95%
$130B
$767 Million 0.12% of portfolio
2,159
Q4 2024 Added 3.05%
$165B
$754 Million 0.12% of portfolio
9,989
Q3 2025 Reduced 7.05%
$254B
$751 Million 0.12% of portfolio
4,486
Q3 2025 Reduced 1.6%
$139B
$729 Million 0.11% of portfolio
2,209
Q3 2025 Reduced 1.12%
$413B
$700 Million 0.11% of portfolio
13,566
Q3 2025 Reduced 17.38%
$0
$611 Million 0.1% of portfolio
6,333
Q1 2025 Added 5.59%
$144B
$616 Million 0.1% of portfolio
1,667
Q3 2025 Reduced 1.36%
$5.03B
$623 Million 0.1% of portfolio
8,495
Q4 2024 Reduced 0.84%
$0
$634 Million 0.1% of portfolio
1,354
Q3 2025 Added 0.07%
$139B
$659 Million 0.1% of portfolio
25,876
Q3 2025 Reduced 0.93%
$61.9B
$673 Million 0.1% of portfolio
4,948
Q3 2025 Reduced 9.56%
$14.8B
$553 Million 0.09% of portfolio
4,481
Q3 2025 Added 0.11%
$5.47B
$557 Million 0.09% of portfolio
10,920
Q3 2025 Reduced 1.52%
$415B
$578 Million 0.09% of portfolio
624
Q2 2025 Reduced 1.58%
$1.4T
$587 Million 0.09% of portfolio
1,320
Q3 2025 Reduced 55.18%
$169B
$596 Million 0.09% of portfolio
13,566
Q3 2025 Reduced 7.72%
$0
$598 Million 0.09% of portfolio
1,636
Q3 2025 Added 0.25%
$0
$606 Million 0.09% of portfolio
1,016
Q3 2025 Added 0.1%
$0
$608 Million 0.09% of portfolio
908
Q3 2025 Reduced 4.12%
$63B
$499 Million 0.08% of portfolio
6,064
Q3 2025 Reduced 5.35%
$0
$501 Million 0.08% of portfolio
15,846
Q3 2025 Added 1.89%

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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