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Allen Mooney & Barnes Investment Advisors LLC13F | |
| Allen Mooney & Barnes Investment Advisors LLC | |
| Last update 2025-07-08 | 153 Stocks (6 new) |
| Value $609.00 Mil | Turnover 7 % |
Allen Mooney & Barnes Investme... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 38,617 | 28,502.7 | +88.99% | 4.680 | +2.20% | 0.000 | +25.19% | +25.36% | 1,842,448.7 | Interactive Media | |
AAPL | Apple Inc | 137,928 | 28,298.6 | +1.25% | 4.650 | +0.06% | 0.000 | +6.32% | -15.48% | 3,153,550.3 | Hardware | |
GOOGL | Alphabet Inc | 141,850 | 24,998.2 | +0.28% | 4.110 | +0.01% | 0.000 | +11.41% | -6.49% | 2,147,432.5 | Interactive Media | |
MSFT | Microsoft Corp | 47,252 | 23,503.7 | +0.99% | 3.860 | +0.04% | 0.000 | +29.18% | +19.92% | 3,742,360.2 | Software | |
JPM | JPMorgan Chase & Co | 79,452 | 23,033.8 | +0.93% | 3.780 | +0.03% | 0.000 | +21.42% | +20.04% | 786,928.4 | Banks | |
AXP | American Express Co | 66,587 | 21,239.8 | -0.69% | 3.490 | -0.02% | 0.010 | +21.27% | +7.81% | 222,331.9 | Credit Services | |
XOM | Exxon Mobil Corp | 163,319 | 17,605.8 | +1.30% | 2.890 | +0.04% | 0.000 | +8.55% | +7.72% | 490,436.9 | Oil & Gas | |
SCHW | Charles Schwab Corp | 181,949 | 16,601.1 | -0.84% | 2.730 | -0.02% | 0.010 | +23.08% | +25.56% | 167,742.7 | Capital Markets | |
CG | The Carlyle Group Inc | 314,434 | 16,161.9 | +2.64% | 2.650 | +0.07% | 0.090 | +44.83% | +14.24% | 20,537.8 | Asset Management | |
ABBV | AbbVie Inc | 85,492 | 15,869.1 | +1.08% | 2.610 | +0.03% | 0.000 | +6.97% | +9.28% | 336,711.7 | Drug Manufacturers |
Allen Mooney & Barnes Investment Advisors LLC's Historical Top Holdings Breakdowns
Allen Mooney & Barnes Investment Advisors LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DE | Deere & Co | 2025-06-30 | Reduce Reduce | -2.48% | 412.99 ($489.25) 531.48 | $509.33 | 4.10% | Reduce -94.49% | 1,894 | -32,467 | |
BLK | BlackRock Inc | 2025-06-30 | Reduce Reduce | -2.28% | 815.72 ($945.61) 1049.25 | $1,088.75 | 15.14% | Reduce -94.9% | 797 | -14,829 | |
META | Meta Platforms Inc | 2025-06-30 | Add Add | +2.20% | 484.66 ($617.26) 738.09 | $732.78 | 18.71% | Add 88.99% | 38,617 | 18,184 | |
DG | Dollar General Corp | 2025-06-30 | Reduce Reduce | -1.93% | 86.02 ($99.08) 114.95 | $112.35 | 13.39% | Reduce -97.65% | 3,250 | -135,125 | |
MET | MetLife Inc | 2025-06-30 | Reduce Reduce | -1.84% | 68.42 ($77.22) 82.49 | $78.24 | 1.32% | Reduce -95.64% | 6,407 | -140,552 | |
COP | ConocoPhillips | 2025-06-30 | Reduce Reduce | -1.26% | 82.66 ($90.21) 106.1 | $94.53 | 4.79% | Reduce -92.44% | 6,002 | -73,362 | |
EOG | EOG Resources Inc | 2025-06-30 | New Buy New Buy | +1.22% | 104.61 ($114.49) 129.97 | $121.89 | 6.46% | New holding | 61,877 | 61,877 | |
LYB | LyondellBasell Industries NV | 2025-06-30 | Add Add | +0.97% | 53.23 ($58.48) 70.65 | $64.84 | 10.88% | Add 69.15% | 249,852 | 102,140 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Add Add | +0.93% | 274.35 ($384.44) 599.47 | $302.91 | -21.21% | Add 79.22% | 41,062 | 18,151 | |
ADBE | Adobe Inc | 2025-06-30 | Add Add | +0.29% | 340 ($385.29) 420.68 | $373.38 | -3.09% | Add 485.14% | 5,512 | 4,570 |
Allen Mooney & Barnes Investment Advisors LLC Total Holding History ($B)
Allen Mooney & Barnes Investment Advisors LLC's Asset Allocation
Allen Mooney & Barnes Investment Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Allen Mooney & Barnes Investment Advisors LLC's Hypothetical Growth since 2025-06-30
Allen Mooney & Barnes Investment Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Allen Mooney & Barnes Investment Advisors LLC's Holdings Heat Map
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Allen Mooney & Barnes Investment Advisors LLC's Holdings Bubble Chart
Allen Mooney & Barnes Investment Advisors LLC News
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