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CIK: 0002001461
Total reported value
$657.6M
$657.6M
154 檔
16.5%
During the Q1 2025 filing period, Allen Mooney & Barnes Investment Advisors LLC (CIK: 0002001461) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $657.6M across 154 reported positions.
In Q1 2025, Allen Mooney & Barnes Investment Advisors LLC displayed an active expansion posture, initiating 3 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.92% | +0.38% | -17.57% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.56% | -0.70% | -0.63% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.14% | +0.32% | -2.74% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.12% | -3.14% | EXIT | |
| 5 | AXP | American Express Co | Stock-Financials | 2.93% | +0.31% | -2.33% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.88% | +0.39% | +0.49% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.86% | +0.05% | -20.81% | |
| 8 | AEP | American Electric Power | Stock-Utilities | 2.63% | +0.08% | +1.68% | |
| 9 | DE | Deere & Co | Stock-Industrials | 2.62% | -0.07% | +1.27% | |
| 10 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.42% | -0.18% | +2.94% | |
| 11 | BLK | Blackrock Inc | Stock-Financials | 2.40% | — | +2.62% | |
| 12 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.34% | — | +2.21% | |
| 13 | KVUE | Kenvue Inc | Stock-Consumer Staples | 2.20% | — | +3.26% | |
| 14 | CNC | Centene CORP | Stock-Healthcare | 2.19% | — | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | +0.33% | -28.40% | |
| 16 | CG | Carlyle Group Inc/the | Stock-Financials | 2.17% | -0.27% | — | |
| 17 | HON | Honeywell International Inc | Stock-Industrials | 2.03% | -1.98% | EXIT | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 2.01% | -2.01% | +0.87% | |
| 19 | DG | Dollar General CORP | Stock-Consumer Staples | 1.98% | -0.01% | +4.29% | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 1.96% | -0.22% | +4.97% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.95% | +1.10% | +6.73% | |
| 22 | CMI | Cummins Inc | Stock-Industrials | 1.93% | +0.75% | +1.30% | |
| 23 | MET | Metlife Inc | Stock-Financials | 1.92% | +0.01% | +3.07% | |
| 24 | EPD | Enterprise Products Partners | Stock-Energy | 1.92% | -0.17% | +1.66% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.92% | -0.03% | +1440.95% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.86% | +0.43% | +4.36% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 1.86% | +0.01% | -0.10% | |
| 28 | PRU | Prudential Financial Inc | Stock-Financials | 1.79% | +0.07% | +2.38% | |
| 29 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.69% | -0.03% | EXIT | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 1.64% | -1.20% | -2.73% | |
| 31 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.61% | -0.37% | +3.84% | |
| 32 | COP | Conocophillips | Stock-Energy | 1.36% | -0.02% | +6.31% | |
| 33 | AFL | Aflac Inc | Stock-Financials | 1.19% | +0.03% | +1.79% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.18% | -0.18% | +6.12% | |
| 35 | EFX | Equifax Inc | Stock-Industrials | 1.14% | -0.06% | — | |
| 36 | T | At&t Inc | Stock-Comm Services | 1.10% | -0.43% | -2.92% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | +0.12% | -5.49% | |
| 38 | C | Citigroup Inc | Stock-Financials | 0.98% | +0.31% | -0.58% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.96% | +0.12% | — | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.81% | — | +0.96% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.15% | +1.68% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.68% | +0.15% | +1.72% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.05% | +0.87% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.17% | +25.48% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.63% | +0.11% | — | |
| 46 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.60% | -0.04% | +0.24% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.55% | +0.09% | +0.43% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.10% | -0.86% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.02% | -0.45% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | +0.03% | -2.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CNC | Centene CORP | +2.2% | NEW | New buy |
| 2 | CG | Carlyle Group Inc/the | +2.2% | NEW | New buy |
| 3 | META | Meta Platforms Inc-class A | +1.8% | +1440.95% | Add |
| 4 | ABBV | Abbvie Inc | +0.4% | +0.49% | Add |
| 5 | AEP | American Electric Power | +0.4% | +1.68% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +3.60% | Add |
| 7 | DG | Dollar General CORP | +0.3% | +4.29% | Add |
| 8 | MDT | Medtronic plc | +0.2% | +4.97% | Add |
| 9 | KVUE | Kenvue Inc | +0.2% | +3.26% | Add |
| 10 | DE | Deere & Co | +0.2% | +1.27% | Add |
| 11 | MO | Altria Group Inc | +0.2% | -0.10% | Trim |
| 12 | T | At&t Inc | +0.2% | -2.92% | Trim |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | +6.73% | Add |
| 14 | EPD | Enterprise Products Partners | +0.1% | +1.66% | Add |
| 15 | COP | Conocophillips | +0.1% | +6.31% | Add |
| 16 | USB | US Bancorp | +0.1% | +85.50% | Add |
| 17 | SCHW | Schwab (charles) CORP | +0.1% | +2.21% | Add |
| 18 | IBM | Intl Business Machines CORP | +0.1% | -2.73% | Trim |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +25.48% | Add |
| 20 | AFL | Aflac Inc | +0.1% | +1.79% | Add |
| 21 | CVX | Chevron CORP | +0.1% | -0.86% | Trim |
| 22 | KO | Coca-cola Co/the | +0.1% | -0.45% | Trim |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -2.82% | Trim |
| 24 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 25 | LLY | Eli Lilly & Co | 0% | +1.68% | Add |
| 26 | GILD | Gilead Sciences Inc | 0% | -0.63% | Trim |
| 27 | PLTR | Palantir Technologies Inc-a | 0% | +21.88% | Add |
| 28 | AJG | Arthur J Gallagher & Co | 0% | NEW | New buy |
| 29 | CSCO | Cisco Systems Inc | 0% | +0.87% | Add |
| 30 | PEP | Pepsico Inc | 0% | +6.12% | Add |
| 31 | V | Visa Inc-class A Shares | 0% | -5.49% | Trim |
| 32 | LHX | L3harris Technologies Inc | — | +3.84% | Add |
| 33 | DHR | Danaher CORP | 0% | +0.20% | Add |
| 34 | TSLA | Tesla Inc | -0.1% | +14.96% | Add |
| 35 | VB | Vanguard Small-cap ETF | -0.1% | — | Unchanged |
| 36 | FLO | Flowers Foods Inc | -0.1% | +0.24% | Add |
| 37 | AMAT | Applied Materials Inc | -0.1% | +1.72% | Add |
| 38 | EFX | Equifax Inc | -0.1% | — | Unchanged |
| 39 | HON | Honeywell International Inc | -0.1% | +4.37% | Add |
| 40 | DIS | Walt Disney Co/the | -0.1% | +0.96% | Add |
| 41 | PRU | Prudential Financial Inc | -0.1% | +2.38% | Add |
| 42 | LOW | Lowe's Cos Inc | -0.2% | +2.94% | Add |
| 43 | BLK | Blackrock Inc | -0.2% | +2.62% | Add |
| 44 | CMI | Cummins Inc | -0.3% | +1.30% | Add |
| 45 | AXP | American Express Co | -0.5% | -2.33% | Trim |
| 46 | DEO | Diageo Plc-sponsored Adr | -1% | EXIT | Sold out |
| 47 | GOOGL | Alphabet Inc-cl A | -1% | -0.63% | Trim |
| 48 | MSFT | Microsoft CORP | -1.3% | -20.81% | Trim |
| 49 | AMZN | Amazon.com Inc | -1.5% | -28.40% | Trim |
| 50 | AAPL | Apple Inc | -2.1% | -17.57% | Trim |
According to official SEC Form 13F filings, Allen Mooney & Barnes Investment Advisors LLC reported a total U.S. public equity portfolio value of $657.6M across 154 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, JPM) accounted for 16.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
CNC
市值: $13.5M
Top Position Liquidated / Trimmed
DEO
前期市值: $5.8M
During Q1 2025, Allen Mooney & Barnes Investment Advisors LLC's top holdings by market value included AAPL (4.9%)、GOOGL (3.6%)、JPM (3.1%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q1 2025, Allen Mooney & Barnes Investment Advisors LLC made 47 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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