13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002001461
Total reported value
$657.6M
$657.6M
157 檔
18.3%
The Q3 2025 SEC filing reveals that Allen Mooney & Barnes Investment Advisors LLC held a total portfolio value of $657.6M, covering 157 public equity positions.
Allen Mooney & Barnes Investment Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.28% | +0.38% | -3.59% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.75% | -0.70% | -30.16% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | +0.05% | -1.98% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 3.11% | +0.39% | +0.93% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 2.91% | -3.14% | EXIT | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.91% | +0.32% | -25.44% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.74% | +1.10% | +23.81% | |
| 8 | AEP | American Electric Power | Stock-Utilities | 2.63% | +0.08% | +0.86% | |
| 9 | AXP | American Express Co | Stock-Financials | 2.60% | +0.31% | -24.55% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.57% | -0.03% | -41.79% | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 2.57% | +0.75% | +1.63% | |
| 12 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.53% | -0.18% | -0.47% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.46% | +0.33% | -0.24% | |
| 14 | CG | Carlyle Group Inc/the | Stock-Financials | 2.41% | -0.27% | -21.39% | |
| 15 | EPD | Enterprise Products Partners | Stock-Energy | 2.41% | -0.17% | +44.90% | |
| 16 | ELV | Elevance Health Inc | Stock-Healthcare | 2.38% | +0.64% | — | |
| 17 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.29% | -0.37% | +1.20% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | +0.43% | -1.09% | |
| 19 | FISV | Fiserv Inc | Stock-Other | 2.20% | -0.89% | EXIT | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.17% | — | -19.80% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 2.14% | -2.01% | -0.31% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 2.05% | -0.22% | +1.57% | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 2.00% | +0.01% | +2.47% | |
| 24 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.95% | -0.03% | EXIT | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 1.94% | -1.98% | EXIT | |
| 26 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 1.90% | -0.04% | +382.50% | |
| 27 | EOG | Eog Resources Inc | Stock-Energy | 1.88% | -0.99% | +74.11% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.80% | -1.20% | +1.28% | |
| 29 | PRU | Prudential Financial Inc | Stock-Financials | 1.62% | +0.07% | +1.32% | |
| 30 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.47% | — | +2.35% | |
| 31 | C | Citigroup Inc | Stock-Financials | 1.37% | +0.31% | +1.91% | |
| 32 | EFX | Equifax Inc | Stock-Industrials | 1.15% | -0.06% | — | |
| 33 | AFL | Aflac Inc | Stock-Financials | 1.14% | +0.03% | -0.71% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.12% | -0.18% | +1.86% | |
| 35 | T | At&t Inc | Stock-Comm Services | 1.08% | -0.43% | +2.81% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.04% | +0.12% | -0.28% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | +0.12% | -3.31% | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.91% | +0.15% | -0.99% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.05% | +0.11% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.17% | -0.14% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.67% | +0.11% | -0.43% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.15% | -2.96% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | +0.09% | -0.42% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.49% | +0.14% | -0.41% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | +0.03% | -2.66% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.10% | -2.80% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | -0.02% | -3.07% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.39% | -0.07% | +3.92% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.33% | +0.06% | +0.55% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | +0.10% | -1.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +2.1% | +2698.16% | Add |
| 2 | FLO | Flowers Foods Inc | +1.3% | +382.50% | Add |
| 3 | MSFT | Microsoft CORP | +0.9% | -1.98% | Trim |
| 4 | UNH | Unitedhealth Group Inc | +0.8% | +23.81% | Add |
| 5 | LHX | L3harris Technologies Inc | +0.7% | +1.20% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.7% | -41.79% | Add |
| 7 | CMI | Cummins Inc | +0.6% | +1.63% | Add |
| 8 | EPD | Enterprise Products Partners | +0.5% | +44.90% | Add |
| 9 | C | Citigroup Inc | +0.4% | +1.91% | Add |
| 10 | AAPL | Apple Inc | +0.4% | -3.59% | Trim |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -1.09% | Add |
| 12 | AMZN | Amazon.com Inc | +0.3% | -0.24% | Add |
| 13 | LYB | LyondellBasell Industries N.V. | +0.3% | +1.94% | Add |
| 14 | CG | Carlyle Group Inc/the | +0.2% | -21.39% | Trim |
| 15 | ADBE | Adobe Inc | +0.2% | +0.49% | Add |
| 16 | ABBV | Abbvie Inc | +0.2% | +0.93% | Add |
| 17 | AMAT | Applied Materials Inc | +0.2% | -0.99% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -30.16% | Trim |
| 19 | IBM | Intl Business Machines CORP | +0.2% | +1.28% | Add |
| 20 | MO | Altria Group Inc | +0.1% | +2.47% | Add |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -0.31% | Add |
| 22 | LOW | Lowe's Cos Inc | +0.1% | -0.47% | Add |
| 23 | MDT | Medtronic plc | +0.1% | +1.57% | Add |
| 24 | ORCL | Oracle CORP | +0.1% | +9.65% | Trim |
| 25 | EFA | Ishares Msci Eafe ETF | +0.1% | -0.28% | Trim |
| 26 | WMT | Walmart Inc | +0.1% | +0.11% | Add |
| 27 | EEM | Ishares Msci Emerging Market | +0.1% | -0.41% | Trim |
| 28 | NVDA | Nvidia CORP | +0.1% | -13.57% | Trim |
| 29 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.14% | Trim |
| 30 | AEP | American Electric Power | — | +0.86% | Add |
| 31 | CVX | Chevron CORP | -0.1% | -2.80% | Trim |
| 32 | LLY | Eli Lilly & Co | -0.1% | -2.96% | Trim |
| 33 | VZ | Verizon Communications Inc | -0.1% | -7.72% | Trim |
| 34 | SWK | Stanley Black & Decker Inc | -0.1% | -0.58% | Trim |
| 35 | PRU | Prudential Financial Inc | -0.2% | +1.32% | Add |
| 36 | JPM | Jpmorgan Chase & Co | -0.2% | -25.44% | Trim |
| 37 | SBUX | Starbucks CORP | -0.3% | +0.17% | Trim |
| 38 | AXP | American Express Co | -0.3% | -24.55% | Trim |
| 39 | KVUE | Kenvue Inc | -0.7% | +2.35% | Add |
| 40 | DIS | Walt Disney Co/the | -0.8% | -94.15% | Trim |
| 41 | COP | Conocophillips | -1.3% | -16.03% | Trim |
| 42 | MET | Metlife Inc | -1.8% | -5.35% | Trim |
| 43 | DG | Dollar General CORP | -1.9% | -4.03% | Trim |
| 44 | CNC | Centene CORP | -2.1% | -94.67% | Trim |
| 45 | BLK | Blackrock Inc | -2.3% | -4.64% | Trim |
| 46 | DE | Deere & Co | -2.5% | +0.84% | Trim |
| 47 | ELV | Elevance Health Inc | — | NEW | New buy |
| 48 | EOG | Eog Resources Inc | — | NEW | New buy |
| 49 | IWV | Ishares Russell 3000 ETF | — | EXIT | Sold out |
| 50 | COF | Capital One Financial CORP | — | NEW | New buy |
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 157 disclosed positions in Q3 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, MSFT) accounted for 18.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
ELV
市值: $15.3M
Top Position Liquidated / Trimmed
IWV
前期市值: $1.3M
During Q3 2025, Allen Mooney & Barnes Investment Advisors LLC's top holdings by market value included AAPL (5.3%)、GOOGL (3.8%)、MSFT (3.7%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q3 2025, Allen Mooney & Barnes Investment Advisors LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 24 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.