Allen Mooney & Barnes Investment Advisors LLC Purchases in Q4 2025

Allen Mooney & Barnes Investment Advisors LLC

  • $665 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DOW
Dow Inc.

Basic Materials
636K
New
$20.65 - $25.73 $13.1M - $16.4M
636K $14.9B
ADBE
Adobe Inc.

Technology
32.9K
+ 593.32%
$325.07 - $359.91 $10.7M - $11.8M
38.4K $13.4B
CMI
Cummins Inc

Industrials
85
+ 0.22%
$407.98 - $484.34 $34.7K - $41.2K
39.1K $20B
LLY
Eli Lilly & CO

Healthcare
633
+ 12.36%
$799.57 - $1025.28 $506K - $649K
5.76K $6.18B
AXP
American Express CO

Financial Services
169
+ 0.34%
$316.26 - $372.77 $53.4K - $63K
50.4K $18.7B
CSCO
Cisco Systems, Inc.

Technology
1.77K
+ 0.88%
$67.46 - $78.0 $119K - $138K
202K $15.6B
ELV
Elevance Health, Inc.

Healthcare
1.02K
+ 2.16%
$303.78 - $362.34 $310K - $370K
48.2K $16.9B
XOM
Exxon Mobil Corp

Energy
1.96K
+ 1.18%
$110.64 - $119.78 $217K - $235K
168K $20.2B
C
Citigroup Inc

Financial Services
615
+ 0.71%
$93.93 - $102.87 $57.8K - $63.3K
87.3K $10.2B
PRU
Prudential Financial Inc

Financial Services
1.55K
+ 1.55%
$99.13 - $107.85 $154K - $167K
102K $11.5B
CBAN
Colony Bankcorp Inc

Financial Services
56.4K
New
$15.93 - $16.84 $899K - $950K
56.4K $1.01B
AMZN
Amazon Com Inc

Consumer Cyclical
696
+ 0.97%
$213.04 - $254.0 $148K - $177K
72.5K $16.7B
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.73K
+ 10.78%
$92.24 - $96.56 $713K - $746K
79.4K $7.63B
SCHW
Schwab Charles Corp

Financial Services
2.18K
+ 1.49%
$91.91 - $97.71 $200K - $213K
148K $14.8B
AEP
American Electric Power CO Inc

Utilities
2.73K
+ 1.81%
$112.75 - $122.73 $307K - $334K
153K $17.6B
IBM
International Business Machines Corp

Technology
381
+ 0.93%
$275.97 - $314.98 $105K - $120K
41.3K $12.2B
PEP
Pepsico Inc

Consumer Defensive
3.12K
+ 6.11%
$138.84 - $153.71 $433K - $480K
54.2K $7.78B
MRK
Merck & Co., Inc.

Healthcare
756
+ 3.12%
$82.49 - $92.93 $62.4K - $70.3K
25K $2.63B
JPM
Jpmorgan Chase & CO

Financial Services
337
+ 0.57%
$294.11 - $320.41 $99.1K - $108K
59.6K $19.2B
DHR
Danaher Corp

Healthcare
829
+ 9.66%
$202.46 - $223.01 $168K - $185K
9.42K $2.16B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
520
+ 7.06%
$600.51 - $631.95 $312K - $329K
7.88K $4.94B
PML
Pimco Municipal Income Fund Ii

Financial Services
57.5K
+ 55.77%
$7.82 - $7.97 $449K - $458K
160K $1.21B
WMT
Walmart Inc.

Consumer Defensive
19
+ 0.04%
$101.18 - $109.03 $1.92K - $2.07K
46.4K $5.17B
WY
Weyerhaeuser CO

Real Estate
16.3K
New
$22.13 - $25.12 $360K - $409K
16.3K $385M
SPY
Spdr S&P 500 ETF Trust

ETFs
44
+ 0.21%
$653.02 - $687.39 $28.7K - $30.2K
21.4K $14.6B
EEM
Ishares Msci Emerging Markets

ETFs
4.85K
+ 8.28%
$51.94 - $56.01 $252K - $272K
63.4K $3.47B
BMY
Bristol Myers Squibb CO

Healthcare
380
+ 1.12%
$42.6 - $49.08 $16.2K - $18.7K
34.2K $1.85B
VB
Vanguard Small Cap ETF

ETFs
746
+ 4.43%
$248.1 - $260.08 $185K - $194K
17.6K $4.53B
VTI
Vanguard Total Stock Market Et

ETFs
742
New
$321.8 - $337.95 $239K - $251K
742 $249M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
23.4K
+ 185.06%
$9.85 - $10.02 $230K - $234K
36K $351M
GILD
Gilead Sciences, Inc.

Healthcare
247
+ 1.52%
$110.56 - $125.2 $27.3K - $30.9K
16.5K $2.03B
Roundhill Generative Ai & Technology ETF
3.7K
New
N/A
3.7K $218M
MDT
Medtronic PLC

Healthcare
1.08K
+ 0.79%
$90.06 - $98.43 $97.5K - $107K
139K $13.4B
GE
General Electric CO

Industrials
700
New
$291.49 - $314.28 $204K - $220K
700 $216M
UPS
United Parcel Service Inc

Industrials
2.13K
New
$82.87 - $97.4 $176K - $207K
2.13K $211M
Ishares Bitcoin Trust ETF
4.15K
New
N/A
4.15K $206M
IWD
Ishares Russell 1000 Val ETF

ETFs
971
New
$199.44 - $208.01 $194K - $202K
971 $204M
ABT
Abbott Laboratories

Healthcare
1.6K
New
$123.62 - $134.59 $198K - $216K
1.6K $201M
JNJ
Johnson & Johnson

Healthcare
63
+ 0.8%
$185.98 - $199.58 $11.7K - $12.6K
7.96K $1.65B
V
Visa Inc.

Financial Services
10
+ 0.05%
$325.75 - $352.42 $3.26K - $3.52K
18.2K $6.38B
GS
Goldman Sachs Group Inc

Financial Services
9
+ 0.46%
$744.6 - $838.97 $6.7K - $7.55K
1.98K $1.74B
MKL
Markel Corp

Financial Services
50
+ 20.24%
$1826.32 - $2091.91 $91.3K - $105K
297 $638M
KO
Coca Cola CO

Consumer Defensive
299
+ 0.74%
$66.1 - $71.61 $19.8K - $21.4K
40.7K $2.84B
VGT
Vanguard Information Technolog

ETFs
212
+ 39.77%
$736.33 - $801.52 $156K - $170K
745 $562M
VO
Vanguard Mid Cap ETF

ETFs
595
+ 4.54%
$286.27 - $296.23 $170K - $176K
13.7K $3.98B
BAC
Bank Of America Corp

Financial Services
1.19K
+ 8.77%
$48.65 - $54.11 $57.9K - $64.4K
14.8K $812M
QCOM
Qualcomm Inc

Technology
574
+ 28.69%
$153.59 - $187.68 $88.2K - $108K
2.58K $441M
GPN
Global Payments Inc

Industrials
1.97K
+ 20.04%
$74.11 - $88.53 $146K - $174K
11.8K $911M
HOLX
Hologic Inc

Healthcare
36
+ 0.31%
$65.51 - $74.6 $2.36K - $2.69K
11.7K $870M
Activity Summary
Buys All Purchases 103 New Holdings 10 Increased Positions 93 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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