Allen Mooney & Barnes Investment Advisors LLC Purchases in Q1 2025

Allen Mooney & Barnes Investment Advisors LLC

  • $615 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CNC
Centene Corp

Healthcare
222K
New
$55.93 - $65.89 $12.4M - $14.6M
222K $13.5B
CG
Carlyle Group Inc.

Financial Services
306K
New
$40.03 - $56.96 $12.3M - $17.5M
306K $13.4B
META
Meta Platforms, Inc.

Communication Services
19.1K
+ 1440.95%
$576.36 - $736.67 $11M - $14.1M
20.4K $11.8B
ABBV
Abb Vie Inc.

Healthcare
411
+ 0.49%
$169.2 - $216.66 $69.5K - $89K
84.6K $17.7B
AEP
American Electric Power CO Inc

Utilities
2.45K
+ 1.68%
$90.32 - $109.27 $222K - $268K
148K $16.2B
XOM
Exxon Mobil Corp

Energy
5.61K
+ 3.6%
$105.44 - $118.93 $591K - $667K
161K $19.2B
DG
Dollar General Corp

Consumer Defensive
5.7K
+ 4.29%
$68.44 - $87.93 $390K - $501K
138K $12.2B
Kenvue Inc Com
17.8K
+ 3.26%
N/A
564K $13.5B
MDT
Medtronic PLC

Healthcare
6.36K
+ 4.97%
$79.84 - $94.5 $508K - $601K
134K $12.1B
DE
Deere & CO

Industrials
432
+ 1.27%
$408.57 - $509.27 $177K - $220K
34.4K $16.1B
EPD
Enterprise Products Partners L.P.

Energy
5.62K
+ 1.66%
$31.75 - $34.14 $179K - $192K
345K $11.8B
SCHW
Schwab Charles Corp

Financial Services
3.96K
+ 2.21%
$71.24 - $83.64 $282K - $331K
183K $14.4B
COP
Conocophillips

Energy
4.71K
+ 6.31%
$88.6 - $105.85 $417K - $499K
79.4K $8.33B
USB
Us Bancorp \De\

Financial Services
19.8K
+ 85.5%
$40.92 - $50.9 $810K - $1.01M
43K $1.81B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.58K
+ 25.48%
$507.05 - $563.67 $799K - $888K
7.76K $3.99B
AFL
Aflac Inc

Financial Services
1.15K
+ 1.79%
$100.99 - $111.19 $116K - $128K
65.5K $7.29B
CSCO
Cisco Systems, Inc.

Technology
1.72K
+ 0.87%
$58.74 - $64.87 $101K - $112K
200K $12.3B
LLY
Eli Lilly & CO

Healthcare
88
+ 1.68%
$725.72 - $929.72 $63.9K - $81.8K
5.34K $4.41B
LHX
L3 Harris Technologies, Inc.

Industrials
1.75K
+ 3.84%
$194.65 - $222.86 $340K - $390K
47.2K $9.89B
PEP
Pepsico Inc

Consumer Defensive
2.79K
+ 6.12%
$142.64 - $156.42 $397K - $436K
48.3K $7.24B
PLTR
Palantir Technologies Inc.

Technology
2.52K
+ 21.88%
$64.98 - $124.62 $163K - $314K
14K $1.18B
AJG
Arthur J. Gallagher & Co.

Financial Services
749
New
$275.89 - $345.24 $207K - $259K
749 $259M
JNJ
Johnson & Johnson

Healthcare
186
+ 2.25%
$142.06 - $167.7 $26.4K - $31.2K
8.47K $1.4B
WELL
Welltower Inc.

Real Estate
1.32K
New
$124.05 - $156.86 $164K - $208K
1.32K $203M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.71K
New
$114.57 - $118.14 $196K - $202K
1.71K $202M
BK
Bank Of New York Mellon Corp

Financial Services
2.4K
New
$75.42 - $88.95 $181K - $213K
2.4K $201M
VZ
Verizon Communications Inc

Communication Services
748
+ 2.52%
$37.81 - $46.49 $28.3K - $34.8K
30.4K $1.38B
BMY
Bristol Myers Squibb CO

Healthcare
406
+ 1.24%
$53.9 - $63.11 $21.9K - $25.6K
33.2K $2.02B
SBUX
Starbucks Corp

Consumer Cyclical
103
+ 0.56%
$91.75 - $115.81 $9.45K - $11.9K
18.6K $1.82B
MET
Metlife Inc

Financial Services
4.38K
+ 3.07%
$77.7 - $87.0 $340K - $381K
147K $11.8B
LYB
Lyondell Basell Industries N.V.

Basic Materials
9.27K
+ 6.69%
$69.82 - $78.67 $647K - $729K
148K $10.4B
DUK
Duke Energy Corp

Utilities
17
+ 0.21%
$105.87 - $121.97 $1.8K - $2.07K
8.03K $979M
RTX
Raytheon Technologies Corp

Industrials
103
+ 2.38%
$114.1 - $135.66 $11.8K - $14K
4.43K $587M
PSX
Phillips 66

Energy
52
+ 0.96%
$113.93 - $131.55 $5.92K - $6.84K
5.47K $675M
IVV
Ishares Core S&P 500 ETF

ETFs
142
+ 17.44%
$554.06 - $615.85 $78.7K - $87.5K
956 $537M
PG
Procter & Gamble CO

Consumer Defensive
183
+ 2.07%
$158.56 - $176.26 $29K - $32.3K
9.03K $1.54B
SYK
Stryker Corp

Healthcare
94
+ 5.8%
$355.18 - $399.9 $33.4K - $37.6K
1.72K $639M
NOC
Northrop Grumman Corp

Industrials
24
+ 5.31%
$433.45 - $513.82 $10.4K - $12.3K
476 $244M
ALL
Allstate Corp

Financial Services
1
+ 0.06%
$180.99 - $210.18 $181 - $210
1.74K $360M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.04K
+ 7.82%
$30.73 - $32.26 $31.8K - $33.4K
14.3K $439M
MPC
Marathon Petroleum Corp

Energy
8
+ 0.31%
$134.72 - $159.03 $1.08K - $1.27K
2.6K $379M
PML
Pimco Municipal Income Fund Ii

Financial Services
1.77K
+ 1.66%
$8.04 - $8.62 $14.2K - $15.2K
108K $877M
SNA
Snap On Inc

Industrials
50
+ 7.01%
$324.09 - $358.62 $16.2K - $17.9K
763 $257M
VMI
Valmont Industries Inc

Industrials
245
+ 9.43%
$285.37 - $376.98 $69.9K - $92.4K
2.84K $812M
CL
Colgate Palmolive CO

Consumer Defensive
10
+ 0.27%
$85.68 - $97.5 $857 - $975
3.74K $350M
IWR
Ishares Russell Mid Cap ETF

ETFs
335
+ 5.59%
$82.81 - $92.93 $27.7K - $31.1K
6.33K $539M
VONV
Vanguard Russell 1000 Value Et

ETFs
18
+ 0.47%
$80.21 - $86.14 $1.44K - $1.55K
3.86K $319M
GPC
Genuine Parts CO

Consumer Cyclical
2
+ 0.08%
$115.91 - $129.02 $232 - $258
2.51K $299M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
70
+ 0.53%
$8.29 - $8.97 $580 - $628
13.3K $115M
Activity Summary
Buys All Purchases 86 New Holdings 6 Increased Positions 80 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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