Allen Mooney & Barnes Investment Advisors LLC - Portfolio overview

Allen Mooney & Barnes Investment Advisors LLC has 170 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 4.70%
2. GOOGL - ALPHABET INC CAP STK CL A, 3.94%
3. XOM - EXXON MOBIL CORP COM, 3.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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