Allen Mooney & Barnes Investment Advisors LLC

RIA/Wealth

Allen Mooney & Barnes Investment Advisors LLC is a RIA/Wealth based in Vancouver, WA led by Gordon Allen Maner, reporting $1.0B in AUM as of Q3 2025 with AAPL as the largest holding (5% allocation).

CEOGordon Allen Maner

Portfolio Value: $641.8M
Positions: 157
Top Holding: AAPL at 5.28%
Last Reported: Q3 2025

Address701 Columbia St, Ste 104, Vancouver, WA, 98660, United States

Top Holdings

Largest long holdings in Allen Mooney & Barnes Investment Advisors LLC's portfolio (32.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$33.9M	5.28%	-$1.3M Sold	0.00% 133.0K shares	Q1 2022 Held for 3y 8m
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$24.1M	3.75%	-$10.4M Sold	0.00% 99.1K shares	Q1 2022 Held for 3y 8m
3 Microsoft MSFT	Software - Infrastructure Technology	$24.0M	3.74%	-$484.3K Sold	0.00% 46.3K shares	Q1 2022 Held for 3y 8m
4 AbbVie ABBV	Drug Manufacturers - General Healthcare	$20.0M	3.11%	+$183.6K Bought	0.00% 86.3K shares	Q1 2022 Held for 3y 8m
5 Exxon Mobil XOM	Oil & Gas Integrated Energy	$18.7M	2.91%	+$289.5K Bought	0.00% 165.9K shares	Q1 2022 Held for 3y 8m
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$18.7M	2.91%	-$6.4M Sold	0.00% 59.2K shares	Q1 2022 Held for 3y 8m
7 UnitedHealth Group UNH	Medical - Healthcare Plans Healthcare	$17.6M	2.74%	+$3.4M Bought	0.01% 50.8K shares	Q1 2022 Held for 3y 8m
8 American Electric Power AEP	Regulated Electric Utilities	$16.9M	2.63%	+$144.3K Bought	0.03% 150.2K shares	Q1 2022 Held for 3y 8m
9 American Express AXP	Financial - Credit Services Financial Services	$16.7M	2.60%	-$5.4M Sold	0.01% 50.2K shares	Q1 2022 Held for 3y 8m
10 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$16.5M	2.57%	-$11.9M Sold	0.00% 22.5K shares	Q1 2022 Held for 3y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Allen Mooney & Barnes Investment Advisors LLC's latest filing

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Market Value

$641.8M

Prior: $608.9M

Q/Q Change

+5.4%

+$32.9M

Net Flows % of MV

-1.11%

Turnover Ratio

8.38%

New Purchases

3 stocks

$15.7M

Added To

59 stocks

+$40.1M

Sold Out Of

4 stocks

$1.4M

Reduced Holdings

70 stocks

-$61.5M

Increased Positions

Position	Shares Δ	Change
1 Elevance Health ELV	New	0 → 47.2K +$15.3M
2 Shopify SHOP	New	0 → 1.5K +$222.9K
3 PNC Financial Services PNC	New	0 → 1.0K +$202.5K
4 Fiserv FI	+2,698.16%	3.9K → 109.4K +$13.6M
5 Flowers Foods FLO	+382.5%	193.9K → 935.7K +$9.7M

Decreased Positions

Position	Shares Δ	Change
1 DexCom DXCM	Sold	6.1K → 0 −$528.6K
2 PMX PIMCO Municipal Income Fund III PMX	Sold	52.3K → 0 −$358.8K
3 Allstate ALL	Sold	1.4K → 0 −$281.1K
4 Abbott ABT	Sold	1.5K → 0 −$207.9K
5 Centene CNC	-94.67%	224.2K → 12.0K −$7.6M

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Analytics

Portfolio insights and performance metrics for Allen Mooney & Barnes Investment Advisors LLC

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Sector Allocation

Financial Services

17.60%

Technology

17.40%

Healthcare

12.80%

Industrials

9.30%

Consumer Defensive

8.60%

Energy

7.90%

Communication Services

7.80%

ETF

7.20%

Consumer Cyclical

5.70%

Utilities

3.40%

Basic Materials

1.90%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

43.82%

Large Cap ($10B - $200B)

43.97%

Mid Cap ($2B - $10B)

2.35%

Nano Cap (< $50M)

2.29%

N/A (ETF or Unknown)

7.57%

Portfolio Concentration

Top 10 Holdings %

32.25%

Top 20 Holdings %

55.88%

Top 50 Holdings %

89.5%

Top 100 Holdings %

97.26%