Long-term investor
Allen Mooney & Barnes Investment Advisors LLC @allenmooneybarnesinvestm
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002001461).
Record
- Tracked since 2025-06-30 (441 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days +7.1% · 6 months n/a · 1 year +13.2% · all +13.2%
- Max drawdown n/a · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.3% · long · since 2025-06-30
- GOOGL · 3.4% · long · since 2025-06-30
- ABBV · 3.1% · long · since 2025-06-30
- UNH · 3.1% · long · since 2025-06-30
- CMI · 3.0% · long · since 2025-06-30
- AEP · 3.0% · long · since 2025-06-30
- JPM · 2.9% · long · since 2025-06-30
- ELV · 2.7% · long · since 2025-09-30
- SOXX · 2.7% · long · since 2026-06-30
- EPD · 2.6% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30